Burney Co. Sells 31,873 Shares of Walmart Inc. $WMT

Key Points

• Burney Co. reduced its stake in Walmart by 17.2% in Q4, selling 31,873 shares and finishing the period with 153,457 shares valued at about $17.10 million.
• Major institutions like Vanguard and State Street have recently increased positions (Vanguard now holds ~435.7M shares), and overall institutional ownership is reported at 26.76%.
• Analysts are broadly positive—MarketBeat shows an average rating of "Buy" with an average price target of $137.64 and several upward revisions (e.g., Guggenheim to $137); Walmart trades near $124.57 with FY27 EPS guidance of 2.75–2.85.

Burney Co. cut its holdings in Walmart Inc. (NASDAQ:WMT - Free Report) by 17.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 153,457 shares of the retailer's stock after selling 31,873 shares during the period. Burney Co.'s holdings in Walmart were worth $17,097,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of WMT. Vanguard Group Inc. increased its stake in Walmart by 0.9% during the third quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer's stock valued at $44,898,368,000 after acquiring an additional 3,835,200 shares during the period. State Street Corp grew its holdings in shares of Walmart by 1.2% during the 3rd quarter. State Street Corp now owns 184,805,978 shares of the retailer's stock worth $19,046,104,000 after purchasing an additional 2,242,364 shares in the last quarter. Fisher Asset Management LLC grew its holdings in shares of Walmart by 1.6% during the 3rd quarter. Fisher Asset Management LLC now owns 40,298,623 shares of the retailer's stock worth $4,153,176,000 after purchasing an additional 634,211 shares in the last quarter. Legal & General Group Plc increased its position in shares of Walmart by 3.5% during the third quarter. Legal & General Group Plc now owns 27,268,463 shares of the retailer's stock valued at $2,810,288,000 after purchasing an additional 934,468 shares during the period. Finally, Raymond James Financial Inc. increased its position in shares of Walmart by 0.4% during the third quarter. Raymond James Financial Inc. now owns 24,990,692 shares of the retailer's stock valued at $2,575,541,000 after purchasing an additional 93,459 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s in‑app AI assistant “Sparky” is gaining traction: users who interact with it spend roughly 35% more per order and about half of app shoppers have tried it, supporting digital sales growth and higher advertising/commerce monetization potential. Walmart's AI Push Gains Steam
• Positive Sentiment: Walmart expanded its Google partnership to integrate Gemini AI into its shopping app for instant checkout and personalization — a move that strengthens the “platform” story for WMT, supporting digital ecosystem growth (ads, app engagement, checkout efficiency). Walmart Gemini AI Deal Strengthens Platform Thesis
• Positive Sentiment: Guggenheim raised its price target on WMT from $120 to $137 and put a “buy” rating on the stock, signaling analyst conviction that there’s additional upside tied to Walmart’s strategy execution. Benzinga
• Positive Sentiment: Industry outlooks highlight Walmart as a leader among supermarket/retail peers due to omnichannel and digital transformation, which could sustain multiple expansion relative to slower peers. Zacks Industry Outlook
• Neutral Sentiment: Institutional filings show modest buying — Apollon Wealth/Financial increased holdings in WMT — a vote of confidence but small relative to Walmart’s huge float. Apollon Wealth Management Buys WMT
• Neutral Sentiment: Dividend comparison vs. Costco highlights differing dividend growth trajectories; income investors may prefer higher dividend growth elsewhere even if Walmart’s overall cash generation and buybacks remain solid. Walmart vs. Costco Dividend Comparison
• Negative Sentiment: Headline coverage notes the stock is trading down and asks whether to sell, contributing to short‑term selling pressure and volatile flows. Walmart Stock Declines While Market Improves
• Negative Sentiment: Reports on India’s quick‑commerce market note Flipkart (Walmart-owned) is pushing hard on fast delivery in a crowded market where profitability is pressured — an execution/cost risk for international growth. Flipkart and Quick Commerce Pressure

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Evercore reaffirmed an "outperform" rating and issued a $130.00 target price (up from $125.00) on shares of Walmart in a research report on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on shares of Walmart in a research note on Friday, February 20th. Guggenheim raised their price objective on shares of Walmart from $120.00 to $137.00 and gave the stock a "buy" rating in a report on Monday. Roth Mkm reiterated a "buy" rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Finally, BTIG Research reissued a "buy" rating and issued a $140.00 target price 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 assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Buy" and an average price target of $137.64.

Walmart Stock Down 1.7%

Shares of NASDAQ WMT opened at $124.57 on Tuesday. The stock has a market cap of $993.15 billion, a PE ratio of 45.46, a PEG ratio of 4.72 and a beta of 0.66. The business has a fifty day moving average of $125.87 and a two-hundred day moving average of $115.42. Walmart Inc. has a 52-week low of $90.61 and a 52-week high of $134.69. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.73 by $0.01. The company had revenue of $190.66 billion during the quarter, compared to analysts' expectations 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 last year, the business earned $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. As a group, equities research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal 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 dividend of $0.2475 per share. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. Walmart's dividend payout ratio (DPR) is presently 36.13%.

Insider Activity at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $129.10, for a total transaction of $1,694,437.50. Following the completion of the transaction, the chief executive officer directly owned 591,084 shares of the company's stock, valued at approximately $76,308,944.40. This trade represents a 2.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total value of $2,445,400.00. Following the transaction, the executive vice president directly owned 506,764 shares of the company's stock, valued at approximately $61,962,034.28. The trade was a 3.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 274,278 shares of company stock valued at $33,825,793. 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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