DoubleLine ETF Adviser LP Acquires New Stake in Walmart Inc. $WMT

DoubleLine ETF Adviser LP bought a new position in shares of Walmart Inc. (NASDAQ:WMT) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 82,465 shares of the retailer’s stock, valued at approximately $8,499,000. Walmart makes up approximately 2.6% of DoubleLine ETF Adviser LP’s investment portfolio, making the stock its 4th largest holding.

A number of other institutional investors have also recently added to or reduced their stakes in WMT. Brighton Jones LLC raised its position in Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management grew its stake in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after purchasing an additional 1,048 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported continued digital strength: eCommerce grew ~24% in the fiscal fourth quarter, reinforcing its omnichannel momentum and supporting revenue beat and modest upside to guidance — a clear near-term growth driver. Walmart eCommerce Up 24: Can Digital Momentum Continue?
• Positive Sentiment: Analysts and portfolio shops remain constructive: Tigress Financial reiterated a Buy and raised its price target to $150, citing Walmart’s shift toward tech-driven omnichannel operations — a signal of upward analyst sentiment. Tigress Financial Sees Walmart Inc. (WMT) as Tech-Driven Retail Leader
• Positive Sentiment: Flipkart IPO progress (Walmart-backed) remains a potential longer-term upside — an equity event that could unlock value and generate cash/strategic optionality. Walmart-backed Flipkart preps for an IPO as early as this year
• Neutral Sentiment: Schaeffer’s options commentary flagged bullish setups and the possibility of further record highs for WMT — useful for options traders but not a broad fundamental catalyst. Walmart Stock Could Nab More Record Highs
• Neutral Sentiment: Analysis pieces (The Motley Fool) flag that Walmart’s digital push could pay off if fulfillment economics and ROIC improve; it’s strategic upside but execution-dependent. Will Walmart’s Digital Push Pay Off in 2026?
• Neutral Sentiment: Walmart is referenced in pieces about stock splits and retail-focused ETFs — background thematic support but not an immediate catalyst. 3 ETFs That Could Benefit as Consumers Tighten Their Budgets (WMT)
• Negative Sentiment: Geopolitical risk: coverage notes the Iran war and possible Strait of Hormuz disruptions could push supply-chain costs and retail prices higher — a margin and inflation risk for Walmart. How the Iran war could start to impact U.S. retail prices
• Negative Sentiment: Valuation and sentiment pressure: commentary (247WallStreet) highlights retail investor criticism of WMT’s ~46x multiple and recent bearish social sentiment, raising the risk of multiple compression if growth disappoints. Reddit’s Loudest Walmart Critics Have a Point About That 46x Multiple

Analyst Upgrades and Downgrades

WMT has been the subject of a number of research reports. Wall Street Zen cut shares of Walmart from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Telsey Advisory Group upped 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. Roth Mkm reissued a “buy” rating and set a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. Barclays restated an “overweight” rating and issued a $125.00 target price (up from $108.00) on shares of Walmart in a report on Thursday, January 8th. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $140.00 target price (up from $125.00) on shares of Walmart in a report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $135.76.

Insider Activity

In related news, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $129.10, for a total transaction of $1,694,437.50. Following the completion of the sale, the chief executive officer directly owned 591,084 shares in the company, valued at approximately $76,308,944.40. This trade represents a 2.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the transaction, the executive vice president directly owned 486,764 shares in the company, valued at $62,203,571.56. The trade was a 3.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 278,278 shares of company stock worth $33,974,118. Corporate insiders own 0.10% of the company’s stock.

Walmart Trading Up 0.9%

NASDAQ WMT opened at $126.52 on Monday. The firm’s 50 day moving average price is $123.16 and its two-hundred day moving average price is $112.06. 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 twelve month low of $79.81 and a twelve month high of $134.69. The stock has a market cap of $1.01 trillion, a price-to-earnings ratio of 46.18, a PEG ratio of 4.71 and a beta of 0.66.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The company had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $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 Announces Dividend

The firm 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 (DPR) is presently 34.31%.

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.