Walmart Inc. $WMT Position Increased by BIP Wealth LLC

Key Points

• BIP Wealth LLC boosted its Walmart stake by 86.9%, adding 18,399 shares to hold 39,568 shares valued at about $4.41 million at the end of the quarter.
• Walmart beat Q4 estimates with $0.74 EPS (vs. $0.73 expected) and revenue of $190.66 billion (up 5.6% YoY), and set FY2027 guidance of 2.750–2.850 EPS versus analysts' average forecast of 2.55.
• Insiders have been net sellers recently—274,278 shares sold in the past 90 days totaling roughly $33.8 million—while institutional ownership stands near 26.8%.

BIP Wealth LLC boosted its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 86.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 39,568 shares of the retailer's stock after purchasing an additional 18,399 shares during the quarter. BIP Wealth LLC's holdings in Walmart were worth $4,408,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in WMT. Collier Financial acquired a new position in shares of Walmart during the third quarter valued at $25,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart in the 3rd quarter worth about $28,000. Beacon Financial Strategies CORP bought a new stake in Walmart in the 4th quarter valued at about $30,000. Redmont Wealth Advisors LLC bought a new stake in Walmart in the 3rd quarter valued at about $30,000. Finally, Clayton Financial Group LLC boosted its stake in Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer's stock valued at $33,000 after purchasing an additional 193 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Up 1.5%

WMT stock opened at $129.13 on Friday. The firm's 50-day moving average is $125.71 and its two-hundred day moving average is $114.92. The company has a market capitalization of $1.03 trillion, a price-to-earnings ratio of 47.13, a price-to-earnings-growth ratio of 4.74 and a beta of 0.66. Walmart Inc. has a 52 week low of $88.16 and a 52 week 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 data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating 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 for the quarter, compared to analyst estimates of $188.37 billion. During the same quarter last year, the business earned $0.66 earnings per share. The business'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. On average, analysts forecast 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. Stockholders of record on Friday, December 11th will be paid a $0.2475 dividend. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart's payout ratio is currently 36.13%.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Neuberger Berman analyst John San Marco says Walmart (and Costco) deserve rich valuations, which supports investor confidence in WMT’s long-term growth positioning and helps sentiment. Costco and Walmart Deserve Their Rich Valuations, This Analyst Says
• Positive Sentiment: Celebrity investor/media support: Jim Cramer continues to highlight Walmart as a top retail holding — media praise amplifies retail investor interest and can sustain buying momentum. Jim Cramer Makes Major Prediction For Walmart (WMT) Stock
• Positive Sentiment: Strategic growth initiatives: Coverage notes Walmart’s EV charging rollout as a new, tangible growth/ESG initiative that can drive store traffic and small-service revenue streams while underscoring long-term network leverage. Walmart EV Charging Push Adds New Dimension To Investment Case
• Neutral Sentiment: YTD performance and fundamentals: Coverage highlights a ~14% YTD rise driven by omnichannel e‑commerce, ad monetization and memberships, but notes the stock carries a premium multiple and faces macro risk — useful context but mixed for immediate price action. Walmart Stock Gains 14% YTD: Buy, Hold or Take Profits Now?
• Neutral Sentiment: Corporate updates and forums: Walmart presented at the J.P. Morgan Retail Round-Up (transcript available) — investor takeaways will depend on operational detail and execution updates in the transcript. Walmart Inc. (WMT) Presents at J.P. Morgan Retail Round Up Forum 2026 Transcript
• Neutral Sentiment: Minor analyst model tweak: Erste Group trimmed its FY2028 EPS forecast by a penny while maintaining a Strong‑Buy — a negligible earnings cut but a note that analysts are still parsing forward assumptions.
• Negative Sentiment: Valuation & re‑rating risk: Several pieces ask whether WMT is still reasonably priced after a big multi‑year run; premium multiples raise the risk of pullbacks if growth or margin improvements slow. Is Walmart (WMT) Still Reasonably Priced After A 51% One Year Share Price Surge?
• Negative Sentiment: Sam’s Club membership price hikes: New Sam’s Club fee increases (effective May 1) could lift ARPU, but risk member backlash or churn that investors will monitor. New Sam’s Club Price Hikes Take Effect May 1. Should You Buy Walmart Stock First?

Insider Buying and Selling

In related news, EVP Latriece Watkins sold 10,000 shares of Walmart stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the transaction, the executive vice president directly owned 108,294 shares of the company's stock, valued at $13,153,389.24. The trade was a 8.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of the business's stock in a transaction dated Friday, February 20th. The stock was 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 approximately $65,082,852. This trade represents a 6.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 274,278 shares of company stock worth $33,825,793. 0.10% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have commented on the stock. Erste Group Bank upgraded shares of Walmart from a "hold" rating to a "strong-buy" rating in a research report on Thursday, April 2nd. Telsey Advisory Group lifted their price target on Walmart from $135.00 to $140.00 and gave the company an "outperform" rating in a report on Friday, February 20th. TD Cowen reiterated a "buy" rating and set a $145.00 price objective (up from $136.00) on shares of Walmart in a research report on Friday, February 20th. Oppenheimer restated an "outperform" rating and issued a $140.00 target price (up from $125.00) on shares of Walmart in a research report on Monday, February 9th. Finally, Royal Bank Of Canada set a $145.00 target price on Walmart in a research note on Friday, February 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Walmart currently has an average rating of "Buy" and a consensus target price of $137.12.

About Walmart

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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