Walmart Inc. $WMT Shares Sold by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA decreased its stake in Walmart Inc. (NASDAQ:WMT) by 5.0% during the 4th quarter, HoldingsChannel reports. The firm owned 108,697 shares of the retailer’s stock after selling 5,738 shares during the period. Union Bancaire Privee UBP SA’s holdings in Walmart were worth $12,110,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Collier Financial bought a new position in shares of Walmart during the third quarter worth about $25,000. Your Advocates Ltd. LLP bought a new stake in Walmart in the 3rd quarter valued at about $28,000. Redmont Wealth Advisors LLC acquired a new position in Walmart during the 3rd quarter valued at about $30,000. Roble Belko & Company Inc grew its position in Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares during the last quarter. Finally, Manning & Napier Advisors LLC acquired a new stake in shares of Walmart in the third quarter valued at approximately $39,000. 26.76% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction that occurred 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 in the company, valued at approximately $65,082,852. This represents a 6.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $126.71, for a total transaction of $2,460,201.36. Following the completion of the sale, the director owned 4,023,209 shares of the company’s stock, valued at $509,780,812.39. This trade represents a 0.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 274,278 shares of company stock worth $33,605,809 in the last quarter. Corporate insiders own 0.10% of the company’s stock.

Key Headlines Impacting Walmart

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

Analyst Upgrades and Downgrades

WMT has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on Walmart in a research report on Friday, February 20th. Royal Bank Of Canada set a $145.00 target price on Walmart in a research note on Friday, February 20th. Citigroup reissued a “buy” rating and issued a $147.00 price target (up from $120.00) on shares of Walmart in a research note on Thursday, February 5th. Evercore reissued an “outperform” rating and set a $130.00 price target (up from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Walmart currently has an average rating of “Moderate Buy” and an average target price of $135.76.

Walmart Trading Down 1.7%

Shares of NASDAQ:WMT opened at $119.02 on Friday. The firm has a fifty day moving average of $124.08 and a two-hundred day moving average of $112.74. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69. The firm has a market capitalization of $948.88 billion, a P/E ratio of 43.44, a price-to-earnings-growth ratio of 4.51 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The business had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. Walmart’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same period in the prior year, the business 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 analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

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

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.