Border to Coast Pensions Partnership Ltd Has $83.87 Million Position in Walmart Inc. $WMT

Border to Coast Pensions Partnership Ltd lessened its stake in shares of Walmart Inc. (NASDAQ:WMT) by 13.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 751,460 shares of the retailer’s stock after selling 120,381 shares during the period. Walmart accounts for about 1.5% of Border to Coast Pensions Partnership Ltd’s portfolio, making the stock its 16th largest position. Border to Coast Pensions Partnership Ltd’s holdings in Walmart were worth $83,873,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Capstone Wealth Management LLC lifted its position in shares of Walmart by 1.8% during the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after acquiring an additional 89 shares during the period. Matrix Trust Co lifted its position in shares of Walmart by 20.0% during the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after acquiring an additional 91 shares during the period. HRC Wealth Management LLC lifted its position in shares of Walmart by 4.4% during the 4th quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock valued at $246,000 after acquiring an additional 94 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of Walmart by 1.0% during the 3rd quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock valued at $1,023,000 after acquiring an additional 96 shares during the period. Finally, Hunter Associates Investment Management LLC lifted its position in shares of Walmart by 0.9% during the 4th quarter. Hunter Associates Investment Management LLC now owns 11,449 shares of the retailer’s stock valued at $1,274,000 after acquiring an additional 97 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Transactions at Walmart

In other news, EVP Christopher James Nicholas sold 34,082 shares of the company’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 completion of the sale, the executive vice president owned 533,466 shares in the company, valued at $65,082,852. This represents a 6.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction on Thursday, March 26th. The stock was 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 of the company’s stock, valued at approximately $518,923,082.96. The trade was a 0.46% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 246,016 shares of company stock worth $30,431,872. 0.10% of the stock is owned by insiders.

Walmart Stock Performance

WMT opened at $124.82 on Friday. 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’s fifty day moving average price is $125.71 and its two-hundred day moving average price is $115.70. Walmart Inc. has a 1-year low of $91.34 and a 1-year high of $134.69. The company has a market cap of $995.11 billion, a price-to-earnings ratio of 45.55, a PEG ratio of 4.65 and a beta of 0.66.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping 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 firm had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter in the prior year, the company posted $0.66 earnings per share. The business’s revenue was up 5.6% on a year-over-year basis. 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, analysts expect that Walmart Inc. will post 2.55 EPS 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. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. Walmart’s dividend payout ratio is presently 36.13%.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. KeyCorp reiterated an “overweight” rating and set a $145.00 target price (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. The Goldman Sachs Group reiterated a “buy” rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Roth Mkm reiterated a “buy” rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Deutsche Bank Aktiengesellschaft set a $120.00 target price on shares of Walmart in a research report on Friday, February 20th. Finally, Craig Hallum set a $150.00 price objective on shares of Walmart in a report on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $137.64.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Big store reinvestment and expansion — Walmart is investing in remodels at roughly 650 stores, with ~20 net new openings planned for this year/early 2027, and state-level remodel programs (NC, VA, AL, TX) to modernize layouts and speed up fulfillment/one-hour delivery. These moves support sales growth, faster e‑commerce fulfillment and capex that targets higher customer frequency. Walmart Upgrades 650 Stores Amid Interest From High-Stress Shoppers
• Positive Sentiment: Healthcare & weight-management push — Walmart expanded its Better Care Services to include weight-management support for customers using or exploring GLP-1 drugs, integrating virtual care, nutrition and pharmacy. This captures a high-growth healthcare adjacency, increases pharmacy traffic and creates recurring service revenue. Walmart Expands Access to Weight Management Support Services for Customers on or exploring GLP-1s
• Positive Sentiment: New services business (Upstream) expands margins runway — Walmart launched Upstream Facility Services, selling nationwide HVAC and maintenance solutions leveraging its store network. This is a higher‑margin B2B opportunity that monetizes existing logistics/field capabilities. Walmart’s Upstream Launch Expands Its Long-Term Growth Runway
• Positive Sentiment: Analyst support — Guggenheim raised its price target and reiterated a Buy, citing scale and operational advantages. Positive analyst action can support sentiment and buying interest. Walmart (NASDAQ:WMT) Stock Price Expected to Rise, Guggenheim Analyst Says
• Neutral Sentiment: Great Value private-label redesign — Walmart is refreshing packaging and branding for its large Great Value line, a move to protect share in price-sensitive categories; brand refreshes typically support shelf appeal but take time to translate into sales lift. Walmart redesigns its ‘Great Value’ private label brand
• Neutral Sentiment: Retail partnerships and merchandising initiatives — Walmart launched a themed fashion collection tie-in (The Devil Wears Prada) and other merchandising updates that may modestly drive traffic/PR but are not material earnings drivers. Fashion moves: Walmart launches a collection tied to The Devil Wears Prada
• Neutral Sentiment: Insider/institutional activity — A small manager (BCS Wealth) disclosed a larger stake in WMT; incremental institutional buying is supportive but not yet a major flow signal. BCS Wealth Management Has $1.61 Million Stake in Walmart Inc. $WMT
• Negative Sentiment: Sam’s Club membership fee increase risk — Sam’s Club plans higher membership fees (following Costco’s prior move). While this can boost near-term revenue, it risks member churn or giving competitors an edge if shoppers resist the hike. Will Increased Membership Fees at Walmart’s Sam’s Club Actually Boost Costco’s Stock Instead?

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.