Harbor Investment Advisory LLC Has $6.48 Million Position in Walmart Inc. $WMT

Harbor Investment Advisory LLC grew its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 13.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 58,130 shares of the retailer’s stock after buying an additional 6,694 shares during the quarter. Harbor Investment Advisory LLC’s holdings in Walmart were worth $6,476,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. Collier Financial bought a new stake in Walmart during the third quarter worth about $25,000. Your Advocates Ltd. LLP acquired a new position in Walmart during the third quarter valued at approximately $28,000. Redmont Wealth Advisors LLC bought a new position in Walmart in the third quarter valued at approximately $30,000. Roble Belko & Company Inc increased its position in shares of Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares during the last quarter. Finally, Manning & Napier Advisors LLC bought a new stake in shares of Walmart during the 3rd quarter worth approximately $39,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Growing AI narrative and modest analyst upside: coverage notes that Walmart’s AI investments (supply-chain, store ops) are reshaping its growth story and one valuation model nudged fair value slightly higher to ~$136, supporting longer-term upside. This bolsters bullish investor interest in WMT as a tech-enabled retailer. How Walmart (WMT) Is Rewriting Its Story With AI Hype And Valuation Questions
• Positive Sentiment: Analyst/technical support for defensive retail: coverage from Barron’s highlights Walmart alongside other defensive retail names on both technical and fundamental grounds, which can attract risk-off flows and relative-strength buyers in uncertain markets. Walmart, Ross Stores, and Other ‘Defensive’ Retail Stocks
• Positive Sentiment: Market narrative that Walmart is an AI play: features arguing Walmart (and Target) are meaningful AI plays could lift investor conviction around margin improvement and efficiency gains over time. Forget Chipmakers: Walmart and Target Are the Real AI Plays
• Neutral Sentiment: Higher-than-usual call buying: intraday activity showed a ~42% increase in call option volume, which signals bullish positioning but could be speculative or short-term. Watch whether this leads to sustained buying or just short-term gamma flow.
• Neutral Sentiment: CEO transition focus: commentary on managing and positioning around CEO transitions notes both risk and opportunity — transitions can create volatility but also potential strategic shifts. Investors should watch messaging and execution from leadership. How to Play 3 Major CEO Transitions in Early 2026 (WMT)
• Negative Sentiment: Insider selling by CEO: CEO John R. Furner sold 13,125 shares (~1.87% reduction in his position) in a disclosed SEC filing — insider sales can be interpreted negatively by some investors even if part of routine diversification. Insider Sale SEC Filing

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on WMT shares. Wells Fargo & Company reissued an “overweight” rating and issued a $140.00 price objective (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Wall Street Zen lowered shares of Walmart from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Truist Financial increased their price target on shares of Walmart from $127.00 to $139.00 and gave the company a “buy” rating in a research note on Friday, February 20th. KeyCorp reissued an “overweight” rating and issued a $145.00 price objective (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. Finally, Roth Mkm restated a “buy” rating and set a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $135.76.

Insider Transactions at Walmart

In other news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $87,251,328.45. This represents a 1.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Friday, December 26th. The stock was sold at an average price of $111.83, for a total value of $2,171,291.28. Following the sale, the chief executive officer directly owned 4,315,333 shares of the company’s stock, valued at approximately $482,583,689.39. The trade was a 0.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 274,278 shares of company stock worth $33,605,809. 0.10% of the stock is currently owned by insiders.

Walmart Stock Down 1.7%

WMT opened at $119.02 on Friday. The stock’s fifty day simple moving average is $124.08 and its 200 day simple moving average is $112.85. 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 $948.88 billion, a PE ratio of 43.44, a price-to-earnings-growth ratio of 4.43 and a beta of 0.66. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating the consensus estimate of $0.73 by $0.01. The firm had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period in the previous 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. As a group, research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

The business 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 $0.2475 dividend. 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 34.31%.

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.