MassMutual Private Wealth & Trust FSB Trims Stake in Walmart Inc. $WMT

MassMutual Private Wealth & Trust FSB cut its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 2.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 377,135 shares of the retailer’s stock after selling 9,250 shares during the quarter. Walmart comprises approximately 1.1% of MassMutual Private Wealth & Trust FSB’s investment portfolio, making the stock its 19th biggest position. MassMutual Private Wealth & Trust FSB’s holdings in Walmart were worth $42,017,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Revolve Wealth Partners LLC raised its stake in shares of Walmart by 1.0% in the 3rd quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock valued at $1,023,000 after acquiring an additional 96 shares during the period. Meridian Wealth Partners LLC increased its holdings in Walmart by 2.1% in the 2nd quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock valued at $470,000 after purchasing an additional 99 shares during the last quarter. Hemington Wealth Management increased its holdings in Walmart by 1.8% in the 3rd quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after purchasing an additional 99 shares during the last quarter. Boomfish Wealth Group LLC raised its position in Walmart by 2.7% in the third quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock valued at $381,000 after purchasing an additional 99 shares during the period. Finally, Bailard Inc. lifted its stake in Walmart by 0.3% during the third quarter. Bailard Inc. now owns 29,445 shares of the retailer’s stock worth $3,035,000 after purchasing an additional 99 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Walmart

In related news, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $126.71, for a total value of $2,460,201.36. Following the completion of the transaction, the director owned 4,023,209 shares in the company, valued at $509,780,812.39. The trade was a 0.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction that occurred 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 of the company’s stock, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 274,278 shares of company stock valued at $33,605,809 over the last quarter. Insiders own 0.10% of the company’s stock.

Walmart Stock Down 1.7%

Shares of NASDAQ WMT opened at $119.02 on Monday. The stock has a market cap of $948.88 billion, a P/E ratio of 43.44, a PEG ratio of 4.43 and a beta of 0.66. The business’s fifty day simple moving average is $124.08 and its 200-day simple moving average is $112.95. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69. 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 issued its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.01. The company had revenue of $190.66 billion for 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%.Walmart’s revenue was up 5.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.66 EPS. 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 analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Dividend Announcement

The company also recently announced 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 is presently 36.13%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on WMT shares. UBS Group restated a “buy” rating and set a $147.00 price target (up from $135.00) on shares of Walmart in a research report on Friday, February 20th. Wells Fargo & Company reissued an “overweight” rating and set a $140.00 target price (up from $130.00) on shares of Walmart in a research note on Tuesday, February 10th. Truist Financial raised their target price on Walmart from $127.00 to $139.00 and gave the company a “buy” rating in a report on Friday, February 20th. Royal Bank Of Canada set a $145.00 target price on Walmart in a research report on Friday, February 20th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $135.76.

Key Stories Impacting Walmart

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

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.