Walmart Inc. $WMT Shares Sold by Bartlett & CO. Wealth Management LLC

Bartlett & CO. Wealth Management LLC reduced its stake in Walmart Inc. (NASDAQ:WMT) by 1.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 381,913 shares of the retailer’s stock after selling 4,136 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in Walmart were worth $42,637,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the stock. Fox Run Management L.L.C. purchased a new stake in Walmart during the 3rd quarter worth approximately $1,709,000. CWM LLC increased its stake in Walmart by 24.2% during the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after buying an additional 229,220 shares during the period. Harel Insurance Investments & Financial Services Ltd. increased its stake in Walmart by 16.6% during the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock worth $6,567,000 after buying an additional 9,061 shares during the period. Van ECK Associates Corp increased its stake in Walmart by 2.9% during the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock worth $104,182,000 after buying an additional 28,026 shares during the period. Finally, World Investment Advisors increased its stake in Walmart by 5.2% during the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock worth $30,286,000 after buying an additional 14,487 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Trading Down 1.8%

Shares of NASDAQ:WMT opened at $126.82 on Friday. Walmart Inc. has a 52 week low of $90.01 and a 52 week high of $134.69. The company’s 50 day moving average is $125.86 and its two-hundred day moving average is $115.18. 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 company has a market cap of $1.01 trillion, a PE ratio of 46.28, a P/E/G ratio of 4.72 and a beta of 0.66.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating analysts’ consensus estimates 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 period in the prior year, the firm posted $0.66 EPS. 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. Equities analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a $0.2475 dividend. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is 36.13%.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst note: Zacks highlights Walmart as well‑positioned for industry trends — omnichannel execution, digital transformation, advertising and membership initiatives should help WMT navigate margin pressure and capture share. 2 Supermarket Stocks Well-Positioned to Capitalize on Industry Trends
• Positive Sentiment: Institutional endorsement: Billionaire Israel Englander’s Millennium (longtime 13F holder) lists WMT among top picks, signaling sustained hedge‑fund conviction that can support the stock. Walmart Inc. (WMT): Israel Englander Is Bullish on This Retail Giant
• Positive Sentiment: Media bullishness: Jim Cramer called Walmart a “juggernaut,” which tends to attract retail interest and can amplify momentum buying. Jim Cramer Calls Walmart “A Stock That Truly Defines the Term Juggernaut”
• Positive Sentiment: Strategic growth levers: independent analysis notes Walmart is accelerating AI, higher‑margin ad revenue and membership/automation initiatives — structural profit drivers that can justify multiple expansion if execution continues. Assessing Walmart (WMT) Valuation As AI And Higher‑Margin Profit Engines Reshape The Business
• Positive Sentiment: New initiatives: coverage notes an EV‑charging rollout tied to Walmart sites — diversifies services, adds traffic to stores and strengthens ESG/infra narrative. Walmart EV Charging Push Adds New Dimension To Investment Case
• Neutral Sentiment: Market context: Barron’s piece on CEO changes notes retailer stocks (including Walmart) have moved with leadership transitions — supportive background but not a direct catalyst today. Retail CEO Changes Really Can Move Stocks. Just Look at Walmart and Target.
• Neutral Sentiment: Increased attention: Zacks reports heavy investor search activity for WMT — more eyeballs can boost liquidity and volatility but is non‑directional. Investors Heavily Search Walmart Inc. (WMT): Here is What You Need to Know
• Negative Sentiment: Valuation and profit‑taking concerns: several pieces note WMT is up ~14% YTD and trades at a premium multiple, prompting discussion of “buy, hold or take profits” and creating room for near‑term selling. Walmart Stock Gains 14% YTD: Buy, Hold or Take Profits Now?
• Negative Sentiment: Small analyst tweak: Erste Group nudged FY2028 EPS slightly lower (minor cut), showing some analyst sensitivity to outlook — not a large revision but contributes to cautious tone. Erste Group reduces FY2028 estimate for Walmart

Analyst Upgrades and Downgrades

WMT has been the topic of several recent research reports. Bank of America initiated coverage on shares of Walmart in a research note on Friday, February 27th. They set a “buy” rating and a $150.00 target price on the stock. Telsey Advisory Group upped their target price on shares of Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a research note on Friday, February 20th. Truist Financial upped their target price on shares of Walmart from $127.00 to $139.00 and gave the stock a “buy” rating in a research note on Friday, February 20th. Tigress Financial set a $150.00 target price on shares of Walmart and gave the stock a “buy” rating in a research note on Wednesday, February 25th. Finally, BTIG Research reissued a “buy” rating and issued a $140.00 price objective on shares of Walmart in a research report on Friday, February 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Walmart presently has a consensus rating of “Buy” and a consensus target price of $137.12.

Insider Transactions at Walmart

In related news, EVP Christopher James Nicholas sold 34,082 shares of the 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 transaction, the executive vice president directly owned 533,466 shares of the company’s stock, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction on Thursday, January 22nd. The shares were 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. This trade represents a 0.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 274,278 shares of company stock worth $33,825,793. Insiders own 0.10% of the company’s stock.

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.