Walmart Inc. $WMT Shares Acquired by Convergence Investment Partners LLC

Convergence Investment Partners LLC grew its position in Walmart Inc. (NASDAQ:WMT) by 11.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,067 shares of the retailer’s stock after purchasing an additional 4,511 shares during the period. Walmart makes up approximately 1.0% of Convergence Investment Partners LLC’s holdings, making the stock its 22nd largest holding. Convergence Investment Partners LLC’s holdings in Walmart were worth $5,021,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of WMT. Collier Financial acquired a new position in shares of Walmart in the 3rd quarter valued at about $25,000. Your Advocates Ltd. LLP purchased a new stake in Walmart during the 3rd quarter worth approximately $28,000. Redmont Wealth Advisors LLC purchased a new stake in Walmart during the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP purchased a new stake in Walmart during the 4th quarter worth approximately $30,000. Finally, Bay Harbor Wealth Management LLC increased its holdings in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after acquiring an additional 105 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Trading Down 0.8%

NASDAQ:WMT opened at $131.45 on Friday. Walmart Inc. has a 12-month low of $93.43 and a 12-month high of $134.69. The firm has a market capitalization of $1.05 trillion, a P/E ratio of 47.97, a P/E/G ratio of 4.93 and a beta of 0.65. 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 business has a 50 day simple moving average of $126.37 and a 200 day simple moving average of $119.15.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. During the same quarter in the previous year, the firm posted $0.66 EPS. The business’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. Equities research analysts predict that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Announces Dividend

The business also recently disclosed 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 dividend on an annualized basis and a yield of 0.8%. Walmart’s payout ratio is currently 36.13%.

Insider Buying and Selling at Walmart

In related news, EVP Latriece Watkins sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the completion of the transaction, the executive vice president owned 108,294 shares in the company, valued at $13,153,389.24. The trade was a 8.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction on 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 transaction, the executive vice president owned 533,466 shares of the company’s stock, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 167,195 shares of company stock worth $20,975,804. 0.10% of the stock is owned by company insiders.

Trending Headlines about Walmart

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.

Analyst Ratings Changes

WMT has been the subject of a number of research analyst reports. Morgan Stanley boosted their price target on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Guggenheim boosted their price target on Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a report on Monday, April 13th. Mizuho boosted their price target on Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a report on Monday, February 9th. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $140.00 price target (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Two equities research 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 data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $138.88.

About Walmart

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.