Cliftonlarsonallen Wealth Advisors LLC Purchases 10,074 Shares of Walmart Inc. $WMT

Key Points

• Cliftonlarsonallen Wealth Advisors LLC increased its Walmart stake by 42.7%, purchasing 10,074 shares and bringing its holding to 33,693 shares worth about $3.75 million.
• Walmart beat Q4 estimates, reporting $0.74 EPS and $190.66 billion in revenue (up 5.6% YoY), and set FY2027 guidance of $2.75–$2.85 EPS versus sell‑side expectations near $2.55.
• Insiders have been selling: EVP Donna Morris sold 76,181 shares and CEO C. Douglas McMillon sold 19,416, with insiders disposing of 274,278 shares (≈$33.8M) in the past 90 days.

Cliftonlarsonallen Wealth Advisors LLC lifted its position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 42.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 33,693 shares of the retailer's stock after purchasing an additional 10,074 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC's holdings in Walmart were worth $3,754,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Collier Financial bought a new position in shares of Walmart during the third quarter valued at approximately $25,000. Your Advocates Ltd. LLP bought a new position in shares of Walmart during the third quarter valued at approximately $28,000. Redmont Wealth Advisors LLC bought a new position in shares of Walmart during the third quarter valued at approximately $30,000. Beacon Financial Strategies CORP bought a new position in shares of Walmart during the fourth quarter valued at approximately $30,000. Finally, Roble Belko & Company Inc increased its stake in shares of Walmart by 212.6% during the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer's stock valued at $33,000 after purchasing an additional 219 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart Trading Down 1.8%

Shares of NASDAQ:WMT opened at $126.82 on Friday. The company has a market cap of $1.01 trillion, a P/E ratio of 46.28, a PEG ratio of 4.81 and a beta of 0.66. 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 $90.01 and a 1 year high of $134.69. The stock's fifty day moving average price is $125.86 and its 200-day moving average price is $115.09.

Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings results 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 firm had revenue of $190.66 billion for 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%.The company's quarterly revenue was up 5.6% on a year-over-year basis. During the same period in the prior 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. Sell-side analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

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

Key Walmart News

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

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Wall Street Zen downgraded Walmart from a "buy" rating to a "hold" rating in a report on Sunday, January 18th. Sanford C. Bernstein reissued an "outperform" rating and issued a $134.00 target price (up from $129.00) on shares of Walmart in a report on Friday, February 20th. Argus raised Walmart to a "strong-buy" rating in a report on Wednesday, February 18th. Weiss Ratings reissued a "buy (b)" rating on shares of Walmart in a report on Wednesday, January 21st. Finally, UBS Group reissued a "buy" rating and issued a $147.00 target price (up from $135.00) on shares of Walmart in a report on Friday, February 20th. Two equities research 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 stock. According to data from MarketBeat.com, Walmart presently has an average rating of "Buy" and an average target price of $137.12.

Insider Buying and Selling

In other Walmart news, EVP Donna Morris sold 76,181 shares of the stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total value of $9,430,445.99. Following the transaction, the executive vice president owned 402,072 shares of the company's stock, valued at approximately $49,772,492.88. This represents a 15.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total value of $2,313,804.72. Following the completion of the transaction, the chief executive officer directly owned 4,274,856 shares in the company, valued at approximately $509,434,589.52. This represents a 0.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 274,278 shares of company stock valued at $33,825,793 in the last 90 days. Insiders own 0.10% of the company's stock.

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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