Addenda Capital Inc. Has $9.50 Million Holdings in Walmart Inc. $WMT

Key Points

• Addenda Capital trimmed its Walmart stake by 9.8%, selling 9,289 shares and now holds 85,100 shares valued at about $9.50 million per its latest 13F filing.
• Walmart slightly beat quarterly EPS and revenue and set FY2027 guidance of $2.75–$2.85, while multiple analysts upgraded the stock and bullish notes cite AI, advertising and membership initiatives as key growth drivers.
• At the same time, insiders have sold heavily (274,278 shares worth ~$33.8M over 90 days) and the stock trades at a premium (PE ≈ 46.3) after a ~14% YTD gain, fueling near‑term profit‑taking concerns.

Addenda Capital Inc. lessened its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 9.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 85,100 shares of the retailer's stock after selling 9,289 shares during the period. Addenda Capital Inc.'s holdings in Walmart were worth $9,502,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of WMT. Brighton Jones LLC increased its stake in Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock valued at $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock worth $800,000 after acquiring an additional 485 shares in the last quarter. Peterson Wealth Management increased its position in shares of Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock worth $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC grew its position in Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock worth $1,272,000 after purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its position 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 purchasing an additional 1,048 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst note: Zacks highlights Walmart as well‑positioned for industry trends — omnichannel execution, digital transformation, advertising and membership initiatives should help WMT navigate margin pressure and capture share. 2 Supermarket Stocks Well-Positioned to Capitalize on Industry Trends
• Positive Sentiment: Institutional endorsement: Billionaire Israel Englander’s Millennium (longtime 13F holder) lists WMT among top picks, signaling sustained hedge‑fund conviction that can support the stock. Walmart Inc. (WMT): Israel Englander Is Bullish on This Retail Giant
• Positive Sentiment: Media bullishness: Jim Cramer called Walmart a “juggernaut,” which tends to attract retail interest and can amplify momentum buying. Jim Cramer Calls Walmart “A Stock That Truly Defines the Term Juggernaut”
• Positive Sentiment: Strategic growth levers: independent analysis notes Walmart is accelerating AI, higher‑margin ad revenue and membership/automation initiatives — structural profit drivers that can justify multiple expansion if execution continues. Assessing Walmart (WMT) Valuation As AI And Higher‑Margin Profit Engines Reshape The Business
• Positive Sentiment: New initiatives: coverage notes an EV‑charging rollout tied to Walmart sites — diversifies services, adds traffic to stores and strengthens ESG/infra narrative. Walmart EV Charging Push Adds New Dimension To Investment Case
• Neutral Sentiment: Market context: Barron’s piece on CEO changes notes retailer stocks (including Walmart) have moved with leadership transitions — supportive background but not a direct catalyst today. Retail CEO Changes Really Can Move Stocks. Just Look at Walmart and Target.
• Neutral Sentiment: Increased attention: Zacks reports heavy investor search activity for WMT — more eyeballs can boost liquidity and volatility but is non‑directional. Investors Heavily Search Walmart Inc. (WMT): Here is What You Need to Know
• Negative Sentiment: Valuation and profit‑taking concerns: several pieces note WMT is up ~14% YTD and trades at a premium multiple, prompting discussion of “buy, hold or take profits” and creating room for near‑term selling. Walmart Stock Gains 14% YTD: Buy, Hold or Take Profits Now?
• Negative Sentiment: Small analyst tweak: Erste Group nudged FY2028 EPS slightly lower (minor cut), showing some analyst sensitivity to outlook — not a large revision but contributes to cautious tone. Erste Group reduces FY2028 estimate for Walmart

Walmart Stock Performance

NASDAQ WMT opened at $126.82 on Friday. Walmart Inc. has a 1 year low of $90.01 and a 1 year high of $134.69. 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 stock has a market capitalization of $1.01 trillion, a PE ratio of 46.28, a P/E/G ratio of 4.81 and a beta of 0.66. The company's 50 day simple moving average is $125.86 and its two-hundred day simple moving average is $115.09.

Walmart (NASDAQ:WMT - Get Free Report) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts' expectations of $188.37 billion. During the same period in the prior year, the company posted $0.66 EPS. The business's revenue for the quarter 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. Analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The company 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 annualized dividend and a yield of 0.8%. Walmart's dividend payout ratio is currently 36.13%.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on WMT shares. KeyCorp reaffirmed an "overweight" rating and issued a $145.00 price objective (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. Evercore reiterated an "outperform" rating and issued a $130.00 target price (up from $125.00) on shares of Walmart in a research note on Tuesday, February 3rd. Erste Group Bank upgraded shares of Walmart from a "hold" rating to a "strong-buy" rating in a research note on Thursday, April 2nd. BTIG Research reiterated a "buy" rating and issued a $140.00 target price on shares of Walmart in a research note on Friday, February 20th. Finally, Argus upgraded shares of Walmart to a "strong-buy" rating in a research note on Wednesday, February 18th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Walmart has a consensus rating of "Buy" and a consensus price target of $137.12.

Insiders Place Their Bets

In other news, EVP Christopher James Nicholas sold 34,082 shares of the firm's stock in a transaction on Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the sale, the executive vice president owned 533,466 shares in the company, valued at approximately $65,082,852. This trade represents a 6.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm's stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $123.16, for a total transaction of $2,391,274.56. Following the sale, the director owned 4,213,406 shares in the company, valued at approximately $518,923,082.96. This trade represents a 0.46% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 274,278 shares of company stock worth $33,825,793. Company insiders own 0.10% of the company's stock.

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.

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