Fisher Asset Management LLC grew its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 1.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 40,298,623 shares of the retailer’s stock after purchasing an additional 634,211 shares during the period. Walmart accounts for 1.5% of Fisher Asset Management LLC’s portfolio, making the stock its 15th biggest position. Fisher Asset Management LLC owned approximately 0.51% of Walmart worth $4,153,176,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also modified their holdings of WMT. Brighton Jones LLC grew its stake in Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after buying an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the period. Peterson Wealth Management raised its holdings in shares of Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after buying an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC boosted its position in shares of Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after buying an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. grew its holdings in Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after buying an additional 1,048 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
A number of brokerages recently issued reports on WMT. Wall Street Zen lowered shares of Walmart from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Sanford C. Bernstein reiterated an “outperform” rating and set a $134.00 price objective (up from $129.00) on shares of Walmart in a research note on Friday, February 20th. Guggenheim reaffirmed a “buy” rating and set a $120.00 price target (up from $115.00) on shares of Walmart in a research note on Friday, November 21st. KeyCorp reissued an “overweight” rating and issued a $145.00 price objective (up from $128.00) on shares of Walmart in a research note on Friday, February 13th. Finally, Jefferies Financial Group set a $145.00 target price on Walmart in a report on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $134.42.
Insider Activity
In related news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on 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 sale, the chief executive officer owned 4,315,333 shares of the company’s stock, valued at $482,583,689.39. The trade was a 0.45% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $119.99, for a total value of $1,574,868.75. Following the transaction, the executive vice president directly owned 727,155 shares of the company’s stock, valued at approximately $87,251,328.45. The trade was a 1.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 259,703 shares of company stock valued at $31,585,043. 0.10% of the stock is owned by company insiders.
Walmart Stock Performance
Shares of NASDAQ WMT opened at $127.95 on Monday. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. The business’s 50 day moving average is $120.44 and its two-hundred day moving average is $110.18. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $134.69. The company has a market cap of $1.02 trillion, a P/E ratio of 46.70, a P/E/G ratio of 5.03 and a beta of 0.66.
Walmart (NASDAQ:WMT – Get Free Report) last issued 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 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 period in the prior year, the company posted $0.66 earnings per share. Walmart’s revenue was up 5.6% on a year-over-year basis. 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 year.
Walmart Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a $0.2475 dividend. This represents a $0.99 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s dividend payout ratio is 34.31%.
Trending Headlines about Walmart
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Bank of America initiated coverage with a “Buy” rating and a $150 price target, signaling materially higher analyst optimism versus the current share level (roughly +17% upside from the cited price).
- Positive Sentiment: Recent quarterly results showed a slight EPS beat (reported $0.74 vs. $0.73 est.) and revenue topped estimates; management issued FY2027 EPS guidance of $2.75–$2.85, supporting multiple expansion and investor confidence.
- Positive Sentiment: Walmart is rolling out its Scintilla In-Store data platform and expanding private/partner brands, moves that reinforce higher-margin adjacencies (ads, marketplace, fulfillment) and long-term e‑commerce/store integration growth. Walmart Supplier Tech And New Brands Reframe Stores As Data Platforms
- Neutral Sentiment: Brokerage consensus remains constructive — a “Moderate Buy” consensus was reported, reflecting institutional buy-side alignment but some variance in targets. Walmart Inc. (NASDAQ:WMT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
- Neutral Sentiment: Walmart leadership will participate in upcoming investor events and webcasts — provides management access to investors for strategy updates and Q&A, which can influence near-term sentiment. Walmart Leadership to Participate in Upcoming Investor Events
- Negative Sentiment: Walmart agreed to settle FTC claims over Spark driver pay for roughly $100M total, including a $16M payout to drivers over alleged misleading pay/tip claims — a near-term cash hit and reputational/legal overhang, though not material to operating margins long-term at scale. Walmart agrees to $100M settlement over deceptive pay practices in Spark Driver program Walmart agrees to pay $16 million to its Spark delivery drivers to settle claims it misled them over tips and pay
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.
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