Heritage Oak Wealth Advisors LLC Sells 41,272 Shares of Walmart Inc. $WMT

Heritage Oak Wealth Advisors LLC lessened its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 4.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 878,404 shares of the retailer’s stock after selling 41,272 shares during the quarter. Walmart makes up about 36.3% of Heritage Oak Wealth Advisors LLC’s portfolio, making the stock its biggest holding. Heritage Oak Wealth Advisors LLC’s holdings in Walmart were worth $98,073,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in WMT. AQR Capital Management LLC boosted its stake in Walmart by 188.1% during 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 last quarter. Amundi boosted its stake in Walmart by 20.5% during the 3rd quarter. Amundi now owns 23,497,921 shares of the retailer’s stock worth $2,413,236,000 after purchasing an additional 4,004,277 shares during the last quarter. Vanguard Group Inc. boosted its stake in 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 last quarter. Danske Bank A S acquired a new stake in Walmart during the 3rd quarter worth $294,621,000. Finally, Holocene Advisors LP acquired a new stake in Walmart during the 2nd quarter worth $273,784,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Trading Up 3.9%

NASDAQ WMT opened at $127.26 on Thursday. The firm’s 50-day moving average is $125.47 and its two-hundred day moving average is $114.82. Walmart Inc. has a 12 month low of $83.02 and a 12 month high of $134.69. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The stock has a market capitalization of $1.01 trillion, a P/E ratio of 46.45, a PEG ratio of 4.69 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 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 analysts’ expectations of $188.37 billion. During the same quarter in the prior year, the company posted $0.66 earnings per share. Walmart’s revenue for the quarter was up 5.6% compared to the same quarter last year. 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, sell-side analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Dividend Announcement

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

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on WMT shares. Craig Hallum set a $150.00 target price on shares of Walmart in a research note on Friday, March 6th. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. 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 on the stock. Royal Bank Of Canada set a $145.00 price target on shares of Walmart in a research report on Friday, February 20th. Finally, TD Cowen reissued a “buy” rating and set a $145.00 price target (up from $136.00) on shares of Walmart in a research report on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $137.12.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: AI/agentic commerce tailwind — Analysts argue that “agentic commerce” (AI-driven shopping assistants) could reshape e‑commerce and name Walmart as a beneficiary given its scale, omnichannel reach and tech investments; this narrative supports higher growth expectations and investor appetite for WMT. 2 Stocks I’d Add to the Shopping Cart for the Agentic Commerce Revolution
• Positive Sentiment: Sam’s Club membership price hikes — Announced increases in Sam’s Club fees effective May 1 should lift membership revenue and margins, a clear earnings lever for Walmart’s membership businesses and recurring revenue profile. New Sam’s Club Price Hikes Take Effect May 1. Should You Buy Walmart Stock First?
• Neutral Sentiment: Navy Exchange story is peripheral — Coverage of the U.S. Navy Exchange highlights how larger retailers (Walmart/Amazon) are taking share from military exchanges; this underscores Walmart’s competitive strength but is not a material company announcement. Why the U.S. Navy’s retail business is fighting Walmart and Amazon to fund its own future
• Neutral Sentiment: Digital price‑tag rollout — Walmart is replacing paper shelf labels with digital tags to improve pricing agility and margins; investors note efficiency upside but also regulatory and price‑transparency questions that could temper the near‑term benefit. Walmart’s Digital Price Tags Put Valuation And Margin Story In Focus
• Neutral Sentiment: Valuation check after big run — Commentary questions whether WMT’s strong multi‑year rally (50%+ over 12 months) leaves the stock fully priced; this raises caution on further upside absent continued execution. Is Walmart (WMT) Still Reasonably Priced After A 51% One Year Share Price Surge?
• Negative Sentiment: Short‑term technical/pullback headlines — Multiple pieces note a recent snap in a winning streak and a one‑day downside move, reflecting profit‑taking and near‑term volatility that can pressure the share price despite the longer‑term positives. Walmart (WMT) Stock Drops Despite Market Gains: Important Facts to Note

Insider Buying and Selling

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total value of $2,313,804.72. Following the transaction, the chief executive officer owned 4,274,856 shares of the company’s stock, valued at $509,434,589.52. This represents a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the completion of the transaction, the executive vice president directly owned 506,764 shares in the company, valued at $61,962,034.28. The trade was a 3.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 274,278 shares of company stock valued at $33,825,793 over the last three months. Company insiders own 0.10% of the company’s stock.

Walmart Company 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.