MassMutual Private Wealth & Trust FSB Trims Stock Position in Walmart Inc. $WMT

MassMutual Private Wealth & Trust FSB lessened its stake in Walmart Inc. (NASDAQ:WMT) by 2.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 377,135 shares of the retailer’s stock after selling 9,250 shares during the quarter. Walmart accounts for about 1.1% of MassMutual Private Wealth & Trust FSB’s portfolio, making the stock its 19th largest holding. MassMutual Private Wealth & Trust FSB’s holdings in Walmart were worth $42,017,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brady Family Wealth LLC lifted its stake in shares of Walmart by 0.6% in the 4th quarter. Brady Family Wealth LLC now owns 19,532 shares of the retailer’s stock valued at $2,176,000 after purchasing an additional 122 shares during the period. Harbor Investment Advisory LLC grew its position in Walmart by 13.0% during the fourth quarter. Harbor Investment Advisory LLC now owns 58,130 shares of the retailer’s stock valued at $6,476,000 after buying an additional 6,694 shares during the period. Aventura Private Wealth LLC purchased a new position in Walmart in the fourth quarter valued at $2,002,000. Innova Wealth Partners increased its holdings in Walmart by 7.0% in the fourth quarter. Innova Wealth Partners now owns 4,179 shares of the retailer’s stock valued at $466,000 after buying an additional 273 shares in the last quarter. Finally, Fragasso Financial Advisors Inc raised its position in shares of Walmart by 1.6% in the fourth quarter. Fragasso Financial Advisors Inc now owns 27,787 shares of the retailer’s stock worth $3,096,000 after acquiring an additional 442 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Trading Down 1.7%

WMT stock opened at $119.02 on Monday. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69. The stock has a market cap of $948.88 billion, a price-to-earnings ratio of 43.44, a PEG ratio of 4.43 and a beta of 0.66. The business’s 50-day moving average is $124.08 and its 200 day moving average is $112.95.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The business had revenue of $190.66 billion during the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter in the prior 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. On average, sell-side analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued a $0.2475 dividend. 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 presently 36.13%.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Growing AI narrative and modest analyst upside: coverage notes that Walmart’s AI investments (supply-chain, store ops) are reshaping its growth story and one valuation model nudged fair value slightly higher to ~$136, supporting longer-term upside. This bolsters bullish investor interest in WMT as a tech-enabled retailer. How Walmart (WMT) Is Rewriting Its Story With AI Hype And Valuation Questions
• Positive Sentiment: Analyst/technical support for defensive retail: coverage from Barron’s highlights Walmart alongside other defensive retail names on both technical and fundamental grounds, which can attract risk-off flows and relative-strength buyers in uncertain markets. Walmart, Ross Stores, and Other ‘Defensive’ Retail Stocks
• Positive Sentiment: Market narrative that Walmart is an AI play: features arguing Walmart (and Target) are meaningful AI plays could lift investor conviction around margin improvement and efficiency gains over time. Forget Chipmakers: Walmart and Target Are the Real AI Plays
• Neutral Sentiment: Higher-than-usual call buying: intraday activity showed a ~42% increase in call option volume, which signals bullish positioning but could be speculative or short-term. Watch whether this leads to sustained buying or just short-term gamma flow.
• Neutral Sentiment: CEO transition focus: commentary on managing and positioning around CEO transitions notes both risk and opportunity — transitions can create volatility but also potential strategic shifts. Investors should watch messaging and execution from leadership. How to Play 3 Major CEO Transitions in Early 2026 (WMT)
• Negative Sentiment: Insider selling by CEO: CEO John R. Furner sold 13,125 shares (~1.87% reduction in his position) in a disclosed SEC filing — insider sales can be interpreted negatively by some investors even if part of routine diversification. Insider Sale SEC Filing

Insider Buying and Selling

In other Walmart news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction 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 sale, the executive vice president owned 727,155 shares of the company’s stock, valued at $87,251,328.45. The trade was a 1.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction on Friday, December 26th. The stock was sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following 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. Insiders have sold a total of 274,278 shares of company stock worth $33,605,809 in the last ninety days. Company insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. Jefferies Financial Group set a $145.00 target price on Walmart in a research report on Friday, February 20th. Bank of America assumed coverage on Walmart in a report on Friday, February 27th. They issued a “buy” rating and a $150.00 price target for the company. Wall Street Zen downgraded Walmart from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. CICC Research assumed coverage on Walmart in a report on Friday, December 26th. They issued an “outperform” rating and a $125.00 price objective on the stock. Finally, Roth Mkm restated a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research report 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 stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus 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.