Walmart Inc. $WMT Position Trimmed by Financial & Tax Architects LLC

Financial & Tax Architects LLC lessened its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 7.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 79,050 shares of the retailer’s stock after selling 6,080 shares during the quarter. Walmart makes up 2.0% of Financial & Tax Architects LLC’s investment portfolio, making the stock its 11th largest holding. Financial & Tax Architects LLC’s holdings in Walmart were worth $8,807,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. TigerOak Management L.L.C. grew its stake in Walmart by 9.2% during the 4th quarter. TigerOak Management L.L.C. now owns 2,609 shares of the retailer’s stock valued at $291,000 after acquiring an additional 219 shares in the last quarter. TOWER TRUST & INVESTMENT Co bought a new stake in shares of Walmart in the 4th quarter valued at approximately $37,000. BXM Wealth LLC grew its stake in shares of Walmart by 755.4% in the 4th quarter. BXM Wealth LLC now owns 87,367 shares of the retailer’s stock valued at $9,734,000 after buying an additional 77,153 shares in the last quarter. Austin Private Wealth LLC grew its stake in shares of Walmart by 1.5% in the 4th quarter. Austin Private Wealth LLC now owns 23,553 shares of the retailer’s stock valued at $2,624,000 after buying an additional 357 shares in the last quarter. Finally, Pullen Investment Management LLC grew its stake in shares of Walmart by 1.9% in the 4th quarter. Pullen Investment Management LLC now owns 5,438 shares of the retailer’s stock valued at $606,000 after buying an additional 99 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart News Summary

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.

Walmart Stock Up 0.8%

Shares of WMT stock opened at $126.79 on Tuesday. 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 $1.01 trillion, a PE ratio of 46.27, a price-to-earnings-growth ratio of 4.69 and a beta of 0.66. The stock has a 50 day moving average of $125.15 and a 200-day moving average of $114.60. 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 issued its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 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 company had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. During the same period in the previous year, the company earned $0.66 earnings per share. The company’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. On average, equities analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The firm 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 dividend of $0.2475 per share. 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 payout ratio is 36.13%.

Analyst Ratings Changes

Several equities research analysts recently commented on WMT shares. Royal Bank Of Canada set a $145.00 price target on Walmart in a research note on Friday, February 20th. UBS Group reissued a “buy” rating and issued a $147.00 price target (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. BTIG Research reissued a “buy” rating and issued a $140.00 price target on shares of Walmart in a research note on Friday, February 20th. Erste Group Bank raised Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 2nd. Finally, CICC Research began coverage on Walmart in a research note on Friday, December 26th. They issued an “outperform” rating and a $125.00 price target for the company. Two equities research 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 company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $135.76.

Insider Activity at Walmart

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on Thursday, January 22nd. The stock was sold at an average price of $119.17, for a total transaction of $2,313,804.72. Following the completion of the transaction, the chief executive officer directly owned 4,274,856 shares in the company, valued at $509,434,589.52. The trade was a 0.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Donna Morris sold 76,181 shares of the company’s 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 transaction, the executive vice president owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. This trade represents a 15.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 274,278 shares of company stock valued at $33,825,793. 0.10% of the stock is owned by corporate insiders.

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.