4,365 Shares in Walmart Inc. $WMT Purchased by CPA Asset Management Group LLC

CPA Asset Management Group LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 4th quarter, Holdings Channel.com reports. The firm acquired 4,365 shares of the retailer’s stock, valued at approximately $486,000.

A number of other large investors also recently added to or reduced their stakes in the business. Revolve Wealth Partners LLC grew its position in shares of Walmart by 1.0% during the 3rd quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock worth $1,023,000 after buying an additional 96 shares during the period. Meridian Wealth Partners LLC raised its stake in shares of Walmart by 2.1% during the second quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock worth $470,000 after buying an additional 99 shares during the last quarter. Hemington Wealth Management lifted its holdings in Walmart by 1.8% in the third quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after buying an additional 99 shares during the period. Boomfish Wealth Group LLC boosted its stake 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 acquiring an additional 99 shares during the last quarter. Finally, Bailard Inc. boosted its stake in Walmart by 0.3% in the third quarter. Bailard Inc. now owns 29,445 shares of the retailer’s stock valued at $3,035,000 after acquiring an additional 99 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts highlight Walmart’s accelerating digital initiatives (AI tools, ads, memberships) and a disciplined buyback program that can lift margins and justify a higher multiple — a primary driver of investor optimism. Assessing Walmart (WMT) Valuation As Digital Growth AI Tools And Buybacks Reshape The Business
• Positive Sentiment: Comparisons to peers (Costco) emphasize Walmart’s omnichannel scale, growing ad business and membership-like initiatives as margin levers — reinforcing the narrative that Walmart can sustain steady, profitable growth vs. competitors. Walmart or Costco: Who’s Winning the Modern Retail Game Right Now?
• Neutral Sentiment: Broader retail comparisons (Amazon, Target) and sector commentary keep Walmart in investors’ crosshairs as a defensive, cash-generative retail leader; these pieces frame relative valuation and strategic positioning but don’t contain immediate catalysts. Amazon vs Walmart: Which is a Better Buy?
• Neutral Sentiment: Coverage noting executive comments about AI and leadership transitions (including past remarks by former CEO Doug McMillon) underscores management focus on AI but is more background than an immediate stock mover. Major outgoing CEOs are citing AI as a factor in their decisions to step down
• Negative Sentiment: Regulatory headwinds: Washington state fined Walmart >$380k for selling motor vehicle A/C cans with banned hydrofluorocarbons. The penalty is modest financially but raises scrutiny of compliance and ESG risks, which can affect reputation and investor sentiment. Walmart Fine Raises Questions On Climate Compliance And Investment Risks
• Negative Sentiment: Governance/legal risk: A shareholder law firm is investigating Walmart’s board over alleged oversight failures tied to Spark driver pay practices, which could lead to litigation, reputational harm or regulatory scrutiny if claims advance. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)

Walmart Price Performance

WMT opened at $122.89 on Friday. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $134.69. The company has a fifty day simple moving average of $124.35 and a 200 day simple moving average of $113.51. The stock has a market cap of $979.73 billion, a P/E ratio of 44.85, a P/E/G ratio of 4.55 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 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 business had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter last year, the business posted $0.66 EPS. The firm’s 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. On average, research analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.8%. Walmart’s dividend payout ratio (DPR) is currently 36.13%.

Insider Buying and Selling at Walmart

In related news, CEO John R. Furner sold 13,125 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $129.10, for a total transaction of $1,694,437.50. Following the completion of the sale, the chief executive officer directly owned 591,084 shares of the company’s stock, valued at approximately $76,308,944.40. This represents a 2.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Donna Morris sold 76,181 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the sale, the executive vice president owned 402,072 shares in the company, valued at $49,772,492.88. This trade represents a 15.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 274,278 shares of company stock worth $33,825,793 over the last three months. Company insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. DA Davidson set a $150.00 target price on shares of Walmart and gave the company a “buy” rating in a research report on Friday, February 20th. Tigress Financial set a $150.00 price target on Walmart and gave the stock a “buy” rating in a research report on Wednesday, February 25th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $134.00 price objective (up from $129.00) on shares of Walmart in a research note on Friday, February 20th. Bank of America started coverage on Walmart in a report on Friday, February 27th. They issued a “buy” rating and a $150.00 price objective for the company. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 target price on Walmart in a research note on Friday, February 20th. One investment 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.com, Walmart presently has a consensus rating of “Moderate Buy” and a consensus price target of $135.76.

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.