Walmart Inc. $WMT Stake Boosted by IFP Advisors Inc

IFP Advisors Inc boosted its holdings in Walmart Inc. (NASDAQ:WMT) by 11.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 134,634 shares of the retailer’s stock after purchasing an additional 13,793 shares during the quarter. IFP Advisors Inc’s holdings in Walmart were worth $13,879,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Stillwater Wealth Management Group bought a new position in shares of Walmart in the 3rd quarter worth about $3,772,000. Groupama Asset Managment grew its position in shares of Walmart by 4.8% during the 3rd quarter. Groupama Asset Managment now owns 1,091,369 shares of the retailer’s stock valued at $112,476,000 after buying an additional 49,788 shares during the last quarter. Investment Research Partners LLC bought a new stake in shares of Walmart during the 3rd quarter valued at about $1,235,000. Cambria Investment Management L.P. raised its stake in Walmart by 981.0% during the third quarter. Cambria Investment Management L.P. now owns 32,029 shares of the retailer’s stock worth $3,301,000 after acquiring an additional 29,066 shares during the period. Finally, Strategic Advocates LLC acquired a new stake in Walmart during the third quarter worth about $153,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $126.71, for a total value of $2,460,201.36. Following the sale, the director owned 4,023,209 shares of the company’s stock, valued at approximately $509,780,812.39. The trade was a 0.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Christopher James Nicholas sold 34,082 shares of the company’s 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 of the company’s stock, valued at approximately $65,082,852. This trade represents a 6.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 265,153 shares of company stock valued at $32,465,924 over the last three months. 0.10% of the stock is owned by company insiders.

Walmart Stock Performance

WMT stock opened at $121.98 on Thursday. The company has a 50-day simple moving average of $123.83 and a 200 day simple moving average of $112.53. The company has a market capitalization of $972.47 billion, a P/E ratio of 44.52, a PEG ratio of 4.66 and a beta of 0.66. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating the consensus estimate of $0.73 by $0.01. The firm had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. Walmart’s quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter last year, the company earned $0.66 EPS. 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 predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The company also recently announced 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 yield of 0.8%. Walmart’s payout ratio is presently 34.31%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on WMT. Bank of America assumed coverage on Walmart in a research note on Friday, February 27th. They issued a “buy” rating and a $150.00 target price for the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research report on Wednesday, January 21st. Barclays reissued an “overweight” rating and issued a $125.00 price target (up from $108.00) on shares of Walmart in a report on Thursday, January 8th. Telsey Advisory Group boosted their price objective on Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research report on Friday, February 20th. Finally, BTIG Research restated a “buy” rating and set a $140.00 price objective on shares of Walmart in a research note on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $135.76.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart won U.S. patents for two machine‑learning systems to inform item pricing — a potential margin and competitive improvement if deployed at scale for dynamic pricing and promotions. Walmart Secures Machine Learning Patents for Pricing Items
• Positive Sentiment: Walmart Marketplace expands capabilities via a verified Doba integration, speeding onboarding and automated dropshipping for sellers — supports marketplace assortment and low‑capital inventory expansion. Doba Announces Verified Technical Integration with Walmart Marketplace to Empower Dropshipping Sellers
• Positive Sentiment: Analyst/media pieces highlight Walmart’s faster‑growing e‑commerce and advertising businesses and its AI initiatives — reinforcing the view of higher‑margin revenue streams beyond physical retail. 1 Stock I Plan to Load Up On in 2026
• Neutral Sentiment: Commentary notes Walmart as a recession‑resilient consumer staple, which supports defensive demand for shares in macro uncertainty — a structural positive but not an immediate catalyst. Predictions Markets Are Pointing to a Potential Recession. 3 Stocks to Buy.
• Negative Sentiment: A shareholder law firm launched an investigation into Walmart’s board over alleged deceptive pay practices for Spark drivers — raises governance, litigation and reputational risk that can pressure the stock until resolved. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)
• Negative Sentiment: Amazon rolled out 1‑hour and 3‑hour shipping in major U.S. markets — intensifying delivery competition and potentially pressuring Walmart’s value proposition and margins on rapid fulfillment. Amazon launches 1-hour shipping in US cities to challenge Walmart
• Negative Sentiment: Walmart‑backed PhonePe paused IPO plans amid Middle East market volatility — delays potential monetization/valuation realization and is a reminder external market conditions can affect Walmart’s non‑core asset strategies. Walmart-backed PhonePe pauses IPO plans as Middle East conflict fuels market volatility
• Negative Sentiment: Analysts warn WMT’s valuation looks rich given the premium multiple assigned for e‑commerce and advertising growth — valuation concerns can amplify downside on disappointing news. Walmart’s Valuation Looks Rich: Should You Stay Invested in the Stock?

About Walmart

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.