CX Institutional Sells 23,896 Shares of Walmart Inc. $WMT

Key Points

• CX Institutional cut its Walmart stake by 32.8%, selling 23,896 shares and retaining 48,945 shares valued at about $5.45 million at the end of the quarter.
• Walmart beat quarterly estimates with $0.74 EPS (vs. $0.73 expected) and $190.66 billion in revenue, and issued FY2027 guidance of 2.75–2.85 EPS (analysts average ~2.89).
• There has been significant trading activity: insiders sold 243,376 shares (~$30.4M) in the past 90 days, including EVP and CEO sales, even as some institutions (e.g., Alecta) added large positions; institutional ownership stands at 26.76%.

CX Institutional lowered its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 32.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 48,945 shares of the retailer's stock after selling 23,896 shares during the period. CX Institutional's holdings in Walmart were worth $5,453,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Stockman Wealth Management Inc. raised its stake in shares of Walmart by 3.5% during the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer's stock worth $285,000 after purchasing an additional 87 shares in the last quarter. Capstone Wealth Management LLC raised its stake in shares of Walmart by 1.8% during the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer's stock worth $552,000 after purchasing an additional 89 shares in the last quarter. Ellenbecker Investment Group raised its stake in Walmart by 0.6% in the 4th quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer's stock valued at $1,613,000 after acquiring an additional 90 shares during the period. Matrix Trust Co raised its stake in Walmart by 20.0% in the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer's stock valued at $61,000 after acquiring an additional 91 shares during the period. Finally, HRC Wealth Management LLC raised its stake in Walmart by 4.4% in the 4th quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer's stock valued at $246,000 after acquiring an additional 94 shares during the period. Institutional investors own 26.76% of the company's stock.

Walmart Price Performance

WMT stock opened at $131.60 on Monday. 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 stock has a market capitalization of $1.05 trillion, a price-to-earnings ratio of 48.03, a PEG ratio of 4.90 and a beta of 0.65. The business's fifty day moving average price is $125.60 and its two-hundred day moving average price is $117.74. Walmart Inc. has a fifty-two week low of $91.89 and a fifty-two week high of $134.69.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.01. The firm had revenue of $190.66 billion for 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 quarter last year, the business 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, equities analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Walmart Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be given a dividend of $0.2475 per share. 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 (DPR) is presently 36.13%.

Analyst Ratings Changes

WMT has been the topic of a number of research analyst reports. HSBC cut Walmart from a "buy" rating to a "hold" rating and increased their price target for the company from $122.00 to $131.00 in a research note on Friday, February 20th. Guggenheim increased their price target on Walmart from $120.00 to $137.00 and gave the company a "buy" rating in a research note on Monday, April 13th. Morgan Stanley increased their price target on Walmart from $135.00 to $140.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. 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. Finally, Erste Group Bank upgraded Walmart from a "hold" rating to a "strong-buy" rating in a research note on Thursday, April 2nd. 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's stock. According to data from MarketBeat, Walmart presently has an average rating of "Buy" and an average price target of $137.79.

Trending Headlines about Walmart

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

Insider Activity

In other Walmart news, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the transaction, the executive vice president owned 533,466 shares in the company, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the transaction, the chief executive officer owned 687,287 shares in the company, valued at $83,821,522.52. The trade was a 1.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 243,376 shares of company stock worth $30,406,250. Corporate 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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