SVB Wealth LLC Has $9.82 Million Stock Holdings in Walmart Inc. $WMT

SVB Wealth LLC cut its holdings in Walmart Inc. (NASDAQ:WMT) by 17.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 88,147 shares of the retailer’s stock after selling 18,627 shares during the quarter. SVB Wealth LLC’s holdings in Walmart were worth $9,820,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of WMT. Stockman Wealth Management Inc. boosted its position in Walmart by 3.5% during the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock worth $285,000 after acquiring an additional 87 shares during the last quarter. Capstone Wealth Management LLC boosted its position in Walmart by 1.8% during the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after acquiring an additional 89 shares during the last quarter. Ellenbecker Investment Group boosted its position in Walmart by 0.6% during the 4th quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock worth $1,613,000 after acquiring an additional 90 shares during the last quarter. Matrix Trust Co boosted its position in Walmart by 20.0% during the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock worth $61,000 after acquiring an additional 91 shares during the last quarter. Finally, HRC Wealth Management LLC boosted its position in Walmart by 4.4% during the 4th quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock worth $246,000 after acquiring an additional 94 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: TD Cowen boosted its price target on Walmart to $150 and kept a Buy rating, which supports sentiment around the stock. Walmart (WMT) Gets a Buy from TD Cowen
• Positive Sentiment: Walmart was included among the 10 best inflation-hedge stocks for 2026, reinforcing its defensive appeal if consumer budgets remain tight. Walmart (WMT) – Among the 10 Best Inflation-Hedge Stocks to Buy for 2026
• Positive Sentiment: Another write-up echoed the inflation-hedge theme and TD Cowen’s raised target, adding to the bullish analyst narrative. Walmart (WMT) – Among the 10 Best Inflation-Hedge Stocks to Buy for 2026
• Positive Sentiment: Walmart opened a third U.S. milk processing facility, which may support supply-chain control and lower long-term costs. Walmart Inc. (WMT) Opens Third Milk Processing Facility in the United States, Reuters Reports
• Positive Sentiment: Walmart expanded its wellness aisles with exclusive men’s grooming and women’s health products, which could help drive traffic and sales in higher-margin categories. Walmart Expands Wellness Aisles With Exclusive Grooming And Women’s Health Lines
• Neutral Sentiment: Coverage ahead of retail earnings highlighted Walmart as a key read on consumer spending, but this is more of a macro watch item than a direct catalyst. Retail Earnings Will Show How Much Pressure Consumers Are Under
• Neutral Sentiment: CNBC noted that higher-income shoppers are helping drive Walmart’s strength this year, underscoring a favorable demand mix. Walmart has been on fire this year. How high earners are driving up the stock
• Neutral Sentiment: BTIG Research also issued a positive outlook on Walmart, adding to the broader analyst support. BTIG Research Issues Positive Forecast for Walmart (NASDAQ:WMT) Stock Price

Insider Activity

In related news, EVP John D. Rainey sold 20,000 shares of the firm’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $127.79, for a total value of $2,555,800.00. Following the transaction, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Latriece Watkins sold 10,000 shares of the firm’s stock in a transaction on 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 in the company, valued at $13,153,389.24. The trade was a 8.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 167,195 shares of company stock worth $20,975,804. Corporate insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on WMT shares. UBS Group reaffirmed a “buy” rating and set a $147.00 price target (up from $135.00) on shares of Walmart in a research report on Friday, February 20th. TD Cowen reaffirmed a “buy” rating and set a $150.00 price target (up from $145.00) on shares of Walmart in a research report on Thursday. Jefferies Financial Group set a $145.00 price objective on Walmart in a report on Friday, February 20th. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 price objective on Walmart in a report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $138.09.

Walmart Price Performance

WMT opened at $130.43 on Monday. Walmart Inc. has a 1-year low of $91.89 and a 1-year high of $134.69. The stock’s fifty day simple moving average is $125.91 and its 200 day simple moving average is $118.22. 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 stock has a market cap of $1.04 trillion, a PE ratio of 47.60, a price-to-earnings-growth ratio of 4.86 and a beta of 0.65.

Walmart (NASDAQ:WMT) last posted 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. The business had revenue of $190.66 billion for 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% on a year-over-year basis. During the same quarter in the prior year, the business earned $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. As a group, research analysts expect that Walmart Inc. will post 2.89 earnings per share for the current year.

Walmart Announces Dividend

The company 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 dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart’s dividend payout ratio (DPR) is presently 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.