23,824 Shares in Walmart Inc. $WMT Purchased by M Holdings Securities Inc.

Key Points

• M Holdings Securities bought a new stake of 23,824 shares of Walmart in Q3 (≈$2.455M), representing 0.5% of its portfolio and its 28th-largest holding.
• Walmart slightly beat fiscal-quarter estimates—EPS $0.74 vs $0.73 and revenue $190.66B vs $188.37B—and set FY2027 guidance of 2.75–2.85 EPS, with analysts holding a consensus "Moderate Buy" price target around $135.76.
• Insiders have been net sellers recently, offloading 279,703 shares worth about $34.14M over the last 90 days, including notable sales by EVPs Christopher Nicholas and John D. Rainey.

M Holdings Securities Inc. bought a new stake in Walmart Inc. (NASDAQ:WMT - Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 23,824 shares of the retailer's stock, valued at approximately $2,455,000. Walmart comprises 0.5% of M Holdings Securities Inc.'s investment portfolio, making the stock its 28th biggest position.

Several other hedge funds have also made changes to their positions in WMT. Collier Financial purchased a new stake in shares of Walmart during the 3rd quarter valued at approximately $25,000. Your Advocates Ltd. LLP purchased a new position in Walmart in the third quarter worth approximately $28,000. Redmont Wealth Advisors LLC acquired a new stake in Walmart during the third quarter worth $30,000. Roble Belko & Company Inc raised its position in Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer's stock valued at $33,000 after purchasing an additional 219 shares during the period. Finally, Manning & Napier Advisors LLC purchased a new stake in Walmart in the third quarter valued at $39,000. Hedge funds and other institutional investors own 26.76% of the company's stock.

Walmart Stock Performance

Shares of Walmart stock opened at $126.52 on Friday. The stock has a market capitalization of $1.01 trillion, a price-to-earnings ratio of 46.18, a price-to-earnings-growth ratio of 4.67 and a beta of 0.66. 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 moving average of $123.16 and a 200 day moving average of $111.84. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $134.69.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.73 by $0.01. The company had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business'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 firm 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. As a group, sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be paid a dividend of $0.2475 per share. 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 presently 34.31%.

Analysts Set New Price Targets

WMT has been the subject of a number of research analyst reports. Piper Sandler reiterated an "overweight" rating on shares of Walmart in a report on Tuesday, February 24th. KeyCorp restated an "overweight" rating and issued a $145.00 price objective (up from $128.00) on shares of Walmart in a report on Friday, February 13th. BMO Capital Markets reaffirmed an "outperform" rating on shares of Walmart in a research note on Wednesday, January 14th. Citigroup reiterated a "buy" rating and set a $147.00 price target (up from $120.00) on shares of Walmart in a research report on Thursday, February 5th. Finally, DA Davidson set a $150.00 price target on shares of Walmart and gave the company a "buy" rating in a research note on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $135.76.

Walmart News Summary

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

Insider Activity at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 34,082 shares of the firm's stock in a transaction that occurred on Friday, February 20th. The shares were 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 of the company's stock, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP John D. Rainey sold 20,000 shares of the business's stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the completion of the transaction, the executive vice president owned 486,764 shares of the company's stock, valued at approximately $62,203,571.56. This trade represents a 3.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 279,703 shares of company stock worth $34,140,843 over the last 90 days. 0.10% of the stock is currently owned by corporate insiders.

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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