Exchange Traded Concepts LLC Sells 13,716 Shares of Walmart Inc. $WMT

Exchange Traded Concepts LLC trimmed its position in Walmart Inc. (NASDAQ:WMT) by 6.3% in the 4th quarter, HoldingsChannel reports. The fund owned 202,706 shares of the retailer’s stock after selling 13,716 shares during the quarter. Exchange Traded Concepts LLC’s holdings in Walmart were worth $22,583,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after buying an additional 485 shares in the last quarter. Peterson Wealth Management boosted its holdings in Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after buying an additional 1,715 shares during the period. Sivia Capital Partners LLC boosted its holdings in Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after buying an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. increased its stake in Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after buying an additional 1,048 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

WMT has been the topic of a number of recent analyst reports. KeyCorp reissued 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. Telsey Advisory Group increased their target price on Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a research report on Friday, February 20th. Deutsche Bank Aktiengesellschaft set a $120.00 target price on Walmart in a research report on Friday, February 20th. The Goldman Sachs Group reissued a “buy” rating and issued a $138.00 price target on shares of Walmart in a report on Friday, February 20th. Finally, BMO Capital Markets restated an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. One research 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. Based on data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and an average target price of $135.76.

Insider Buying and Selling

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $123.16, for a total value of $2,391,274.56. Following the completion of the transaction, the director directly owned 4,213,406 shares of the company’s stock, valued at $518,923,082.96. This trade represents a 0.46% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the completion of the sale, the executive vice president owned 486,764 shares in the company, valued at approximately $62,203,571.56. This trade represents a 3.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 274,278 shares of company stock valued at $33,825,793 in the last three months. Corporate insiders own 0.10% of the company’s stock.

Walmart Price Performance

NASDAQ:WMT opened at $122.89 on Friday. The business’s 50-day moving average is $124.35 and its 200 day moving average is $113.59. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $134.69. The company has a market capitalization of $979.73 billion, a P/E ratio of 44.85, a P/E/G ratio of 4.58 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 results on Thursday, February 19th. The retailer reported $0.74 earnings per share 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 return on equity of 21.44% and a net margin of 3.07%.The firm’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same quarter last 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, equities research analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a $0.2475 dividend. This represents a $0.99 annualized dividend and a yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s payout ratio is currently 36.13%.

More Walmart News

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)

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.