Newbridge Financial Services Group Inc. Sells 7,390 Shares of Walmart Inc. $WMT

Newbridge Financial Services Group Inc. cut its position in Walmart Inc. (NASDAQ:WMT) by 13.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,786 shares of the retailer’s stock after selling 7,390 shares during the period. Newbridge Financial Services Group Inc.’s holdings in Walmart were worth $5,028,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Collier Financial bought a new position in Walmart in the third quarter worth approximately $25,000. Your Advocates Ltd. LLP bought a new stake in shares of Walmart during the third quarter valued at approximately $28,000. Redmont Wealth Advisors LLC acquired a new position in shares of Walmart during the third quarter worth approximately $30,000. Roble Belko & Company Inc raised its position in shares of Walmart by 212.6% during the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares during the period. Finally, Manning & Napier Advisors LLC bought a new position in shares of Walmart in the 3rd quarter worth $39,000. 26.76% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have commented on WMT shares. Royal Bank Of Canada set a $145.00 price target on shares of Walmart in a research note on Friday, February 20th. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on shares of Walmart in a research note on Friday, February 20th. KeyCorp reiterated an “overweight” rating and set a $145.00 price objective (up from $128.00) on shares of Walmart in a report on Friday, February 13th. Telsey Advisory Group boosted their target price on shares of Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a research report on Friday, February 20th. Finally, DA Davidson set a $150.00 target price on shares of Walmart and gave the stock a “buy” rating in a report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $135.76.

Insider Transactions at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $129.10, for a total transaction of $1,694,437.50. Following the transaction, the chief executive officer owned 591,084 shares of the company’s stock, valued at $76,308,944.40. This trade represents a 2.17% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $126.71, for a total value of $2,460,201.36. Following the completion of the transaction, the director owned 4,023,209 shares in the company, valued at $509,780,812.39. The trade was a 0.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 279,703 shares of company stock worth $34,140,843. Company insiders own 0.10% of the company’s stock.

Walmart Price Performance

WMT opened at $126.52 on Friday. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The company has a market capitalization of $1.01 trillion, a price-to-earnings ratio of 46.18, a P/E/G ratio of 4.67 and a beta of 0.66. The firm’s fifty day moving average price is $123.16 and its two-hundred day moving average price is $111.84. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.69.

Walmart (NASDAQ:WMT) last announced its 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. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter in the prior 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. As a group, analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders 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 yield of 0.8%. Walmart’s dividend payout ratio (DPR) is 34.31%.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported continued digital strength: eCommerce grew ~24% in the fiscal fourth quarter, reinforcing its omnichannel momentum and supporting revenue beat and modest upside to guidance — a clear near-term growth driver. Walmart eCommerce Up 24: Can Digital Momentum Continue?
• Positive Sentiment: Analysts and portfolio shops remain constructive: Tigress Financial reiterated a Buy and raised its price target to $150, citing Walmart’s shift toward tech-driven omnichannel operations — a signal of upward analyst sentiment. Tigress Financial Sees Walmart Inc. (WMT) as Tech-Driven Retail Leader
• Positive Sentiment: Flipkart IPO progress (Walmart-backed) remains a potential longer-term upside — an equity event that could unlock value and generate cash/strategic optionality. Walmart-backed Flipkart preps for an IPO as early as this year
• Neutral Sentiment: Schaeffer’s options commentary flagged bullish setups and the possibility of further record highs for WMT — useful for options traders but not a broad fundamental catalyst. Walmart Stock Could Nab More Record Highs
• Neutral Sentiment: Analysis pieces (The Motley Fool) flag that Walmart’s digital push could pay off if fulfillment economics and ROIC improve; it’s strategic upside but execution-dependent. Will Walmart’s Digital Push Pay Off in 2026?
• Neutral Sentiment: Walmart is referenced in pieces about stock splits and retail-focused ETFs — background thematic support but not an immediate catalyst. 3 ETFs That Could Benefit as Consumers Tighten Their Budgets (WMT)
• Negative Sentiment: Geopolitical risk: coverage notes the Iran war and possible Strait of Hormuz disruptions could push supply-chain costs and retail prices higher — a margin and inflation risk for Walmart. How the Iran war could start to impact U.S. retail prices
• Negative Sentiment: Valuation and sentiment pressure: commentary (247WallStreet) highlights retail investor criticism of WMT’s ~46x multiple and recent bearish social sentiment, raising the risk of multiple compression if growth disappoints. Reddit’s Loudest Walmart Critics Have a Point About That 46x Multiple

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.