Perigon Wealth Management LLC Has $16.61 Million Position in Walmart Inc. $WMT

Perigon Wealth Management LLC lessened its holdings in Walmart Inc. (NASDAQ:WMT) by 14.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 149,110 shares of the retailer’s stock after selling 25,446 shares during the period. Perigon Wealth Management LLC’s holdings in Walmart were worth $16,612,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in WMT. Collier Financial acquired a new position in Walmart in the third quarter worth about $25,000. Your Advocates Ltd. LLP acquired a new stake in Walmart during the third quarter valued at approximately $28,000. Redmont Wealth Advisors LLC acquired a new stake in Walmart during the third quarter valued at approximately $30,000. Beacon Financial Strategies CORP bought a new stake in shares of Walmart in the 4th quarter valued at approximately $30,000. Finally, Roble Belko & Company Inc raised its holdings in shares of Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after buying an additional 219 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Erste Group upgraded Walmart from “hold” to “strong-buy,” signaling institutional confidence and likely supporting demand for the shares. Zacks.com
• Positive Sentiment: A bullish analyst note projects steady growth and a 12-month price target (~$130.57), giving investors a modest upside thesis tied to continued execution. Walmart Price Prediction: Steady Growth Makes Analysts Bullish
• Positive Sentiment: Walmart will pay its second 2026 dividend on April 6, which supports income-focused holders and can reduce near-term selling pressure around income flows. Walmart to pay 2026’s second dividend in April; Here’s how much 100 WMT shares will earn
• Positive Sentiment: Walmart is testing a Sam’s Club membership fee increase and raising rewards caps — a sign of pricing power and potential margin upside if membership retention holds. Walmart Tests Sam’s Club Fee Hike Against Member Value And Growth
• Positive Sentiment: Analysts/coverage note Walmart is shifting toward growth via expanding ad revenue and memberships, and Sam’s Club expansion, which helps operating income outpace sales — a longer-term positive re-rating catalyst. Walmart Stock Is Transforming Into a Growth Stock. Is It Time to Buy?
• Positive Sentiment: Walmex (Walmart’s Mexico unit) plans a $2.5B 2026 investment, signaling international expansion and capacity spending that could support future top-line growth. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Neutral Sentiment: Coverage and pundit commentary (e.g., Jim Cramer) express bullish technical and sentiment views, which can amplify momentum trading but are less material than fundamental catalysts. Jim Cramer on Walmart
• Neutral Sentiment: Reporting shows Walmart shoppers so far are holding up despite ~$4 gas — a sign of resilience but also a watch item if fuel prices keep rising. Walmart shoppers aren’t breaking under the weight of $4 gas (yet)
• Negative Sentiment: An AOL piece highlights a Walmart-related recession indicator at its highest since 2008 — a macro risk that could pressure consumer spending and margins if the signal proves accurate. A Walmart-related recession indicator is at its highest since the 2008 financial crisis

Insider Activity at Walmart

In related news, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the transaction, the executive vice president directly owned 533,466 shares of the company’s stock, valued at $65,082,852. This represents a 6.01% 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 the SEC website. Also, EVP Donna Morris sold 76,181 shares of the firm’s stock in a transaction on 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 completion of the sale, the executive vice president owned 402,072 shares of the company’s stock, valued at $49,772,492.88. The trade was a 15.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 274,278 shares of company stock worth $33,825,793 over the last ninety days. 0.10% of the stock is owned by corporate insiders.

Walmart Price Performance

Shares of Walmart stock opened at $125.79 on Friday. The stock’s 50-day moving average is $124.97 and its 200 day moving average is $114.28. Walmart Inc. has a one year low of $79.81 and a one year high of $134.69. The firm has a market cap of $1.00 trillion, a price-to-earnings ratio of 45.91, a PEG ratio of 4.69 and a beta of 0.66. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last issued its earnings results 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 return on equity of 21.44% and a net margin of 3.07%.The business had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same period in the previous year, the company posted $0.66 earnings per share. The firm’s revenue for the quarter was up 5.6% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Equities research analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

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

Analyst Ratings Changes

Several equities analysts recently commented on WMT shares. Oppenheimer restated an “outperform” rating and set a $140.00 target price (up from $125.00) on shares of Walmart in a research report on Monday, February 9th. Evercore reissued an “outperform” rating and set a $130.00 price objective (up from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. BTIG Research restated a “buy” rating and issued a $140.00 price target on shares of Walmart in a research report on Friday, February 20th. UBS Group reissued a “buy” rating and issued a $147.00 price target (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. Finally, KeyCorp reaffirmed an “overweight” rating and issued a $145.00 price objective (up from $128.00) on shares of Walmart in a research note on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $135.76.

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.