Walmart Inc. $WMT Stake Reduced by Peak Financial Advisors LLC

Peak Financial Advisors LLC trimmed its holdings in Walmart Inc. (NASDAQ:WMT) 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 accounts for about 1.1% of Peak Financial Advisors LLC’s portfolio, making the stock its 23rd biggest holding. Peak Financial Advisors LLC’s holdings in Walmart were worth $2,499,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Collier Financial bought a new stake in shares of Walmart in the 3rd quarter worth approximately $25,000. Your Advocates Ltd. LLP bought a new stake in Walmart during the third quarter worth approximately $28,000. Redmont Wealth Advisors LLC acquired a new position in Walmart in the third quarter worth approximately $30,000. Beacon Financial Strategies CORP acquired a new position in Walmart in the fourth quarter worth approximately $30,000. Finally, Roble Belko & Company Inc increased its holdings in shares of Walmart by 212.6% in the third 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. Institutional investors own 26.76% of the company’s stock.

More Walmart News

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.

Insider Buying and Selling at Walmart

In related news, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the completion of the sale, the executive vice president owned 486,764 shares of the company’s stock, valued at approximately $62,203,571.56. This trade represents a 3.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the transaction, the executive vice president owned 533,466 shares in the company, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 254,862 shares of company stock valued at $31,434,518 in the last quarter. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on WMT. Rothschild & Co Redburn set a $150.00 price objective on Walmart in a research report on Tuesday, February 17th. TD Cowen reaffirmed a “buy” rating and set a $145.00 target price (up from $136.00) on shares of Walmart in a research report on Friday, February 20th. Mizuho upped their target price on Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a report on Monday, February 9th. Roth Mkm reiterated a “buy” rating and issued a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. Finally, UBS Group reissued a “buy” rating and issued a $147.00 price target (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and a consensus price target of $135.76.

Walmart Price Performance

NASDAQ WMT opened at $122.18 on Friday. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. 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. The company has a 50 day simple moving average of $124.29 and a 200-day simple moving average of $113.37. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $134.69.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same quarter in the prior year, the business earned $0.66 EPS. The company’s revenue for the quarter 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. Equities research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

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. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. Walmart’s dividend payout ratio is 36.13%.

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.