BXM Wealth LLC Has $9.73 Million Stock Holdings in Walmart Inc. $WMT

BXM Wealth LLC increased its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 755.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 87,367 shares of the retailer’s stock after purchasing an additional 77,153 shares during the period. Walmart makes up approximately 1.0% of BXM Wealth LLC’s holdings, making the stock its 29th largest position. BXM Wealth LLC’s holdings in Walmart were worth $9,734,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Austin Private Wealth LLC lifted its position in shares of Walmart by 1.5% during the 4th quarter. Austin Private Wealth LLC now owns 23,553 shares of the retailer’s stock worth $2,624,000 after purchasing an additional 357 shares during the last quarter. Pullen Investment Management LLC lifted its position in shares of Walmart by 1.9% during the 4th quarter. Pullen Investment Management LLC now owns 5,438 shares of the retailer’s stock worth $606,000 after purchasing an additional 99 shares during the last quarter. HBE Wealth Management LLC acquired a new position in shares of Walmart during the 4th quarter worth about $275,000. Florida Trust Wealth Management Co lifted its position in shares of Walmart by 7.0% during the 4th quarter. Florida Trust Wealth Management Co now owns 196,648 shares of the retailer’s stock worth $21,909,000 after purchasing an additional 12,794 shares during the last quarter. Finally, Ethos Financial Group LLC lifted its position in shares of Walmart by 4.5% during the 4th quarter. Ethos Financial Group LLC now owns 23,385 shares of the retailer’s stock worth $2,610,000 after purchasing an additional 1,002 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Donna Morris sold 76,181 shares of the stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. This represents a 15.93% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction that occurred 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 274,278 shares of company stock worth $33,825,793 in the last 90 days. 0.10% of the stock is owned by corporate insiders.

Walmart Stock Performance

WMT opened at $126.79 on Tuesday. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.69. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The stock’s 50 day simple moving average is $125.15 and its 200-day simple moving average is $114.60. The stock has a market cap of $1.01 trillion, a PE ratio of 46.27, a P/E/G ratio of 4.69 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. During the same period in the prior year, the firm posted $0.66 EPS. Walmart’s quarterly revenue was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Sell-side analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The business also recently announced 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 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 dividend payout ratio is presently 36.13%.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart Marketplace sales are reported to be up roughly 20%, with rising seller participation and fulfillment adoption that can lift gross margins and reduce inventory risk. Walmart Marketplace Gains Traction: What Does It Mean for Margins?
• Positive Sentiment: Walmart’s advertising business grew ~46% in FY2026, becoming a meaningful and higher-margin contributor to operating profit. This supports the shift to a more profitable revenue mix. I Was Shocked to See How Much This Fast-Growing Business Is Adding to Walmart’s Bottom Line
• Positive Sentiment: Walmart is expanding into premium beauty with La Roche-Posay pharmacist-led consultations in ~1,460 stores — a move toward higher-margin, service-led retail and stronger customer engagement. Walmart’s La Roche Posay Push Tests Premium Beauty And Valuation Story
• Positive Sentiment: Walmart is testing exclusive branded products (Opopop rollout with a store-exclusive flavor) to differentiate assortment and drive traffic/loyalty — a revenue and margin positive if scaled. Walmart’s Opopop Rollout Tests How Exclusive Snacks Support Growth
• Positive Sentiment: Broader “higher-margin ecosystem” initiatives — expanded brand launches, retail media deals, Sam’s Club pricing actions and capital plans at Walmex — reinforce a strategic shift to tech-enabled, higher-margin streams. How Walmart’s Push Into Higher-Margin Ecosystem Plays Could Impact Walmart (WMT) Investors
• Positive Sentiment: Walmart received an upgrade from Erste Group Bank, adding near-term analyst support to the stock’s momentum. Walmart (NASDAQ:WMT) Upgraded at Erste Group Bank
• Positive Sentiment: Coverage pieces note Wall Street analysts are generally optimistic on WMT, which can amplify buying interest when combined with the operational updates above. Is Walmart (WMT) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: A valuation comparison piece pits Carrefour (CRRFY) against Walmart to assess relative value; useful context for long-term investors but not an immediate catalyst. CRRFY or WMT: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Walmart and Sam’s Club launched the 13th annual “Fight Hunger. Spark Change.” campaign — positive for brand/CSR but with limited direct impact on near-term earnings. For 13th consecutive year, Walmart, Sam’s Club and Feeding America partner for ‘Fight Hunger. Spark Change.

Analysts Set New Price Targets

WMT has been the subject of several recent research reports. Citigroup reaffirmed a “buy” rating and issued a $147.00 price target (up from $120.00) on shares of Walmart in a report on Thursday, February 5th. Sanford C. Bernstein restated an “outperform” rating and set a $134.00 price objective (up from $129.00) on shares of Walmart in a research report on Friday, February 20th. CICC Research began coverage on Walmart in a research report on Friday, December 26th. They set an “outperform” rating and a $125.00 price objective on the stock. KeyCorp restated an “overweight” rating and set a $145.00 price objective (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. Finally, Erste Group Bank upgraded Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 2nd. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $135.76.

Walmart Company 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.