Park Edge Advisors LLC Decreases Holdings in Walmart Inc. $WMT

Park Edge Advisors LLC lessened its stake in Walmart Inc. (NASDAQ:WMT) by 25.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 24,485 shares of the retailer’s stock after selling 8,387 shares during the quarter. Park Edge Advisors LLC’s holdings in Walmart were worth $2,728,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Collier Financial purchased a new stake in shares of Walmart during the third quarter worth $25,000. Your Advocates Ltd. LLP bought a new stake in shares of Walmart during the third quarter valued at about $28,000. Beacon Financial Strategies CORP purchased a new stake in shares of Walmart in the fourth quarter worth about $30,000. Redmont Wealth Advisors LLC purchased a new stake in shares of Walmart in 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 valued at $33,000 after acquiring an additional 219 shares during the period. 26.76% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Erste Group upgraded Walmart from “hold” to “strong-buy,” signaling institutional confidence and likely supporting demand for the shares. Zacks.com
• Positive Sentiment: A bullish analyst note projects steady growth and a 12-month price target (~$130.57), giving investors a modest upside thesis tied to continued execution. Walmart Price Prediction: Steady Growth Makes Analysts Bullish
• Positive Sentiment: Walmart will pay its second 2026 dividend on April 6, which supports income-focused holders and can reduce near-term selling pressure around income flows. Walmart to pay 2026’s second dividend in April; Here’s how much 100 WMT shares will earn
• Positive Sentiment: Walmart is testing a Sam’s Club membership fee increase and raising rewards caps — a sign of pricing power and potential margin upside if membership retention holds. Walmart Tests Sam’s Club Fee Hike Against Member Value And Growth
• Positive Sentiment: Analysts/coverage note Walmart is shifting toward growth via expanding ad revenue and memberships, and Sam’s Club expansion, which helps operating income outpace sales — a longer-term positive re-rating catalyst. Walmart Stock Is Transforming Into a Growth Stock. Is It Time to Buy?
• Positive Sentiment: Walmex (Walmart’s Mexico unit) plans a $2.5B 2026 investment, signaling international expansion and capacity spending that could support future top-line growth. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Neutral Sentiment: Coverage and pundit commentary (e.g., Jim Cramer) express bullish technical and sentiment views, which can amplify momentum trading but are less material than fundamental catalysts. Jim Cramer on Walmart
• Neutral Sentiment: Reporting shows Walmart shoppers so far are holding up despite ~$4 gas — a sign of resilience but also a watch item if fuel prices keep rising. Walmart shoppers aren’t breaking under the weight of $4 gas (yet)
• Negative Sentiment: An AOL piece highlights a Walmart-related recession indicator at its highest since 2008 — a macro risk that could pressure consumer spending and margins if the signal proves accurate. A Walmart-related recession indicator is at its highest since the 2008 financial crisis

Analysts Set New Price Targets

A number of analysts recently weighed in on WMT shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a report on Wednesday, January 21st. Roth Mkm reissued a “buy” rating and issued a $138.00 price target on shares of Walmart in a report on Friday, February 20th. UBS Group reiterated a “buy” rating and issued a $147.00 price objective (up from $135.00) on shares of Walmart in a research report on Friday, February 20th. Argus raised Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Finally, Barclays restated an “overweight” rating and set a $125.00 target price (up from $108.00) on shares of Walmart in a research report on Thursday, January 8th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $135.76.

Walmart Stock Performance

NASDAQ:WMT opened at $125.79 on Friday. The business has a 50 day moving average of $124.97 and a 200 day moving average of $114.36. The company has a market capitalization of $1.00 trillion, a price-to-earnings ratio of 45.91, a PEG ratio of 4.69 and a beta of 0.66. Walmart Inc. has a 1-year low of $79.81 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 released its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating 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 company had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same quarter last year, the firm earned $0.66 EPS. The firm’s quarterly revenue 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. On average, sell-side analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal 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. This represents a $0.99 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s payout ratio is presently 36.13%.

Insider Activity at Walmart

In other news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $121.96, for a total value of $1,600,725.00. Following the sale, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at $83,821,522.52. This represents a 1.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Thursday, March 26th. The shares were sold at an average price of $123.16, for a total value of $2,391,274.56. Following the transaction, the director directly owned 4,213,406 shares of the company’s stock, valued at approximately $518,923,082.96. This trade represents a 0.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 274,278 shares of company stock valued at $33,825,793 over the last ninety days. Insiders own 0.10% of the company’s stock.

About Walmart

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.