Stronghold Wealth Management L.L.C. Makes New Investment in Walmart Inc. $WMT

Stronghold Wealth Management L.L.C. purchased a new stake in Walmart Inc. (NASDAQ:WMT) during the 4th quarter, Holdings Channel reports. The fund purchased 5,830 shares of the retailer’s stock, valued at approximately $650,000. Walmart accounts for approximately 1.0% of Stronghold Wealth Management L.L.C.’s investment portfolio, making the stock its 26th biggest holding.

Several other institutional investors and hedge funds also recently modified their holdings of WMT. Brighton Jones LLC lifted its holdings in shares of Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares in the last quarter. Peterson Wealth Management lifted its position in shares of Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in shares of Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after acquiring an additional 1,048 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

WMT stock opened at $131.45 on Monday. 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 52-week low of $93.43 and a 52-week high of $134.69. The stock’s 50 day moving average is $126.37 and its two-hundred day moving average is $119.25. The company has a market capitalization of $1.05 trillion, a PE ratio of 47.97, a P/E/G ratio of 4.85 and a beta of 0.65.

Walmart (NASDAQ:WMT) last posted its quarterly 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 net margin of 3.07% and a return on equity of 21.44%. 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 prior year, the company posted $0.66 earnings per share. The firm’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. Analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Dividend Announcement

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

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 stock was 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 directly owned 533,466 shares of the company’s stock, 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 link. Also, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total value of $1,600,725.00. Following the sale, the chief executive officer owned 687,287 shares in the company, valued at $83,821,522.52. The trade was a 1.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 167,195 shares of company stock worth $20,975,804 over the last ninety days. Insiders own 0.10% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
• Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
• Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
• Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
• Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.

Analysts Set New Price Targets

WMT has been the topic of several recent research reports. Guggenheim upped their price objective on Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research report on Monday, April 13th. HSBC downgraded Walmart from a “buy” rating to a “hold” rating and upped their price objective for the company from $122.00 to $131.00 in a research report on Friday, February 20th. Argus raised shares of Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Sanford C. Bernstein reissued an “outperform” rating and set a $145.00 price objective on shares of Walmart in a research note on Tuesday, May 12th. Finally, Royal Bank Of Canada set a $145.00 price objective on shares of Walmart in a research note on Friday, February 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Walmart presently has an average rating of “Buy” and a consensus target price of $138.88.

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.