Weatherly Asset Management L. P. Has $7.28 Million Stock Position in Walmart Inc. $WMT

Weatherly Asset Management L. P. increased its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 11.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 65,337 shares of the retailer’s stock after purchasing an additional 6,707 shares during the quarter. Weatherly Asset Management L. P.’s holdings in Walmart were worth $7,279,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently made changes to their positions in WMT. Matrix Trust Co boosted its stake in shares of Walmart by 20.0% in the fourth quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after buying an additional 91 shares during the period. Revolve Wealth Partners LLC raised its holdings in Walmart by 1.0% in the 3rd quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock valued at $1,023,000 after acquiring an additional 96 shares in the last quarter. Hemington Wealth Management lifted its position in shares of Walmart by 1.8% during the 3rd quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after acquiring an additional 99 shares during the period. Boomfish Wealth Group LLC grew its holdings in shares of Walmart by 2.7% during the 3rd quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock worth $381,000 after purchasing an additional 99 shares in the last quarter. Finally, Bailard Inc. increased its position in shares of Walmart by 0.3% in the third quarter. Bailard Inc. now owns 29,445 shares of the retailer’s stock worth $3,035,000 after purchasing an additional 99 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on WMT shares. KeyCorp reaffirmed an “overweight” rating and set a $145.00 price objective (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. Morgan Stanley restated an “overweight” rating and set a $135.00 target price (up from $125.00) on shares of Walmart in a research note on Thursday, January 15th. TD Cowen reaffirmed a “buy” rating and issued a $145.00 target price (up from $136.00) on shares of Walmart in a report on Friday, February 20th. Jefferies Financial Group set a $145.00 price target on Walmart in a research note on Friday, February 20th. Finally, CICC Research initiated coverage on Walmart in a report on Friday, December 26th. They set an “outperform” rating and a $125.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $135.76.

Insiders Place Their Bets

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total transaction of $2,313,804.72. Following the completion of the transaction, the chief executive officer owned 4,274,856 shares of the company’s stock, valued at approximately $509,434,589.52. This trade represents a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the transaction, the executive vice president owned 506,764 shares in the company, valued at approximately $61,962,034.28. This trade represents a 3.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 274,278 shares of company stock worth $33,825,793 over the last quarter. 0.10% of the stock is currently owned by corporate insiders.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmex (Walmart de México y Centroamérica), Walmart’s largest international unit, announced a $2.5 billion investment for 2026 to expand stores and operations in Mexico — a near-term growth catalyst for international revenue and an earnings diversification driver. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Positive Sentiment: Commentators are flagging Walmart as a defensive holding that performs well in stagflation or weak-consumer scenarios because it sells essential goods across income cycles, supporting demand for the stock in risk-off moves. Stagflation Fears Are Back
• Positive Sentiment: Other retail-focused analysis highlights Walmart among retailers structurally positioned to withstand tariffs and inflation pressures, reinforcing the defensive narrative for long-term investors. 3 Retail Stocks Built to Survive Tariffs, Inflation, and the Next 30 Years
• Positive Sentiment: TV commentator Jim Cramer expressed a bullish near-term take on Walmart’s price action, which can attract momentum-driven flows and retail buying. Jim Cramer on Walmart
• Neutral Sentiment: Macro/sector research notes defensive sectors (consumer staples/retail staples) are outperforming as recession odds rise, which benefits Walmart but is a broader market theme rather than a company-specific trigger. As Recession Odds Climb, Defensive Sectors Continue to Outperform (WMT)
• Neutral Sentiment: Profiles noting the Walton family’s rising net worth and billionaire rankings are headline-grabbing but have limited direct impact on operations or near-term stock fundamentals. Tech Titans Dominate Billionaires List. Walmart Heirs Join the Elite.
• Negative Sentiment: Some outlets lay out reasons to sell WMT (valuation, margin pressure, or better opportunities elsewhere), which can weigh on sentiment among more cautious investors. 3 reasons to sell WMT and 1 stock to buy instead
• Negative Sentiment: Analysis suggesting Walmart’s “recession signal” is flashing red raises macro concerns: stronger demand for Walmart can indicate broader consumer stress and a deteriorating economic environment, which is a mixed/negative macro signal for markets. The Walmart (WMT) Recession Signal Is Flashing Red

Walmart Stock Performance

NASDAQ WMT opened at $125.79 on Friday. The firm’s fifty day moving average price is $124.81 and its two-hundred day moving average price is $114.13. The stock has a market cap of $1.00 trillion, a PE ratio of 45.91, a PEG ratio of 4.65 and a beta of 0.66. 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 Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating 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 company had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. During the same period in the prior year, the company earned $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, equities analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be paid 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 of this dividend is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is presently 36.13%.

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.