Walmart Inc. $WMT Holdings Reduced by TLW Wealth Management LLC

TLW Wealth Management LLC trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 4.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 148,879 shares of the retailer’s stock after selling 7,276 shares during the period. Walmart makes up about 9.6% of TLW Wealth Management LLC’s investment portfolio, making the stock its 4th largest holding. TLW Wealth Management LLC’s holdings in Walmart were worth $16,587,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. boosted its stake in Walmart by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after purchasing an additional 4,304,436 shares during the last quarter. State Street Corp boosted its stake in Walmart by 1.2% during the 3rd quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock valued at $19,046,104,000 after purchasing an additional 2,242,364 shares during the last quarter. Fisher Asset Management LLC boosted its stake in Walmart by 1.6% during the 3rd quarter. Fisher Asset Management LLC now owns 40,298,623 shares of the retailer’s stock valued at $4,153,176,000 after purchasing an additional 634,211 shares during the last quarter. Legal & General Group Plc boosted its stake in Walmart by 3.5% during the 3rd quarter. Legal & General Group Plc now owns 27,268,463 shares of the retailer’s stock valued at $2,810,288,000 after purchasing an additional 934,468 shares during the last quarter. Finally, Raymond James Financial Inc. boosted its stake in Walmart by 0.4% during the 3rd quarter. Raymond James Financial Inc. now owns 24,990,692 shares of the retailer’s stock valued at $2,575,541,000 after purchasing an additional 93,459 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Price Performance

Shares of Walmart stock opened at $131.45 on Friday. Walmart Inc. has a one year low of $93.43 and a one year high of $134.69. The stock’s fifty day moving average is $126.37 and its 200 day moving average is $119.15. The stock has a market cap of $1.05 trillion, a P/E ratio of 47.97, a P/E/G ratio of 4.93 and a beta of 0.65. 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 (NASDAQ:WMT) last announced its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. During the same period last year, the firm earned $0.66 EPS. Walmart’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. Sell-side analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Walmart Announces Dividend

The business 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 $0.2475 dividend. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is currently 36.13%.

Walmart News Summary

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.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on WMT. Guggenheim increased their price target on Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a report on Monday, April 13th. Erste Group Bank raised Walmart from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 2nd. Oppenheimer reissued an “outperform” rating and set a $140.00 price target (up from $125.00) on shares of Walmart in a report on Monday, February 9th. Craig Hallum set a $150.00 price target on Walmart in a report on Friday, March 6th. Finally, UBS Group reissued a “buy” rating and set a $147.00 price target (up from $135.00) on shares of Walmart in a report on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $138.88.

Insider Buying and Selling

In related news, EVP Christopher James Nicholas sold 34,082 shares of the firm’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total value of $4,158,004.00. Following the transaction, the executive vice president directly owned 533,466 shares of the company’s stock, valued at approximately $65,082,852. This trade represents a 6.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction on 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 directly owned 687,287 shares in the company, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 167,195 shares of company stock worth $20,975,804 in the last quarter. Company insiders own 0.10% of the company’s stock.

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.