Dynamic Advisor Solutions LLC Trims Stock Holdings in Walmart Inc. $WMT

Dynamic Advisor Solutions LLC reduced its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 4.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 138,942 shares of the retailer’s stock after selling 6,121 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Walmart were worth $15,480,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the business. Hardin Capital Partners LLC lifted its position in shares of Walmart by 7.6% during the fourth quarter. Hardin Capital Partners LLC now owns 5,634 shares of the retailer’s stock worth $628,000 after purchasing an additional 399 shares during the last quarter. Independence Wealth Advisors LLC bought a new position in shares of Walmart in the fourth quarter worth about $201,000. Asempa Wealth Advisors bought a new position in shares of Walmart in the fourth quarter worth about $389,000. Norway Savings Bank increased its stake in Walmart by 5.8% in the 4th quarter. Norway Savings Bank now owns 4,653 shares of the retailer’s stock worth $518,000 after buying an additional 253 shares during the period. Finally, Centerline Wealth Advisors LLC lifted its holdings in Walmart by 5.4% during the 4th quarter. Centerline Wealth Advisors LLC now owns 3,983 shares of the retailer’s stock valued at $444,000 after buying an additional 204 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Transactions at Walmart

In other news, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the transaction, the executive vice president directly owned 533,466 shares of the company’s stock, valued at approximately $65,082,852. The trade was a 6.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Donna Morris sold 76,181 shares of the company’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total value of $9,430,445.99. Following the sale, the executive vice president owned 402,072 shares of the company’s stock, valued at $49,772,492.88. This trade represents a 15.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 274,278 shares of company stock worth $33,605,809. Company insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on WMT. Roth Mkm reissued a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research report on Friday, February 20th. HSBC downgraded shares of Walmart from a “buy” rating to a “hold” rating and lifted their price target for the company from $122.00 to $131.00 in a research note on Friday, February 20th. Wells Fargo & Company reiterated an “overweight” rating and issued a $140.00 price target (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Jefferies Financial Group set a $145.00 price objective on Walmart in a research note on Friday, February 20th. Finally, KeyCorp restated an “overweight” rating and set a $145.00 price objective (up from $128.00) on shares of Walmart in a report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Walmart has a consensus rating of “Moderate Buy” and an average price target of $135.76.

Walmart Price Performance

Shares of WMT opened at $120.72 on Tuesday. The company has a 50 day moving average price of $124.13 and a 200-day moving average price of $113.09. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69. The stock has a market capitalization of $962.42 billion, a PE ratio of 44.06, a PEG ratio of 4.43 and a beta of 0.66. 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 (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 firm had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period last 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. Equities analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

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

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.