Legacy Private Trust Co. Lowers Stock Holdings in Walmart Inc. $WMT

Legacy Private Trust Co. lowered its position in Walmart Inc. (NASDAQ:WMT) by 4.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 113,330 shares of the retailer’s stock after selling 4,702 shares during the period. Walmart comprises approximately 0.7% of Legacy Private Trust Co.’s holdings, making the stock its 23rd largest position. Legacy Private Trust Co.’s holdings in Walmart were worth $12,626,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Collier Financial bought a new position in shares of Walmart in the third quarter worth about $25,000. Your Advocates Ltd. LLP bought a new stake in Walmart during the 3rd quarter valued at approximately $28,000. Redmont Wealth Advisors LLC bought a new stake in Walmart during the 3rd quarter valued at approximately $30,000. Roble Belko & Company Inc lifted its holdings in Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares in the last quarter. Finally, Manning & Napier Advisors LLC purchased a new position in Walmart in the 3rd quarter worth approximately $39,000. 26.76% of the stock is owned by institutional investors.

Walmart Price Performance

NASDAQ:WMT opened at $119.02 on Monday. The firm has a market capitalization of $948.88 billion, a price-to-earnings ratio of 43.44, a PEG ratio of 4.43 and a beta of 0.66. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The business has a 50 day simple moving average of $124.08 and a 200-day simple moving average of $112.95. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.69.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating 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 quarter in the previous year, the company posted $0.66 EPS. The company’s revenue for the quarter 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 forecast that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders 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 36.13%.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Growing AI narrative and modest analyst upside: coverage notes that Walmart’s AI investments (supply-chain, store ops) are reshaping its growth story and one valuation model nudged fair value slightly higher to ~$136, supporting longer-term upside. This bolsters bullish investor interest in WMT as a tech-enabled retailer. How Walmart (WMT) Is Rewriting Its Story With AI Hype And Valuation Questions
• Positive Sentiment: Analyst/technical support for defensive retail: coverage from Barron’s highlights Walmart alongside other defensive retail names on both technical and fundamental grounds, which can attract risk-off flows and relative-strength buyers in uncertain markets. Walmart, Ross Stores, and Other ‘Defensive’ Retail Stocks
• Positive Sentiment: Market narrative that Walmart is an AI play: features arguing Walmart (and Target) are meaningful AI plays could lift investor conviction around margin improvement and efficiency gains over time. Forget Chipmakers: Walmart and Target Are the Real AI Plays
• Neutral Sentiment: Higher-than-usual call buying: intraday activity showed a ~42% increase in call option volume, which signals bullish positioning but could be speculative or short-term. Watch whether this leads to sustained buying or just short-term gamma flow.
• Neutral Sentiment: CEO transition focus: commentary on managing and positioning around CEO transitions notes both risk and opportunity — transitions can create volatility but also potential strategic shifts. Investors should watch messaging and execution from leadership. How to Play 3 Major CEO Transitions in Early 2026 (WMT)
• Negative Sentiment: Insider selling by CEO: CEO John R. Furner sold 13,125 shares (~1.87% reduction in his position) in a disclosed SEC filing — insider sales can be interpreted negatively by some investors even if part of routine diversification. Insider Sale SEC Filing

Insiders Place Their Bets

In other news, EVP Christopher James Nicholas sold 34,082 shares of the firm’s stock in a transaction dated 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 approximately $65,082,852. This trade represents a 6.01% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the transaction, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 274,278 shares of company stock valued at $33,605,809. 0.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on WMT shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a report on Wednesday, January 21st. Wall Street Zen lowered shares of Walmart from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Craig Hallum set a $150.00 price target on shares of Walmart in a research note on Friday, March 6th. Royal Bank Of Canada set a $145.00 price objective on shares of Walmart in a report on Friday, February 20th. Finally, CICC Research assumed coverage on Walmart in a research report on Friday, December 26th. They set an “outperform” rating and a $125.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $135.76.

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.