Aaron Wealth Advisors LLC Has $11.84 Million Stock Holdings in Walmart Inc. $WMT

Aaron Wealth Advisors LLC raised its stake in shares of Walmart Inc. (NASDAQ:WMT) by 9.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 106,306 shares of the retailer’s stock after purchasing an additional 9,328 shares during the period. Walmart accounts for 0.6% of Aaron Wealth Advisors LLC’s portfolio, making the stock its 25th largest holding. Aaron Wealth Advisors LLC’s holdings in Walmart were worth $11,844,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in WMT. Collier Financial acquired a new stake in shares of Walmart in the third quarter worth $25,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart in the third quarter worth $28,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Walmart in the third quarter worth $30,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart in the fourth quarter worth $30,000. Finally, Roble Belko & Company Inc grew its stake in shares of Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after acquiring an additional 219 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s marketplace is gaining traction, with reported ~20% marketplace sales growth and higher seller/fulfillment adoption that can boost gross margins through less inventory, more advertising revenue and memberships. Walmart Marketplace Gains Traction: What Does it Mean for Margins?
• Positive Sentiment: Walmart is expanding into premium beauty with a La Roche‑Posay rollout and pharmacist-led skincare consultations in ~1,460 stores — a move that could raise average basket spend and improve the company’s higher-margin assortment. Walmart’s La Roche Posay Push Tests Premium Beauty And Valuation Story
• Neutral Sentiment: Walmart is rolling out digital shelf tags across U.S. stores to improve store efficiency and margin management; investors should weigh potential cost savings and dynamic pricing flexibility against regulatory and customer concerns about pricing transparency. Walmart’s Digital Price Tags Put Valuation And Margin Story In Focus
• Neutral Sentiment: Analyst commentary remains generally constructive in recent media pieces assessing whether WMT is a buy and comparing it to peers; these stories support the narrative of steady fundamentals but don’t point to an imminent catalyst. Is Walmart (WMT) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Corporate social programs (13th annual Fight Hunger. Spark Change.) and general corporate history pieces are positive for brand but unlikely to move the stock materially. For 13th consecutive year, Walmart, Sam’s Club and Feeding America partner for ‘Fight Hunger. Spark Change.
• Negative Sentiment: Market reaction: coverage notes WMT shares fell and snapped a six-session winning streak, reflecting near-term profit-taking or concern about valuation after a strong multi‑year run. Walmart shares snapped six-session winning streak
• Negative Sentiment: Headline pieces highlight that WMT slid despite broader market gains, reinforcing that investors are trimming exposure or re‑rating the stock amid valuation and pricing concerns. Walmart (WMT) Stock Drops Despite Market Gains: Important Facts to Note

Walmart Stock Down 3.4%

Shares of NASDAQ:WMT opened at $122.49 on Wednesday. Walmart Inc. has a 52 week low of $81.03 and a 52 week high of $134.69. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The company’s fifty day moving average is $125.26 and its 200-day moving average is $114.74. The company has a market capitalization of $976.54 billion, a PE ratio of 44.70, 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 EPS for the quarter, beating the consensus estimate of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter in the previous year, the company earned $0.66 EPS. The firm’s revenue for the quarter 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. Equities research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be paid a $0.2475 dividend. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s payout ratio is currently 36.13%.

Insider Buying and Selling

In other news, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $122.00, for a total value of $4,158,004.00. Following the sale, the executive vice president owned 533,466 shares in the company, valued at approximately $65,082,852. The trade was a 6.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $123.16, for a total transaction of $2,391,274.56. Following the completion of the sale, the director owned 4,213,406 shares in the company, valued at $518,923,082.96. This represents a 0.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 274,278 shares of company stock worth $33,825,793 in the last three months. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. CICC Research assumed coverage on shares of Walmart in a research note on Friday, December 26th. They issued an “outperform” rating and a $125.00 price objective on the stock. Oppenheimer restated an “outperform” rating and issued a $140.00 price objective (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. Barclays restated an “overweight” rating and issued a $125.00 price objective (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Raymond James Financial restated an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a research note on Friday, March 6th. Finally, Tigress Financial set a $150.00 price objective on shares of Walmart and gave the stock a “buy” rating in a research note on Wednesday, February 25th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price 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.