Farther Finance Advisors LLC Raises Stake in Walmart Inc. $WMT

Key Points

• Farther Finance Advisors raised its stake in Walmart by 22.9% in Q4, adding 58,488 shares to hold 314,451 shares valued at about $35.0 million.
• Wall Street is largely bullish on WMT with a consensus rating of "Buy" and an average price target of $137.64, as several firms (e.g., UBS, Guggenheim, BTIG) recently raised targets.
• Corporate insiders sold a total of 246,016 shares (~$30.4M) last quarter (including EVP Christopher Nicholas and Director C. Douglas McMillon), while Walmart slightly beat Q results ($0.74 vs. $0.73) and set FY2027 EPS guidance of 2.75–2.85.

Farther Finance Advisors LLC raised its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 22.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 314,451 shares of the retailer's stock after acquiring an additional 58,488 shares during the period. Farther Finance Advisors LLC's holdings in Walmart were worth $35,033,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. Split Rock Private Trading & Wealth Management LLC acquired a new stake in shares of Walmart in the 4th quarter worth $547,000. Tyche Wealth Partners LLC lifted its stake in shares of Walmart by 6.0% in the 4th quarter. Tyche Wealth Partners LLC now owns 92,622 shares of the retailer's stock worth $10,319,000 after acquiring an additional 5,282 shares during the period. LOM Asset Management Ltd lifted its stake in shares of Walmart by 1.7% in the 4th quarter. LOM Asset Management Ltd now owns 14,558 shares of the retailer's stock worth $1,622,000 after acquiring an additional 239 shares during the period. Cove Private Wealth LLC lifted its stake in shares of Walmart by 13.6% in the 4th quarter. Cove Private Wealth LLC now owns 25,255 shares of the retailer's stock worth $2,814,000 after acquiring an additional 3,015 shares during the period. Finally, Optima Capital LLC lifted its stake in shares of Walmart by 27.3% in the 4th quarter. Optima Capital LLC now owns 4,692 shares of the retailer's stock worth $524,000 after acquiring an additional 1,006 shares during the period. Institutional investors and hedge funds own 26.76% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on WMT shares. UBS Group reiterated a "buy" rating and issued a $147.00 price target (up from $135.00) on shares of Walmart in a report on Friday, February 20th. Evercore reiterated an "outperform" rating and issued a $130.00 price target (up from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. BMO Capital Markets reiterated an "outperform" rating on shares of Walmart in a report on Wednesday, January 14th. Guggenheim increased their price target on shares of Walmart from $120.00 to $137.00 and gave the company a "buy" rating in a report on Monday. Finally, BTIG Research reiterated a "buy" rating and issued a $140.00 price target on shares of Walmart in a report on Friday, February 20th. Two 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 company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $137.64.

Insider Buying and Selling at Walmart

In other news, EVP Christopher James Nicholas sold 34,082 shares of Walmart stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the completion of the sale, the executive vice president directly owned 533,466 shares in the company, valued at $65,082,852. The trade was a 6.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, March 26th. The stock was sold at an average price of $123.16, for a total transaction of $2,391,274.56. Following the sale, the director owned 4,213,406 shares of the company's stock, valued at approximately $518,923,082.96. This trade represents a 0.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 246,016 shares of company stock valued at $30,431,872. Corporate insiders own 0.10% of the company's stock.

Walmart Stock Performance

NASDAQ:WMT opened at $124.76 on Thursday. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The firm has a 50-day moving average price of $125.76 and a two-hundred day moving average price of $115.64. Walmart Inc. has a twelve month low of $90.61 and a twelve month high of $134.69. The company has a market capitalization of $994.64 billion, a P/E ratio of 45.53, a price-to-earnings-growth ratio of 4.66 and a beta of 0.66.

Walmart (NASDAQ:WMT - Get Free Report) last posted its earnings results 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. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same period last year, the firm posted $0.66 EPS. The firm's revenue for the quarter was up 5.6% on a year-over-year basis. 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, research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The company 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. The ex-dividend date is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. Walmart's payout ratio is 36.13%.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart launched "Upstream Facility Services," a nationwide B2B offering that leverages its store-based maintenance teams to sell HVAC and facility services — a new recurring revenue channel that can improve store-level economics and margins over time. Walmart introduces Upstream Facility Services
• Positive Sentiment: Guggenheim raised its price target on WMT to $137 (from $120) and reiterated a Buy — analyst backing that can support the stock and attract buyers after recent pullbacks. Walmart (WMT) – Among the Early Retirement Portfolio: Top 15 Stocks to Buy
• Positive Sentiment: Walmart is redesigning its Great Value private-label packaging (first major refresh in a decade) to boost appeal to price-conscious shoppers — a move that can lift private-label sales mix and margins. Walmart redesigns its 'Great Value' private label brand
• Neutral Sentiment: Walmart joined the U.S. Cotton Trust Protocol — a sustainability move that reduces sourcing risk and may help brand/retailer relationships but has limited immediate financial impact. Walmart Joins U.S. Cotton Trust Protocol
• Neutral Sentiment: New distribution wins (e.g., Pet Honesty nationwide at ~13,000 stores) add incremental SKU sales and assortment depth but are modest near-term drivers. Pet Honesty® Expands to Walmart Stores Nationwide
• Neutral Sentiment: Market commentary continues to label WMT a defensive, market-beating consumer staple — supportive for long-term inflows but not necessarily a catalyst for immediate upside. Market on Sale: 2 Stocks Worth Buying With $1,000 Amid the Chaos
• Negative Sentiment: Despite the positive strategic news and analyst support, the stock saw selling pressure (reported declines in recent sessions), suggesting profit-taking or broader market moves are outweighing headlines today. Walmart (WMT) Stock Declines While Market Improves

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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