Diversify Wealth Management LLC Grows Position in Walmart Inc. $WMT

Diversify Wealth Management LLC boosted its holdings in Walmart Inc. (NASDAQ:WMT) by 6.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 70,279 shares of the retailer’s stock after buying an additional 4,174 shares during the period. Diversify Wealth Management LLC’s holdings in Walmart were worth $7,140,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of WMT. Collier Financial acquired a new position in shares of Walmart during the 3rd quarter valued at $25,000. Access Investment Management LLC purchased a new position in Walmart in the second quarter valued at about $26,000. Your Advocates Ltd. LLP purchased a new position in Walmart in the third quarter valued at about $28,000. Redmont Wealth Advisors LLC acquired a new position in shares of Walmart during the third quarter worth about $30,000. Finally, Roble Belko & Company Inc boosted its position 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 buying an additional 219 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Trading Down 1.1%

NASDAQ WMT opened at $124.42 on Friday. Walmart Inc. has a one year low of $79.81 and a one year high of $134.69. The company has a 50-day simple moving average of $120.17 and a 200-day simple moving average of $109.91. 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 firm has a market capitalization of $991.65 billion, a PE ratio of 45.41, a price-to-earnings-growth ratio of 5.07 and a beta of 0.65.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. Walmart’s revenue was up 5.6% on a year-over-year basis. During the same quarter last year, the company posted $0.66 earnings per share. 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, equities analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. Walmart’s payout ratio is currently 34.31%.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart authorized a new $30 billion share‑repurchase program, recently completed a roughly $16.14 billion buyback and approved a $0.99 per‑share annual dividend — actions that return capital to shareholders and support the stock. How Investors May Respond To Walmart E‑commerce Strength And New US$30 Billion Buyback Plan
• Positive Sentiment: Analysts have been raising targets and ratings after Walmart’s quarter and strategy — TD Cowen lifted its target and Bernstein has become more constructive, which can support further inflows. TD Cowen Raises Walmart Price Target
• Positive Sentiment: Walmart is expanding tech-driven store capabilities (Scintilla In‑Store) and rolling select private/partner brands nationwide — moves that bolster e‑commerce/omnichannel margins and advertising/marketplace growth. Walmart Supplier Tech And New Brands Reframe Stores As Data Platforms
• Neutral Sentiment: Walmart management will participate in upcoming investor events with live webcasts — increases transparency and gives analysts a forum to ask questions, but is informational rather than catalytic. Walmart Leadership to Participate in Upcoming Investor Events
• Negative Sentiment: Walmart agreed to settle with the FTC over deceptive pay/tip representations in its Spark driver program — the headline figure reported is $100 million, and the company will also pay roughly $16 million directly to drivers as part of relief. This is a reputational/legal hit and a near‑term cash charge (though small versus Walmart’s scale). Walmart Agrees to $100 Million FTC Settlement Over Driver Pay Walmart agrees to pay $16 million to Spark drivers
• Negative Sentiment: An insider sale (John Furner sold 13,125 shares) and some post‑earnings pressure were reported — insider selling and short‑term volatility can add downward pressure on sentiment even if not indicative of long‑term fundamentals. John Furner Sells Shares

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. Wells Fargo & Company reiterated an “overweight” rating and set a $140.00 target price (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Deutsche Bank Aktiengesellschaft set a $120.00 target price on shares of Walmart in a research report on Friday, February 20th. UBS Group reaffirmed a “buy” rating and set a $147.00 price target (up from $135.00) on shares of Walmart in a report on Friday, February 20th. Wall Street Zen downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and an average price target of $133.67.

Insider Activity

In other Walmart news, EVP John D. Rainey sold 20,000 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total value 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 trade represents a 3.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the transaction, the executive vice president directly owned 727,155 shares of the company’s stock, valued at approximately $87,251,328.45. This trade represents a 1.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 242,487 shares of company stock worth $29,369,548 over the last 90 days. 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.