Northbridge Financial Group LLC Makes New $596,000 Investment in Walmart Inc. $WMT

Northbridge Financial Group LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 5,353 shares of the retailer’s stock, valued at approximately $596,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in WMT. Brighton Jones LLC grew its stake in Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Walmart by 5.8% during the 4th 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 grew its stake in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after acquiring an additional 1,048 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms have weighed in on WMT. Rothschild & Co Redburn set a $150.00 target price on Walmart in a research note on Tuesday, February 17th. Raymond James Financial restated an “outperform” rating and set a $135.00 price target on shares of Walmart in a report on Friday, March 6th. KeyCorp restated an “overweight” rating and set a $145.00 price target (up from $128.00) on shares of Walmart in a report on Friday, February 13th. Wolfe Research restated an “outperform” rating and set a $137.00 price target (up from $135.00) on shares of Walmart in a report on Monday, May 11th. Finally, Jefferies Financial Group set a $145.00 price target on shares of Walmart in a report on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Walmart has a consensus rating of “Buy” and an average price target of $138.88.

Walmart Trading Up 0.6%

Shares of NASDAQ WMT opened at $134.20 on Wednesday. The stock has a market cap of $1.07 trillion, a price-to-earnings ratio of 48.98, a PEG ratio of 4.93 and a beta of 0.65. The business has a 50 day simple moving average of $126.78 and a 200 day simple moving average of $119.68. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $135.16. 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 announced its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating the consensus estimate of $0.73 by $0.01. The business had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the business 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, research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be issued a $0.2475 dividend. The ex-dividend date is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a yield of 0.7%. Walmart’s dividend payout ratio is currently 36.13%.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts have been raising price targets and reiterating bullish ratings on Walmart ahead of earnings, reflecting confidence in the company’s execution and near-term outlook. Walmart stock: Here’s why analysts are raising price targets before Q1 earnings
• Positive Sentiment: Walmart is benefiting from its scale, digital expansion, and higher-margin businesses, which are helping it outperform rivals and absorb tariff-related cost pressure better than peers. Scale, online push and loyalty fees: how Walmart won the year of the tariffs
• Positive Sentiment: Walmart is expected to deliver solid Q1 results, with investors watching for continued omnichannel momentum, e-commerce growth, and gains in ads and membership revenue. Walmart Looks Strong Ahead of Q1 Earnings: Should Investors Stay Put?
• Positive Sentiment: Management’s push into AI and automation could support margins over time by improving fulfillment efficiency and lowering operating costs. Walmart’s AI and Automation Push: Long-Term Cost Advantage?
• Neutral Sentiment: One small insider sale by EVP Daniel Bartlett is a headline risk, but it was a pre-arranged 10b5-1 transaction and does not appear to signal a major change in outlook. SEC Form 4 filing
• Neutral Sentiment: Broader retail comparisons and market worries around consumer spending and geopolitics may create short-term volatility, but they also reinforce Walmart’s defensive appeal. NVDA, WMT Report This Week, but News on the Strait Is Key

Insider Transactions at Walmart

In related news, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $127.79, for a total value of $2,555,800.00. Following the completion of the sale, the executive vice president directly owned 486,764 shares in the company, valued at approximately $62,203,571.56. This represents a 3.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Daniel J. Bartlett sold 1,250 shares of the company’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $133.77, for a total transaction of $167,212.50. Following the completion of the sale, the executive vice president owned 635,593 shares of the company’s stock, valued at $85,023,275.61. This represents a 0.20% 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. Insiders sold a total of 167,190 shares of company stock valued at $20,975,838 in the last three months. 0.10% of the stock is currently owned by company insiders.

About Walmart

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.