United Financial Planning Group LLC Takes Position in Walmart Inc. $WMT

Key Points

• United Financial Planning Group LLC opened a new position in Walmart, buying 9,561 shares (~$985,000) in Q3, which represents about 0.5% of its portfolio and is its 17th-largest holding.
• Walmart beat Q4 expectations (revenue $190.66B, EPS $0.74) and reported strong digital momentum with eCommerce up ~24%, while guiding FY2027 EPS to $2.75–$2.85.
• Analysts have generally raised targets and noted long-term upside (including a potential Flipkart IPO), but the stock trades at a rich valuation (~46x P/E), insiders have been net sellers recently, and geopolitical/sentiment risks could pressure the multiple.

United Financial Planning Group LLC bought a new position in Walmart Inc. (NASDAQ:WMT - Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 9,561 shares of the retailer's stock, valued at approximately $985,000. Walmart comprises 0.5% of United Financial Planning Group LLC's portfolio, making the stock its 17th largest position.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC raised its holdings in shares of Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock worth $8,868,000 after purchasing an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock valued at $800,000 after buying an additional 485 shares during the period. Peterson Wealth Management boosted its stake in shares of Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock worth $4,416,000 after buying an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC raised its position in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock valued at $1,272,000 after acquiring an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Walmart by 1.2% in the 2nd 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 and hedge funds own 26.76% of the company's stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported continued digital strength: eCommerce grew ~24% in the fiscal fourth quarter, reinforcing its omnichannel momentum and supporting revenue beat and modest upside to guidance — a clear near-term growth driver. Walmart eCommerce Up 24: Can Digital Momentum Continue?
• Positive Sentiment: Analysts and portfolio shops remain constructive: Tigress Financial reiterated a Buy and raised its price target to $150, citing Walmart’s shift toward tech-driven omnichannel operations — a signal of upward analyst sentiment. Tigress Financial Sees Walmart Inc. (WMT) as Tech-Driven Retail Leader
• Positive Sentiment: Flipkart IPO progress (Walmart-backed) remains a potential longer-term upside — an equity event that could unlock value and generate cash/strategic optionality. Walmart-backed Flipkart preps for an IPO as early as this year
• Neutral Sentiment: Schaeffer’s options commentary flagged bullish setups and the possibility of further record highs for WMT — useful for options traders but not a broad fundamental catalyst. Walmart Stock Could Nab More Record Highs
• Neutral Sentiment: Analysis pieces (The Motley Fool) flag that Walmart’s digital push could pay off if fulfillment economics and ROIC improve; it’s strategic upside but execution-dependent. Will Walmart's Digital Push Pay Off in 2026?
• Neutral Sentiment: Walmart is referenced in pieces about stock splits and retail-focused ETFs — background thematic support but not an immediate catalyst. 3 ETFs That Could Benefit as Consumers Tighten Their Budgets (WMT)
• Negative Sentiment: Geopolitical risk: coverage notes the Iran war and possible Strait of Hormuz disruptions could push supply-chain costs and retail prices higher — a margin and inflation risk for Walmart. How the Iran war could start to impact U.S. retail prices
• Negative Sentiment: Valuation and sentiment pressure: commentary (247WallStreet) highlights retail investor criticism of WMT’s ~46x multiple and recent bearish social sentiment, raising the risk of multiple compression if growth disappoints. Reddit’s Loudest Walmart Critics Have a Point About That 46x Multiple

Walmart Stock Up 0.9%

WMT stock opened at $126.52 on Friday. The company has a market cap of $1.01 trillion, a price-to-earnings ratio of 46.18, a PEG ratio of 4.67 and a beta of 0.66. The firm has a 50-day moving average of $123.16 and a two-hundred day moving average of $111.84. Walmart Inc. has a 12 month low of $79.81 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.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly 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. The firm had revenue of $190.66 billion during the quarter, compared to analysts' expectations of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business's revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter last year, the firm earned $0.66 earnings per share. 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 forecast that Walmart Inc. will post 2.55 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. Shareholders of record on Friday, December 11th will be paid a dividend of $0.2475 per share. 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 34.31%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on WMT. Oppenheimer reiterated an "outperform" rating and issued a $140.00 target price (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. Raymond James Financial reiterated an "outperform" rating and issued a $135.00 price objective on shares of Walmart in a research report on Friday, March 6th. Truist Financial raised their target price on Walmart from $127.00 to $139.00 and gave the company a "buy" rating in a research report on Friday, February 20th. Tigress Financial set a $150.00 price target on Walmart and gave the stock a "buy" rating in a report on Wednesday, February 25th. Finally, HSBC lowered Walmart from a "buy" rating to a "hold" rating and raised their price objective for the company from $122.00 to $131.00 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 assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $135.76.

Insiders Place Their Bets

In other news, EVP Christopher James Nicholas sold 34,082 shares of the firm's stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the completion of the sale, the executive vice president owned 533,466 shares in the company, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Latriece Watkins sold 10,000 shares of the company's stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $121.46, for a total value of $1,214,600.00. Following the completion of the transaction, the executive vice president owned 108,294 shares in the company, valued at $13,153,389.24. This represents a 8.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 279,703 shares of company stock worth $34,140,843. 0.10% of the stock is currently owned by company insiders.

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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