Integrated Investment Consultants LLC Grows Stake in Walmart Inc. $WMT

Key Points

• Integrated Investment Consultants LLC increased its Walmart stake by 114.2% in the fourth quarter, buying 13,512 additional shares and bringing its total holding to 25,346 shares worth about $2.8 million.
• Walmart reported better-than-expected quarterly results, with EPS of $0.74 and revenue of $190.66 billion, both ahead of consensus estimates and up 5.6% year over year.
• Analysts remain generally bullish on WMT, with several firms raising price targets and the stock carrying a consensus “Buy” rating and average target price of $138.88.

Integrated Investment Consultants LLC boosted its position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 114.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 25,346 shares of the retailer's stock after purchasing an additional 13,512 shares during the quarter. Integrated Investment Consultants LLC's holdings in Walmart were worth $2,824,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Collier Financial purchased a new position in Walmart during the 3rd quarter worth $25,000. Your Advocates Ltd. LLP purchased a new position in Walmart during the 3rd quarter worth $28,000. Redmont Wealth Advisors LLC purchased a new position in Walmart during the 3rd quarter worth $30,000. Beacon Financial Strategies CORP purchased a new position in Walmart during the 4th quarter worth $30,000. Finally, Bay Harbor Wealth Management LLC increased its holdings in Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock worth $32,000 after purchasing an additional 105 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
• Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
• Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
• Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
• Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.

Insider Activity

In other Walmart news, EVP Latriece Watkins sold 10,000 shares of Walmart stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the completion of the sale, the executive vice president owned 108,294 shares of the company's stock, valued at approximately $13,153,389.24. The trade was a 8.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated 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 sale, the chief executive officer directly owned 687,287 shares of the company's stock, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 167,195 shares of company stock worth $20,975,804 over the last quarter. Company insiders own 0.10% of the company's stock.

Walmart Price Performance

Shares of WMT stock opened at $131.45 on Monday. Walmart Inc. has a 1-year low of $93.43 and a 1-year high of $134.69. The stock's fifty day moving average price is $126.37 and its 200 day moving average price is $119.25. 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 cap of $1.05 trillion, a price-to-earnings ratio of 47.97, a price-to-earnings-growth ratio of 4.85 and a beta of 0.65.

Walmart (NASDAQ:WMT - Get Free Report) last announced its earnings results 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. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. During the same period in the previous year, the business earned $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. On average, research analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on WMT shares. Wells Fargo & Company reiterated an "overweight" rating and issued a $140.00 price target (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Bank of America started coverage on Walmart in a report on Friday, February 27th. They issued a "buy" rating and a $150.00 price target on the stock. Craig Hallum set a $150.00 price target on Walmart in a report on Friday, March 6th. Erste Group Bank upgraded Walmart from a "hold" rating to a "strong-buy" rating in a report on Thursday, April 2nd. Finally, 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. Two investment 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 stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and a consensus target price of $138.88.

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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