Shrier Wealth Management LLC Invests $3.51 Million in Walmart Inc. $WMT

Key Points

• Shrier Wealth Management bought a new stake of 31,490 Walmart shares worth about $3.51 million in Q4, comprising 1.4% of the firm's holdings and its 19th-largest position.
• Significant insider selling: EVP Donna Morris sold 76,181 shares (~$9.43M) and CEO John R. Furner sold 13,125 shares (~$1.69M); insiders have sold 274,278 shares worth ~$33.83M over the past 90 days and now own 0.10% of the stock.
• Analyst outlook and results: The consensus rating is a "Moderate Buy" with a $135.76 target as several firms lifted targets into the $140–$150 range, and Walmart modestly beat Q4 revenue and EPS while issuing FY2027 EPS guidance of $2.75–2.85.

Shrier Wealth Management LLC bought a new stake in Walmart Inc. (NASDAQ:WMT - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 31,490 shares of the retailer's stock, valued at approximately $3,508,000. Walmart accounts for 1.4% of Shrier Wealth Management LLC's holdings, making the stock its 19th largest position.

A number of other institutional investors have also bought and sold shares of WMT. Brighton Jones LLC lifted its stake in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock valued at $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC grew its stake in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock worth $800,000 after purchasing an additional 485 shares during the period. Peterson Wealth Management grew its stake in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock worth $4,416,000 after purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC increased its holdings in Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock worth $1,272,000 after purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer's stock worth $8,931,000 after purchasing an additional 1,048 shares in the last quarter. Institutional investors own 26.76% of the company's stock.

Analysts Set New Price Targets

WMT has been the topic of a number of research analyst reports. TD Cowen restated a "buy" rating and set 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 price objective on shares of Walmart and gave the company a "buy" rating in a research note on Wednesday, February 25th. Craig Hallum set a $150.00 target price on shares of Walmart in a research report on Friday, March 6th. Wells Fargo & Company reissued an "overweight" rating and set a $140.00 target price (up from $130.00) on shares of Walmart in a research note on Tuesday, February 10th. Finally, UBS Group restated a "buy" rating and issued a $147.00 price target (up from $135.00) on shares of Walmart in a report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $135.76.

Insider Activity

In other news, EVP Donna Morris sold 76,181 shares of the business's stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total value of $9,430,445.99. Following the transaction, the executive vice president owned 402,072 shares in the company, valued at $49,772,492.88. The trade was a 15.93% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO John R. Furner sold 13,125 shares of the company's stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $129.10, for a total value of $1,694,437.50. Following the completion of the transaction, the chief executive officer directly owned 591,084 shares of the company's stock, valued at approximately $76,308,944.40. This represents a 2.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 274,278 shares of company stock worth $33,825,793. Corporate insiders own 0.10% of the company's stock.

Walmart Price Performance

WMT opened at $124.74 on Thursday. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The company has a market capitalization of $994.48 billion, a price-to-earnings ratio of 45.53, a P/E/G ratio of 4.63 and a beta of 0.66. The firm's fifty day moving average price is $124.65 and its two-hundred day moving average price is $114.05. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.69.

Walmart (NASDAQ:WMT - Get Free Report) last announced its earnings results 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 net margin of 3.07% and a return on equity of 21.44%. The company had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter in the prior year, the company posted $0.66 earnings per share. The firm's revenue for the quarter 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. As a group, analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The company 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 $0.2475 dividend. 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%.

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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