CreativeOne Wealth LLC Has $8.92 Million Holdings in Walmart Inc. $WMT

CreativeOne Wealth LLC lessened its position in Walmart Inc. (NASDAQ:WMT) by 4.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 86,539 shares of the retailer’s stock after selling 4,430 shares during the quarter. CreativeOne Wealth LLC’s holdings in Walmart were worth $8,919,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in WMT. Fox Run Management L.L.C. acquired a new position in Walmart in the 3rd quarter valued at $1,709,000. CWM LLC lifted its position in Walmart by 24.2% during the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after acquiring an additional 229,220 shares during the last quarter. Neuberger Berman Group LLC lifted its position in Walmart by 0.8% during the 2nd quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock worth $497,771,000 after acquiring an additional 42,645 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its holdings in Walmart by 16.6% during the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after acquiring an additional 9,061 shares during the period. Finally, Aviva PLC boosted its holdings in Walmart by 16.4% during the second quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock valued at $374,861,000 after acquiring an additional 539,504 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

WMT has been the topic of a number of recent analyst reports. Morgan Stanley reiterated an “overweight” rating and issued a $135.00 price objective (up from $125.00) on shares of Walmart in a research note on Thursday, January 15th. Piper Sandler restated an “overweight” rating on shares of Walmart in a research note on Tuesday, February 24th. Tigress Financial set a $150.00 target price on Walmart and gave the company a “buy” rating in a report on Wednesday, February 25th. BTIG Research reiterated a “buy” rating and set a $140.00 price target on shares of Walmart in a report on Friday, February 20th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research report on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $135.76.

Insiders Place Their Bets

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $129.10, for a total transaction of $1,694,437.50. Following the completion of the transaction, the chief executive officer directly owned 591,084 shares of the company’s stock, valued at approximately $76,308,944.40. This trade represents a 2.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Latriece Watkins sold 10,000 shares of the business’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the completion of the sale, the executive vice president owned 108,294 shares in the company, valued at $13,153,389.24. This represents a 8.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 279,703 shares of company stock worth $34,140,843 over the last quarter. Corporate insiders own 0.10% of the company’s stock.

Walmart Price Performance

Shares of Walmart stock opened at $123.80 on Friday. The firm has a market cap of $986.71 billion, a P/E ratio of 45.18, a price-to-earnings-growth ratio of 4.61 and a beta of 0.66. The firm’s 50-day simple moving average is $121.87 and its 200-day simple moving average is $111.00. Walmart Inc. has a twelve month low of $79.81 and a twelve month 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.

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

Walmart Dividend Announcement

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 given a dividend of $0.2475 per share. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is 34.31%.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: OpenAI reportedly pulling back on direct purchases in ChatGPT could send more checkout traffic to retailer apps, giving Walmart’s commerce and app ecosystem an advantage. ChatGPT’s Retail Retreat Hands Walmart An AI Advantage: Analyst
• Positive Sentiment: Analyst commentary and re?rated fair?value models are lifting the tech/AI narrative around Walmart, producing higher price targets and supporting upside expectations from investors focused on digital and ads monetization. How Walmart (WMT) Is Rewriting Its Story With Tech, AI And A Richer Valuation Debate
• Positive Sentiment: Company execution reminders — new store formats and ongoing omnichannel growth — reinforce the core retail case that underpins earnings stability. Walmart Opens Next Generation Supercenter in The Villages
• Neutral Sentiment: Investor attention is high — search and readership spikes (Zacks/Yahoo) and conference transcripts give analysts more to parse but contain no single market?moving surprise. Investors Heavily Search Walmart Inc. (WMT): Here is What You Need to Know
• Negative Sentiment: A reported sale by a 10% Walmart owner totaling roughly $136.45M adds supply pressure and can prompt short?term negative sentiment despite not reflecting company fundamentals. 10% Owner Of Walmart Sold $136.45M In Stock
• Negative Sentiment: Analyses highlight a cautious forward outlook and attention to a ~$100M regulatory settlement tied to the Spark Driver program — both factors that pressured the stock in recent sessions. Walmart slides as cautious outlook and regulatory settlement weigh on sentiment
• Negative Sentiment: Ongoing tariff and import risks remain a margin headwind risk given Walmart’s large import footprint; rising trade frictions could pressure costs if not passed to customers. Walmart: Navigating A Bumpy Tariff Environment

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.