Diversified Trust Co. Has $11.10 Million Stock Holdings in Walmart Inc. $WMT

Diversified Trust Co. grew its stake in shares of Walmart Inc. (NASDAQ:WMT) by 5.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 99,593 shares of the retailer’s stock after purchasing an additional 5,221 shares during the period. Diversified Trust Co.’s holdings in Walmart were worth $11,096,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. raised its holdings in Walmart by 0.9% during the 3rd quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock worth $44,898,368,000 after buying an additional 3,835,200 shares during the period. State Street Corp increased its position in shares of Walmart by 1.2% in the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after acquiring an additional 2,242,364 shares in the last quarter. Norges Bank acquired a new stake in shares of Walmart during the second quarter valued at approximately $5,367,770,000. Fisher Asset Management LLC raised its holdings in shares of Walmart by 1.6% during 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 period. Finally, Ameriprise Financial Inc. lifted its position in shares of Walmart by 3.6% in 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 in the last quarter. Institutional investors and hedge funds 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’s ad business surged ~37% in Q4, which boosts higher-margin revenue and could improve overall profitability going forward. Walmart’s Ad Business Jumps 37%: Margin Upside Ahead?
• Positive Sentiment: Recent quarterly results beat consensus (EPS and revenue) and management set FY2027 EPS guidance (2.75–2.85), supporting the view that Walmart’s core retail performance and membership/ads mix are improving.
• Positive Sentiment: New national product distribution deals (example: Zep cleaning products now carried nationwide at Walmart) show ongoing assortment and supplier momentum that can drive traffic and category share. Zep Expands Home Pro Distribution at Walmart
• Neutral Sentiment: Technical/market commentary is highlighting Walmart as a buy point amid broader market weakness — useful for momentum traders but less material to fundamentals. Dow Jones discount retailer Walmart offers latest buy point amid market weakness
• Neutral Sentiment: Industry logistics moves — FedEx launching same‑day options as retailers (including Walmart) race to speed up delivery — are an operational/competitive factor to watch but not an immediate earnings shock. FedEx launches same-day delivery with OneRail
• Neutral Sentiment: Short-interest reports in the feed show zero or data anomalies (0 shares / NaN increases) and a days-to-cover of 0.0 — not currently informative for sentiment.
• Negative Sentiment: A plaintiffs’ law firm is investigating Walmart’s board for possible breach of fiduciary duty related to alleged deceptive pay practices for Spark drivers — a governance/legal risk that could lead to litigation or reputational costs. Berger Montague PC Investigates Walmart Board for Breach of Fiduciary Duty
• Negative Sentiment: Insider selling: the CEO reported selling roughly $1.6M of WMT stock — a signal some investors watch closely even though sales can be routine. Walmart CEO Sells $1,600,725.00 in Stock
• Negative Sentiment: Analyst commentary questioning Walmart’s “all-weather” defensive status suggests valuation and crowding risks for investors who expect steady downside protection; this is a cautionary view on medium-term upside. Walmart: All-Weather Status Ironically Creates Risk For Investors

Walmart Stock Performance

Shares of WMT opened at $122.05 on Wednesday. The company’s fifty day moving average is $124.17 and its 200-day moving average is $113.24. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $134.69. The firm has a market cap of $973.03 billion, a price-to-earnings ratio of 44.54, a price-to-earnings-growth ratio of 4.50 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 released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.73 by $0.01. The business had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. Walmart’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $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. Equities analysts expect 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 given a $0.2475 dividend. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. Walmart’s payout ratio is currently 36.13%.

Insider Buying and Selling

In related news, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $126.71, for a total value of $2,460,201.36. Following the transaction, the director directly owned 4,023,209 shares of the company’s stock, valued at approximately $509,780,812.39. This trade represents a 0.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the sale, the chief executive officer owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This trade represents a 1.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 274,278 shares of company stock valued at $33,605,809. 0.10% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have weighed in on WMT. BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. DA Davidson set a $150.00 target price on Walmart and gave the company a “buy” rating in a report on Friday, February 20th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Barclays reissued an “overweight” rating and set a $125.00 price target (up from $108.00) on shares of Walmart in a research report on Thursday, January 8th. Finally, Craig Hallum set a $150.00 price objective on Walmart in a research note on Friday, March 6th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $135.76.

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.