Dougherty & Associates LLC Makes New $651,000 Investment in Walmart Inc. $WMT

Dougherty & Associates LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 4th quarter, Holdings Channel.com reports. The fund purchased 5,846 shares of the retailer’s stock, valued at approximately $651,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Collier Financial acquired a new stake in Walmart during the third quarter worth about $25,000. Your Advocates Ltd. LLP acquired a new stake in Walmart during the third quarter worth about $28,000. Redmont Wealth Advisors LLC acquired a new stake in Walmart during the third quarter worth about $30,000. Beacon Financial Strategies CORP acquired a new stake in Walmart during the fourth quarter worth about $30,000. Finally, Bay Harbor Wealth Management LLC grew its stake in shares of Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after buying an additional 105 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Performance

Shares of WMT opened at $131.45 on Monday. The company has a market capitalization of $1.05 trillion, a P/E ratio of 47.97, a P/E/G ratio of 4.85 and a beta of 0.65. Walmart Inc. has a one year low of $93.43 and a one year high of $134.69. 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 stock has a 50-day moving average price of $126.37 and a 200 day moving average price of $119.25.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.Walmart’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $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. Sell-side analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart Announces Dividend

The firm also recently declared 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. The ex-dividend date of this dividend 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 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.

Insider Transactions at Walmart

In related news, CEO John R. Furner sold 13,125 shares of the 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 approximately $83,821,522.52. This represents a 1.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Latriece Watkins sold 10,000 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $121.46, for a total value of $1,214,600.00. Following the completion of the transaction, the executive vice president directly owned 108,294 shares of the company’s stock, valued at $13,153,389.24. This represents a 8.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 167,195 shares of company stock valued at $20,975,804 in the last three months. 0.10% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms have recently issued reports on WMT. Telsey Advisory Group increased their target price on Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research note on Friday, February 20th. Wells Fargo & Company reiterated an “overweight” rating and issued a $140.00 target price (up from $130.00) on shares of Walmart in a research note on Tuesday, February 10th. Tigress Financial set a $150.00 target price on Walmart and gave the company a “buy” rating in a research note on Wednesday, February 25th. KeyCorp reiterated an “overweight” rating and issued a $145.00 target price (up from $128.00) on shares of Walmart in a research note on Friday, February 13th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $135.00 target price on shares of Walmart in a research note on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $138.88.

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.