Level Four Advisory Services LLC reduced its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 3.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 175,317 shares of the retailer’s stock after selling 5,568 shares during the period. Walmart makes up about 0.6% of Level Four Advisory Services LLC’s holdings, making the stock its 25th largest holding. Level Four Advisory Services LLC’s holdings in Walmart were worth $18,068,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Collier Financial acquired a new position in shares of Walmart during the third quarter worth about $25,000. Access Investment Management LLC purchased a new position in Walmart in the second quarter worth approximately $26,000. Your Advocates Ltd. LLP acquired a new position in Walmart during the 3rd quarter worth approximately $28,000. Redmont Wealth Advisors LLC purchased a new stake in shares of Walmart in the 3rd quarter valued at approximately $30,000. Finally, Roble Belko & Company Inc raised its holdings in shares of Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.
Insider Activity
In related news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Friday, December 26th. The stock was sold at an average price of $111.83, for a total value of $2,171,291.28. Following the transaction, the chief executive officer owned 4,315,333 shares in the company, valued at $482,583,689.39. The trade was a 0.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $122.00, for a total value of $4,158,004.00. Following the sale, the executive vice president directly owned 533,466 shares of the company’s stock, valued at approximately $65,082,852. This represents a 6.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 259,703 shares of company stock valued at $31,585,043. Insiders own 0.10% of the company’s stock.
Wall Street Analysts Forecast Growth
View Our Latest Report on Walmart
Walmart Price Performance
Shares of NASDAQ WMT opened at $127.10 on Tuesday. The stock has a market cap of $1.01 trillion, a P/E ratio of 46.39, a P/E/G ratio of 5.03 and a beta of 0.66. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $134.69. The stock has a 50 day moving average of $120.73 and a two-hundred day moving average of $110.37. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38.
Walmart (NASDAQ:WMT – Get Free Report) last announced 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. The business had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period in the previous year, the company 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. On average, research analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.
Walmart Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be paid 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 dividend payout ratio is 34.31%.
More Walmart News
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 hedge in a bifurcated economy — boosts institutional demand and sets an upside anchor for the stock. Walmart (NASDAQ:WMT) Research Coverage Started at Bank of America
- Positive Sentiment: Sam’s Club sales, traffic and e-commerce showed acceleration (sales +2.9%, traffic +5.3%, e‑commerce +23%), signaling membership momentum and higher-margin growth levers. Operational strength supports margin upside and justifies premium multiples. Walmart’s Sam’s Club Sales Rise 2.9%: Will the Growth Accelerate?
- Positive Sentiment: Multiple bullish narratives this week argue Walmart is a defensive/hedge play for 2026 due to scale, share gains among higher-income shoppers, and growth in advertising/marketplace — could attract defensive capital flows. The Great Divide: Is Walmart the Ultimate Hedge for 2026?
- Neutral Sentiment: Analyses questioning valuation after a ~32% one‑year rally raise the debate over how much growth is already priced in; investors should weigh premium P/E against durable cash flow and guidance. Is Walmart (WMT) Still Attractive After 32% One Year Share Price Rally?
- Negative Sentiment: The Walton family trust sold roughly $380 million of Walmart stock over five days — large, concentrated selling from the founding family can weigh on the stock and create short-term supply pressure. Walton Family Trust Dumps $380 Million in Walmart Stock Over Five Days
- Negative Sentiment: Reports say Walmart’s largest shareholder sold about $220 million in shares — another headline that can amplify negative sentiment even if the sales are for diversification or estate planning. Walmart’s Largest Shareholder Dumps $220 Million in Shares
- Negative Sentiment: CEO Doug McMillon sold ~19,416 shares recently — insider sales often attract attention and can contribute to short-term selling pressure despite being routine. C Douglas Mcmillon Sells 19,416 Shares of Walmart (NASDAQ:WMT) 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.
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