EverSource Wealth Advisors LLC Buys 6,597 Shares of Walmart Inc. $WMT

EverSource Wealth Advisors LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 8.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 83,176 shares of the retailer’s stock after acquiring an additional 6,597 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Walmart were worth $8,572,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of WMT. Collier Financial purchased a new position in Walmart during the 3rd quarter worth $25,000. Access Investment Management LLC bought a new position in shares of Walmart during the 2nd quarter worth $26,000. Your Advocates Ltd. LLP purchased a new position in shares of Walmart during the third quarter valued at $28,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart in the third quarter valued at about $30,000. Finally, Roble Belko & Company Inc raised its holdings in shares of Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after acquiring an additional 219 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Donna Morris sold 76,181 shares of Walmart stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the completion of the sale, the executive vice president owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. The trade was a 15.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Latriece Watkins sold 10,000 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $121.46, for a total value of $1,214,600.00. Following the completion of the transaction, the executive vice president directly owned 108,294 shares in the company, valued at $13,153,389.24. This represents a 8.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 261,903 shares of company stock valued at $31,496,959. Company insiders own 0.10% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Company-level catalyst — Walmart announced a new share-buyback alongside other large firms; buyback authorizations boost EPS potential and reduce share count over time. 3 Major Buybacks Just Dropped—Here’s the Signal Investors See
• Positive Sentiment: Analyst support — Telsey raised its WMT target to $140 and kept an Outperform rating; BTIG reiterated a Buy and price-target lift headlines reinforce upside expectations. Telsey Advisory Sees Walmart Strengthening Position • BTIG Reiterates Buy
• Positive Sentiment: Fundamentals — Walmart’s U.S. segment delivered ~4.6% comp growth (grocery traffic + e‑commerce strength), supporting FY27 outlook and the recent earnings beat that investors cheered. WMT’s U.S. Segment Momentum
• Positive Sentiment: Market share/consumer trends — A dunnhumby tracker shows Walmart’s U.S. household penetration rising (reported at ~72%), evidence of resilient demand and pricing/affordability positioning versus traditional grocers. Walmart, Dollar Stores Beat Traditional Grocers’ Reach
• Neutral Sentiment: Street commentary — Additional analyst notes and bank commentary (Erste Group) provide perspective on FY outlook but don’t materially change consensus; they keep focus on execution and margin trends. Erste Group Bank Comments on Walmart FY2028 Earnings
• Negative Sentiment: Insider selling — Multiple senior executives (CEO John Furner and two EVPs) disclosed sizable stock sales this week, which can create short‑term sentiment pressure even if sales are often for diversification or tax reasons. SEC filings: CEO Form 4, EVP Christopher Nicholas Form 4, EVP Latriece Watkins Form 4
• Negative Sentiment: Macro/headline risk — Walmart flagged labor-market nuances and mentioned a “hiring recession” context in broader commentary, which could signal consumer fragility ahead and temper cyclically sensitive spending. Walmart Warns of “Hiring Recession”

Walmart Stock Performance

Shares of WMT stock opened at $125.81 on Tuesday. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69. The business’s fifty day simple moving average is $119.55 and its 200-day simple moving average is $109.53. 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 $1.00 trillion, a PE ratio of 45.92, a PEG ratio of 4.97 and a beta of 0.65.

Walmart (NASDAQ:WMT) last announced its earnings results 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 return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. During the same period in the previous year, the business earned $0.66 EPS. The firm’s revenue for the quarter 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. Analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued a $0.2475 dividend. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. Walmart’s dividend payout ratio (DPR) is currently 34.31%.

Analyst Ratings Changes

WMT has been the topic of a number of research reports. Wall Street Zen downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Truist Financial increased their price objective on shares of Walmart from $127.00 to $139.00 and gave the company a “buy” rating in a research note on Friday. 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 for the company. Morgan Stanley restated an “overweight” rating and set a $135.00 target price (up previously from $125.00) on shares of Walmart in a report on Thursday, January 15th. Finally, JPMorgan Chase & Co. lifted their price target on Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a report on Friday, November 21st. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Walmart presently has an average rating of “Moderate Buy” and a consensus target price of $132.53.

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.