Walmart Inc. $WMT Shares Acquired by Tower View Wealth Management LLC

Tower View Wealth Management LLC grew its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 636.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,141 shares of the retailer’s stock after purchasing an additional 7,899 shares during the period. Tower View Wealth Management LLC’s holdings in Walmart were worth $1,018,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in WMT. Brighton Jones LLC boosted its holdings in Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares in the last quarter. Peterson Wealth Management raised its position in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after purchasing an additional 1,048 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $125.05 on Wednesday. The company has a 50 day simple moving average of $125.82 and a two-hundred day simple moving average of $115.57. The stock has a market cap of $996.95 billion, a price-to-earnings ratio of 45.64, a PEG ratio of 4.64 and a beta of 0.66. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. Walmart Inc. has a 12 month low of $90.61 and a 12 month high of $134.69.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same quarter in the prior year, the business earned $0.66 earnings per share. The business’s quarterly revenue 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. As a group, analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be paid a dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. Walmart’s dividend payout ratio (DPR) is presently 36.13%.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the stock. Telsey Advisory Group boosted their target price on shares of Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a research report on Friday, February 20th. Wall Street Zen downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. HSBC lowered shares of Walmart from a “buy” rating to a “hold” rating and boosted their price objective for the company from $122.00 to $131.00 in a report on Friday, February 20th. Piper Sandler reissued an “overweight” rating on shares of Walmart in a research report on Tuesday, February 24th. Finally, Argus upgraded Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Two investment 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.com, Walmart has a consensus rating of “Buy” and an average price target of $137.64.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Guggenheim raised its price target to $137 and placed WMT at a “Buy,” giving the stock upward analyst momentum and signaling expectations for stronger upside. Walmart price target raised by Guggenheim
• Positive Sentiment: Walmart launched Upstream Facility Services to sell its maintenance and operations expertise to other businesses — a new revenue stream that leverages scale and could improve margins over time. Walmart introduces Upstream Facility Services
• Positive Sentiment: Walmart continues to push AI in retail: the Sparky assistant is driving ~35% higher spend per order and adoption by ~50% of app shoppers, a direct tailwind to digital sales and basket size. Walmart’s AI push gains steam
• Positive Sentiment: Pet Honesty expanded nationwide into nearly 13,000 Walmart stores, boosting assortment and in?store traffic potential for consumables and private?label adjacencies. Pet Honesty® Expands to Walmart Stores Nationwide
• Positive Sentiment: Walmart joined the U.S. Cotton Trust Protocol, strengthening sustainable sourcing credentials and reducing supply?chain and reputational risk for apparel/textiles. Walmart Joins U.S. Cotton Trust Protocol
• Neutral Sentiment: Erste Group upgraded WMT to Buy (cited by coverage articles), reflecting bullish analyst sentiment following solid Q4 results and guidance — supports longer?term thesis but not immediate catalyst. Walmart Inc. (WMT) a Top Consumer Defensive Stock
• Neutral Sentiment: Sector/industry notes highlight Walmart as a leader in omnichannel/digital transformation — supportive context but already priced into large?cap defensive expectations. Zacks Industry Outlook Highlights Walmart
• Neutral Sentiment: Investor?oriented media reiterate Walmart as a defensive name amid market volatility, which can attract capital during risk?off periods but may limit upside in strong rallies. Market on Sale: 2 Stocks Worth Buying With $1,000
• Negative Sentiment: Recent daily headlines noted a short?term pullback in WMT shares (prior session decline ~1.7%), a reminder of near?term volatility despite solid fundamentals. Walmart (WMT) Stock Declines While Market Improves
• Negative Sentiment: Dividend growth at Walmart trails Costco, which could be a negative when competing for income?focused investors despite Walmart’s other strengths. Walmart vs. Costco: One Dividend Is Growing Twice as Fast as the Other

Insider Buying and Selling at Walmart

In related news, EVP Donna Morris sold 76,181 shares of the firm’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the sale, the executive vice president directly owned 402,072 shares of the company’s stock, valued at $49,772,492.88. This trade represents a 15.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total value of $2,445,400.00. Following the transaction, the executive vice president owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. This represents a 3.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 260,529 shares of company stock worth $32,173,300. 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.