Bluebird Wealth Management LLC Invests $1.71 Million in Walmart Inc. $WMT

Bluebird Wealth Management LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 15,313 shares of the retailer's stock, valued at approximately $1,706,000. Walmart accounts for about 1.6% of Bluebird Wealth Management LLC's investment portfolio, making the stock its 26th largest position.

Several other large investors have also added to or reduced their stakes in WMT. Fox Run Management L.L.C. purchased a new position in shares of Walmart during the third quarter valued at approximately $1,709,000. Harel Insurance Investments & Financial Services Ltd. boosted its position in shares of Walmart by 16.6% during the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer's stock valued at $6,567,000 after buying an additional 9,061 shares during the last quarter. Van ECK Associates Corp boosted its position in shares of Walmart by 2.9% during the third quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer's stock valued at $104,182,000 after buying an additional 28,026 shares during the last quarter. Tennessee Valley Asset Management Partners boosted its position in shares of Walmart by 466.6% during the third quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer's stock valued at $1,375,000 after buying an additional 10,988 shares during the last quarter. Finally, Tradewinds LLC. purchased a new position in shares of Walmart during the third quarter valued at approximately $11,077,000. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart Stock Performance

Shares of WMT opened at $130.08 on Thursday. The firm has a market cap of $1.04 trillion, a PE ratio of 47.47, a PEG ratio of 4.87 and a beta of 0.65. The stock's fifty day moving average price is $125.85 and its two-hundred day moving average price is $118.06. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. Walmart Inc. has a 1 year low of $91.89 and a 1 year high of $134.69.

Walmart (NASDAQ:WMT - Get Free Report) last issued its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.73 by $0.01. The firm had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business's revenue was up 5.6% on a year-over-year basis. During the same period in the previous year, the company 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, equities research analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Announces Dividend

The business also recently disclosed 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 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart's payout ratio is presently 36.13%.

Insider Activity at Walmart

In related news, EVP Daniel J. Bartlett sold 1,335 shares of the business's stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $124.63, for a total transaction of $166,381.05. Following the sale, the executive vice president directly owned 636,843 shares in the company, valued at approximately $79,369,743.09. The trade was a 0.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the business's stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $124.84, for a total value of $1,638,525.00. Following the sale, the chief executive officer owned 674,162 shares in the company, valued at approximately $84,162,384.08. The trade was a 1.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 167,195 shares of company stock worth $20,975,804 in the last 90 days. 0.10% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on WMT shares. BMO Capital Markets reiterated an "outperform" rating on shares of Walmart in a report on Wednesday, January 14th. BTIG Research lifted their price target on Walmart from $140.00 to $145.00 and gave the stock a "buy" rating in a report on Wednesday. Truist Financial lifted their price target on Walmart from $127.00 to $139.00 and gave the stock a "buy" rating in a report on Friday, February 20th. Royal Bank Of Canada set a $145.00 price target on Walmart in a report on Friday, February 20th. Finally, Jefferies Financial Group set a $145.00 price target on Walmart in a report on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Buy" and a consensus target price of $137.94.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported an EPS and revenue beat for the latest quarter and reiterated FY2027 guidance (EPS 2.75–2.85), which supports the company’s cash flow and dividend outlook.
• Positive Sentiment: BTIG raised its price target to $145 and kept a "buy" rating, providing analyst support that implies upside from current levels. BTIG raises WMT price target
• Positive Sentiment: Coverage pieces highlighting Walmart as a long-term dividend compounder reinforce investor confidence in its shareholder-return profile. Walmart dividend long-term payoff
• Neutral Sentiment: Walmart Canada launched a spring fundraising campaign with a $1M donation to Children's Miracle Network—positive PR but limited direct impact on U.S. retail fundamentals. Walmart Canada fundraising campaign
• Neutral Sentiment: Comparative retail coverage looking at Walmart vs. Target and Costco is informational for market share and sentiment but doesn't immediately change fundamentals. Big-box chain comparison
• Neutral Sentiment: Hedge fund RWWM trimmed a small Walmart stake (2,388 shares); this is a minor institutional move and unlikely to drive major stock direction alone. RWWM trims WMT stake
• Negative Sentiment: Workers and safety headlines: Walmart partially reversed recent cart-handling rules for employees filling online orders after safety concerns, a labor/safety issue that can invite scrutiny and operational friction. Walmart changes cart rules after safety concerns
• Negative Sentiment: A recent Seeking Alpha piece argues Walmart’s current valuation is hard to justify, highlighting the high P/E and moderating growth — commentary that can pressure sentiment among value/quant funds. Seeking Alpha valuation critique

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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