Dimensional Fund Advisors LP increased its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 0.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 15,488,205 shares of the retailer’s stock after acquiring an additional 88,544 shares during the period. Walmart comprises approximately 0.3% of Dimensional Fund Advisors LP’s portfolio, making the stock its 27th largest position. Dimensional Fund Advisors LP owned about 0.19% of Walmart worth $1,596,205,000 as of its most recent filing with the SEC.
A number of other large investors have also added to or reduced their stakes in the company. Revolve Wealth Partners LLC raised its holdings in shares of Walmart by 1.0% during the 3rd quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock valued at $1,023,000 after buying an additional 96 shares in the last quarter. Atlas Legacy Advisors LLC grew its position in Walmart by 1.1% during the second quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock valued at $851,000 after acquiring an additional 98 shares during the last quarter. Meridian Wealth Partners LLC raised its stake in shares of Walmart by 2.1% during the second quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock worth $470,000 after acquiring an additional 99 shares in the last quarter. Hemington Wealth Management raised its stake in shares of Walmart by 1.8% during the third quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock worth $586,000 after acquiring an additional 99 shares in the last quarter. Finally, Boomfish Wealth Group LLC lifted its holdings in shares of Walmart by 2.7% in the 3rd quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock worth $381,000 after acquiring an additional 99 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.
Insider Activity
In related news, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the transaction, the executive vice president owned 533,466 shares in the company, valued at $65,082,852. The trade was a 6.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Latriece Watkins sold 10,000 shares of the stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the completion of the transaction, the executive vice president directly owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. The trade was a 8.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 259,703 shares of company stock worth $31,585,043. 0.10% of the stock is owned by company insiders.
Analysts Set New Price Targets
Get Our Latest Research Report on Walmart
Walmart Trading Up 0.6%
WMT opened at $127.91 on Wednesday. Walmart Inc. has a one year low of $79.81 and a one year high of $134.69. 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 business has a 50 day simple moving average of $121.07 and a two-hundred day simple moving average of $110.56. The firm has a market capitalization of $1.02 trillion, a price-to-earnings ratio of 46.68, a PEG ratio of 4.73 and a beta of 0.66.
Walmart (NASDAQ:WMT – Get Free Report) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $188.37 billion. During the same period in the previous year, the firm earned $0.66 earnings per share. The business’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. Analysts predict that Walmart Inc. will post 2.55 EPS for the current year.
Walmart Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be given a $0.2475 dividend. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is currently 34.31%.
Key Headlines Impacting Walmart
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Bank of America reinstated coverage with a Buy rating and a $150 price target, arguing Walmart is well positioned as a consumer hedge in a bifurcated economy, which supports upside to the stock. The Great Divide: Is Walmart the Ultimate Hedge for 2026?
- Positive Sentiment: Walmart’s Sam’s Club reported a 2.9% sales rise, +5.3% traffic and e‑commerce growth of 23%, signaling membership and digital momentum that should help margins and comps. Walmart’s Sam’s Club Sales Rise 2.9%
- Positive Sentiment: Walmart expanded its grocery/CPG assortment as brands (e.g., Liquid Youth) roll out at select Walmart stores — incremental SKU additions can modestly boost grocery sales and private‑label/commercial partnerships. Liquid Youth™ Expands Retail Footprint with Launch at Target and Walmart
- Neutral Sentiment: Analyst/press pieces highlight Walmart’s durable same‑store sales, wide moat, growth in e‑commerce, digital advertising and AI initiatives — positive fundamentals but already partly reflected in the rally. 3 Things to Know About Walmart Stock Before You Buy
- Neutral Sentiment: Coverage notes and valuation checks question whether the stock has run ahead of fundamentals after a ~32% one‑year rally — investors are debating growth vs. stretched multiples. Is Walmart (WMT) Still Attractive After 32% One Year Share Price Rally?
- Negative Sentiment: Major shareholders sold large blocks: reports show the Walton family trust sold roughly $380M of stock over five days and another report says Walmart’s largest shareholder offloaded about $220M — heavy insider selling can create near‑term supply pressure and raise investor concern. Walton Family Trust Dumps $380 Million in Walmart Stock Over Five Days
- Negative Sentiment: Additional reporting highlights another large ~$220M block sale by a major shareholder, reinforcing the headline risk from concentrated selling. Walmart’s Largest Shareholder Dumps $220 Million in Shares
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.
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