Milestone Asset Management LLC Has $6.86 Million Stake in Walmart Inc. $WMT

Key Points

• Milestone Asset Management LLC boosted its stake in Walmart by 397.7% in Q4, acquiring an additional 49,214 shares to hold 61,590 shares worth $6.86 million, making WMT ~1.3% of its portfolio and its 19th largest holding.
• Walmart beat Q4 expectations (EPS $0.74 vs. $0.73; revenue $190.66B vs. $188.37B), set FY27 EPS guidance of 2.75–2.85, and analysts maintain a consensus Buy rating with an average price target near $137.79.
• Despite the positive results, insiders have sold stock recently and analysts warn that Walmart’s valuation (P/E ~47.4) and heavy capex are pressuring free cash flow, creating near-term valuation and margin risks.

Milestone Asset Management LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 397.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 61,590 shares of the retailer's stock after buying an additional 49,214 shares during the quarter. Walmart comprises approximately 1.3% of Milestone Asset Management LLC's investment portfolio, making the stock its 19th largest holding. Milestone Asset Management LLC's holdings in Walmart were worth $6,862,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Collier Financial acquired a new stake in shares of Walmart during the 3rd quarter worth approximately $25,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart during the 3rd quarter worth approximately $28,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Walmart during the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart during the 4th quarter worth approximately $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 worth $33,000 after buying an additional 219 shares during the period. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart Stock Performance

NASDAQ WMT opened at $129.92 on Friday. The company has a fifty day simple moving average of $125.59 and a 200 day simple moving average of $116.83. Walmart Inc. has a 12-month low of $91.89 and a 12-month high of $134.69. 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 company has a market cap of $1.04 trillion, a P/E ratio of 47.42, a PEG ratio of 4.92 and a beta of 0.66.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) 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 business had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter last year, the firm posted $0.66 EPS. 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. Sell-side analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Announces Dividend

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

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Company released its 2026 Annual Report highlighting investments in associates and AI tools aimed at improving customer experience, operations and productivity — messaging that supports longer-term growth prospects. Walmart Touts People and AI in Annual Report
• Positive Sentiment: Recent quarterly results beat revenue and EPS expectations and management set FY27 EPS guidance, showing underlying sales and margins resilience — a supportive signal for fundamentals. WMT MarketBeat summary
• Positive Sentiment: Analyst support: Morgan Stanley raised its price target to $140, and the consensus analyst rating remains a "Buy" — these represent catalyst potential if upgrades continue. Morgan Stanley Increases Walmart Price Target
• Positive Sentiment: Strategic initiatives that could drive sales mix and margins: a major redesign of the Great Value private label (10,000 items) and expansion of health offerings via Better Care Services. Those moves support SKU refresh and higher-margin services. Is Walmart One of the Best Performing Dow Stocks?
• Neutral Sentiment: Walmart is diversifying beyond retail (new Upstream Facility Services maintenance unit) — a long-term revenue diversification that is unlikely to move near-term earnings materially. Walmart Diversifies Beyond Retail Into Maintenance Services
• Neutral Sentiment: Short-interest reporting is effectively meaningless in the latest print (reported as zero), so short-covering dynamics are not a current driver. Short Interest Data
• Negative Sentiment: Valuation and cash-flow concerns: several commentary pieces argue WMT is expensive (high P/E) given slowing growth and heavy capital expenditure that suppresses free cash flow — these critiques are the most likely reason traders are taking profits after recent gains. Walmart: Too Expensive Considering Slowing Growth
• Negative Sentiment: Another analysis highlights that large capex to support technology and store initiatives is weighing on free cash flow, raising near-term margin and valuation risk for investors. Speculative Valuation As Free Cash Flow Is Held Down By Immense Capex

Insider Buying and Selling at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 34,082 shares of the firm's stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the transaction, the executive vice president directly owned 533,466 shares in the company, valued at approximately $65,082,852. This trade represents a 6.01% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO John R. Furner sold 13,125 shares of the firm's 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 approximately $83,821,522.52. This trade represents a 1.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 263,376 shares of company stock worth $32,851,650. 0.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several analysts have recently commented on WMT shares. Oppenheimer reaffirmed an "outperform" rating and set a $140.00 price objective (up from $125.00) on shares of Walmart in a research report on Monday, February 9th. Mizuho raised their price objective on shares of Walmart from $125.00 to $137.00 and gave the stock an "outperform" rating in a research report on Monday, February 9th. Argus raised shares of Walmart to a "strong-buy" rating in a research report on Wednesday, February 18th. Roth Mkm reissued a "buy" rating and issued a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. Finally, BTIG Research reissued a "buy" rating and issued a $140.00 price target on shares of Walmart in a research report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and a consensus price target of $137.79.

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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