Gutierrez Wealth Advisory LLC Trims Stock Holdings in Walmart Inc. $WMT

Gutierrez Wealth Advisory LLC lowered its holdings in Walmart Inc. (NASDAQ:WMT) by 50.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,712 shares of the retailer’s stock after selling 19,418 shares during the period. Walmart makes up about 1.2% of Gutierrez Wealth Advisory LLC’s holdings, making the stock its 16th biggest position. Gutierrez Wealth Advisory LLC’s holdings in Walmart were worth $1,928,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank purchased a new position in shares of Walmart in the second quarter valued at $5,367,770,000. Laurel Wealth Advisors LLC lifted its holdings in Walmart by 9,648.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,486,374 shares of the retailer’s stock worth $1,123,138,000 after purchasing an additional 11,368,549 shares in the last quarter. Vanguard Group Inc. boosted its stake in Walmart by 1.4% in the 2nd quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after purchasing an additional 5,856,468 shares during the period. Amundi grew its holdings in Walmart by 23.5% during the 2nd quarter. Amundi now owns 19,493,644 shares of the retailer’s stock valued at $1,902,775,000 after buying an additional 3,710,506 shares in the last quarter. Finally, AGF Management Ltd. grew its holdings in Walmart by 1,176.6% during the 2nd quarter. AGF Management Ltd. now owns 3,317,487 shares of the retailer’s stock valued at $324,384,000 after buying an additional 3,057,612 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

Shares of WMT stock opened at $127.91 on Wednesday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69. The firm has a market cap of $1.02 trillion, a P/E ratio of 46.68, a P/E/G ratio of 4.73 and a beta of 0.66. The business’s 50 day moving average price is $121.07 and its 200-day moving average price is $110.56.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results 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 during the quarter, compared to analyst estimates of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm’s revenue was up 5.6% on a year-over-year basis. During the same quarter last year, the firm posted $0.66 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. On average, equities research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. Walmart’s payout ratio is currently 34.31%.

Walmart News Roundup

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

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on WMT shares. Jefferies Financial Group set a $145.00 price target on shares of Walmart in a report on Friday, February 20th. Guggenheim reissued a “buy” rating and issued a $120.00 price target (up from $115.00) on shares of Walmart in a report on Friday, November 21st. Bank of America initiated coverage on shares of Walmart in a research report on Friday, February 27th. They set a “buy” rating and a $150.00 price target for the company. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on Walmart in a research report on Friday, February 20th. Finally, JPMorgan Chase & Co. lifted their price objective on Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research note on Friday, November 21st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $134.42.

Insider Buying and Selling

In other Walmart news, EVP Donna Morris sold 76,181 shares of the company’s stock in a transaction that occurred on 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 transaction, the executive vice president owned 402,072 shares in the company, valued at approximately $49,772,492.88. This represents a 15.93% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $119.99, for a total value of $1,574,868.75. Following the completion of the transaction, the executive vice president owned 727,155 shares of the company’s stock, valued at approximately $87,251,328.45. The trade was a 1.77% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 259,703 shares of company stock valued at $31,585,043 over the last quarter. 0.10% of the stock is currently owned by insiders.

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.