Diversify Advisory Services LLC Reduces Stake in Walmart Inc. $WMT

Key Points

• Diversify Advisory Services LLC cut its Walmart stake by 33.3% in Q4, selling 13,045 shares and retaining 26,170 shares worth about $3.13 million per its latest 13F filing.
• Recent results and guidance: Walmart beat quarterly EPS estimates ($0.74 vs. $0.73) with revenue up 5.6% YoY, set FY2027 EPS guidance of $2.75–$2.85, and trades at a P/E of 46.28 with a $1.01 trillion market cap.
• Insider activity and analyst sentiment: Company insiders sold roughly 274,278 shares (~$33.8M) over the past three months, while analysts maintain a consensus "Buy" rating with an average target of $137.12.

Diversify Advisory Services LLC lowered its stake in Walmart Inc. (NASDAQ:WMT - Free Report) by 33.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 26,170 shares of the retailer's stock after selling 13,045 shares during the quarter. Diversify Advisory Services LLC's holdings in Walmart were worth $3,133,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Collier Financial bought a new position in shares of Walmart in the third quarter valued at approximately $25,000. Your Advocates Ltd. LLP purchased a new stake in Walmart in the 3rd quarter worth approximately $28,000. Redmont Wealth Advisors LLC bought a new position in Walmart in the 3rd quarter valued at $30,000. Beacon Financial Strategies CORP purchased a new position in shares of Walmart during the 4th quarter valued at $30,000. Finally, Roble Belko & Company Inc grew its position in shares of Walmart by 212.6% during the 3rd 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 Price Performance

WMT opened at $126.82 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. Walmart Inc. has a 1 year low of $90.01 and a 1 year high of $134.69. The stock's 50 day simple moving average is $125.86 and its 200 day simple moving average is $115.27. The firm has a market cap of $1.01 trillion, a price-to-earnings ratio of 46.28, a PEG ratio of 4.72 and a beta of 0.66.

Walmart (NASDAQ:WMT - Get Free Report) last posted 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. The business had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. Walmart's quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the firm 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. As a group, analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be given a $0.2475 dividend. 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 payout ratio is currently 36.13%.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on WMT shares. Sanford C. Bernstein reiterated an "outperform" rating and issued a $134.00 price objective (up from $129.00) on shares of Walmart in a research report on Friday, February 20th. Oppenheimer reissued an "outperform" rating and set a $140.00 price objective (up from $125.00) on shares of Walmart in a report on Monday, February 9th. TD Cowen reaffirmed a "buy" rating and issued a $145.00 target price (up from $136.00) on shares of Walmart in a research note on Friday, February 20th. Citigroup reiterated a "buy" rating and set a $147.00 target price (up from $120.00) on shares of Walmart in a research report on Thursday, February 5th. Finally, HSBC cut shares of Walmart from a "buy" rating to a "hold" rating and boosted their price target for the stock from $122.00 to $131.00 in a research note on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Buy" and an average target price of $137.12.

Insider Buying and Selling

In related news, CEO John R. Furner sold 13,125 shares of the firm's stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the completion of the transaction, the chief executive officer owned 687,287 shares of the company's stock, valued at $83,821,522.52. This trade represents a 1.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Christopher James Nicholas sold 34,082 shares of Walmart 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 transaction, the executive vice president owned 533,466 shares of the company's stock, valued at $65,082,852. The trade was a 6.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 274,278 shares of company stock worth $33,825,793 over the last three months. Corporate insiders own 0.10% of the company's stock.

Trending Headlines about Walmart

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

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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