Composition Wealth LLC Purchases 12,677 Shares of Walmart Inc. $WMT

Key Points

• Composition Wealth LLC increased its Walmart stake by 5.7%, buying an additional 12,677 shares to hold 234,335 shares valued at $26.107 million.
• Walmart announced a third U.S. milk‑processing facility with a $350 million investment and is funding store upgrades and expanded local-product assortments to support grocery margins and traffic.
• Analysts show a consensus Buy rating with an average price target of $137.79, while insiders have sold roughly 263,376 shares (about $32.85M) over the past three months.

Composition Wealth LLC increased its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 5.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 234,335 shares of the retailer's stock after purchasing an additional 12,677 shares during the quarter. Composition Wealth LLC's holdings in Walmart were worth $26,107,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of WMT. Collier Financial acquired a new position in Walmart during the third quarter worth approximately $25,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart in the third quarter valued at approximately $28,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart in the fourth quarter valued at approximately $30,000. Redmont Wealth Advisors LLC bought a new position in shares of Walmart during the 3rd quarter worth approximately $30,000. Finally, Clayton Financial Group LLC boosted its stake in shares of Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer's stock worth $33,000 after acquiring an additional 193 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart announced a third U.S. milk-processing facility, a $350 million investment to boost domestic dairy supply and vertical integration, which should cut supply-chain risk and support grocery margins. Walmart opens third U.S. milk processing facility with $350 million investment
• Positive Sentiment: Walmart earmarked millions for multiple Arizona store upgrades — investments that can boost traffic, comps and localized competitiveness. Walmart earmarks millions for multiple Arizona store upgrades
• Positive Sentiment: Institutional investor Alecta increased its Walmart stake by ~406,400 shares, a sign of confidence from a large pension investor. Alecta Pensionsforsakring Boosts Walmart Stake by 406,400 Shares
• Positive Sentiment: Walmart is expanding local-product assortments (e.g., region-specific coffee/beans) to better serve price‑sensitive consumers and differentiate merchandising — a low-cost way to improve basket relevance. Walmart Eyes Local Products as National Consumer Mood Sours
• Neutral Sentiment: Coverage and analyst pieces debate Walmart vs. Costco and reiterate bullish theses on WMT’s e‑commerce gains and higher‑income customer mix — these keep sentiment constructive but don’t change fundamentals immediately. Better Buy: Walmart or Costco Stock
• Neutral Sentiment: Several bullish write-ups (Yahoo/InsiderMonkey summarizing a Substack thesis) highlight valuation and growth arguments; useful for sentiment but not new company action. Is Walmart Inc. (WMT) A Good Stock To Buy Now?
• Neutral Sentiment: Walmart’s Acres for America grants program awarded $5.4M in conservation grants — positive for ESG profile but limited direct financial impact. NFWF Announces $5.4 Million in Grants from Walmart's Acres for America Program
• Neutral Sentiment: Internal leadership redesign (changes to store-lead roles and retention moves for high-paid managers) suggests workforce optimization; could reduce costs or create short-term disruption depending on execution. Walmart redesigns its leadership pipeline as managers making $400K stay for longer

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. Barclays restated an "overweight" rating and issued a $125.00 price target (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Craig Hallum set a $150.00 target price on shares of Walmart in a research note on Friday, March 6th. Telsey Advisory Group upped their price target on shares of Walmart from $135.00 to $140.00 and gave the company an "outperform" rating in a research note on Friday, February 20th. Rothschild & Co Redburn set a $150.00 price target on shares of Walmart in a report on Tuesday, February 17th. Finally, BMO Capital Markets restated an "outperform" rating on shares of Walmart in a report on Wednesday, January 14th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Buy" and an average price target of $137.79.

Insider Buying and Selling at Walmart

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $132.21, for a total transaction of $2,566,989.36. Following the sale, the director directly owned 4,193,995 shares in the company, valued at $554,488,078.95. This represents a 0.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the firm's stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the completion of the transaction, the chief executive officer directly owned 674,162 shares in the company, valued at approximately $84,162,384.08. This represents a 1.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 263,376 shares of company stock valued at $32,851,650 over the last three months. 0.10% of the stock is owned by insiders.

Walmart Trading Down 0.3%

Shares of NASDAQ:WMT opened at $131.60 on Friday. The business's 50 day simple moving average is $125.60 and its 200 day simple moving average is $117.67. Walmart Inc. has a 1 year low of $91.89 and a 1 year high of $134.69. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The company has a market capitalization of $1.05 trillion, a P/E ratio of 48.03, a P/E/G ratio of 4.90 and a beta of 0.65.

Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.01. The firm 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 company's quarterly revenue was up 5.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.66 EPS. 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 anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a dividend of $0.2475 per share. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart's dividend payout ratio is currently 36.13%.

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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