Walmart Inc. $WMT Shares Sold by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC reduced its stake in shares of Walmart Inc. (NASDAQ:WMT) by 24.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 146,303 shares of the retailer’s stock after selling 47,584 shares during the period. Walmart makes up approximately 1.0% of WealthPlan Investment Management LLC’s portfolio, making the stock its 21st biggest holding. WealthPlan Investment Management LLC’s holdings in Walmart were worth $16,300,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Stockman Wealth Management Inc. increased its position in shares of Walmart by 3.5% in the fourth quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock worth $285,000 after acquiring an additional 87 shares in the last quarter. Capstone Wealth Management LLC increased its position in shares of Walmart by 1.8% in the fourth quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after acquiring an additional 89 shares in the last quarter. Ellenbecker Investment Group increased its position in shares of Walmart by 0.6% in the fourth quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock worth $1,613,000 after acquiring an additional 90 shares in the last quarter. Matrix Trust Co increased its position in shares of Walmart by 20.0% in the fourth quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock worth $61,000 after acquiring an additional 91 shares in the last quarter. Finally, HRC Wealth Management LLC increased its position in shares of Walmart by 4.4% in the fourth quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock worth $246,000 after acquiring an additional 94 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $124.84, for a total value of $1,638,525.00. Following the completion of the sale, the chief executive officer directly owned 674,162 shares in the company, valued at $84,162,384.08. The trade was a 1.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,335 shares of Walmart stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total transaction of $166,381.05. Following the completion of the sale, the executive vice president owned 636,843 shares of the company’s stock, valued at $79,369,743.09. This trade represents a 0.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 167,195 shares of company stock valued at $20,975,804. 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: 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.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on WMT. Bank of America began coverage on shares of Walmart in a research report on Friday, February 27th. They issued a “buy” rating and a $150.00 target price on the stock. Rothschild & Co Redburn set a $150.00 price objective on shares of Walmart in a research report on Tuesday, February 17th. DA Davidson set a $150.00 price objective on shares of Walmart and gave the company a “buy” rating in a research report on Friday, February 20th. Mizuho boosted their price objective on shares of Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a research report on Monday, February 9th. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $137.00 price objective (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $138.88.

Walmart Stock Performance

Shares of WMT opened at $131.45 on Friday. The company’s 50 day moving average price is $126.37 and its 200 day moving average price is $119.15. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $134.69. The company has a market capitalization of $1.05 trillion, a PE ratio of 47.97, a PEG ratio of 4.89 and a beta of 0.65. 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 (NASDAQ:WMT) last posted its earnings results 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. The firm had revenue of $190.66 billion during 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 revenue was up 5.6% compared to the same quarter last year. During the same period in the previous year, the company earned $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. Research analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be paid a $0.2475 dividend. 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 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.