Walmart Inc. $WMT Shares Sold by Berry Wealth Group LP

Berry Wealth Group LP trimmed its position in shares of Walmart Inc. (NASDAQ:WMT) by 86.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,165 shares of the retailer’s stock after selling 50,359 shares during the quarter. Walmart accounts for approximately 2.7% of Berry Wealth Group LP’s portfolio, making the stock its 10th largest holding. Berry Wealth Group LP’s holdings in Walmart were worth $841,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in WMT. Brighton Jones LLC grew its stake in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares during the last quarter. Peterson Wealth Management grew its position in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares during the period. Sivia Capital Partners LLC increased its stake in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after acquiring an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after purchasing an additional 1,048 shares during the period. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the transaction, the executive vice president directly owned 486,764 shares in the company, valued at approximately $62,203,571.56. This trade represents a 3.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction dated 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 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 279,703 shares of company stock valued at $34,140,843 over the last 90 days. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on WMT. DA Davidson set a $150.00 price target on shares of Walmart and gave the company a “buy” rating in a report on Friday, February 20th. Tigress Financial set a $150.00 target price on shares of Walmart and gave the company a “buy” rating in a research note on Wednesday, February 25th. CICC Research assumed coverage on shares of Walmart in a research report on Friday, December 26th. They set an “outperform” rating and a $125.00 price target for the company. Sanford C. Bernstein reissued an “outperform” rating and issued a $134.00 price objective (up from $129.00) on shares of Walmart in a research report on Friday, February 20th. Finally, Rothschild & Co Redburn set a $150.00 price objective on Walmart in a research note on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $134.42.

Walmart Stock Down 3.5%

Shares of NASDAQ:WMT opened at $123.31 on Friday. The company’s fifty day moving average is $121.63 and its two-hundred day moving average is $110.77. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $134.69. The stock has a market capitalization of $982.80 billion, a price-to-earnings ratio of 45.00, a price-to-earnings-growth ratio of 4.76 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted 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. The company had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business’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. Equities analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

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 paid a dividend of $0.2475 per share. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is currently 36.13%.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Company fundamentals: Walmart’s recent quarter showed solid top‑line momentum and continued e‑commerce strength, supporting the long‑term retail story and giving investors reason to buy on weakness. Walmart vs. Target: Which Stock Is a Better Buy?
• Positive Sentiment: Potential upside from PhonePe: Reports that PhonePe (Walmart‑backed) is targeting a $9–10.5B IPO valuation could boost perceived value of Walmart’s international/fintech exposure. Exclusive: Walmart-backed PhonePe targets up to $10.5 billion valuation in India IPO, sources say
• Positive Sentiment: Store investment & partner recognition: Walmart opened a next‑generation Supercenter and suppliers (e.g., Scosche) are being recognized for strong partnership — signals that in‑store and supplier execution continue. Walmart Opens Next Generation Supercenter in The Villages, Highlights Florida‑Grown Products
• Positive Sentiment: Analyst support: Multiple firms maintain buy/overweight ratings and elevated price targets (median targets above current levels), giving a cushion for longer‑term holders. Tickerreport: Analyst updates
• Neutral Sentiment: Investor briefing material: Walmart’s Morgan Stanley TMT presentation transcript is out — useful for parsing tech/AI and fulfillment plans but contains no single market‑moving surprise. Walmart Inc. (WMT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Negative Sentiment: Cautious guidance & regulatory settlement: Market reaction appears driven by a conservative forward outlook and renewed attention on a roughly $100M settlement tied to the Spark Driver delivery program — raises concerns about compliance costs and friction in the e‑commerce/delivery narrative. Walmart slides as cautious outlook and regulatory settlement weigh on sentiment
• Negative Sentiment: Insider selling disclosed: EVP John Rainey sold 20,000 shares (SEC filing), a modest signal that some insiders are trimming, which can amplify near‑term weakness even if economically immaterial. SEC Form 4 disclosure — John D. Rainey sale
• Negative Sentiment: Macro/trade risk: Analysis flags tariff and import exposure as a tangible margin risk given Walmart’s import footprint — a policy shock could hit costs and weigh on margins. Walmart: Navigating A Bumpy Tariff Environment
• Negative Sentiment: Competitive flow: Renewed enthusiasm for Target’s turnaround could pull discretionary retail allocations away from Walmart, pressuring relative performance. Target’s 2026 Turnaround: Analysts Bullish as Growth Returns

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.