Seizert Capital Partners LLC Trims Position in Walmart Inc. $WMT

Key Points

• Seizert Capital Partners cut its Walmart stake by 19.6% in Q4, selling 87,494 shares and retaining 358,090 shares worth about $39.9 million (Walmart is 1.7% of its portfolio and its 28th largest holding).
• Insiders have been net sellers: Director C. Douglas McMillon sold 19,416 shares and CEO John R. Furner sold 13,125 shares, with insiders offloading 243,376 shares (~$30.4 million) in the last quarter (insiders now own 0.10%).
• Analyst sentiment and results: Wall Street’s consensus rating is "Buy" with a $137.79 average price target as several firms raised ratings/targets, and Walmart slightly beat quarterly EPS and revenue while guiding FY2027 EPS to $2.75–$2.85.

Seizert Capital Partners LLC lessened its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 19.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 358,090 shares of the retailer's stock after selling 87,494 shares during the quarter. Walmart makes up 1.7% of Seizert Capital Partners LLC's portfolio, making the stock its 28th biggest position. Seizert Capital Partners LLC's holdings in Walmart were worth $39,895,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Fox Run Management L.L.C. bought a new stake in shares of Walmart during the third quarter valued at approximately $1,709,000. Harel Insurance Investments & Financial Services Ltd. lifted its position in Walmart by 16.6% during 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 buying an additional 9,061 shares during the period. Van ECK Associates Corp lifted its position in Walmart by 2.9% during the third quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer's stock valued at $104,182,000 after buying an additional 28,026 shares during the period. Tennessee Valley Asset Management Partners boosted its holdings in shares of Walmart by 466.6% during the 3rd quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer's stock valued at $1,375,000 after buying an additional 10,988 shares in the last quarter. Finally, Tradewinds LLC. bought a new stake in shares of Walmart during the 3rd quarter valued at $11,077,000. Hedge funds and other institutional investors own 26.76% of the company's stock.

Wall Street Analysts Forecast Growth

WMT has been the subject of several research reports. The Goldman Sachs Group reiterated a "buy" rating and issued a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. Weiss Ratings restated a "buy (b)" rating on shares of Walmart in a report on Monday, April 20th. Erste Group Bank raised shares of Walmart from a "hold" rating to a "strong-buy" rating in a research note on Thursday, April 2nd. Barclays restated an "overweight" rating and issued a $125.00 price target (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Finally, Morgan Stanley raised their price objective on Walmart from $135.00 to $140.00 and gave the company an "overweight" rating in a research report on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Buy" and a consensus price target of $137.79.

Insiders Place Their Bets

In other news, Director C Douglas Mcmillon sold 19,416 shares of the business's stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $126.71, for a total transaction of $2,460,201.36. Following the completion of the transaction, the director directly owned 4,023,209 shares of the company's stock, valued at $509,780,812.39. The trade was a 0.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO John R. Furner sold 13,125 shares of the stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total transaction 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold 243,376 shares of company stock worth $30,406,250 in the last quarter. Insiders own 0.10% of the company's stock.

Walmart Stock Performance

NASDAQ:WMT opened at $131.60 on Monday. The company's 50 day moving average price is $125.60 and its 200-day moving average price is $117.74. 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. The stock has a market cap of $1.05 trillion, a price-to-earnings ratio of 48.03, a PEG ratio of 4.90 and a beta of 0.65.

Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping analysts' consensus estimates of $0.73 by $0.01. The company had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm's revenue for the quarter was up 5.6% on a year-over-year basis. During the same period in the previous year, the business 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. On average, equities research analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Announces Dividend

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

Key Stories Impacting 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

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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