Bluebird Wealth Management LLC Acquires New Shares in Walmart Inc. $WMT

Bluebird Wealth Management LLC acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 15,313 shares of the retailer’s stock, valued at approximately $1,706,000. Walmart accounts for 1.6% of Bluebird Wealth Management LLC’s investment portfolio, making the stock its 26th biggest holding.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Collier Financial purchased a new position in Walmart during the third quarter worth about $25,000. Your Advocates Ltd. LLP purchased a new position in Walmart during the third quarter worth about $28,000. Redmont Wealth Advisors LLC purchased a new position in Walmart during the third quarter worth about $30,000. Beacon Financial Strategies CORP purchased a new position in Walmart during the fourth quarter worth about $30,000. Finally, Bay Harbor Wealth Management LLC grew its position in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $126.71, for a total value of $2,460,201.36. Following the completion of the sale, the director owned 4,023,209 shares of the company’s stock, valued at approximately $509,780,812.39. The trade was a 0.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction dated 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 directly owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This trade represents a 1.87% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 167,195 shares of company stock worth $20,975,804. Company insiders own 0.10% of the company’s stock.

Walmart Price Performance

WMT opened at $130.08 on Thursday. The stock has a 50-day moving average price of $125.85 and a 200-day moving average price of $118.06. Walmart Inc. has a 12-month low of $91.89 and a 12-month high of $134.69. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The stock has a market capitalization of $1.04 trillion, a P/E ratio of 47.47, a PEG ratio of 4.87 and a beta of 0.65.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping 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 firm 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 business earned $0.66 EPS. The company’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. Equities analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be issued a $0.2475 dividend. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio is presently 36.13%.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported an EPS and revenue beat for the latest quarter and reiterated FY2027 guidance (EPS 2.75–2.85), which supports the company’s cash flow and dividend outlook.
• Positive Sentiment: BTIG raised its price target to $145 and kept a “buy” rating, providing analyst support that implies upside from current levels. BTIG raises WMT price target
• Positive Sentiment: Coverage pieces highlighting Walmart as a long-term dividend compounder reinforce investor confidence in its shareholder-return profile. Walmart dividend long-term payoff
• Neutral Sentiment: Walmart Canada launched a spring fundraising campaign with a $1M donation to Children’s Miracle Network—positive PR but limited direct impact on U.S. retail fundamentals. Walmart Canada fundraising campaign
• Neutral Sentiment: Comparative retail coverage looking at Walmart vs. Target and Costco is informational for market share and sentiment but doesn’t immediately change fundamentals. Big-box chain comparison
• Neutral Sentiment: Hedge fund RWWM trimmed a small Walmart stake (2,388 shares); this is a minor institutional move and unlikely to drive major stock direction alone. RWWM trims WMT stake
• Negative Sentiment: Workers and safety headlines: Walmart partially reversed recent cart-handling rules for employees filling online orders after safety concerns, a labor/safety issue that can invite scrutiny and operational friction. Walmart changes cart rules after safety concerns
• Negative Sentiment: A recent Seeking Alpha piece argues Walmart’s current valuation is hard to justify, highlighting the high P/E and moderating growth — commentary that can pressure sentiment among value/quant funds. Seeking Alpha valuation critique

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Tigress Financial set a $150.00 target price on Walmart and gave the stock a “buy” rating in a research report on Wednesday, February 25th. Rothschild & Co Redburn set a $150.00 target price on Walmart in a research report on Tuesday, February 17th. Oppenheimer restated an “outperform” rating and set a $140.00 target price (up from $125.00) on shares of Walmart in a research report on Monday, February 9th. Telsey Advisory Group boosted their target price on Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a research report on Friday, February 20th. Finally, UBS Group restated a “buy” rating and set a $147.00 target price (up from $135.00) on shares of Walmart in a research report on Friday, February 20th. Two investment 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 stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $137.94.

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.