Global Trust Wealth Management LLC Takes Position in Walmart Inc. $WMT

Key Points

• Global Trust Wealth Management opened a new position in Walmart (WMT) in Q4, purchasing 9,999 shares worth about $1.114 million, and several other small institutional buys were reported; institutional investors own roughly 26.76% of the stock.
• Walmart topped Q4 expectations with $0.74 EPS versus $0.73 and revenue of $190.66 billion (up 5.6% YoY versus $188.37 billion est), provided FY2027 EPS guidance of $2.75–2.85, and trades with a market cap near $1.05 trillion and a PE of 48.19.
• Insiders have been selling recently—CEO John Furner sold 13,125 shares and insiders disposed of about 243,960 shares (~$30.3M) over the last three months—while the company pays a $0.2475 quarterly dividend (≈0.7% yield).

Global Trust Wealth Management LLC purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 9,999 shares of the retailer's stock, valued at approximately $1,114,000.

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 during the 3rd quarter valued at $25,000. Your Advocates Ltd. LLP bought a new position in shares of Walmart in the 3rd quarter worth approximately $28,000. Redmont Wealth Advisors LLC bought a new position in shares of Walmart in the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP bought a new position in shares of Walmart in the 4th quarter worth approximately $30,000. Finally, Roble Belko & Company Inc lifted its stake in shares of Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer's stock worth $33,000 after purchasing an additional 219 shares during the period. 26.76% of the stock is owned by institutional investors.

Walmart Trading Up 1.6%

NASDAQ WMT opened at $132.03 on Friday. The company's 50-day moving average price is $125.67 and its 200-day moving average price is $116.64. 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 stock has a market cap of $1.05 trillion, a PE ratio of 48.19, a PEG ratio of 4.84 and a beta of 0.66. Walmart Inc. has a 12 month low of $91.89 and a 12 month high of $134.69.

Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company had revenue of $190.66 billion for the quarter, compared to analysts' expectations of $188.37 billion. During the same quarter in the prior year, the firm earned $0.66 earnings per share. Walmart's revenue was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Equities research analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current year.

Walmart Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued a dividend of $0.2475 per share. This represents a $0.99 annualized dividend and a yield of 0.7%. The ex-dividend date is Friday, December 11th. Walmart's dividend payout ratio is presently 36.13%.

Analyst Ratings Changes

Several equities analysts have recently weighed in on WMT shares. BTIG Research reiterated a "buy" rating and issued a $140.00 price objective on shares of Walmart in a research note on Friday, February 20th. Citigroup reissued a "buy" rating and set a $147.00 price target (up from $120.00) on shares of Walmart in a report on Thursday, February 5th. DA Davidson set a $150.00 price objective on shares of Walmart and gave the company a "buy" rating in a research report on Friday, February 20th. Wells Fargo & Company reaffirmed an "overweight" rating and issued a $140.00 target price (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Finally, Tigress Financial set a $150.00 price target on shares of Walmart and gave the stock a "buy" rating in a research report on Wednesday, February 25th. Two 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. Based on data from MarketBeat.com, the stock currently has an average rating of "Buy" and an average price target of $137.79.

Insider Buying and Selling at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the sale, the chief executive officer owned 674,162 shares of the company's stock, valued at approximately $84,162,384.08. This trade represents a 1.91% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,335 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total value of $166,381.05. Following the sale, the executive vice president directly owned 636,843 shares in the company, valued at $79,369,743.09. This trade represents a 0.21% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 243,960 shares of company stock worth $30,284,661. 0.10% of the stock is currently owned by company insiders.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart filed its 2026 Annual Report and proxy; CEO John Furner’s first shareholder letter emphasizes confidence in the business model and investments in associates and AI-powered solutions — signals management is prioritizing productivity and tech-driven growth. Walmart Releases 2026 Annual Report and Proxy Statement
• Positive Sentiment: Morgan Stanley raised its price target to $140 and kept an “overweight” rating, offering fresh analyst validation and upside versus current levels — a direct catalyst for buy-side flows. Morgan Stanley raises price target
• Positive Sentiment: Walmart launched “Upstream Facility Services,” expanding into maintenance services for businesses — a diversification move that creates higher-margin, recurring B2B revenue beyond core retail. Walmart Inc. (WMT) Diversifies Beyond Retail Into Maintenance Services
• Positive Sentiment: Sam’s Club introduced a one-hour express delivery option for members, tightening competition with Costco and improving value for members — an operational win that can drive higher same-club sales and membership retention. Walmart's warehouse club ups the pressure on Costco
• Positive Sentiment: Consensus analyst rating sits at “Buy,” reflecting broad sell‑side confidence which supports demand for the shares. Walmart Given Consensus Rating of "Buy"
• Neutral Sentiment: Coverage pieces highlight Walmart’s strategic push into the “decision layer” (competing with Amazon on AI-driven choice architecture) — underscores longer-term tech competition but is not an immediate earnings swing. Amazon and Walmart Race to Capture Retail's Decision Layer First
• Neutral Sentiment: Partnerships like the Back to the Roots retail program are PR/CSR positives that help merchandising and sustainability narratives but have limited near-term revenue impact. Back to the Roots Scales Regenerative Movement Nationwide
• Negative Sentiment: Industry commentary noting Visa’s faster market‑cap growth versus Walmart highlights relative-growth concerns and investor preference for payments/tech growth stories over traditional retail — a competitive narrative that can cap valuation multiples. One Year Later: We Predicted Visa Would Overtake Walmart

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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