Ameriprise Financial Inc. Reduces Stock Position in Walmart Inc. $WMT

Ameriprise Financial Inc. trimmed its holdings in Walmart Inc. (NASDAQ:WMT) by 5.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,291,886 shares of the retailer’s stock after selling 1,681,443 shares during the period. Walmart makes up 0.7% of Ameriprise Financial Inc.’s investment portfolio, making the stock its 14th biggest holding. Ameriprise Financial Inc. owned approximately 0.38% of Walmart worth $3,121,958,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Collier Financial bought a new position in shares of Walmart in the third quarter worth $25,000. Your Advocates Ltd. LLP purchased a new position in shares of Walmart in the third quarter valued at $28,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart during the 3rd quarter valued at $30,000. Roble Belko & Company Inc lifted its holdings in Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares in the last quarter. Finally, Manning & Napier Advisors LLC purchased a new stake in Walmart during the 3rd quarter worth about $39,000. Institutional investors own 26.76% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported continued digital strength: eCommerce grew ~24% in the fiscal fourth quarter, reinforcing its omnichannel momentum and supporting revenue beat and modest upside to guidance — a clear near-term growth driver. Walmart eCommerce Up 24: Can Digital Momentum Continue?
• Positive Sentiment: Analysts and portfolio shops remain constructive: Tigress Financial reiterated a Buy and raised its price target to $150, citing Walmart’s shift toward tech-driven omnichannel operations — a signal of upward analyst sentiment. Tigress Financial Sees Walmart Inc. (WMT) as Tech-Driven Retail Leader
• Positive Sentiment: Flipkart IPO progress (Walmart-backed) remains a potential longer-term upside — an equity event that could unlock value and generate cash/strategic optionality. Walmart-backed Flipkart preps for an IPO as early as this year
• Neutral Sentiment: Schaeffer’s options commentary flagged bullish setups and the possibility of further record highs for WMT — useful for options traders but not a broad fundamental catalyst. Walmart Stock Could Nab More Record Highs
• Neutral Sentiment: Analysis pieces (The Motley Fool) flag that Walmart’s digital push could pay off if fulfillment economics and ROIC improve; it’s strategic upside but execution-dependent. Will Walmart’s Digital Push Pay Off in 2026?
• Neutral Sentiment: Walmart is referenced in pieces about stock splits and retail-focused ETFs — background thematic support but not an immediate catalyst. 3 ETFs That Could Benefit as Consumers Tighten Their Budgets (WMT)
• Negative Sentiment: Geopolitical risk: coverage notes the Iran war and possible Strait of Hormuz disruptions could push supply-chain costs and retail prices higher — a margin and inflation risk for Walmart. How the Iran war could start to impact U.S. retail prices
• Negative Sentiment: Valuation and sentiment pressure: commentary (247WallStreet) highlights retail investor criticism of WMT’s ~46x multiple and recent bearish social sentiment, raising the risk of multiple compression if growth disappoints. Reddit’s Loudest Walmart Critics Have a Point About That 46x Multiple

Insiders Place Their Bets

In other news, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $122.00, for a total value of $4,158,004.00. Following the transaction, the executive vice president owned 533,466 shares of the company’s stock, valued at $65,082,852. This represents a 6.01% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Donna Morris sold 76,181 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the sale, the executive vice president owned 402,072 shares in the company, valued at approximately $49,772,492.88. This trade represents a 15.93% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 279,703 shares of company stock worth $34,140,843. 0.10% of the stock is owned by corporate insiders.

Walmart Stock Performance

NASDAQ:WMT opened at $126.52 on Friday. The business’s 50-day moving average price is $123.16 and its two-hundred day moving average price is $111.95. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $134.69. The stock has a market cap of $1.01 trillion, a P/E ratio of 46.18, a PEG ratio of 4.71 and a beta of 0.66. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The firm 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%.The company’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter last year, the company posted $0.66 EPS. 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, equities analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The business also recently declared 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. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s payout ratio is currently 36.13%.

Analysts Set New Price Targets

WMT has been the subject of several analyst reports. Guggenheim restated a “buy” rating and issued a $120.00 target price (up from $115.00) on shares of Walmart in a research note on Friday, November 21st. Deutsche Bank Aktiengesellschaft set a $120.00 price target on Walmart in a research report on Friday, February 20th. JPMorgan Chase & Co. raised their price objective on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research report on Friday, November 21st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research note on Wednesday, January 21st. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $135.76.

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.