Walmart Inc. $WMT Shares Sold by Flagship Harbor Advisors LLC

Flagship Harbor Advisors LLC cut its stake in Walmart Inc. (NASDAQ:WMT) by 14.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,210 shares of the retailer’s stock after selling 9,294 shares during the period. Flagship Harbor Advisors LLC’s holdings in Walmart were worth $6,151,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of Walmart by 0.9% in the third quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock valued at $44,898,368,000 after buying an additional 3,835,200 shares during the period. State Street Corp grew its holdings in Walmart by 1.2% during the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after acquiring an additional 2,242,364 shares during the period. Fisher Asset Management LLC grew its holdings in Walmart by 1.6% during the third quarter. Fisher Asset Management LLC now owns 40,298,623 shares of the retailer’s stock worth $4,153,176,000 after acquiring an additional 634,211 shares during the period. Ameriprise Financial Inc. raised its position in Walmart by 3.6% in the second quarter. Ameriprise Financial Inc. now owns 31,973,329 shares of the retailer’s stock worth $3,126,775,000 after acquiring an additional 1,098,342 shares in the last quarter. Finally, Legal & General Group Plc lifted its holdings in Walmart by 3.5% in the 3rd quarter. Legal & General Group Plc now owns 27,268,463 shares of the retailer’s stock valued at $2,810,288,000 after acquiring an additional 934,468 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Walmart stock opened at $122.49 on Wednesday. The firm’s 50 day simple moving average is $125.26 and its 200-day simple moving average is $114.74. The company has a market cap of $976.54 billion, a P/E ratio of 44.70, a price-to-earnings-growth ratio of 4.69 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. Walmart Inc. has a fifty-two week low of $81.03 and a fifty-two week high of $134.69.

Walmart (NASDAQ:WMT) last issued its quarterly 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 business had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter in the prior year, the firm earned $0.66 EPS. The firm’s quarterly revenue 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. As a group, equities research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be issued a $0.2475 dividend. The ex-dividend date 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 is presently 36.13%.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Evercore reaffirmed an “outperform” rating and issued a $130.00 price objective (up from $125.00) on shares of Walmart in a research note on Tuesday, February 3rd. Erste Group Bank raised shares of Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 2nd. Piper Sandler restated an “overweight” rating on shares of Walmart in a report on Tuesday, February 24th. Citigroup reaffirmed a “buy” rating and issued a $147.00 price target (up from $120.00) on shares of Walmart in a report on Thursday, February 5th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $135.76.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s marketplace is gaining traction, with reported ~20% marketplace sales growth and higher seller/fulfillment adoption that can boost gross margins through less inventory, more advertising revenue and memberships. Walmart Marketplace Gains Traction: What Does it Mean for Margins?
• Positive Sentiment: Walmart is expanding into premium beauty with a La Roche‑Posay rollout and pharmacist-led skincare consultations in ~1,460 stores — a move that could raise average basket spend and improve the company’s higher-margin assortment. Walmart’s La Roche Posay Push Tests Premium Beauty And Valuation Story
• Neutral Sentiment: Walmart is rolling out digital shelf tags across U.S. stores to improve store efficiency and margin management; investors should weigh potential cost savings and dynamic pricing flexibility against regulatory and customer concerns about pricing transparency. Walmart’s Digital Price Tags Put Valuation And Margin Story In Focus
• Neutral Sentiment: Analyst commentary remains generally constructive in recent media pieces assessing whether WMT is a buy and comparing it to peers; these stories support the narrative of steady fundamentals but don’t point to an imminent catalyst. Is Walmart (WMT) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Corporate social programs (13th annual Fight Hunger. Spark Change.) and general corporate history pieces are positive for brand but unlikely to move the stock materially. For 13th consecutive year, Walmart, Sam’s Club and Feeding America partner for ‘Fight Hunger. Spark Change.
• Negative Sentiment: Market reaction: coverage notes WMT shares fell and snapped a six-session winning streak, reflecting near-term profit-taking or concern about valuation after a strong multi‑year run. Walmart shares snapped six-session winning streak
• Negative Sentiment: Headline pieces highlight that WMT slid despite broader market gains, reinforcing that investors are trimming exposure or re‑rating the stock amid valuation and pricing concerns. Walmart (WMT) Stock Drops Despite Market Gains: Important Facts to Note

Insiders Place Their Bets

In other news, EVP Christopher James Nicholas sold 34,082 shares of Walmart stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the transaction, the executive vice president owned 533,466 shares in the company, valued at approximately $65,082,852. The trade was a 6.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $127.79, for a total value of $2,555,800.00. Following the transaction, the executive vice president directly owned 486,764 shares in the company, valued at $62,203,571.56. The trade was a 3.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 274,278 shares of company stock valued at $33,825,793 over the last quarter. 0.10% of the stock is owned by insiders.

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.