Farmers & Merchants Investments Inc. Has $47.92 Million Stock Holdings in Walmart Inc. $WMT

Farmers & Merchants Investments Inc. lessened its stake in Walmart Inc. (NASDAQ:WMT) by 1.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 430,084 shares of the retailer’s stock after selling 7,480 shares during the quarter. Walmart accounts for about 1.3% of Farmers & Merchants Investments Inc.’s holdings, making the stock its 16th biggest position. Farmers & Merchants Investments Inc.’s holdings in Walmart were worth $47,916,000 as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in the stock. Legacy Wealth Managment LLC ID increased its stake in Walmart by 155.4% in the 4th quarter. Legacy Wealth Managment LLC ID now owns 1,267 shares of the retailer’s stock valued at $141,000 after buying an additional 771 shares during the period. Financial Partners Group Inc increased its stake in Walmart by 0.9% in the 4th quarter. Financial Partners Group Inc now owns 22,006 shares of the retailer’s stock valued at $2,622,000 after buying an additional 196 shares during the period. Ridgeline Wealth Planning LLC increased its stake in Walmart by 14.4% in the 4th quarter. Ridgeline Wealth Planning LLC now owns 3,463 shares of the retailer’s stock valued at $386,000 after buying an additional 436 shares during the period. Manning & Napier Advisors LLC increased its stake in Walmart by 77.3% in the 4th quarter. Manning & Napier Advisors LLC now owns 665 shares of the retailer’s stock valued at $74,000 after buying an additional 290 shares during the period. Finally, Ethic Inc. increased its stake in Walmart by 12.1% in the 4th quarter. Ethic Inc. now owns 158,043 shares of the retailer’s stock valued at $17,608,000 after buying an additional 17,047 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Performance

NASDAQ:WMT opened at $130.43 on Friday. Walmart Inc. has a 1 year low of $91.89 and a 1 year high of $134.69. The firm’s fifty day simple moving average is $125.91 and its 200 day simple moving average is $118.22. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The firm has a market capitalization of $1.04 trillion, a PE ratio of 47.60, a PEG ratio of 4.85 and a beta of 0.65.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating 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 business had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same period last year, the business posted $0.66 EPS. Walmart’s 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. On average, sell-side analysts anticipate that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Shareholders 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 36.13%.

Insider Transactions at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 1,335 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total value of $166,381.05. Following the completion of the sale, the executive vice president directly owned 636,843 shares of the company’s stock, valued at $79,369,743.09. This represents a 0.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the completion of the sale, the chief executive officer directly owned 674,162 shares of the company’s stock, valued at approximately $84,162,384.08. This trade represents a 1.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 167,195 shares of company stock worth $20,975,804. 0.10% of the stock is currently owned by insiders.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: TD Cowen boosted its price target on Walmart to $150 and kept a Buy rating, which supports sentiment around the stock. Walmart (WMT) Gets a Buy from TD Cowen
• Positive Sentiment: Walmart was included among the 10 best inflation-hedge stocks for 2026, reinforcing its defensive appeal if consumer budgets remain tight. Walmart (WMT) – Among the 10 Best Inflation-Hedge Stocks to Buy for 2026
• Positive Sentiment: Another write-up echoed the inflation-hedge theme and TD Cowen’s raised target, adding to the bullish analyst narrative. Walmart (WMT) – Among the 10 Best Inflation-Hedge Stocks to Buy for 2026
• Positive Sentiment: Walmart opened a third U.S. milk processing facility, which may support supply-chain control and lower long-term costs. Walmart Inc. (WMT) Opens Third Milk Processing Facility in the United States, Reuters Reports
• Positive Sentiment: Walmart expanded its wellness aisles with exclusive men’s grooming and women’s health products, which could help drive traffic and sales in higher-margin categories. Walmart Expands Wellness Aisles With Exclusive Grooming And Women’s Health Lines
• Neutral Sentiment: Coverage ahead of retail earnings highlighted Walmart as a key read on consumer spending, but this is more of a macro watch item than a direct catalyst. Retail Earnings Will Show How Much Pressure Consumers Are Under
• Neutral Sentiment: CNBC noted that higher-income shoppers are helping drive Walmart’s strength this year, underscoring a favorable demand mix. Walmart has been on fire this year. How high earners are driving up the stock
• Neutral Sentiment: BTIG Research also issued a positive outlook on Walmart, adding to the broader analyst support. BTIG Research Issues Positive Forecast for Walmart (NASDAQ:WMT) Stock Price

Analyst Ratings Changes

Several research analysts have weighed in on the stock. TD Cowen reiterated a “buy” rating and issued a $150.00 price objective (up from $145.00) on shares of Walmart in a research note on Thursday. Raymond James Financial restated an “outperform” rating and set a $135.00 price target on shares of Walmart in a research note on Friday, March 6th. Rothschild & Co Redburn set a $150.00 price target on shares of Walmart in a research note on Tuesday, February 17th. Bank of America started coverage on shares of Walmart in a research note on Friday, February 27th. They set a “buy” rating and a $150.00 price target on the stock. Finally, Argus upgraded shares of Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Walmart presently has a consensus rating of “Buy” and an average target price of $138.09.

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.