AMJ Financial Wealth Management Grows Stake in Walmart Inc. $WMT

AMJ Financial Wealth Management raised its stake in Walmart Inc. (NASDAQ:WMT - Free Report) by 42.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 86,294 shares of the retailer's stock after purchasing an additional 25,883 shares during the quarter. Walmart comprises about 2.3% of AMJ Financial Wealth Management's investment portfolio, making the stock its 14th biggest position. AMJ Financial Wealth Management's holdings in Walmart were worth $9,614,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in WMT. AQR Capital Management LLC grew its stake in Walmart by 188.1% in the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer's stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares in the last quarter. Vanguard Group Inc. grew its stake in Walmart by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer's stock worth $49,015,626,000 after purchasing an additional 4,304,436 shares in the last quarter. Amundi grew its stake in Walmart by 20.5% in the third quarter. Amundi now owns 23,497,921 shares of the retailer's stock worth $2,413,236,000 after purchasing an additional 4,004,277 shares in the last quarter. Danske Bank A S acquired a new position in Walmart in the third quarter worth about $294,621,000. Finally, PFA Pension Forsikringsaktieselskab acquired a new position in Walmart in the fourth quarter worth about $280,736,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Trading Down 0.8%

Walmart stock opened at $131.45 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 firm has a market cap of $1.05 trillion, a price-to-earnings ratio of 47.97, a price-to-earnings-growth ratio of 4.93 and a beta of 0.65. Walmart Inc. has a 1 year low of $93.43 and a 1 year high of $134.69. The firm's 50 day moving average price is $126.37 and its two-hundred day moving average price is $119.15.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly 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 firm had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same quarter in the previous year, the business 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 fiscal year.

Walmart Announces Dividend

The business also recently declared 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. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart's payout ratio is currently 36.13%.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
• Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
• Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
• Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
• Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.

Insider Buying and Selling at Walmart

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the business's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $126.71, for a total transaction of $2,460,201.36. Following the completion of the transaction, the director owned 4,023,209 shares of the company's stock, valued at $509,780,812.39. The trade was a 0.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 transaction of $1,214,600.00. Following the completion of the sale, the executive vice president owned 108,294 shares in the company, valued at approximately $13,153,389.24. The trade was a 8.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 167,195 shares of company stock worth $20,975,804 over the last 90 days. 0.10% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. BTIG Research lifted their price target on Walmart from $140.00 to $145.00 and gave the stock a "buy" rating in a research note on Wednesday, May 6th. Evercore restated 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. Piper Sandler restated an "overweight" rating and issued a $137.00 target price (up from $130.00) on shares of Walmart in a research note on Friday. Wall Street Zen downgraded Walmart from a "buy" rating to a "hold" rating in a research note on Sunday, January 18th. Finally, UBS Group restated a "buy" rating and issued a $147.00 target price (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. Two research 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's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Buy" and a consensus price target of $138.88.

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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