Captrust Financial Advisors Raises Holdings in Walmart Inc. $WMT

Captrust Financial Advisors grew its stake in Walmart Inc. (NASDAQ:WMT) by 2.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,147,470 shares of the retailer’s stock after buying an additional 31,792 shares during the quarter. Captrust Financial Advisors’ holdings in Walmart were worth $118,258,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in WMT. Brighton Jones LLC lifted its stake in Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after acquiring an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management raised its holdings in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in shares of Walmart by 1.2% during 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 last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Price Performance

Shares of WMT opened at $125.08 on Wednesday. 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 1-year low of $79.81 and a 1-year high of $134.69. The stock has a market cap of $996.91 billion, a PE ratio of 45.65, a price-to-earnings-growth ratio of 4.69 and a beta of 0.66. The firm has a fifty day moving average price of $123.64 and a 200 day moving average price of $112.47.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping 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 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 company posted $0.66 earnings per share. The business’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. As a group, sell-side analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The company also recently declared 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 of this dividend is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart’s payout ratio is 36.13%.

Analysts Set New Price Targets

WMT has been the subject of a number of analyst reports. Royal Bank Of Canada set a $145.00 target price on shares of Walmart in a research note on Friday, February 20th. KeyCorp reaffirmed an “overweight” rating and set a $145.00 price target (up from $128.00) on shares of Walmart in a report on Friday, February 13th. DA Davidson set a $150.00 price objective on Walmart and gave the stock a “buy” rating in a research report on Friday, February 20th. Truist Financial increased their price objective on Walmart from $127.00 to $139.00 and gave the company a “buy” rating in a report on Friday, February 20th. Finally, Bank of America assumed coverage on Walmart in a research report on Friday, February 27th. They set a “buy” rating and a $150.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $135.76.

Insider Activity at Walmart

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the transaction, the chief executive officer directly owned 4,315,333 shares in the company, valued at approximately $482,583,689.39. This trade represents a 0.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Donna Morris sold 76,181 shares of Walmart stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the completion of the transaction, the executive vice president directly owned 402,072 shares in the company, valued at $49,772,492.88. The trade was a 15.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 278,278 shares of company stock valued at $33,974,118 over the last 90 days. 0.10% of the stock is owned by insiders.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being recognized as a practical AI leader in retail—deploying inventory self‑healing, route optimization and a generative shopping assistant that raises average order value and trims costs; these initiatives support margins and long‑term growth.
• Positive Sentiment: Walmart’s international segment showed strength in Q4 fiscal 2026 (roughly 7.5% sales growth and ~17% e‑commerce growth), providing another growth lever outside the US that can help offset domestic pressures. Walmart’s International Business Shows Strength
• Positive Sentiment: Leadership transition has been orderly; management is pushing AI and omnichannel execution that management expects will drive operating income and sales growth, which reassures long‑term investors.
• Neutral Sentiment: Walmart goes ex‑dividend on March 20 with a boosted payout; the headline dividend supports income investors, though some pieces debate sustainability. Walmart Is About to Pay a Boosted Dividend
• Neutral Sentiment: WMT is drawing heavy retail investor attention and appears on multiple “trending” and comparison writeups; this increases volume and sentiment volatility but is not a direct catalyst. Walmart Is a Trending Stock
• Negative Sentiment: Amazon announced faster 1‑hour and 3‑hour delivery in US cities—heightening competition in same‑day/ultra‑fast delivery where Walmart has been investing. Faster Amazon service can pressure Walmart’s online share and margins in urban markets. Amazon launches 1-hour shipping in US cities
• Negative Sentiment: Analysts note Walmart trades at a premium valuation versus history/peers given its growth profile (e‑commerce, ads and omnichannel gains); concerns that the stock is “rich” make it vulnerable to any negative surprise or competitive threat. Walmart’s Valuation Looks Rich

Walmart 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.