Sandro Wealth Management LLC Takes Position in Walmart Inc. $WMT

Key Points

• Sandro Wealth Management LLC acquired a new position of 26,650 shares in Walmart (NASDAQ: WMT), valued at about $2.97 million, making the holding roughly 2.5% of its portfolio and its 11th-largest position.
• Wall Street sentiment is broadly bullish with a MarketBeat consensus rating of Buy and a consensus target of $137.79, and several analysts issuing buy/overweight price targets in the $138–$145 range.
• Walmart topped estimates in the quarter with $0.74 EPS (vs. $0.73 est.) and $190.66 billion revenue (+5.6% YoY), set FY2027 guidance of $2.75–$2.85 EPS, and currently trades with a market cap around $1.05 trillion and a P/E near 48.

Sandro Wealth Management LLC acquired a new position in Walmart Inc. (NASDAQ:WMT - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 26,650 shares of the retailer's stock, valued at approximately $2,969,000. Walmart makes up about 2.5% of Sandro Wealth Management LLC's investment portfolio, making the stock its 11th biggest holding.

Several other hedge funds and other institutional investors also recently bought and sold shares of WMT. AQR Capital Management LLC grew its stake in Walmart by 188.1% in the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer's stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares in the last quarter. Vanguard Group Inc. grew its stake in Walmart by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer's stock worth $49,015,626,000 after purchasing an additional 4,304,436 shares in the last quarter. Amundi grew its stake in Walmart by 20.5% in the third quarter. Amundi now owns 23,497,921 shares of the retailer's stock worth $2,413,236,000 after purchasing an additional 4,004,277 shares in the last quarter. Danske Bank A S bought a new position in Walmart in the third quarter worth approximately $294,621,000. Finally, PFA Pension Forsikringsaktieselskab bought a new position in Walmart in the fourth quarter worth approximately $280,736,000. Institutional investors own 26.76% of the company's stock.

Wall Street Analyst Weigh In

WMT has been the topic of several research analyst reports. Roth Mkm reissued a "buy" rating and issued a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. KeyCorp reissued an "overweight" rating and issued a $145.00 price objective (up from $128.00) on shares of Walmart in a research note on Friday, February 13th. The Goldman Sachs Group reissued a "buy" rating and issued a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. Argus raised Walmart to a "strong-buy" rating in a research note on Wednesday, February 18th. Finally, HSBC cut Walmart from a "buy" rating to a "hold" rating and increased their price objective for the stock from $122.00 to $131.00 in a research note on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Buy" and a consensus target price of $137.79.

Walmart Stock Performance

Shares of WMT opened at $131.60 on Friday. Walmart Inc. has a 12 month low of $91.89 and a 12 month high of $134.69. The stock has a fifty day moving average price of $125.60 and a 200-day moving average price of $117.67. 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 market cap of $1.05 trillion, a PE ratio of 48.03, a P/E/G ratio of 4.90 and a beta of 0.65.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating 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 during the quarter, compared to analyst estimates of $188.37 billion. During the same quarter in the prior year, the business posted $0.66 EPS. The business's revenue for the quarter 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 predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Announces Dividend

The company 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 $0.2475 dividend. The ex-dividend date is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. Walmart's dividend payout ratio (DPR) is 36.13%.

Walmart News Summary

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, Director C Douglas Mcmillon sold 19,416 shares of the firm's stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $126.71, for a total value of $2,460,201.36. Following the completion of the transaction, the director owned 4,023,209 shares in the company, valued at $509,780,812.39. This trade represents a 0.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, 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 value of $4,158,004.00. Following the completion of the transaction, the executive vice president owned 533,466 shares of the company's stock, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 263,376 shares of company stock worth $32,851,650 over the last three months. Corporate insiders own 0.10% of the company's stock.

Walmart Company 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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