Osborne Partners Capital Management LLC Sells 16,983 Shares of Walmart Inc. $WMT

Osborne Partners Capital Management LLC lessened its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 11.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 133,821 shares of the retailer’s stock after selling 16,983 shares during the period. Osborne Partners Capital Management LLC’s holdings in Walmart were worth $14,909,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Collier Financial bought a new stake in shares of Walmart during the 3rd quarter valued at about $25,000. Your Advocates Ltd. LLP bought a new stake in shares of Walmart during the 3rd quarter valued at about $28,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart during the 3rd quarter valued at about $30,000. Beacon Financial Strategies CORP bought a new stake in shares of Walmart during the 4th quarter valued at about $30,000. Finally, Roble Belko & Company Inc boosted its position in shares of Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after acquiring an additional 219 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of WMT stock opened at $129.60 on Wednesday. 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 Inc. has a fifty-two week low of $91.89 and a fifty-two week high of $134.69. The stock has a 50 day moving average price of $125.67 and a two-hundred day moving average price of $116.44. The company has a market capitalization of $1.03 trillion, a P/E ratio of 47.30, a PEG ratio of 4.76 and a beta of 0.66.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data 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. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter in the previous year, the company posted $0.66 earnings per share. The business’s revenue was up 5.6% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Analysts expect that Walmart Inc. will post 2.89 earnings per share for the current year.

Walmart Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders 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 annualized dividend and a yield of 0.8%. Walmart’s payout ratio is presently 36.13%.

Insider Transactions at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $124.84, for a total value of $1,638,525.00. Following the completion of the sale, the chief executive officer owned 674,162 shares in the company, valued at approximately $84,162,384.08. The trade was a 1.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $127.79, for a total value of $2,555,800.00. Following the completion of the sale, the executive vice president owned 486,764 shares of the company’s stock, valued at $62,203,571.56. The trade was a 3.95% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 263,376 shares of company stock valued at $32,598,466. Insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently weighed in on the company. Morgan Stanley restated an “overweight” rating and issued a $135.00 target price (up from $125.00) on shares of Walmart in a research report on Thursday, January 15th. Telsey Advisory Group boosted 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. Tigress Financial set a $150.00 target price on Walmart and gave the stock a “buy” rating in a research report on Wednesday, February 25th. Erste Group Bank upgraded Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 2nd. Finally, Barclays restated an “overweight” rating and issued a $125.00 target price (up from $108.00) on shares of Walmart in a research report on Thursday, January 8th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $137.64.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is accelerating omnichannel and fulfillment upgrades — testing back?room staging for same?day delivery, expanding pickup/delivery infrastructure, and planning 650+ remodels plus ~20 new stores to support faster fulfillment and e?commerce growth. These moves aim to cut delivery times vs. competitors and monetize store footprint. Walmart Eyes Stores as Warehouse Space for Same-Day Delivery (FT)
• Positive Sentiment: Walmart is revamping its Great Value private?label (nearly 10,000 items) and modernizing stores/marketplace offerings to sharpen value perception and margins — a direct play to capture budget-conscious shoppers and boost private-label profitability. Walmart Revamps ‘Great Value’ Brand (Reuters coverage)
• Positive Sentiment: Healthcare expansion: Walmart is expanding Better Care Services to include GLP?1 weight?management support and integrated virtual care + pharmacy access — a potentially high?margin, recurring service channel that diversifies revenue beyond retail. Walmart Boosts Growth Playbook With Healthcare, Omnichannel Push
• Positive Sentiment: Market attention and dividend appeal — coverage highlighting Walmart as a reliable dividend/value retailer and a “trending” pick is supporting demand from income and large?cap investors amid broader market weakness. 3 Dividend Stocks There’s No Need to Second-Guess (Fool)
• Neutral Sentiment: Zacks and Yahoo pieces note high retail investor interest in WMT and summarize prospects — useful for understanding sentiment flow but not a direct catalyst. Walmart Is a Trending Stock (Zacks)
• Negative Sentiment: Legal/reputational risk: a California judge’s price?fixing claims against Amazon included allegations that Amazon asked vendors to pressure retailers like Walmart to raise prices — any linkage to Walmart could create regulatory or PR headwinds even if Walmart is not a primary target. California says Amazon coerced companies into raising prices (Business Insider)
• Negative Sentiment: Insider selling: an EVP reported a roughly $362k stock sale — small dollar amount relative to Walmart’s market cap, but often noted by investors as a minor caution. Insider Selling: Walmart EVP Sells Stock

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.