Walmart Inc. $WMT Shares Bought by Concurrent Investment Advisors LLC

Key Points

• Concurrent Investment Advisors LLC increased its Walmart stake by 75.5% in Q4, buying 287,382 shares to reach 668,172 shares valued at $74.44 million, making WMT its 15th largest holding.
• Walmart slightly beat quarterly revenue and EPS expectations, issued FY27 EPS guidance of 2.75–2.85, and has seen analyst target increases and a consensus "Buy" rating with an average target near $137.79.
• Insiders executed Rule 10b5‑1 sales (including Director C. Douglas McMillon and CEO John R. Furner), with insiders selling 263,376 shares worth about $32.85 million in the past quarter.

Concurrent Investment Advisors LLC raised its holdings in Walmart Inc. (NASDAQ:WMT - Free Report) by 75.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 668,172 shares of the retailer's stock after purchasing an additional 287,382 shares during the period. Walmart comprises 0.8% of Concurrent Investment Advisors LLC's holdings, making the stock its 15th largest position. Concurrent Investment Advisors LLC's holdings in Walmart were worth $74,441,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Collier Financial acquired a new stake in Walmart in the 3rd quarter valued at $25,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart in the third quarter valued at about $28,000. Redmont Wealth Advisors LLC purchased a new stake in shares of Walmart during the third quarter worth about $30,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart during the 4th quarter worth about $30,000. Finally, Roble Belko & Company Inc lifted its stake in Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer's stock valued at $33,000 after buying an additional 219 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Company released its 2026 Annual Report highlighting investments in associates and AI tools aimed at improving customer experience, operations and productivity — messaging that supports longer-term growth prospects. Walmart Touts People and AI in Annual Report
• Positive Sentiment: Recent quarterly results beat revenue and EPS expectations and management set FY27 EPS guidance, showing underlying sales and margins resilience — a supportive signal for fundamentals. WMT MarketBeat summary
• Positive Sentiment: Analyst support: Morgan Stanley raised its price target to $140, and the consensus analyst rating remains a "Buy" — these represent catalyst potential if upgrades continue. Morgan Stanley Increases Walmart Price Target
• Positive Sentiment: Strategic initiatives that could drive sales mix and margins: a major redesign of the Great Value private label (10,000 items) and expansion of health offerings via Better Care Services. Those moves support SKU refresh and higher-margin services. Is Walmart One of the Best Performing Dow Stocks?
• Neutral Sentiment: Walmart is diversifying beyond retail (new Upstream Facility Services maintenance unit) — a long-term revenue diversification that is unlikely to move near-term earnings materially. Walmart Diversifies Beyond Retail Into Maintenance Services
• Neutral Sentiment: Short-interest reporting is effectively meaningless in the latest print (reported as zero), so short-covering dynamics are not a current driver. Short Interest Data
• Negative Sentiment: Valuation and cash-flow concerns: several commentary pieces argue WMT is expensive (high P/E) given slowing growth and heavy capital expenditure that suppresses free cash flow — these critiques are the most likely reason traders are taking profits after recent gains. Walmart: Too Expensive Considering Slowing Growth
• Negative Sentiment: Another analysis highlights that large capex to support technology and store initiatives is weighing on free cash flow, raising near-term margin and valuation risk for investors. Speculative Valuation As Free Cash Flow Is Held Down By Immense Capex

Walmart Stock Performance

Shares of Walmart stock opened at $129.92 on Monday. The business's 50 day moving average price is $125.59 and its 200 day moving average price is $117.02. The company has a market cap of $1.04 trillion, a price-to-earnings ratio of 47.42, a PEG ratio of 4.84 and a beta of 0.66. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. Walmart Inc. has a one year low of $91.89 and a one year high of $134.69.

Walmart (NASDAQ:WMT - Get Free Report) last issued its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company had revenue of $190.66 billion during the quarter, compared to analysts' expectations of $188.37 billion. During the same period in the prior year, the business earned $0.66 EPS. The firm's quarterly 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. On average, research analysts predict that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a dividend of $0.2475 per share. This represents a $0.99 annualized dividend and a yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart's dividend payout ratio (DPR) is presently 36.13%.

Analysts Set New Price Targets

Several equities research analysts have commented on WMT shares. Rothschild & Co Redburn set a $150.00 price objective on Walmart in a research note on Tuesday, February 17th. UBS Group reiterated a "buy" rating and set a $147.00 price target (up from $135.00) on shares of Walmart in a research report on Friday, February 20th. KeyCorp restated an "overweight" rating and issued a $145.00 price objective (up from $128.00) on shares of Walmart in a report on Friday, February 13th. Royal Bank Of Canada set a $145.00 target price on shares of Walmart in a report on Friday, February 20th. Finally, DA Davidson set a $150.00 target price on shares of Walmart and gave the company a "buy" rating in a research report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Walmart has an average rating of "Buy" and an average target price of $137.79.

Insider Activity

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $132.21, for a total transaction of $2,566,989.36. Following the transaction, the director directly owned 4,193,995 shares of the company's stock, valued at $554,488,078.95. The trade was a 0.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the business's stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the completion of the transaction, the chief executive officer owned 674,162 shares in the company, valued at $84,162,384.08. The trade was a 1.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 263,376 shares of company stock valued at $32,851,650 in the last quarter. Insiders own 0.10% of the company's stock.

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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