Legacy Wealth Management LLC MS Acquires 9,944 Shares of Walmart Inc. $WMT

Legacy Wealth Management LLC MS lifted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 14.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 79,221 shares of the retailer’s stock after buying an additional 9,944 shares during the period. Walmart makes up approximately 2.4% of Legacy Wealth Management LLC MS’s holdings, making the stock its 7th largest position. Legacy Wealth Management LLC MS’s holdings in Walmart were worth $8,826,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in WMT. Fox Run Management L.L.C. purchased a new stake in shares of Walmart during the third quarter worth approximately $1,709,000. CWM LLC grew its position in Walmart by 24.2% in the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock valued at $121,168,000 after buying an additional 229,220 shares during the last quarter. Neuberger Berman Group LLC grew its position in Walmart by 0.8% in the 2nd quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock valued at $497,771,000 after buying an additional 42,645 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. increased its stake in Walmart by 16.6% in the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after buying an additional 9,061 shares during the period. Finally, World Investment Advisors increased its stake in Walmart by 5.2% in the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock valued at $30,286,000 after buying an additional 14,487 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

WMT has been the subject of several recent analyst reports. Raymond James Financial restated an “outperform” rating and issued a $135.00 target price on shares of Walmart in a research note on Friday, March 6th. Citigroup reiterated a “buy” rating and set a $147.00 price target (up from $120.00) on shares of Walmart in a research note on Thursday, February 5th. Deutsche Bank Aktiengesellschaft set a $120.00 price target on shares of Walmart in a report on Friday, February 20th. UBS Group restated a “buy” rating and issued a $147.00 price objective (up from $135.00) on shares of Walmart in a research report on Friday, February 20th. Finally, Barclays reaffirmed an “overweight” rating and issued a $125.00 price objective (up from $108.00) on shares of Walmart in a report on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Walmart presently has a consensus rating of “Moderate Buy” and a consensus target price of $135.76.

Walmart Stock Performance

NASDAQ:WMT opened at $119.02 on Friday. The firm’s fifty day simple moving average is $124.08 and its 200-day simple moving average is $112.74. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. The stock has a market cap of $948.88 billion, a PE ratio of 43.44, a price-to-earnings-growth ratio of 4.51 and a beta of 0.66. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating the consensus estimate of $0.73 by $0.01. The firm had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same quarter last year, the business earned $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. Analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

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

Insider Buying and Selling at Walmart

In related news, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $126.71, for a total value of $2,460,201.36. Following the sale, the director owned 4,023,209 shares in the company, valued at $509,780,812.39. This represents a 0.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, 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 value of $2,555,800.00. Following the transaction, the executive vice president directly owned 486,764 shares of the company’s stock, valued at approximately $62,203,571.56. This represents a 3.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 274,278 shares of company stock worth $33,605,809. Corporate insiders own 0.10% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Growing AI narrative and modest analyst upside: coverage notes that Walmart’s AI investments (supply-chain, store ops) are reshaping its growth story and one valuation model nudged fair value slightly higher to ~$136, supporting longer-term upside. This bolsters bullish investor interest in WMT as a tech-enabled retailer. How Walmart (WMT) Is Rewriting Its Story With AI Hype And Valuation Questions
• Positive Sentiment: Analyst/technical support for defensive retail: coverage from Barron’s highlights Walmart alongside other defensive retail names on both technical and fundamental grounds, which can attract risk-off flows and relative-strength buyers in uncertain markets. Walmart, Ross Stores, and Other ‘Defensive’ Retail Stocks
• Positive Sentiment: Market narrative that Walmart is an AI play: features arguing Walmart (and Target) are meaningful AI plays could lift investor conviction around margin improvement and efficiency gains over time. Forget Chipmakers: Walmart and Target Are the Real AI Plays
• Neutral Sentiment: Higher-than-usual call buying: intraday activity showed a ~42% increase in call option volume, which signals bullish positioning but could be speculative or short-term. Watch whether this leads to sustained buying or just short-term gamma flow.
• Neutral Sentiment: CEO transition focus: commentary on managing and positioning around CEO transitions notes both risk and opportunity — transitions can create volatility but also potential strategic shifts. Investors should watch messaging and execution from leadership. How to Play 3 Major CEO Transitions in Early 2026 (WMT)
• Negative Sentiment: Insider selling by CEO: CEO John R. Furner sold 13,125 shares (~1.87% reduction in his position) in a disclosed SEC filing — insider sales can be interpreted negatively by some investors even if part of routine diversification. Insider Sale SEC Filing

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.