Walmart Inc. $WMT Stock Position Lifted by Bcwm LLC

Bcwm LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 8.4% in the third quarter, HoldingsChannel reports. The fund owned 122,773 shares of the retailer’s stock after acquiring an additional 9,527 shares during the period. Walmart makes up approximately 3.8% of Bcwm LLC’s holdings, making the stock its 5th largest holding. Bcwm LLC’s holdings in Walmart were worth $12,653,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Fox Run Management L.L.C. purchased a new position in shares of Walmart during the 3rd quarter valued at $1,709,000. CWM LLC increased its stake in Walmart by 24.2% in the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after buying an additional 229,220 shares in the last quarter. Neuberger Berman Group LLC raised its holdings in Walmart by 0.8% during the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock valued at $497,771,000 after acquiring an additional 42,645 shares during the period. Harel Insurance Investments & Financial Services Ltd. raised its holdings in Walmart by 16.6% during the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after acquiring an additional 9,061 shares during the period. Finally, World Investment Advisors lifted its position in shares of Walmart by 5.2% in the third quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock valued at $30,286,000 after acquiring an additional 14,487 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Activity at Walmart

In other news, EVP Christopher James Nicholas sold 34,082 shares of Walmart 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 completion of the transaction, the executive vice president owned 533,466 shares in the company, valued at approximately $65,082,852. The trade was a 6.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Latriece Watkins sold 10,000 shares of the firm’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $121.46, for a total value of $1,214,600.00. Following the completion of the sale, the executive vice president owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. This represents a 8.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 279,703 shares of company stock valued at $34,140,843 over the last ninety days. 0.10% of the stock is currently owned by company insiders.

Walmart Price Performance

Walmart stock opened at $126.52 on Friday. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $134.69. 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 firm’s fifty day moving average is $123.16 and its 200 day moving average is $111.95. The company has a market cap of $1.01 trillion, a price-to-earnings ratio of 46.18, a PEG ratio of 4.71 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. During the same period last year, the company posted $0.66 EPS. The business’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. Sell-side analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Dividend Announcement

The business 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. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart’s dividend payout ratio (DPR) is currently 36.13%.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported continued digital strength: eCommerce grew ~24% in the fiscal fourth quarter, reinforcing its omnichannel momentum and supporting revenue beat and modest upside to guidance — a clear near-term growth driver. Walmart eCommerce Up 24: Can Digital Momentum Continue?
• Positive Sentiment: Analysts and portfolio shops remain constructive: Tigress Financial reiterated a Buy and raised its price target to $150, citing Walmart’s shift toward tech-driven omnichannel operations — a signal of upward analyst sentiment. Tigress Financial Sees Walmart Inc. (WMT) as Tech-Driven Retail Leader
• Positive Sentiment: Flipkart IPO progress (Walmart-backed) remains a potential longer-term upside — an equity event that could unlock value and generate cash/strategic optionality. Walmart-backed Flipkart preps for an IPO as early as this year
• Neutral Sentiment: Schaeffer’s options commentary flagged bullish setups and the possibility of further record highs for WMT — useful for options traders but not a broad fundamental catalyst. Walmart Stock Could Nab More Record Highs
• Neutral Sentiment: Analysis pieces (The Motley Fool) flag that Walmart’s digital push could pay off if fulfillment economics and ROIC improve; it’s strategic upside but execution-dependent. Will Walmart’s Digital Push Pay Off in 2026?
• Neutral Sentiment: Walmart is referenced in pieces about stock splits and retail-focused ETFs — background thematic support but not an immediate catalyst. 3 ETFs That Could Benefit as Consumers Tighten Their Budgets (WMT)
• Negative Sentiment: Geopolitical risk: coverage notes the Iran war and possible Strait of Hormuz disruptions could push supply-chain costs and retail prices higher — a margin and inflation risk for Walmart. How the Iran war could start to impact U.S. retail prices
• Negative Sentiment: Valuation and sentiment pressure: commentary (247WallStreet) highlights retail investor criticism of WMT’s ~46x multiple and recent bearish social sentiment, raising the risk of multiple compression if growth disappoints. Reddit’s Loudest Walmart Critics Have a Point About That 46x Multiple

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. Craig Hallum set a $150.00 price objective on Walmart in a research note on Friday, March 6th. Morgan Stanley reissued an “overweight” rating and set a $135.00 target price (up from $125.00) on shares of Walmart in a research note on Thursday, January 15th. Wells Fargo & Company reissued 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. Roth Mkm restated a “buy” rating and issued a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. Finally, Citigroup reaffirmed a “buy” rating and set a $147.00 price objective (up from $120.00) on shares of Walmart in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $135.76.

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.