55 North Private Wealth LLC Purchases Shares of 11,476 Walmart Inc. $WMT

Key Points

• 55 North Private Wealth LLC purchased a new Q4 stake of 11,476 Walmart shares, valued at about $1.28 million.
• Analyst sentiment is broadly positive with a MarketBeat consensus rating of "Buy" and an average target price of $137.64, and several brokerages raising targets into the $140–$145 range.
• Insiders have been net sellers recently—CEOs C. Douglas McMillon and John R. Furner disclosed sizable sales—and insiders disposed of 263,376 shares (~$32.6M) over the last three months, while institutional investors hold roughly 26.8% of the stock.

55 North Private Wealth LLC purchased a new stake in Walmart Inc. (NASDAQ:WMT - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 11,476 shares of the retailer's stock, valued at approximately $1,279,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Collier Financial acquired a new stake in shares of Walmart during the third quarter worth $25,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart during the third quarter worth $28,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart during the fourth quarter worth $30,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Walmart during the third quarter worth $30,000. Finally, Clayton Financial Group LLC increased its position in shares of Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer's stock worth $33,000 after buying an additional 193 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on WMT. Oppenheimer reissued an "outperform" rating and set a $140.00 target price (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. Royal Bank Of Canada set a $145.00 target price on shares of Walmart in a research note on Friday, February 20th. TD Cowen reissued a "buy" rating and set a $145.00 target price (up from $136.00) on shares of Walmart in a research note on Friday, February 20th. HSBC lowered shares of Walmart from a "buy" rating to a "hold" rating and increased their target price for the stock from $122.00 to $131.00 in a research note on Friday, February 20th. Finally, CICC Research began coverage on shares of Walmart in a research note on Friday, December 26th. They set an "outperform" rating and a $125.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Walmart currently has a consensus rating of "Buy" and an average target price of $137.64.

Walmart Stock Performance

NASDAQ WMT opened at $129.60 on Wednesday. Walmart Inc. has a 52-week low of $91.89 and a 52-week high of $134.69. The company has a 50-day simple moving average of $125.67 and a 200 day simple moving average of $116.44. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The company has a market capitalization of $1.03 trillion, a PE ratio of 47.30, a price-to-earnings-growth ratio of 4.76 and a beta of 0.66.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings data 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. 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 the consensus estimate of $188.37 billion. During the same quarter last year, the company posted $0.66 earnings per share. The firm's quarterly revenue was up 5.6% compared to the same quarter last year. 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, research analysts predict that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders 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 annualized dividend and a dividend yield of 0.8%. Walmart's dividend payout ratio (DPR) is presently 36.13%.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is accelerating omnichannel and fulfillment upgrades — testing back‑room staging for same‑day delivery, expanding pickup/delivery infrastructure, and planning 650+ remodels plus ~20 new stores to support faster fulfillment and e‑commerce growth. These moves aim to cut delivery times vs. competitors and monetize store footprint. Walmart Eyes Stores as Warehouse Space for Same-Day Delivery (FT)
• Positive Sentiment: Walmart is revamping its Great Value private‑label (nearly 10,000 items) and modernizing stores/marketplace offerings to sharpen value perception and margins — a direct play to capture budget-conscious shoppers and boost private-label profitability. Walmart Revamps ‘Great Value’ Brand (Reuters coverage)
• Positive Sentiment: Healthcare expansion: Walmart is expanding Better Care Services to include GLP‑1 weight‑management support and integrated virtual care + pharmacy access — a potentially high‑margin, recurring service channel that diversifies revenue beyond retail. Walmart Boosts Growth Playbook With Healthcare, Omnichannel Push
• Positive Sentiment: Market attention and dividend appeal — coverage highlighting Walmart as a reliable dividend/value retailer and a “trending” pick is supporting demand from income and large‑cap investors amid broader market weakness. 3 Dividend Stocks There's No Need to Second-Guess (Fool)
• Neutral Sentiment: Zacks and Yahoo pieces note high retail investor interest in WMT and summarize prospects — useful for understanding sentiment flow but not a direct catalyst. Walmart Is a Trending Stock (Zacks)
• Negative Sentiment: Legal/reputational risk: a California judge’s price‑fixing claims against Amazon included allegations that Amazon asked vendors to pressure retailers like Walmart to raise prices — any linkage to Walmart could create regulatory or PR headwinds even if Walmart is not a primary target. California says Amazon coerced companies into raising prices (Business Insider)
• Negative Sentiment: Insider selling: an EVP reported a roughly $362k stock sale — small dollar amount relative to Walmart’s market cap, but often noted by investors as a minor caution. Insider Selling: Walmart EVP Sells Stock

Insider Transactions at Walmart

In other news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total value of $2,313,804.72. Following the completion of the transaction, the chief executive officer owned 4,274,856 shares in the company, valued at $509,434,589.52. This trade represents a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the completion of the transaction, the chief executive officer owned 687,287 shares of the company's stock, valued at $83,821,522.52. The trade was a 1.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 263,376 shares of company stock valued at $32,598,466. 0.10% of the stock is currently owned by insiders.

About Walmart

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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