Brookwood Investment Group LLC Cuts Stake in Walmart Inc. $WMT

Key Points

• Brookwood Investment Group cut its stake in Walmart by 28.7% in Q4, selling 8,317 shares and finishing the period with 20,633 shares valued at $2.299 million.
• Company insiders have been net sellers recently — 274,278 shares were sold in the last 90 days for about $33.83 million, including large disposals by EVP Christopher James Nicholas and EVP Donna Morris.
• Walmart slightly beat quarterly estimates (EPS $0.74 vs. $0.73; revenue $190.66B, +5.6% YoY), set FY2027 guidance of $2.75–$2.85 EPS, and retains a MarketBeat consensus rating of “Buy” with an average target of $137.12.

Brookwood Investment Group LLC decreased its holdings in Walmart Inc. (NASDAQ:WMT - Free Report) by 28.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,633 shares of the retailer's stock after selling 8,317 shares during the period. Brookwood Investment Group LLC's holdings in Walmart were worth $2,299,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the business. Good Steward Wealth Advisors LLC boosted its stake in shares of Walmart by 2.7% in the 4th quarter. Good Steward Wealth Advisors LLC now owns 10,999 shares of the retailer's stock valued at $1,225,000 after purchasing an additional 294 shares in the last quarter. Kingsman Wealth Management Inc. boosted its stake in shares of Walmart by 8.8% in the 4th quarter. Kingsman Wealth Management Inc. now owns 67,898 shares of the retailer's stock valued at $7,565,000 after purchasing an additional 5,477 shares in the last quarter. Yoder Wealth Management Inc. boosted its stake in shares of Walmart by 12.3% in the 4th quarter. Yoder Wealth Management Inc. now owns 2,561 shares of the retailer's stock valued at $285,000 after purchasing an additional 280 shares in the last quarter. Douglas Lane & Associates LLC boosted its stake in shares of Walmart by 1.0% in the 4th quarter. Douglas Lane & Associates LLC now owns 26,424 shares of the retailer's stock valued at $2,944,000 after purchasing an additional 261 shares in the last quarter. Finally, Kennebec Savings Bank boosted its stake in shares of Walmart by 1.7% in the 4th quarter. Kennebec Savings Bank now owns 19,473 shares of the retailer's stock valued at $2,169,000 after purchasing an additional 331 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company's stock.

Walmart Trading Down 1.8%

NASDAQ:WMT opened at $126.82 on Friday. The company has a fifty day moving average of $125.86 and a 200 day moving average of $115.18. Walmart Inc. has a 52 week low of $90.01 and a 52 week high of $134.69. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. The firm has a market capitalization of $1.01 trillion, a P/E ratio of 46.28, a P/E/G ratio of 4.72 and a beta of 0.66.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 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 during the quarter, compared to analyst estimates of $188.37 billion. During the same period in the prior year, the business earned $0.66 EPS. The company's revenue for the quarter was up 5.6% on a year-over-year basis. 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 2.55 earnings per share for the current year.

Walmart Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued 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 36.13%.

Insiders Place Their Bets

In other Walmart news, EVP Christopher James Nicholas sold 34,082 shares of the company's stock in a transaction on Friday, February 20th. The shares were sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the transaction, the executive vice president directly owned 533,466 shares in the company, valued at approximately $65,082,852. This represents a 6.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Donna Morris sold 76,181 shares of the company's stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the completion of the transaction, the executive vice president owned 402,072 shares of the company's stock, valued at $49,772,492.88. This trade represents a 15.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In 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.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on WMT shares. Oppenheimer reaffirmed an "outperform" rating and issued a $140.00 price objective (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. Wall Street Zen lowered shares of Walmart from a "buy" rating to a "hold" rating in a report on Sunday, January 18th. UBS Group reiterated a "buy" rating and set a $147.00 price target (up from $135.00) on shares of Walmart in a report on Friday, February 20th. Tigress Financial set a $150.00 price target on shares of Walmart and gave the company a "buy" rating in a report on Wednesday, February 25th. Finally, Erste Group Bank upgraded shares of Walmart from a "hold" rating to a "strong-buy" rating in a report on Thursday, April 2nd. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average target price of $137.12.

Walmart News Summary

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

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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