Park Edge Advisors LLC Cuts Stock Position in Walmart Inc. $WMT

Park Edge Advisors LLC lowered its stake in shares of Walmart Inc. (NASDAQ:WMT) by 25.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,485 shares of the retailer’s stock after selling 8,387 shares during the period. Park Edge Advisors LLC’s holdings in Walmart were worth $2,728,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its stake in Walmart by 28.8% during the fourth 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 in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after buying an additional 485 shares during the period. Peterson Wealth Management increased its stake in Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC increased its stake 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. raised its stake in shares of Walmart by 1.2% during the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after acquiring an additional 1,048 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Erste Group upgraded Walmart from “hold” to “strong-buy,” signaling institutional confidence and likely supporting demand for the shares. Zacks.com
• Positive Sentiment: A bullish analyst note projects steady growth and a 12-month price target (~$130.57), giving investors a modest upside thesis tied to continued execution. Walmart Price Prediction: Steady Growth Makes Analysts Bullish
• Positive Sentiment: Walmart will pay its second 2026 dividend on April 6, which supports income-focused holders and can reduce near-term selling pressure around income flows. Walmart to pay 2026’s second dividend in April; Here’s how much 100 WMT shares will earn
• Positive Sentiment: Walmart is testing a Sam’s Club membership fee increase and raising rewards caps — a sign of pricing power and potential margin upside if membership retention holds. Walmart Tests Sam’s Club Fee Hike Against Member Value And Growth
• Positive Sentiment: Analysts/coverage note Walmart is shifting toward growth via expanding ad revenue and memberships, and Sam’s Club expansion, which helps operating income outpace sales — a longer-term positive re-rating catalyst. Walmart Stock Is Transforming Into a Growth Stock. Is It Time to Buy?
• Positive Sentiment: Walmex (Walmart’s Mexico unit) plans a $2.5B 2026 investment, signaling international expansion and capacity spending that could support future top-line growth. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Neutral Sentiment: Coverage and pundit commentary (e.g., Jim Cramer) express bullish technical and sentiment views, which can amplify momentum trading but are less material than fundamental catalysts. Jim Cramer on Walmart
• Neutral Sentiment: Reporting shows Walmart shoppers so far are holding up despite ~$4 gas — a sign of resilience but also a watch item if fuel prices keep rising. Walmart shoppers aren’t breaking under the weight of $4 gas (yet)
• Negative Sentiment: An AOL piece highlights a Walmart-related recession indicator at its highest since 2008 — a macro risk that could pressure consumer spending and margins if the signal proves accurate. A Walmart-related recession indicator is at its highest since the 2008 financial crisis

Insider Activity at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction dated 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 owned 591,084 shares of the company’s stock, valued at approximately $76,308,944.40. The trade was a 2.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Christopher James Nicholas sold 34,082 shares of Walmart stock in a transaction on Friday, February 20th. The shares were 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 in the company, valued at $65,082,852. The trade was a 6.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 274,278 shares of company stock valued at $33,825,793 in the last quarter. 0.10% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research firms have recently issued reports on WMT. Roth Mkm reiterated a “buy” rating and set a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. TD Cowen reaffirmed a “buy” rating and issued a $145.00 price target (up from $136.00) on shares of Walmart in a report on Friday, February 20th. KeyCorp reiterated an “overweight” rating and issued a $145.00 target price (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. Evercore reaffirmed an “outperform” rating and set a $130.00 price target (up from $125.00) on shares of Walmart in a research report on Tuesday, February 3rd. Finally, Bank of America began coverage on shares of Walmart in a report on Friday, February 27th. They set a “buy” rating and a $150.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $135.76.

Walmart Stock Performance

Shares of WMT opened at $125.79 on Friday. The stock has a 50-day simple moving average of $124.97 and a 200-day simple moving average of $114.36. The stock has a market capitalization of $1.00 trillion, a PE ratio of 45.91, a PEG ratio of 4.69 and a beta of 0.66. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.69. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. During the same period in the previous year, the company earned $0.66 earnings per share. Walmart’s quarterly 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, analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

The company 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 $0.2475 dividend. The ex-dividend date 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%.

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.