Walmart Inc. $WMT Shares Sold by C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors

Key Points

• C2P Capital Advisory (Prosperity Capital Advisors) cut its Walmart stake by 38.4% in Q4, selling 12,237 shares and ending the period with 19,611 shares worth $2.185 million.
• Walmart modestly beat quarter expectations with $0.74 EPS (vs. $0.73) and $190.66 billion revenue, and set FY2027 guidance of $2.75–$2.85 EPS.
• Analyst sentiment is broadly positive: MarketBeat shows a consensus "Moderate Buy" and an average price target of $135.76, with several firms raising targets into the $135–$140 range.

C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors reduced its holdings in Walmart Inc. (NASDAQ:WMT - Free Report) by 38.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 19,611 shares of the retailer's stock after selling 12,237 shares during the period. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors' holdings in Walmart were worth $2,185,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. AQR Capital Management LLC boosted its holdings in Walmart by 188.1% in the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer's stock valued at $1,199,907,000 after purchasing an additional 7,614,172 shares during the last quarter. Amundi grew its position in Walmart by 20.5% during the 3rd quarter. Amundi now owns 23,497,921 shares of the retailer's stock worth $2,413,236,000 after purchasing an additional 4,004,277 shares during the period. Vanguard Group Inc. raised its stake in shares of Walmart by 0.9% during the 3rd quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer's stock valued at $44,898,368,000 after buying an additional 3,835,200 shares during the last quarter. Danske Bank A S purchased a new position in shares of Walmart during the 3rd quarter valued at about $294,621,000. Finally, Holocene Advisors LP acquired a new position in shares of Walmart in the 2nd quarter valued at about $273,784,000. Institutional investors and hedge funds own 26.76% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts have recently commented on WMT shares. Morgan Stanley restated an "overweight" rating and issued a $135.00 target price (up from $125.00) on shares of Walmart in a research note on Thursday, January 15th. The Goldman Sachs Group reissued a "buy" rating and issued a $138.00 price target on shares of Walmart in a report on Friday, February 20th. Truist Financial upped their price objective on Walmart from $127.00 to $139.00 and gave the stock a "buy" rating in a research report on Friday, February 20th. Piper Sandler reaffirmed an "overweight" rating on shares of Walmart in a research note on Tuesday, February 24th. Finally, Wells Fargo & Company reaffirmed an "overweight" rating and set a $140.00 target price (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $135.76.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Erste Group upgraded Walmart from "hold" to "strong-buy," signaling institutional confidence and likely supporting demand for the shares. Zacks.com
• Positive Sentiment: A bullish analyst note projects steady growth and a 12-month price target (~$130.57), giving investors a modest upside thesis tied to continued execution. Walmart Price Prediction: Steady Growth Makes Analysts Bullish
• Positive Sentiment: Walmart will pay its second 2026 dividend on April 6, which supports income-focused holders and can reduce near-term selling pressure around income flows. Walmart to pay 2026's second dividend in April; Here's how much 100 WMT shares will earn
• Positive Sentiment: Walmart is testing a Sam’s Club membership fee increase and raising rewards caps — a sign of pricing power and potential margin upside if membership retention holds. Walmart Tests Sam's Club Fee Hike Against Member Value And Growth
• Positive Sentiment: Analysts/coverage note Walmart is shifting toward growth via expanding ad revenue and memberships, and Sam’s Club expansion, which helps operating income outpace sales — a longer-term positive re-rating catalyst. Walmart Stock Is Transforming Into a Growth Stock. Is It Time to Buy?
• Positive Sentiment: Walmex (Walmart’s Mexico unit) plans a $2.5B 2026 investment, signaling international expansion and capacity spending that could support future top-line growth. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Neutral Sentiment: Coverage and pundit commentary (e.g., Jim Cramer) express bullish technical and sentiment views, which can amplify momentum trading but are less material than fundamental catalysts. Jim Cramer on Walmart
• Neutral Sentiment: Reporting shows Walmart shoppers so far are holding up despite ~$4 gas — a sign of resilience but also a watch item if fuel prices keep rising. Walmart shoppers aren't breaking under the weight of $4 gas (yet)
• Negative Sentiment: An AOL piece highlights a Walmart-related recession indicator at its highest since 2008 — a macro risk that could pressure consumer spending and margins if the signal proves accurate. A Walmart-related recession indicator is at its highest since the 2008 financial crisis

Insider Buying and Selling at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction 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 transaction, the executive vice president directly owned 533,466 shares of the company's stock, valued at $65,082,852. This trade represents a 6.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Donna Morris sold 76,181 shares of the business's stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the sale, the executive vice president directly owned 402,072 shares of the company's stock, valued at $49,772,492.88. This represents a 15.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 274,278 shares of company stock valued at $33,825,793. Insiders own 0.10% of the company's stock.

Walmart Price Performance

Shares of WMT opened at $125.79 on Monday. 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 Inc. has a 12 month low of $79.81 and a 12 month high of $134.69. The stock's 50 day moving average is $124.97 and its two-hundred day moving average is $114.43. The firm has a market cap of $1.00 trillion, a P/E ratio of 45.91, a PEG ratio of 4.69 and a beta of 0.66.

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 return on equity of 21.44% and a net margin of 3.07%.The business had revenue of $190.66 billion during the quarter, compared to analysts' expectations of $188.37 billion. During the same period in the previous year, the business earned $0.66 earnings per share. The business's revenue was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

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

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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