Pinnacle Wealth Management Advisory Group LLC Has $14.59 Million Stock Position in Walmart Inc. $WMT

Pinnacle Wealth Management Advisory Group LLC raised its position in Walmart Inc. (NASDAQ:WMT) by 4.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 130,927 shares of the retailer’s stock after acquiring an additional 6,113 shares during the period. Walmart comprises approximately 1.0% of Pinnacle Wealth Management Advisory Group LLC’s holdings, making the stock its 28th largest holding. Pinnacle Wealth Management Advisory Group LLC’s holdings in Walmart were worth $14,587,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Collier Financial bought a new stake in shares of Walmart in the 3rd quarter valued at approximately $25,000. Your Advocates Ltd. LLP bought a new stake in shares of Walmart in the 3rd quarter valued at approximately $28,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart in the 3rd quarter valued at approximately $30,000. Beacon Financial Strategies CORP bought a new stake in shares of Walmart in the 4th quarter valued at approximately $30,000. Finally, Roble Belko & Company Inc grew its stake in shares of 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 period. Institutional investors and hedge funds own 26.76% of the company’s stock.

More Walmart News

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 Walmart news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the transaction, the chief executive officer owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total value of $4,158,004.00. Following the transaction, the executive vice president directly owned 533,466 shares in the company, valued at approximately $65,082,852. This represents a 6.01% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 243,376 shares of company stock valued at $30,406,250. Insiders own 0.10% of the company’s stock.

Walmart Price Performance

Walmart stock opened at $131.60 on Monday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The firm has a market cap of $1.05 trillion, a P/E ratio of 48.03, a P/E/G ratio of 4.90 and a beta of 0.65. The business’s fifty day moving average is $125.60 and its two-hundred day moving average is $117.74. Walmart Inc. has a 52 week low of $91.89 and a 52 week high of $134.69.

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

Walmart Dividend Announcement

The firm 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 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 payout ratio is currently 36.13%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on WMT. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a research note on Tuesday, February 24th. The Goldman Sachs Group reissued a “buy” rating and set a $138.00 price target on shares of Walmart in a report on Friday, February 20th. Bank of America began coverage on shares of Walmart in a research report on Friday, February 27th. They issued a “buy” rating and a $150.00 price target on the stock. Royal Bank Of Canada set a $145.00 price objective on shares of Walmart in a report on Friday, February 20th. Finally, Guggenheim lifted their target price on shares of Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $137.79.

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.