Walmart Inc. $WMT Shares Sold by Advyzon Investment Management LLC

Advyzon Investment Management LLC trimmed its position in shares of Walmart Inc. (NASDAQ:WMT) by 26.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 38,228 shares of the retailer’s stock after selling 14,022 shares during the period. Advyzon Investment Management LLC’s holdings in Walmart were worth $3,940,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in WMT. Vanguard Group Inc. increased its position in shares of Walmart by 0.9% in the 3rd quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock valued at $44,898,368,000 after purchasing an additional 3,835,200 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Walmart by 0.3% during the 2nd quarter. Geode Capital Management LLC now owns 94,557,532 shares of the retailer’s stock worth $9,199,712,000 after purchasing an additional 263,718 shares during the last quarter. Norges Bank acquired a new position in shares of Walmart during the second quarter worth $5,367,770,000. Ameriprise Financial Inc. grew its stake in shares of Walmart by 3.6% during the second quarter. Ameriprise Financial Inc. now owns 31,973,329 shares of the retailer’s stock worth $3,126,775,000 after purchasing an additional 1,098,342 shares in the last quarter. Finally, Amundi increased its holdings in Walmart by 23.5% in the second quarter. Amundi now owns 19,493,644 shares of the retailer’s stock valued at $1,902,775,000 after buying an additional 3,710,506 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Activity at Walmart

In related news, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $119.99, for a total value of $1,574,868.75. Following the transaction, the executive vice president owned 727,155 shares in the company, valued at $87,251,328.45. The trade was a 1.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Donna Morris sold 76,181 shares of the company’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total value of $9,430,445.99. Following the sale, the executive vice president directly owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. This represents a 15.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 211,696 shares of company stock worth $25,176,467 in the last three months. Company insiders own 0.10% of the company’s stock.

Walmart Trading Down 1.5%

WMT opened at $122.99 on Friday. The firm has a market cap of $980.25 billion, a price-to-earnings ratio of 44.89, a price-to-earnings-growth ratio of 5.07 and a beta of 0.65. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $134.69. The business’s 50 day moving average is $119.37 and its two-hundred day moving average is $109.26. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data 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. The business had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company’s revenue was up 5.6% compared to the same quarter last year. During the same period in the prior year, the company earned $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, research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be paid 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 dividend payout ratio is currently 32.87%.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Management highlights AI/automation and faster e‑commerce growth, which should support margin and productivity improvements over time. The future of retail is AI
• Positive Sentiment: Several brokers raised price targets or reaffirmed buy/outperform calls (Telsey, BTIG, Truist), which provides near‑term support and buyer interest. Telsey raises target
• Positive Sentiment: Board boosted shareholder returns — annual dividend raised to $0.99 and the company has been authorizing buybacks, which underpins cash‑return support. Dividend increase press release
• Neutral Sentiment: Institutional activity shows accumulation in recent quarters and some technical analysts view the current pullback as a buying opportunity around $120–$110. That can stabilize downside but may not trigger an immediate rally. MarketBeat buy thesis
• Neutral Sentiment: An EVP sold a small block (1,255 shares) disclosed on a Form 4 — immaterial relative to his total holdings and likely routine liquidity. SEC filing
• Negative Sentiment: Guidance disappointed — FY‑2027 EPS and Q1 guidance came in below consensus and management used cautious language; this guidance miss is the primary driver of today’s selloff. Q4 press release / slides
• Negative Sentiment: Valuation concerns and bearish commentary argue that expected operating‑income gains don’t fully justify high multiples, prompting some investors to trim positions. Seeking Alpha valuation critique
• Negative Sentiment: Competitive narrative: Amazon now surpasses Walmart in annual revenue — symbolic but it focuses investor attention on competitive pressure and growth strategy execution. Amazon surpasses Walmart
• Negative Sentiment: Limited analyst downgrades (HSBC cut to Hold) add to selling pressure from cautious funds. WMT Downgrade video

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on WMT shares. Tigress Financial lifted their price target on Walmart from $130.00 to $135.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Raymond James Financial reiterated an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. Morgan Stanley restated an “overweight” rating and set a $135.00 target price (up previously from $125.00) on shares of Walmart in a research note on Thursday, January 15th. BTIG Research reaffirmed a “buy” rating and issued a $140.00 price target on shares of Walmart in a report on Friday. Finally, JPMorgan Chase & Co. increased their price target on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research note on Friday, November 21st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and an average target price of $132.53.

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.