Clarity Financial LLC Has $20.24 Million Position in Walmart Inc. $WMT

Clarity Financial LLC grew its stake in Walmart Inc. (NASDAQ:WMT) by 3.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 181,700 shares of the retailer’s stock after purchasing an additional 5,393 shares during the period. Walmart comprises approximately 1.9% of Clarity Financial LLC’s investment portfolio, making the stock its 22nd largest position. Clarity Financial LLC’s holdings in Walmart were worth $20,243,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in WMT. Collier Financial acquired a new stake in shares of Walmart in the 3rd quarter valued at approximately $25,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart in the 3rd quarter valued at approximately $28,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Walmart in the 3rd quarter valued at approximately $30,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart in the 4th quarter valued at approximately $30,000. Finally, Roble Belko & Company Inc boosted its stake in shares of Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on WMT. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. Roth Mkm restated a “buy” rating and issued a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. Evercore restated an “outperform” rating and issued a $130.00 price target (up from $125.00) on shares of Walmart in a research note on Tuesday, February 3rd. Guggenheim raised their price target on shares of Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. Two investment 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 company. According to MarketBeat.com, Walmart presently has an average rating of “Buy” and a consensus price target of $137.79.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart filed its 2026 Annual Report and proxy; CEO John Furner’s first shareholder letter emphasizes confidence in the business model and investments in associates and AI-powered solutions — signals management is prioritizing productivity and tech-driven growth. Walmart Releases 2026 Annual Report and Proxy Statement
• Positive Sentiment: Morgan Stanley raised its price target to $140 and kept an “overweight” rating, offering fresh analyst validation and upside versus current levels — a direct catalyst for buy-side flows. Morgan Stanley raises price target
• Positive Sentiment: Walmart launched “Upstream Facility Services,” expanding into maintenance services for businesses — a diversification move that creates higher-margin, recurring B2B revenue beyond core retail. Walmart Inc. (WMT) Diversifies Beyond Retail Into Maintenance Services
• Positive Sentiment: Sam’s Club introduced a one-hour express delivery option for members, tightening competition with Costco and improving value for members — an operational win that can drive higher same-club sales and membership retention. Walmart’s warehouse club ups the pressure on Costco
• Positive Sentiment: Consensus analyst rating sits at “Buy,” reflecting broad sell‑side confidence which supports demand for the shares. Walmart Given Consensus Rating of “Buy”
• Neutral Sentiment: Coverage pieces highlight Walmart’s strategic push into the “decision layer” (competing with Amazon on AI-driven choice architecture) — underscores longer-term tech competition but is not an immediate earnings swing. Amazon and Walmart Race to Capture Retail’s Decision Layer First
• Neutral Sentiment: Partnerships like the Back to the Roots retail program are PR/CSR positives that help merchandising and sustainability narratives but have limited near-term revenue impact. Back to the Roots Scales Regenerative Movement Nationwide
• Negative Sentiment: Industry commentary noting Visa’s faster market‑cap growth versus Walmart highlights relative-growth concerns and investor preference for payments/tech growth stories over traditional retail — a competitive narrative that can cap valuation multiples. One Year Later: We Predicted Visa Would Overtake Walmart

Walmart Stock Up 1.6%

Shares of NASDAQ WMT opened at $132.03 on Friday. The company has a 50 day simple moving average of $125.67 and a 200 day simple moving average of $116.64. The firm has a market cap of $1.05 trillion, a PE ratio of 48.19, a price-to-earnings-growth ratio of 4.84 and a beta of 0.66. Walmart Inc. has a 1 year low of $91.89 and a 1 year high of $134.69. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The business had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm’s quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter last year, the business earned $0.66 EPS. 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, research analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be issued a $0.2475 dividend. This represents a $0.99 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is 36.13%.

Insiders Place Their Bets

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $126.71, for a total transaction of $2,460,201.36. Following the completion of the sale, the director owned 4,023,209 shares of the company’s stock, valued at approximately $509,780,812.39. This represents a 0.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP John D. Rainey sold 20,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the sale, the executive vice president directly owned 506,764 shares of the company’s stock, valued at $61,962,034.28. This represents a 3.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 243,960 shares of company stock worth $30,284,661 over the last quarter. 0.10% of the stock is currently owned by corporate insiders.

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.