Kingswood Wealth Advisors LLC Buys 40,955 Shares of Walmart Inc. $WMT

Kingswood Wealth Advisors LLC boosted its stake in Walmart Inc. (NASDAQ:WMT) by 62.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 106,638 shares of the retailer’s stock after acquiring an additional 40,955 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Walmart were worth $11,881,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the stock. Capstone Wealth Management LLC boosted its holdings in Walmart by 1.8% in the fourth quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after acquiring an additional 89 shares in the last quarter. Matrix Trust Co boosted its holdings in Walmart by 20.0% in the fourth quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after acquiring an additional 91 shares in the last quarter. HRC Wealth Management LLC boosted its holdings in Walmart by 4.4% in the fourth quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock valued at $246,000 after acquiring an additional 94 shares in the last quarter. Hunter Associates Investment Management LLC boosted its holdings in Walmart by 0.9% in the fourth quarter. Hunter Associates Investment Management LLC now owns 11,449 shares of the retailer’s stock valued at $1,274,000 after acquiring an additional 97 shares in the last quarter. Finally, Hemington Wealth Management boosted its holdings in Walmart by 1.8% in the third quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after acquiring an additional 99 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Transactions at Walmart

In other news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the transaction, the chief executive officer owned 687,287 shares of the company’s stock, valued at $83,821,522.52. The trade was a 1.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $122.27, for a total value of $2,445,400.00. Following the completion of the transaction, the executive vice president directly owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. This represents a 3.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 243,960 shares of company stock worth $30,284,661 over the last quarter. Corporate insiders own 0.10% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart filed its 2026 Annual Report and proxy; CEO John Furner’s first shareholder letter emphasizes confidence in the business model and investments in associates and AI-powered solutions — signals management is prioritizing productivity and tech-driven growth. Walmart Releases 2026 Annual Report and Proxy Statement
• Positive Sentiment: Morgan Stanley raised its price target to $140 and kept an “overweight” rating, offering fresh analyst validation and upside versus current levels — a direct catalyst for buy-side flows. Morgan Stanley raises price target
• Positive Sentiment: Walmart launched “Upstream Facility Services,” expanding into maintenance services for businesses — a diversification move that creates higher-margin, recurring B2B revenue beyond core retail. Walmart Inc. (WMT) Diversifies Beyond Retail Into Maintenance Services
• Positive Sentiment: Sam’s Club introduced a one-hour express delivery option for members, tightening competition with Costco and improving value for members — an operational win that can drive higher same-club sales and membership retention. Walmart’s warehouse club ups the pressure on Costco
• Positive Sentiment: Consensus analyst rating sits at “Buy,” reflecting broad sell‑side confidence which supports demand for the shares. Walmart Given Consensus Rating of “Buy”
• Neutral Sentiment: Coverage pieces highlight Walmart’s strategic push into the “decision layer” (competing with Amazon on AI-driven choice architecture) — underscores longer-term tech competition but is not an immediate earnings swing. Amazon and Walmart Race to Capture Retail’s Decision Layer First
• Neutral Sentiment: Partnerships like the Back to the Roots retail program are PR/CSR positives that help merchandising and sustainability narratives but have limited near-term revenue impact. Back to the Roots Scales Regenerative Movement Nationwide
• Negative Sentiment: Industry commentary noting Visa’s faster market‑cap growth versus Walmart highlights relative-growth concerns and investor preference for payments/tech growth stories over traditional retail — a competitive narrative that can cap valuation multiples. One Year Later: We Predicted Visa Would Overtake Walmart

Analysts Set New Price Targets

Several research firms recently weighed in on WMT. HSBC cut shares of Walmart from a “buy” rating to a “hold” rating and lifted their price target for the company from $122.00 to $131.00 in a report on Friday, February 20th. BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Monday. BTIG Research reissued a “buy” rating and set a $140.00 price objective on shares of Walmart in a research report on Friday, February 20th. Finally, Tigress Financial set a $150.00 price objective on Walmart and gave the company a “buy” rating in a research report on Wednesday, February 25th. Two 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 stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus price target of $137.79.

Walmart Price Performance

WMT opened at $132.03 on Friday. The stock has a 50-day moving average price of $125.67 and a 200-day moving average price of $116.64. 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 cap of $1.05 trillion, a PE ratio of 48.19, a P/E/G ratio of 4.84 and a beta of 0.66. Walmart Inc. has a 1 year low of $91.89 and a 1 year high of $134.69.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping the consensus estimate 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 return on equity of 21.44% and a net margin of 3.07%.Walmart’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.66 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Sell-side analysts predict that Walmart Inc. will post 2.89 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 given a $0.2475 dividend. This represents a $0.99 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s 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.