Walmart Inc. $WMT Shares Purchased by Beese Fulmer Investment Management Inc.

Beese Fulmer Investment Management Inc. increased its stake in shares of Walmart Inc. (NASDAQ:WMT) by 27.3% in the 4th quarter, HoldingsChannel reports. The firm owned 35,235 shares of the retailer’s stock after buying an additional 7,566 shares during the quarter. Beese Fulmer Investment Management Inc.’s holdings in Walmart were worth $3,933,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Collier Financial acquired a new position in shares of Walmart during the 3rd quarter worth approximately $25,000. Your Advocates Ltd. LLP acquired a new position in shares of Walmart during the 3rd quarter worth approximately $28,000. Redmont Wealth Advisors LLC purchased a new stake in Walmart in the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP purchased a new stake in Walmart in the 4th quarter worth approximately $30,000. Finally, Bay Harbor Wealth Management LLC grew its stake in Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
• Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
• Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
• Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
• Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.

Walmart Trading Down 0.8%

WMT stock opened at $131.45 on Friday. The company has a market cap of $1.05 trillion, a price-to-earnings ratio of 47.97, a PEG ratio of 4.89 and a beta of 0.65. 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 business has a fifty day simple moving average of $126.37 and a 200-day simple moving average of $119.15. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $134.69.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The business had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period in the prior year, the firm posted $0.66 EPS. 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, equities research analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be issued 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 is presently 36.13%.

Insider Buying and Selling at Walmart

In other news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, April 16th. The stock was 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 in the company, valued at $84,162,384.08. This represents a 1.91% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $124.72, for a total value of $361,688.00. Following the sale, the executive vice president owned 596,008 shares of the company’s stock, valued at approximately $74,334,117.76. The trade was a 0.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 company insiders.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $145.00 target price on shares of Walmart in a research note on Tuesday. Jefferies Financial Group set a $145.00 target price on shares of Walmart in a research note on Friday, February 20th. Telsey Advisory Group lifted their target price on shares of Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a research note on Friday, February 20th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $138.00 target price on shares of Walmart in a research note on Friday, February 20th. Finally, Piper Sandler reaffirmed an “overweight” rating and issued a $137.00 target price (up from $130.00) on shares of Walmart in a research note on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Walmart currently has an average rating of “Buy” and an average target price of $138.88.

Walmart Company 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.