Savvy Advisors Inc. Boosts Stock Position in Walmart Inc. $WMT

Key Points

• Savvy Advisors increased its Walmart stake by 37.8% in Q4, acquiring 23,234 shares to hold 84,672 shares worth about $9.43 million.
• Walmart beat Q4 EPS estimates ($0.74 vs. $0.73) with revenue of $190.66B (+5.6% YoY), set FY2027 guidance of $2.75–$2.85 EPS, and carries a MarketBeat consensus of "Moderate Buy" with a $135.76 target.
• Insiders have been net sellers (274,278 shares sold, ~$33.8M, over the last 90 days; insiders own 0.10%), while Walmart remains a ~$1.0T company that pays a $0.99 annual dividend (0.8% yield).

Savvy Advisors Inc. lifted its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 37.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 84,672 shares of the retailer's stock after acquiring an additional 23,234 shares during the quarter. Savvy Advisors Inc.'s holdings in Walmart were worth $9,433,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Fox Run Management L.L.C. bought a new position in Walmart in the 3rd quarter worth $1,709,000. CWM LLC raised its holdings in Walmart by 24.2% during the third quarter. CWM LLC now owns 1,175,703 shares of the retailer's stock valued at $121,168,000 after acquiring an additional 229,220 shares during the period. Harel Insurance Investments & Financial Services Ltd. lifted its position in shares of Walmart by 16.6% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer's stock valued at $6,567,000 after acquiring an additional 9,061 shares in the last quarter. Van ECK Associates Corp boosted its stake in shares of Walmart by 2.9% in the third quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer's stock worth $104,182,000 after acquiring an additional 28,026 shares during the period. Finally, World Investment Advisors grew its position in shares of Walmart by 5.2% during the third quarter. World Investment Advisors now owns 293,866 shares of the retailer's stock worth $30,286,000 after purchasing an additional 14,487 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Price Performance

Walmart stock opened at $125.79 on Monday. The company has a market cap of $1.00 trillion, a price-to-earnings ratio of 45.91, a PEG ratio of 4.69 and a beta of 0.66. The firm's fifty day moving average is $124.97 and its 200 day moving average is $114.43. 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 Inc. has a 52-week low of $79.81 and a 52-week high of $134.69.

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, topping analysts' consensus estimates 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 analysts' expectations of $188.37 billion. During the same period last year, the company posted $0.66 EPS. The business's revenue 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. Sell-side analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Dividend Announcement

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. This represents a $0.99 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart's payout ratio is presently 36.13%.

Insider Activity at Walmart

In other news, EVP Christopher James Nicholas sold 34,082 shares of Walmart stock in a transaction that occurred 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 in the company, valued at approximately $65,082,852. The trade was a 6.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of the business's stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $127.79, for a total value of $2,555,800.00. Following the transaction, the executive vice president directly owned 486,764 shares in the company, valued at approximately $62,203,571.56. This represents a 3.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 274,278 shares of company stock valued at $33,825,793 over the last ninety days. 0.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

WMT has been the topic of a number of research analyst reports. TD Cowen reissued a "buy" rating and issued a $145.00 price target (up from $136.00) on shares of Walmart in a report on Friday, February 20th. Tigress Financial set a $150.00 target price on shares of Walmart and gave the stock a "buy" rating in a research report on Wednesday, February 25th. Sanford C. Bernstein reiterated an "outperform" rating and issued a $134.00 price target (up from $129.00) on shares of Walmart in a report on Friday, February 20th. Raymond James Financial reissued an "outperform" rating and set a $135.00 price objective on shares of Walmart in a report on Friday, March 6th. Finally, Jefferies Financial Group set a $145.00 target price on Walmart in a report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $135.76.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Erste Group upgraded Walmart from "hold" to "strong-buy," signaling institutional confidence and likely supporting demand for the shares. Zacks.com
• Positive Sentiment: A bullish analyst note projects steady growth and a 12-month price target (~$130.57), giving investors a modest upside thesis tied to continued execution. Walmart Price Prediction: Steady Growth Makes Analysts Bullish
• Positive Sentiment: Walmart will pay its second 2026 dividend on April 6, which supports income-focused holders and can reduce near-term selling pressure around income flows. Walmart to pay 2026's second dividend in April; Here's how much 100 WMT shares will earn
• Positive Sentiment: Walmart is testing a Sam’s Club membership fee increase and raising rewards caps — a sign of pricing power and potential margin upside if membership retention holds. Walmart Tests Sam's Club Fee Hike Against Member Value And Growth
• Positive Sentiment: Analysts/coverage note Walmart is shifting toward growth via expanding ad revenue and memberships, and Sam’s Club expansion, which helps operating income outpace sales — a longer-term positive re-rating catalyst. Walmart Stock Is Transforming Into a Growth Stock. Is It Time to Buy?
• Positive Sentiment: Walmex (Walmart’s Mexico unit) plans a $2.5B 2026 investment, signaling international expansion and capacity spending that could support future top-line growth. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Neutral Sentiment: Coverage and pundit commentary (e.g., Jim Cramer) express bullish technical and sentiment views, which can amplify momentum trading but are less material than fundamental catalysts. Jim Cramer on Walmart
• Neutral Sentiment: Reporting shows Walmart shoppers so far are holding up despite ~$4 gas — a sign of resilience but also a watch item if fuel prices keep rising. Walmart shoppers aren't breaking under the weight of $4 gas (yet)
• Negative Sentiment: An AOL piece highlights a Walmart-related recession indicator at its highest since 2008 — a macro risk that could pressure consumer spending and margins if the signal proves accurate. A Walmart-related recession indicator is at its highest since the 2008 financial crisis

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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