Adelphi Trust Co Invests $1.25 Million in Walmart Inc. $WMT

Key Points

• Adelphi Trust Co opened a new position of 11,252 Walmart shares worth about $1.25 million in Q4, representing roughly 1.0% of its portfolio and the fund’s 25th largest holding.
• There has been notable insider selling: EVP Christopher Nicholas and Director C. Douglas McMillon sold sizable blocks (34,082 and 19,416 shares), insiders have disposed of 246,016 shares (~$30.4M) in the last 90 days, while institutional investors own about 26.76% of the stock.
• Wall Street is broadly bullish with a consensus "Buy" and an average target of $137.64; Walmart slightly beat Q4 EPS expectations ( $0.74 vs $0.73 ), issued FY2027 EPS guidance of 2.75–2.85, and is pursuing growth initiatives like store remodels, healthcare services and a new B2B "Upstream" business.

Adelphi Trust Co bought a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 11,252 shares of the retailer's stock, valued at approximately $1,254,000. Walmart comprises about 1.0% of Adelphi Trust Co's investment portfolio, making the stock its 25th largest holding.

Other institutional investors and hedge funds have also made changes to their positions in the company. Capstone Wealth Management LLC raised its position in Walmart by 1.8% in the fourth quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer's stock valued at $552,000 after purchasing an additional 89 shares during the period. Matrix Trust Co grew its stake in Walmart by 20.0% during the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer's stock worth $61,000 after purchasing an additional 91 shares in the last quarter. HRC Wealth Management LLC grew its stake in Walmart by 4.4% during the 4th quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer's stock worth $246,000 after purchasing an additional 94 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Walmart by 1.0% during the 3rd quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer's stock worth $1,023,000 after purchasing an additional 96 shares in the last quarter. Finally, Hunter Associates Investment Management LLC grew its stake in Walmart by 0.9% during the 4th quarter. Hunter Associates Investment Management LLC now owns 11,449 shares of the retailer's stock worth $1,274,000 after purchasing an additional 97 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Walmart

In other news, EVP Christopher James Nicholas sold 34,082 shares of the firm's stock in a transaction on Friday, February 20th. The stock was 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 $65,082,852. This trade represents a 6.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 stock was sold at an average price of $123.16, for a total value of $2,391,274.56. Following the sale, the director owned 4,213,406 shares in the company, valued at $518,923,082.96. This trade represents a 0.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 246,016 shares of company stock valued at $30,431,872. 0.10% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

WMT has been the subject of several analyst reports. UBS Group reaffirmed a "buy" rating and set a $147.00 price objective (up from $135.00) on shares of Walmart in a research report on Friday, February 20th. Sanford C. Bernstein reaffirmed an "outperform" rating and set a $134.00 price objective (up from $129.00) on shares of Walmart in a research report on Friday, February 20th. Barclays reissued an "overweight" rating and set a $125.00 target price (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Rothschild & Co Redburn set a $150.00 target price on Walmart in a research note on Tuesday, February 17th. Finally, BMO Capital Markets reaffirmed an "outperform" rating on shares of Walmart in a research note on Wednesday, January 14th. Two investment 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 company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Buy" and a consensus target price of $137.64.

Walmart Stock Performance

Walmart stock opened at $124.82 on Friday. 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 stock has a fifty day moving average of $125.71 and a two-hundred day moving average of $115.70. The company has a market capitalization of $995.11 billion, a price-to-earnings ratio of 45.55, a PEG ratio of 4.65 and a beta of 0.66. Walmart Inc. has a fifty-two week low of $91.34 and a fifty-two week high of $134.69.

Walmart (NASDAQ:WMT - Get Free Report) last released its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.01. The company had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.Walmart's revenue was up 5.6% compared to the same quarter last year. During the same quarter last year, the business posted $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. On average, analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be issued a dividend of $0.2475 per share. 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 36.13%.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Big store reinvestment and expansion — Walmart is investing in remodels at roughly 650 stores, with ~20 net new openings planned for this year/early 2027, and state-level remodel programs (NC, VA, AL, TX) to modernize layouts and speed up fulfillment/one-hour delivery. These moves support sales growth, faster e‑commerce fulfillment and capex that targets higher customer frequency. Walmart Upgrades 650 Stores Amid Interest From High-Stress Shoppers
• Positive Sentiment: Healthcare & weight-management push — Walmart expanded its Better Care Services to include weight-management support for customers using or exploring GLP-1 drugs, integrating virtual care, nutrition and pharmacy. This captures a high-growth healthcare adjacency, increases pharmacy traffic and creates recurring service revenue. Walmart Expands Access to Weight Management Support Services for Customers on or exploring GLP-1s
• Positive Sentiment: New services business (Upstream) expands margins runway — Walmart launched Upstream Facility Services, selling nationwide HVAC and maintenance solutions leveraging its store network. This is a higher‑margin B2B opportunity that monetizes existing logistics/field capabilities. Walmart's Upstream Launch Expands Its Long-Term Growth Runway
• Positive Sentiment: Analyst support — Guggenheim raised its price target and reiterated a Buy, citing scale and operational advantages. Positive analyst action can support sentiment and buying interest. Walmart NASDAQ: WMT Stock Price Expected to Rise, Guggenheim Analyst Says
• Neutral Sentiment: Great Value private-label redesign — Walmart is refreshing packaging and branding for its large Great Value line, a move to protect share in price-sensitive categories; brand refreshes typically support shelf appeal but take time to translate into sales lift. Walmart redesigns its 'Great Value' private label brand
• Neutral Sentiment: Retail partnerships and merchandising initiatives — Walmart launched a themed fashion collection tie-in (The Devil Wears Prada) and other merchandising updates that may modestly drive traffic/PR but are not material earnings drivers. Fashion moves: Walmart launches a collection tied to The Devil Wears Prada
• Neutral Sentiment: Insider/institutional activity — A small manager (BCS Wealth) disclosed a larger stake in WMT; incremental institutional buying is supportive but not yet a major flow signal. BCS Wealth Management Has $1.61 Million Stake in Walmart Inc. $WMT
• Negative Sentiment: Sam's Club membership fee increase risk — Sam's Club plans higher membership fees (following Costco's prior move). While this can boost near-term revenue, it risks member churn or giving competitors an edge if shoppers resist the hike. Will Increased Membership Fees at Walmart's Sam's Club Actually Boost Costco's Stock Instead?

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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