Dynamic Advisor Solutions LLC Decreases Holdings in Walmart Inc. $WMT

Dynamic Advisor Solutions LLC trimmed its position in Walmart Inc. (NASDAQ:WMT) by 4.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 138,942 shares of the retailer’s stock after selling 6,121 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Walmart were worth $15,480,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Walmart by 0.9% during 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. State Street Corp grew its stake in Walmart by 1.2% during the 3rd quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after buying an additional 2,242,364 shares during the last quarter. Norges Bank acquired a new position in Walmart during the 2nd quarter valued at about $5,367,770,000. Fisher Asset Management LLC increased its position in Walmart by 1.6% during the 3rd quarter. Fisher Asset Management LLC now owns 40,298,623 shares of the retailer’s stock valued at $4,153,176,000 after buying an additional 634,211 shares in the last quarter. Finally, Ameriprise Financial Inc. raised its stake in Walmart by 3.6% in the second quarter. Ameriprise Financial Inc. now owns 31,973,329 shares of the retailer’s stock valued at $3,126,775,000 after buying an additional 1,098,342 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Latriece Watkins sold 10,000 shares of the business’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $121.46, for a total value of $1,214,600.00. Following the completion of the transaction, the executive vice president owned 108,294 shares of the company’s stock, valued at $13,153,389.24. The trade was a 8.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the sale, the chief executive officer owned 687,287 shares in the company, valued at $83,821,522.52. The trade was a 1.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 274,278 shares of company stock valued at $33,605,809 in the last 90 days. 0.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft set a $120.00 price target on Walmart in a research note on Friday, February 20th. Argus raised shares of Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $134.00 target price (up from $129.00) on shares of Walmart in a research note on Friday, February 20th. Truist Financial boosted their target price on shares of Walmart from $127.00 to $139.00 and gave the stock a “buy” rating in a research report on Friday, February 20th. Finally, Telsey Advisory Group upped their price target on shares of Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research note on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $135.76.

Walmart Price Performance

Shares of NASDAQ:WMT opened at $120.72 on Tuesday. Walmart Inc. has a twelve month low of $79.81 and a twelve 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. The company has a market cap of $962.42 billion, a PE ratio of 44.06, a price-to-earnings-growth ratio of 4.43 and a beta of 0.66. The company’s 50 day moving average is $124.13 and its 200 day moving average is $113.09.

Walmart (NASDAQ:WMT) last announced 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 business had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same period in the previous year, the business posted $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. On average, sell-side analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given 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 payout ratio is currently 36.13%.

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.