Strategic Family Wealth Counselors L.L.C. Acquires Shares of 6,285 Walmart Inc. $WMT

Strategic Family Wealth Counselors L.L.C. acquired a new stake in Walmart Inc. (NASDAQ:WMT) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 6,285 shares of the retailer’s stock, valued at approximately $746,000.

Several other institutional investors also recently bought and sold shares of WMT. Collier Financial purchased a new position in shares of Walmart in the third quarter valued at approximately $25,000. Your Advocates Ltd. LLP purchased a new position in shares of Walmart in the third quarter valued at approximately $28,000. Redmont Wealth Advisors LLC purchased a new position in shares of Walmart in the third quarter valued at approximately $30,000. Beacon Financial Strategies CORP purchased a new position in shares of Walmart in the fourth quarter valued at approximately $30,000. Finally, Bay Harbor Wealth Management LLC lifted its position in shares of Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after acquiring an additional 105 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Walmart news, EVP Latriece Watkins sold 10,000 shares of Walmart 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 owned 108,294 shares in the company, valued at $13,153,389.24. The trade was a 8.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of Walmart stock in a transaction on Friday, February 20th. The shares were sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the sale, the executive vice president owned 533,466 shares in the company, valued at $65,082,852. This represents a 6.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 167,195 shares of company stock valued at $20,975,804 in the last 90 days. 0.10% of the stock is owned by insiders.

Walmart Stock Performance

Shares of Walmart stock opened at $131.47 on Thursday. Walmart Inc. has a one year low of $91.89 and a one year high of $134.69. The company has a market cap of $1.05 trillion, a price-to-earnings ratio of 47.98, a PEG ratio of 4.85 and a beta of 0.65. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The business’s 50 day moving average price is $126.21 and its 200 day moving average price is $118.87.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter last year, the business posted $0.66 earnings per share. The firm’s revenue was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. On average, research analysts predict that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Dividend Announcement

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

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on WMT. Mizuho raised their target price on Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a research report on Monday, February 9th. Citigroup restated a “buy” rating and issued a $147.00 target price (up from $120.00) on shares of Walmart in a research report on Thursday, February 5th. Telsey Advisory Group raised their target price on Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research report on Friday, February 20th. Argus upgraded Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. Finally, Wall Street Zen downgraded Walmart from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $138.67.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s restructuring appears aimed at streamlining operations and improving coordination across tech and AI teams, which could boost efficiency and profitability if executed well.
• Positive Sentiment: Analyst commentary ahead of earnings remains constructive, with reports highlighting Walmart’s strong earnings-surprise track record and arguing that its premium valuation is justified by growth and execution.
• Positive Sentiment: Pre-earnings research from major analysts has reiterated favorable views on Walmart, suggesting expectations remain high heading into the company’s quarterly report.
• Neutral Sentiment: The job cuts were reported to be part of an internal reorganization rather than a direct response to AI replacing workers, which limits the read-through to near-term fundamentals. Walmart lays off or relocates about 1,000 corporate workers, WSJ reports
• Neutral Sentiment: Several articles also framed the move as a broader digital-transformation effort, but the actual earnings impact is still unclear until Walmart reports results and guidance.
• Negative Sentiment: Layoffs can sometimes signal management caution or cost pressure, and investor reaction may be tempered by the fact that Walmart’s shares already trade at a premium valuation ahead of earnings.

Walmart Company 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.