LMG Wealth Partners LLC Has $17.79 Million Position in Walmart Inc. $WMT

Key Points

• LMG Wealth Partners trimmed its Walmart stake by 7.7% in Q4 to 159,652 shares worth $17.79 million, making WMT 3.3% of its portfolio and its third-largest holding.
• Insiders have been net sellers: CEO John Furner sold 13,125 shares and EVP John Rainey sold 20,000, with insiders disposing of 263,376 shares (~$32.85M) over the past 90 days (insiders own 0.10%).
• Analysts remain constructive—MarketBeat shows a consensus "Buy" with an average target of $137.79 and several firms raising targets into the $137–$150 range after Walmart slightly beat quarterly EPS/revenue and set FY2027 EPS guidance of 2.75–2.85.

LMG Wealth Partners LLC trimmed its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 7.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 159,652 shares of the retailer's stock after selling 13,329 shares during the period. Walmart accounts for 3.3% of LMG Wealth Partners LLC's investment portfolio, making the stock its 3rd biggest position. LMG Wealth Partners LLC's holdings in Walmart were worth $17,787,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. Stockman Wealth Management Inc. boosted its holdings in Walmart by 3.5% in the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer's stock valued at $285,000 after purchasing an additional 87 shares during the period. Capstone Wealth Management LLC boosted its holdings in Walmart by 1.8% in the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer's stock valued at $552,000 after purchasing an additional 89 shares during the period. Ellenbecker Investment Group boosted its holdings 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 purchasing an additional 90 shares during the period. Matrix Trust Co boosted its holdings 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 purchasing an additional 91 shares during the period. Finally, HRC Wealth Management LLC boosted its holdings 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 purchasing an additional 94 shares during the period. 26.76% of the stock is owned by institutional investors.

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 Buying and Selling

In related news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, March 19th. The shares were 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. This trade represents a 1.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the completion of the transaction, the executive vice president owned 506,764 shares in the company, valued at approximately $61,962,034.28. The trade was a 3.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 263,376 shares of company stock worth $32,851,650 over the last 90 days. Insiders own 0.10% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. Mizuho raised their price target on shares of Walmart from $125.00 to $137.00 and gave the company an "outperform" rating in a report on Monday, February 9th. Tigress Financial set a $150.00 price objective on shares of Walmart and gave the stock a "buy" rating in a report on Wednesday, February 25th. Oppenheimer reaffirmed 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. Craig Hallum set a $150.00 price objective on shares of Walmart in a report on Friday, March 6th. Finally, UBS Group reaffirmed a "buy" rating and set a $147.00 price objective (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 issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Buy" and a consensus target price of $137.79.

Walmart Price Performance

Shares of NASDAQ:WMT opened at $131.60 on Friday. The stock has a market cap of $1.05 trillion, a PE ratio of 48.03, a PEG ratio of 4.90 and a beta of 0.65. The company's fifty day moving average is $125.60 and its 200 day moving average is $117.67. Walmart Inc. has a 52 week low of $91.89 and a 52 week high of $134.69. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT - Get Free Report) last issued its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping analysts' consensus estimates of $0.73 by $0.01. The company had revenue of $190.66 billion for the quarter, compared to analysts' expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm's revenue was up 5.6% compared to the same quarter last year. During the same quarter last year, the company 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. Research analysts anticipate 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. Investors 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 yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart's dividend payout ratio (DPR) is presently 36.13%.

Walmart 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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