Composition Wealth LLC Acquires 12,677 Shares of Walmart Inc. $WMT

Composition Wealth LLC boosted its holdings in Walmart Inc. (NASDAQ:WMT) by 5.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 234,335 shares of the retailer’s stock after buying an additional 12,677 shares during the quarter. Composition Wealth LLC’s holdings in Walmart were worth $26,107,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Collier Financial bought a new position in shares of Walmart in the third quarter worth about $25,000. Your Advocates Ltd. LLP bought a new stake in shares of Walmart during the 3rd quarter valued at approximately $28,000. Redmont Wealth Advisors LLC acquired a new position in Walmart during the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP acquired a new position in Walmart during the 4th quarter worth approximately $30,000. Finally, Roble Belko & Company Inc lifted its stake in Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Activity at Walmart

In related news, EVP Donna Morris sold 76,181 shares of Walmart stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total value of $9,430,445.99. Following the transaction, the executive vice president directly owned 402,072 shares of the company’s stock, valued at $49,772,492.88. The trade was a 15.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the sale, the chief executive officer owned 687,287 shares in the company, valued at $83,821,522.52. The trade was a 1.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 263,376 shares of company stock valued at $32,851,650 over the last ninety days. Insiders own 0.10% of the company’s stock.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart announced a third U.S. milk-processing facility, a $350 million investment to boost domestic dairy supply and vertical integration, which should cut supply-chain risk and support grocery margins. Walmart opens third U.S. milk processing facility with $350 million investment
• Positive Sentiment: Walmart earmarked millions for multiple Arizona store upgrades — investments that can boost traffic, comps and localized competitiveness. Walmart earmarks millions for multiple Arizona store upgrades
• Positive Sentiment: Institutional investor Alecta increased its Walmart stake by ~406,400 shares, a sign of confidence from a large pension investor. Alecta Pensionsforsakring Boosts Walmart Stake by 406,400 Shares
• Positive Sentiment: Walmart is expanding local-product assortments (e.g., region-specific coffee/beans) to better serve price‑sensitive consumers and differentiate merchandising — a low-cost way to improve basket relevance. Walmart Eyes Local Products as National Consumer Mood Sours
• Neutral Sentiment: Coverage and analyst pieces debate Walmart vs. Costco and reiterate bullish theses on WMT’s e‑commerce gains and higher‑income customer mix — these keep sentiment constructive but don’t change fundamentals immediately. Better Buy: Walmart or Costco Stock
• Neutral Sentiment: Several bullish write-ups (Yahoo/InsiderMonkey summarizing a Substack thesis) highlight valuation and growth arguments; useful for sentiment but not new company action. Is Walmart Inc. (WMT) A Good Stock To Buy Now?
• Neutral Sentiment: Walmart’s Acres for America grants program awarded $5.4M in conservation grants — positive for ESG profile but limited direct financial impact. NFWF Announces $5.4 Million in Grants from Walmart’s Acres for America Program
• Neutral Sentiment: Internal leadership redesign (changes to store-lead roles and retention moves for high-paid managers) suggests workforce optimization; could reduce costs or create short-term disruption depending on execution. Walmart redesigns its leadership pipeline as managers making $400K stay for longer

Analyst Ratings Changes

A number of brokerages have weighed in on WMT. Rothschild & Co Redburn set a $150.00 target price on shares of Walmart in a research report on Tuesday, February 17th. Argus upgraded shares of Walmart to a “strong-buy” rating in a report on Wednesday, February 18th. KeyCorp reiterated an “overweight” rating and issued a $145.00 price target (up from $128.00) on shares of Walmart in a research note on Friday, February 13th. UBS Group reiterated a “buy” rating and issued a $147.00 price target (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. Finally, Sanford C. Bernstein reissued an “outperform” rating and set a $134.00 price objective (up from $129.00) on shares of Walmart in a report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $137.79.

Walmart Price Performance

Shares of NASDAQ:WMT opened at $131.60 on Friday. 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 52 week low of $91.89 and a 52 week high of $134.69. The firm has a market cap of $1.05 trillion, a PE ratio of 48.03, a price-to-earnings-growth ratio of 4.90 and a beta of 0.65. The firm’s fifty day moving average is $125.60 and its 200-day moving average is $117.67.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating 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%.Walmart’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.66 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Sell-side analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Walmart Dividend Announcement

The business 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 $0.2475 dividend. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. Walmart’s dividend payout ratio 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.