Coldstream Capital Management Inc. Boosts Stock Position in Walmart Inc. $WMT

Coldstream Capital Management Inc. raised its holdings in Walmart Inc. (NASDAQ:WMT) by 2.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 151,961 shares of the retailer’s stock after purchasing an additional 4,118 shares during the quarter. Coldstream Capital Management Inc.’s holdings in Walmart were worth $15,661,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in Walmart by 0.9% during the third quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock valued at $44,898,368,000 after buying an additional 3,835,200 shares during the period. State Street Corp increased its holdings in Walmart by 1.2% during the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after buying an additional 2,242,364 shares during the last quarter. Norges Bank bought a new stake in Walmart in the second quarter worth about $5,367,770,000. Fisher Asset Management LLC boosted its stake in Walmart by 1.6% in the third quarter. Fisher Asset Management LLC now owns 40,298,623 shares of the retailer’s stock valued at $4,153,176,000 after acquiring an additional 634,211 shares during the last quarter. Finally, Ameriprise Financial Inc. grew its position in shares of Walmart by 3.6% during the 2nd quarter. Ameriprise Financial Inc. now owns 31,973,329 shares of the retailer’s stock valued at $3,126,775,000 after acquiring an additional 1,098,342 shares during the period. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Price Performance

Walmart stock opened at $125.08 on Wednesday. The firm has a market capitalization of $996.91 billion, a P/E ratio of 45.65, a PEG ratio of 4.69 and a beta of 0.66. Walmart Inc. has a one year low of $79.81 and a one year high of $134.69. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The business has a fifty day moving average price of $123.64 and a 200-day moving average price of $112.47.

Walmart (NASDAQ:WMT) last released its quarterly earnings data 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 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 firm’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same period in the previous 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 research analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The company also recently declared 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 of this dividend is Friday, December 11th. Walmart’s dividend payout ratio is presently 36.13%.

Insider Transactions at Walmart

In related news, EVP Christopher James Nicholas sold 34,082 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the sale, the executive vice president owned 533,466 shares of the company’s stock, valued at approximately $65,082,852. This represents a 6.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP John D. Rainey sold 20,000 shares of the stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the completion of the sale, the executive vice president owned 486,764 shares in the company, valued at $62,203,571.56. This represents a 3.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 278,278 shares of company stock valued at $33,974,118. Company insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on WMT. BTIG Research restated a “buy” rating and set a $140.00 price target on shares of Walmart in a research note on Friday, February 20th. Argus upgraded Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Raymond James Financial reaffirmed an “outperform” rating and set a $135.00 price target on shares of Walmart in a research report on Friday, March 6th. TD Cowen reissued a “buy” rating and issued a $145.00 price objective (up from $136.00) on shares of Walmart in a report on Friday, February 20th. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 price objective on Walmart in a research note on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $135.76.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being recognized as a practical AI leader in retail—deploying inventory self‑healing, route optimization and a generative shopping assistant that raises average order value and trims costs; these initiatives support margins and long‑term growth.
• Positive Sentiment: Walmart’s international segment showed strength in Q4 fiscal 2026 (roughly 7.5% sales growth and ~17% e‑commerce growth), providing another growth lever outside the US that can help offset domestic pressures. Walmart’s International Business Shows Strength
• Positive Sentiment: Leadership transition has been orderly; management is pushing AI and omnichannel execution that management expects will drive operating income and sales growth, which reassures long‑term investors.
• Neutral Sentiment: Walmart goes ex‑dividend on March 20 with a boosted payout; the headline dividend supports income investors, though some pieces debate sustainability. Walmart Is About to Pay a Boosted Dividend
• Neutral Sentiment: WMT is drawing heavy retail investor attention and appears on multiple “trending” and comparison writeups; this increases volume and sentiment volatility but is not a direct catalyst. Walmart Is a Trending Stock
• Negative Sentiment: Amazon announced faster 1‑hour and 3‑hour delivery in US cities—heightening competition in same‑day/ultra‑fast delivery where Walmart has been investing. Faster Amazon service can pressure Walmart’s online share and margins in urban markets. Amazon launches 1-hour shipping in US cities
• Negative Sentiment: Analysts note Walmart trades at a premium valuation versus history/peers given its growth profile (e‑commerce, ads and omnichannel gains); concerns that the stock is “rich” make it vulnerable to any negative surprise or competitive threat. Walmart’s Valuation Looks Rich

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.