Walmart Inc. $WMT Stock Position Cut by Heritage Oak Wealth Advisors LLC

Heritage Oak Wealth Advisors LLC cut its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 4.5% during the fourth quarter, Holdings Channel reports. The firm owned 878,404 shares of the retailer’s stock after selling 41,272 shares during the quarter. Walmart comprises about 36.3% of Heritage Oak Wealth Advisors LLC’s holdings, making the stock its largest position. Heritage Oak Wealth Advisors LLC’s holdings in Walmart were worth $98,073,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Capstone Wealth Management LLC increased its stake in Walmart by 1.8% in the fourth quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after purchasing an additional 89 shares during the last quarter. Matrix Trust Co boosted its holdings in shares of Walmart by 20.0% in the fourth quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after acquiring an additional 91 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Walmart by 1.0% in the third quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock valued at $1,023,000 after acquiring an additional 96 shares during the period. Hemington Wealth Management boosted its holdings in shares of Walmart by 1.8% in the third quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after acquiring an additional 99 shares during the period. Finally, Boomfish Wealth Group LLC boosted its holdings in shares of Walmart by 2.7% in the third quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock valued at $381,000 after acquiring an additional 99 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, CEO John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the completion of the sale, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at $83,821,522.52. This trade represents a 1.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Latriece Watkins sold 10,000 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $121.46, for a total value of $1,214,600.00. Following the sale, the executive vice president directly owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. This represents a 8.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 274,278 shares of company stock valued at $33,825,793. 0.10% of the stock is currently owned by company insiders.

Walmart Price Performance

Shares of NASDAQ WMT opened at $127.26 on Thursday. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The stock has a fifty day moving average price of $125.47 and a 200 day moving average price of $114.82. Walmart Inc. has a 1-year low of $83.02 and a 1-year high of $134.69. The company has a market cap of $1.01 trillion, a PE ratio of 46.45, a P/E/G ratio of 4.69 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same period last year, the company earned $0.66 earnings per share. The company’s revenue for the quarter was up 5.6% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Sell-side analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be issued a dividend of $0.2475 per share. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. Walmart’s dividend payout ratio (DPR) is currently 36.13%.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: AI/agentic commerce tailwind — Analysts argue that “agentic commerce” (AI-driven shopping assistants) could reshape e‑commerce and name Walmart as a beneficiary given its scale, omnichannel reach and tech investments; this narrative supports higher growth expectations and investor appetite for WMT. 2 Stocks I’d Add to the Shopping Cart for the Agentic Commerce Revolution
• Positive Sentiment: Sam’s Club membership price hikes — Announced increases in Sam’s Club fees effective May 1 should lift membership revenue and margins, a clear earnings lever for Walmart’s membership businesses and recurring revenue profile. New Sam’s Club Price Hikes Take Effect May 1. Should You Buy Walmart Stock First?
• Neutral Sentiment: Navy Exchange story is peripheral — Coverage of the U.S. Navy Exchange highlights how larger retailers (Walmart/Amazon) are taking share from military exchanges; this underscores Walmart’s competitive strength but is not a material company announcement. Why the U.S. Navy’s retail business is fighting Walmart and Amazon to fund its own future
• Neutral Sentiment: Digital price‑tag rollout — Walmart is replacing paper shelf labels with digital tags to improve pricing agility and margins; investors note efficiency upside but also regulatory and price‑transparency questions that could temper the near‑term benefit. Walmart’s Digital Price Tags Put Valuation And Margin Story In Focus
• Neutral Sentiment: Valuation check after big run — Commentary questions whether WMT’s strong multi‑year rally (50%+ over 12 months) leaves the stock fully priced; this raises caution on further upside absent continued execution. Is Walmart (WMT) Still Reasonably Priced After A 51% One Year Share Price Surge?
• Negative Sentiment: Short‑term technical/pullback headlines — Multiple pieces note a recent snap in a winning streak and a one‑day downside move, reflecting profit‑taking and near‑term volatility that can pressure the share price despite the longer‑term positives. Walmart (WMT) Stock Drops Despite Market Gains: Important Facts to Note

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on WMT shares. Craig Hallum set a $150.00 price objective on Walmart in a report on Friday, March 6th. Evercore reissued an “outperform” rating and issued a $130.00 price objective (up from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. Royal Bank Of Canada set a $145.00 price objective on Walmart in a report on Friday, February 20th. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on Walmart in a report on Friday, February 20th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $137.12.

Walmart Profile

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.