Walmart Inc. $WMT Shares Sold by International Private Wealth Advisors LLC

International Private Wealth Advisors LLC reduced its position in Walmart Inc. (NASDAQ:WMT) by 30.3% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 10,514 shares of the retailer’s stock after selling 4,572 shares during the period. International Private Wealth Advisors LLC’s holdings in Walmart were worth $1,171,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. AQR Capital Management LLC raised its holdings in shares of Walmart by 188.1% in the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares during the period. Amundi lifted its stake in shares of Walmart by 20.5% in the 3rd quarter. Amundi now owns 23,497,921 shares of the retailer’s stock valued at $2,413,236,000 after purchasing an additional 4,004,277 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of Walmart by 0.9% during the 3rd quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock worth $44,898,368,000 after purchasing an additional 3,835,200 shares during the period. Danske Bank A S purchased a new stake in shares of Walmart during the 3rd quarter worth about $294,621,000. Finally, Holocene Advisors LP acquired a new stake in Walmart during the 2nd quarter worth approximately $273,784,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

WMT has been the topic of several research reports. Raymond James Financial restated an “outperform” rating and issued a $135.00 price target on shares of Walmart in a report on Friday, March 6th. Wall Street Zen downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Barclays reissued an “overweight” rating and issued a $125.00 target price (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. The Goldman Sachs Group restated a “buy” rating and set a $138.00 target price on shares of Walmart in a report on Friday, February 20th. Finally, Telsey Advisory Group upped their price target on shares of Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a research report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $135.76.

Walmart Stock Up 0.6%

NASDAQ WMT opened at $122.89 on Friday. 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. The business has a 50 day moving average price of $124.35 and a two-hundred day moving average price of $113.59. The stock has a market cap of $979.73 billion, a PE ratio of 44.85, a P/E/G ratio of 4.58 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same quarter last year, the firm posted $0.66 earnings per share. The business’s quarterly revenue 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. As a group, sell-side analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be paid 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 36.13%.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts highlight Walmart’s accelerating digital initiatives (AI tools, ads, memberships) and a disciplined buyback program that can lift margins and justify a higher multiple — a primary driver of investor optimism. Assessing Walmart (WMT) Valuation As Digital Growth AI Tools And Buybacks Reshape The Business
• Positive Sentiment: Comparisons to peers (Costco) emphasize Walmart’s omnichannel scale, growing ad business and membership-like initiatives as margin levers — reinforcing the narrative that Walmart can sustain steady, profitable growth vs. competitors. Walmart or Costco: Who’s Winning the Modern Retail Game Right Now?
• Neutral Sentiment: Broader retail comparisons (Amazon, Target) and sector commentary keep Walmart in investors’ crosshairs as a defensive, cash-generative retail leader; these pieces frame relative valuation and strategic positioning but don’t contain immediate catalysts. Amazon vs Walmart: Which is a Better Buy?
• Neutral Sentiment: Coverage noting executive comments about AI and leadership transitions (including past remarks by former CEO Doug McMillon) underscores management focus on AI but is more background than an immediate stock mover. Major outgoing CEOs are citing AI as a factor in their decisions to step down
• Negative Sentiment: Regulatory headwinds: Washington state fined Walmart >$380k for selling motor vehicle A/C cans with banned hydrofluorocarbons. The penalty is modest financially but raises scrutiny of compliance and ESG risks, which can affect reputation and investor sentiment. Walmart Fine Raises Questions On Climate Compliance And Investment Risks
• Negative Sentiment: Governance/legal risk: A shareholder law firm is investigating Walmart’s board over alleged oversight failures tied to Spark driver pay practices, which could lead to litigation, reputational harm or regulatory scrutiny if claims advance. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)

Insider Transactions at Walmart

In other news, EVP Donna Morris sold 76,181 shares of Walmart stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the sale, the executive vice president directly owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. The trade was a 15.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $129.10, for a total value of $1,694,437.50. Following the completion of the transaction, the chief executive officer owned 591,084 shares in the company, valued at approximately $76,308,944.40. This trade represents a 2.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 274,278 shares of company stock worth $33,825,793 over the last three months. Insiders own 0.10% of the company’s stock.

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.