CPC Advisors LLC cut its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 3.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 115,315 shares of the retailer’s stock after selling 4,142 shares during the quarter. Walmart accounts for about 1.3% of CPC Advisors LLC’s portfolio, making the stock its 18th largest holding. CPC Advisors LLC’s holdings in Walmart were worth $12,847,000 at the end of the most recent quarter.
A number of other institutional investors also recently bought and sold shares of the business. Capstone Wealth Management LLC raised its position in Walmart by 1.8% during the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after buying an additional 89 shares during the last quarter. Matrix Trust Co raised its position in Walmart by 20.0% during the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock worth $61,000 after buying an additional 91 shares during the last quarter. HRC Wealth Management LLC raised its position in Walmart by 4.4% during the 4th quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock worth $246,000 after buying an additional 94 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Walmart by 1.0% during the 3rd quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock worth $1,023,000 after purchasing an additional 96 shares during the period. Finally, Hunter Associates Investment Management LLC grew its stake in shares of Walmart by 0.9% during the 4th quarter. Hunter Associates Investment Management LLC now owns 11,449 shares of the retailer’s stock worth $1,274,000 after purchasing an additional 97 shares during the period. 26.76% of the stock is owned by hedge funds and other institutional investors.
Insider Transactions at Walmart
In related news, EVP Daniel J. Bartlett sold 1,335 shares of Walmart 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 sale, the executive vice president owned 636,843 shares of the company’s stock, valued at approximately $79,369,743.09. This trade represents a 0.21% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $123.16, for a total transaction of $2,391,274.56. Following the completion of the sale, the director directly owned 4,213,406 shares in the company, valued at $518,923,082.96. This represents a 0.46% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 243,960 shares of company stock worth $30,284,661 in the last ninety days. Company insiders own 0.10% of the company’s stock.
Walmart Price Performance
Walmart (NASDAQ:WMT – Get Free Report) last released its quarterly 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 firm had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. During the same quarter last year, the company earned $0.66 EPS. The firm’s revenue for the quarter 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. As a group, equities research analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.
Walmart Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be paid 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 (DPR) is currently 36.13%.
Walmart News Roundup
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Walmart announced a new business unit, Upstream Facility Services, to sell maintenance services to other businesses — a push to monetize logistics/operations expertise beyond retail that could add recurring revenue and higher-margin service income. Walmart Inc. (WMT) Diversifies Beyond Retail Into Maintenance Services
- Positive Sentiment: Sam’s Club launched a one‑hour delivery option for members, escalating competition with Costco and Amazon on convenience and helping Walmart drive higher basket frequency and membership value. Faster delivery supports digital growth and same‑day monetization. Walmart’s warehouse club ups the pressure on Costco with a new member perk
- Positive Sentiment: Morgan Stanley raised its price target on WMT to $140 and keeps an “overweight” rating — a visible buy‑side endorsement that can lift sentiment and flows into the stock. Benzinga analyst note
- Positive Sentiment: Walmart is expanding healthcare/omnichannel offerings (Better Care Services, GLP‑1 support) and integrating pharmacy/virtual care — moves that broaden addressable market and higher‑margin services revenue. Walmart Boosts Growth Playbook With Healthcare, Omnichannel Push
- Positive Sentiment: Walmart is revamping its Great Value private‑label across ~10,000 items and modernizing stores and delivery staging — initiatives aimed at margin improvement, stronger value perception and better e‑commerce fulfillment. Walmart Revamps ‘Great Value’ Brand as Shoppers Shift to Lower-Priced Options
- Neutral Sentiment: WMT is a frequently trending stock and subject of value/peer comparisons (e.g., Carrefour) and analyst roundup pieces — useful for sentiment tracking but not immediate catalysts. CRRFY vs. WMT: Which Stock Is the Better Value Option?
- Neutral Sentiment: Partnerships like the Back to the Roots soil‑health product at Walmart are positive for brand and CSR but represent a modest direct financial impact. Back to the Roots Scales Regenerative Movement Nationwide
- Negative Sentiment: A California court complaint alleges Amazon coerced vendors to pressure retailers like Walmart into raising prices — if investigations expand, it could create regulatory scrutiny or supplier dynamics that indirectly affect Walmart’s pricing and relationships. California says Amazon coerced companies into illegally raising prices
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently commented on WMT shares. Argus raised shares of Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Raymond James Financial reaffirmed an “outperform” rating and set a $135.00 price objective on shares of Walmart in a research note on Friday, March 6th. Morgan Stanley raised their price objective on shares of Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research note on Wednesday. Tigress Financial set a $150.00 price objective on shares of Walmart and gave the stock a “buy” rating in a research note on Wednesday, February 25th. Finally, HSBC cut shares of Walmart from a “buy” rating to a “hold” rating and raised their price objective for the stock from $122.00 to $131.00 in a research note on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $137.79.
View Our Latest Stock Report on Walmart
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.
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