Walmart Inc. $WMT Shares Sold by Peak Financial Advisors LLC

Key Points

• Peak Financial Advisors trimmed its Walmart stake by 29.7% in Q4, selling 9,486 shares and retaining 22,434 shares worth $2,499,000, making WMT its 23rd-largest holding.
• Norges Bank initiated a large position (~$5.37 billion) and firms including AQR, Amundi and Vanguard materially increased their Walmart holdings, while institutional ownership sits at about 26.8%.
• Walmart slightly beat quarterly estimates (EPS $0.74 vs. $0.73; revenue $190.66B vs. $188.37B), set FY2027 EPS guidance of 2.75–2.85, and pays a quarterly dividend of $0.2475 (≈0.8% yield).

Peak Financial Advisors LLC trimmed its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 29.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 22,434 shares of the retailer's stock after selling 9,486 shares during the quarter. Walmart makes up approximately 1.1% of Peak Financial Advisors LLC's holdings, making the stock its 23rd largest position. Peak Financial Advisors LLC's holdings in Walmart were worth $2,499,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in Walmart during the second quarter valued at $5,367,770,000. AQR Capital Management LLC raised its holdings in shares of Walmart by 188.1% during the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer's stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares during the period. Amundi lifted its position in shares of Walmart by 20.5% in the 3rd quarter. Amundi now owns 23,497,921 shares of the retailer's stock worth $2,413,236,000 after buying an additional 4,004,277 shares during the last quarter. Vanguard Group Inc. boosted its holdings in shares of Walmart by 0.9% in 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 period. Finally, Danske Bank A S acquired a new position in shares of Walmart in the 3rd quarter valued at about $294,621,000. 26.76% of the stock is currently owned by institutional investors.

Walmart Price Performance

Shares of WMT opened at $122.18 on Friday. Walmart Inc. has a one year low of $79.81 and a one year high of $134.69. The stock's fifty day moving average is $124.29 and its 200-day moving average is $113.37. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The firm has a market capitalization of $974.07 billion, a price-to-earnings ratio of 44.59, a price-to-earnings-growth ratio of 4.58 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 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.01. The business had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company's quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $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. Equities analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The business also recently declared 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 dividend payout ratio is currently 36.13%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Rothschild & Co Redburn set a $150.00 price objective on shares of Walmart in a research note on Tuesday, February 17th. Evercore restated an "outperform" rating and issued a $130.00 target price (up from $125.00) on shares of Walmart in a research note on Tuesday, February 3rd. Truist Financial upped their target price on Walmart from $127.00 to $139.00 and gave the company a "buy" rating in a report on Friday, February 20th. Barclays reiterated an "overweight" rating and set a $125.00 price target (up from $108.00) on shares of Walmart in a research report on Thursday, January 8th. Finally, Erste Group Bank reissued a "hold" rating on shares of Walmart in a report on Thursday, March 5th. One equities research 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 company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $135.76.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Jefferies and other outlets highlight Walmart emerging as a frontrunner in retail AI adoption — a potential catalyst for faster online growth, better margins via automation and personalization, and competitive advantage vs. peers. Read More.
• Positive Sentiment: Walmart is rolling out The Farmer’s Dog products in stores and online, expanding into premium pet food — a higher‑margin, recurring category that can boost average basket values and online penetration. Read More.
• Positive Sentiment: Industry coverage frames Walmart’s long‑term online transformation (“second act”) toward a larger e‑commerce footprint, reinforcing the narrative that digital growth remains a core upside driver. Read More.
• Neutral Sentiment: Comparative pieces weighing Amazon vs. Walmart keep the stock in focus but offer limited near‑term directional impact — they underscore valuation and execution tradeoffs investors should monitor. Read More.
• Neutral Sentiment: CNBC reports outgoing CEOs (including former Walmart CEO Doug McMillon) citing AI as a driver for leadership changes — signals corporate emphasis on AI but not an immediate operational shock. Read More.
• Neutral Sentiment: Market commentators (Jim Cramer) note Walmart among retailers that could hold up if macro slows (e.g., from lower oil prices), a thematic support for defensive retail exposure. Read More.
• Negative Sentiment: Berger Montague has opened an investigation into Walmart’s board over alleged oversight failures related to deceptive pay practices for Spark drivers — introduces legal, governance and reputational risk that could prompt costs or settlements. Read More.
• Negative Sentiment: Analyst pieces flag high valuation and mounting headwinds that could warrant downgrades — a risk to near‑term performance given WMT’s elevated P/E and limited upside vs. consensus targets. Read More.

Insiders Place Their Bets

In related news, EVP John D. Rainey sold 20,000 shares of the business's stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the sale, the executive vice president owned 506,764 shares of the company's stock, valued at $61,962,034.28. The trade was a 3.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO John R. Furner sold 13,125 shares of the company's stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $129.10, for a total value of $1,694,437.50. Following the completion of the sale, the chief executive officer owned 591,084 shares of the company's stock, valued at $76,308,944.40. This trade 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 ninety days, insiders sold 254,862 shares of company stock valued at $31,434,518. 0.10% of the stock is currently owned by insiders.

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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