Montag A & Associates Inc. Sells 6,741 Shares of Walmart Inc. $WMT

Montag A & Associates Inc. lessened its holdings in Walmart Inc. (NASDAQ:WMT) by 2.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 233,092 shares of the retailer’s stock after selling 6,741 shares during the period. Walmart accounts for 1.2% of Montag A & Associates Inc.’s portfolio, making the stock its 15th biggest position. Montag A & Associates Inc.’s holdings in Walmart were worth $25,969,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also made changes to their positions in the business. Stockman Wealth Management Inc. lifted its position in shares of Walmart by 3.5% in the fourth quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock worth $285,000 after purchasing an additional 87 shares in the last quarter. Capstone Wealth Management LLC lifted its position in shares of Walmart by 1.8% in the fourth quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after purchasing an additional 89 shares in the last quarter. Ellenbecker Investment Group lifted its position in shares of Walmart by 0.6% in the fourth quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock worth $1,613,000 after purchasing an additional 90 shares in the last quarter. Matrix Trust Co lifted its position in shares of Walmart by 20.0% in the fourth quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock worth $61,000 after purchasing an additional 91 shares in the last quarter. Finally, HRC Wealth Management LLC lifted its position in shares of Walmart by 4.4% in the fourth quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock worth $246,000 after purchasing an additional 94 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the stock. Roth Mkm reissued a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research report on Friday, February 20th. Argus upgraded shares of Walmart to a “strong-buy” rating in a report on Wednesday, February 18th. Citigroup restated a “buy” rating and set a $147.00 target price (up from $120.00) on shares of Walmart in a report on Thursday, February 5th. Truist Financial boosted their target price on shares of Walmart from $127.00 to $139.00 and gave the stock a “buy” rating in a report on Friday, February 20th. Finally, Piper Sandler restated an “overweight” rating on shares of Walmart in a report on Tuesday, February 24th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Walmart presently has an average rating of “Buy” and an average price target of $137.79.

Key Headlines 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

Insider Buying and Selling

In other news, EVP Donna Morris sold 76,181 shares of the stock in a transaction dated Tuesday, February 3rd. The shares were 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. This represents a 15.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP John D. Rainey sold 20,000 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the completion of the transaction, the executive vice president directly owned 486,764 shares in the company, valued at $62,203,571.56. The trade was a 3.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 243,376 shares of company stock valued at $30,406,250. 0.10% of the stock is currently owned by insiders.

Walmart Price Performance

Shares of WMT opened at $131.60 on Monday. The company has a market cap of $1.05 trillion, a price-to-earnings ratio of 48.03, a PEG ratio of 4.90 and a beta of 0.65. Walmart Inc. has a 1-year low of $91.89 and a 1-year high of $134.69. The company’s fifty day simple moving average is $125.60 and its 200 day simple moving average is $117.74. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The business had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period in the previous year, the company earned $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. On average, research analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be given 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 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.