Left Brain Wealth Management LLC Buys 5,261 Shares of Walmart Inc. $WMT

Left Brain Wealth Management LLC boosted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 58.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 14,241 shares of the retailer’s stock after purchasing an additional 5,261 shares during the quarter. Left Brain Wealth Management LLC’s holdings in Walmart were worth $1,587,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in WMT. Collier Financial bought a new stake in Walmart during the third quarter valued at about $25,000. Your Advocates Ltd. LLP bought a new stake in Walmart during the third quarter valued at about $28,000. Redmont Wealth Advisors LLC bought a new stake in Walmart during the third quarter valued at about $30,000. Beacon Financial Strategies CORP bought a new stake in Walmart during the fourth quarter valued at about $30,000. Finally, Bay Harbor Wealth Management LLC boosted its position in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

Shares of NASDAQ WMT opened at $131.45 on Friday. 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 cap of $1.05 trillion, a PE ratio of 47.97, a P/E/G ratio of 4.93 and a beta of 0.65. The business has a 50-day simple moving average of $126.37 and a two-hundred day simple moving average of $119.15. Walmart Inc. has a fifty-two week low of $93.43 and a fifty-two week high of $134.69.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results 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. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter last year, the company earned $0.66 earnings per share. The company’s quarterly revenue was up 5.6% on a year-over-year basis. 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 expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be issued a dividend of $0.2475 per share. 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 payout ratio is 36.13%.

Insider Activity

In related news, EVP Daniel J. Bartlett sold 1,335 shares of Walmart stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $124.63, for a total transaction of $166,381.05. Following the completion of the sale, the executive vice president owned 636,843 shares of the company’s stock, valued at $79,369,743.09. The trade was a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $124.84, for a total value of $1,638,525.00. Following the sale, the chief executive officer directly owned 674,162 shares of the company’s stock, valued at $84,162,384.08. This trade represents a 1.91% 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 three months, insiders have sold 167,195 shares of company stock valued at $20,975,804. 0.10% of the stock is owned by insiders.

Analyst Ratings Changes

A number of brokerages recently weighed in on WMT. 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. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $145.00 price objective on shares of Walmart in a research report on Tuesday. The Goldman Sachs Group reissued a “buy” rating and issued a $138.00 price target on shares of Walmart in a report on Friday, February 20th. HSBC downgraded Walmart from a “buy” rating to a “hold” rating and raised their price target for the stock from $122.00 to $131.00 in a report on Friday, February 20th. Finally, Evercore reissued an “outperform” rating and issued a $130.00 price target (up from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $138.88.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
• Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
• Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
• Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
• Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.

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.