Walmart Inc. $WMT Stock Holdings Lifted by Richard C. Young & CO. LTD.

Key Points

• Richard C. Young & CO. LTD increased its Walmart stake by 11.5% in Q4 to 218,332 shares worth $24.324 million, making WMT its ninth-largest holding (~2.2% of the firm's portfolio).
• Walmart beat Q4 estimates with $190.66 billion in revenue (vs. $188.37B est.) and $0.74 EPS (vs. $0.73 est.), and set FY2027 guidance of $2.75–$2.85 EPS and Q1 guidance of $0.61, signaling resilient sales and margins.
• Analyst sentiment has turned bullish—multiple firms raised price targets (examples: Mizuho $137, Telsey $140, UBS $147) and the consensus rating is a Buy with an average price target of $137.79.

Richard C. Young & CO. LTD. boosted its holdings in Walmart Inc. (NASDAQ:WMT - Free Report) by 11.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 218,332 shares of the retailer's stock after buying an additional 22,537 shares during the period. Walmart accounts for approximately 2.2% of Richard C. Young & CO. LTD.'s holdings, making the stock its 9th biggest position. Richard C. Young & CO. LTD.'s holdings in Walmart were worth $24,324,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. AEGON ASSET MANAGEMENT UK Plc lifted its position in shares of Walmart by 12.4% in the fourth quarter. AEGON ASSET MANAGEMENT UK Plc now owns 434,136 shares of the retailer's stock valued at $48,358,000 after acquiring an additional 47,772 shares in the last quarter. Vanguard Group Inc. boosted its stake in shares of Walmart by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer's stock worth $49,015,626,000 after acquiring an additional 4,304,436 shares during the period. Coquina Private Wealth LLC purchased a new stake in shares of Walmart during the fourth quarter worth about $1,181,000. Mattern Capital Management LLC grew its position in shares of Walmart by 1.4% during the fourth quarter. Mattern Capital Management LLC now owns 143,189 shares of the retailer's stock worth $15,953,000 after purchasing an additional 1,970 shares in the last quarter. Finally, Riverbend Wealth Management LLC raised its stake in Walmart by 4.6% during the 4th quarter. Riverbend Wealth Management LLC now owns 12,825 shares of the retailer's stock valued at $1,429,000 after purchasing an additional 562 shares during the period. 26.76% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Mizuho boosted their price target on Walmart from $125.00 to $137.00 and gave the stock an "outperform" rating in a report on Monday, February 9th. Weiss Ratings reiterated a "buy (b)" rating on shares of Walmart in a research report on Monday, April 20th. Telsey Advisory Group boosted their target price on shares of Walmart from $135.00 to $140.00 and gave the stock an "outperform" rating in a report on Friday, February 20th. Evercore restated an "outperform" rating and set a $130.00 target price (up from $125.00) on shares of Walmart in a research report on Tuesday, February 3rd. Finally, UBS Group reaffirmed a "buy" rating and set a $147.00 target price (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, Walmart currently has an average rating of "Buy" and an average price target of $137.79.

Walmart Price Performance

NASDAQ WMT opened at $129.92 on Monday. 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 company has a market capitalization of $1.04 trillion, a P/E ratio of 47.42, a P/E/G ratio of 4.84 and a beta of 0.66. Walmart Inc. has a one year low of $91.89 and a one year high of $134.69. The stock has a 50 day moving average price of $125.59 and a 200-day moving average price of $117.02.

Walmart (NASDAQ:WMT - Get Free Report) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating analysts' consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. Walmart's revenue for the quarter was up 5.6% compared to the same quarter last year. During the same period last year, the firm 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. As a group, equities analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart Dividend Announcement

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

Trending Headlines about Walmart

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

Insider Transactions at Walmart

In other news, CEO John R. Furner sold 13,125 shares of the company'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 sale, the chief executive officer directly owned 674,162 shares in the company, valued at approximately $84,162,384.08. This represents a 1.91% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,335 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total transaction of $166,381.05. Following the completion of the transaction, the executive vice president directly owned 636,843 shares of the company's stock, valued at approximately $79,369,743.09. The trade was a 0.21% decrease in their position. 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. Over the last 90 days, insiders sold 263,376 shares of company stock worth $32,851,650. 0.10% of the stock is currently owned by corporate 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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