Walmart Inc. $WMT is Legacy Wealth Management LLC MS’s 7th Largest Position

Legacy Wealth Management LLC MS boosted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 14.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 79,221 shares of the retailer’s stock after buying an additional 9,944 shares during the quarter. Walmart comprises about 2.4% of Legacy Wealth Management LLC MS’s investment portfolio, making the stock its 7th biggest holding. Legacy Wealth Management LLC MS’s holdings in Walmart were worth $8,826,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Trust Co of the South increased its position in Walmart by 22.0% during the fourth quarter. Trust Co of the South now owns 27,915 shares of the retailer’s stock worth $3,110,000 after buying an additional 5,038 shares in the last quarter. Foguth Wealth Management LLC. purchased a new stake in shares of Walmart in the fourth quarter valued at $1,150,000. Marathon Mission Inc. boosted its stake in shares of Walmart by 2.0% during the fourth quarter. Marathon Mission Inc. now owns 6,525 shares of the retailer’s stock valued at $727,000 after acquiring an additional 129 shares during the last quarter. GAMMA Investing LLC boosted its stake in shares of Walmart by 8.3% during the fourth quarter. GAMMA Investing LLC now owns 128,739 shares of the retailer’s stock valued at $14,343,000 after acquiring an additional 9,814 shares during the last quarter. Finally, Rosenberg Matthew Hamilton increased its position in Walmart by 2.6% during the 4th quarter. Rosenberg Matthew Hamilton now owns 10,994 shares of the retailer’s stock worth $1,225,000 after purchasing an additional 282 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Growing AI narrative and modest analyst upside: coverage notes that Walmart’s AI investments (supply-chain, store ops) are reshaping its growth story and one valuation model nudged fair value slightly higher to ~$136, supporting longer-term upside. This bolsters bullish investor interest in WMT as a tech-enabled retailer. How Walmart (WMT) Is Rewriting Its Story With AI Hype And Valuation Questions
• Positive Sentiment: Analyst/technical support for defensive retail: coverage from Barron’s highlights Walmart alongside other defensive retail names on both technical and fundamental grounds, which can attract risk-off flows and relative-strength buyers in uncertain markets. Walmart, Ross Stores, and Other ‘Defensive’ Retail Stocks
• Positive Sentiment: Market narrative that Walmart is an AI play: features arguing Walmart (and Target) are meaningful AI plays could lift investor conviction around margin improvement and efficiency gains over time. Forget Chipmakers: Walmart and Target Are the Real AI Plays
• Neutral Sentiment: Higher-than-usual call buying: intraday activity showed a ~42% increase in call option volume, which signals bullish positioning but could be speculative or short-term. Watch whether this leads to sustained buying or just short-term gamma flow.
• Neutral Sentiment: CEO transition focus: commentary on managing and positioning around CEO transitions notes both risk and opportunity — transitions can create volatility but also potential strategic shifts. Investors should watch messaging and execution from leadership. How to Play 3 Major CEO Transitions in Early 2026 (WMT)
• Negative Sentiment: Insider selling by CEO: CEO John R. Furner sold 13,125 shares (~1.87% reduction in his position) in a disclosed SEC filing — insider sales can be interpreted negatively by some investors even if part of routine diversification. Insider Sale SEC Filing

Walmart Price Performance

WMT stock opened at $119.02 on Friday. The company has a market cap of $948.88 billion, a PE ratio of 43.44, a price-to-earnings-growth ratio of 4.51 and a beta of 0.66. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The stock has a 50-day moving average price of $124.08 and a two-hundred day moving average price of $112.74. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69.

Walmart (NASDAQ:WMT) last released 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. The company had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same period last year, the business posted $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. As a group, research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

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

Insider Activity

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the completion of the sale, the chief executive officer directly owned 4,315,333 shares in the company, valued at $482,583,689.39. The trade was a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total transaction 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 position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 274,278 shares of company stock valued at $33,605,809 over the last quarter. 0.10% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. 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. Truist Financial lifted their price target on shares of Walmart from $127.00 to $139.00 and gave the stock a “buy” rating in a report on Friday, February 20th. Mizuho boosted their price objective on shares of Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a research report on Monday, February 9th. Roth Mkm reissued a “buy” rating and set a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. Finally, HSBC lowered shares of Walmart from a “buy” rating to a “hold” rating and raised their target price for the stock from $122.00 to $131.00 in a research report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and an average price target of $135.76.

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.