Advisory Alpha LLC Has $3.81 Million Position in Walmart Inc. $WMT

Advisory Alpha LLC raised its stake in shares of Walmart Inc. (NASDAQ:WMT) by 19.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 37,469 shares of the retailer’s stock after acquiring an additional 6,142 shares during the quarter. Advisory Alpha LLC’s holdings in Walmart were worth $3,811,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Revolve Wealth Partners LLC grew its stake in Walmart by 1.0% during the third quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock worth $1,023,000 after buying an additional 96 shares during the last quarter. Atlas Legacy Advisors LLC grew its position in Walmart by 1.1% during the 2nd quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock worth $851,000 after acquiring an additional 98 shares during the last quarter. Meridian Wealth Partners LLC increased its holdings in Walmart by 2.1% during the 2nd quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock valued at $470,000 after purchasing an additional 99 shares in the last quarter. Hemington Wealth Management raised its position in Walmart by 1.8% in the 3rd quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after purchasing an additional 99 shares during the last quarter. Finally, Boomfish Wealth Group LLC boosted its stake in Walmart by 2.7% in the third quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock worth $381,000 after purchasing an additional 99 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Analysts Set New Price Targets

WMT has been the subject of a number of research reports. Bank of America initiated coverage on Walmart in a research note on Friday, February 27th. They issued a “buy” rating and a $150.00 target price for the company. Barclays reaffirmed an “overweight” rating and issued a $125.00 target price (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. DA Davidson set a $150.00 price target on shares of Walmart and gave the company a “buy” rating in a research note on Friday, February 20th. Morgan Stanley reissued an “overweight” rating and issued a $135.00 price target (up from $125.00) on shares of Walmart in a report on Thursday, January 15th. Finally, Guggenheim reaffirmed a “buy” rating and set a $120.00 price objective (up from $115.00) on shares of Walmart in a report on Friday, November 21st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $134.42.

Insider Activity at Walmart

In related news, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the completion of the transaction, the executive vice president owned 727,155 shares in the company, valued at approximately $87,251,328.45. The trade was a 1.77% 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, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the completion of the sale, the chief executive officer directly owned 4,315,333 shares of the company’s stock, valued at $482,583,689.39. The trade was a 0.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 279,703 shares of company stock worth $34,140,843. 0.10% of the stock is owned by company insiders.

Walmart Price Performance

Shares of WMT stock opened at $127.81 on Thursday. The firm’s 50 day moving average price is $121.39 and its two-hundred day moving average price is $110.68. 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 $79.81 and a 52-week high of $134.69. The stock has a market cap of $1.02 trillion, a PE ratio of 46.65, a PEG ratio of 4.76 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results 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. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter in the prior year, the business posted $0.66 EPS. The firm’s quarterly revenue was up 5.6% on a year-over-year basis. 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, analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued a dividend of $0.2475 per share. The ex-dividend date 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 34.31%.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart-backed PhonePe is planning an India IPO targeting a $9–$10.5B valuation — a potential near-term monetization event for Walmart’s investment and a driver of investor sentiment around international growth and fintech upside. Exclusive: Walmart-backed PhonePe targets up to $10.5 billion valuation in India IPO, sources say
• Positive Sentiment: Analyst / blog bullish coverage reiterates Walmart’s strengths (scale, operational discipline, e‑commerce and ad/digital growth) and argues WMT remains a compelling defensive plus growth-ish retail holding — supportive for investor confidence and multiple expansion. Is Walmart Inc. (WMT) A Good Stock To Buy Now?
• Positive Sentiment: Industry coverage highlighting Walmart’s durable same‑store sales, digital/ad revenue, and AI investments frames the company as positioned for continued steady growth — a reason long‑term investors may hold or buy. 3 Things to Know About Walmart Stock Before You Buy
• Neutral Sentiment: Walmart opened a next‑generation Supercenter in The Villages, FL — incremental store growth and local assortment (including Fresh From Florida) support execution but are small relative to company scale. Walmart Opens Next Generation Supercenter in The Villages, Highlights Florida-Grown Products
• Neutral Sentiment: New product listings (Liquid Youth Sparkling Collagen Water) at select Walmart stores broaden grocery/beverage assortment and show ongoing vendor/brand acceptance — positive for merchandising but immaterial to top-line at scale. Liquid Youth™ Expands Retail Footprint with Launch at Target and Walmart
• Negative Sentiment: Insider sale — EVP John D. Rainey sold 20,000 shares (~$2.56M at ~$127.79), reducing his stake ~3.95%; insider sales can create short‑term negative optics even if routine. Insider sale: John D. Rainey sold 20,000 shares
• Negative Sentiment: Target’s reported turnaround and upgraded outlook lift competitive pressure in the big‑box segment; improving Target momentum is a relative risk to Walmart’s market‑share and margin narrative. Target’s 2026 Turnaround: Analysts Bullish as Growth Returns

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.