Cambridge Investment Research Advisors Inc. Has $147.28 Million Position in Walmart Inc. $WMT

Cambridge Investment Research Advisors Inc. raised its holdings in Walmart Inc. (NASDAQ:WMT) by 2.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,321,951 shares of the retailer’s stock after buying an additional 36,603 shares during the period. Cambridge Investment Research Advisors Inc.’s holdings in Walmart were worth $147,279,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of WMT. Brighton Jones LLC grew its position in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares during the period. Peterson Wealth Management grew its position in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares during the period. Sivia Capital Partners LLC grew its position in shares of Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in shares of Walmart by 1.2% in the 2nd 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 during the period. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of WMT stock opened at $131.45 on Friday. The company has a market capitalization of $1.05 trillion, a price-to-earnings ratio of 47.97, a PEG ratio of 4.89 and a beta of 0.65. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The company has a 50-day simple moving average of $126.37 and a 200 day simple moving average of $119.15. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $134.69.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping the consensus estimate of $0.73 by $0.01. The business had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. Walmart’s revenue was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the firm 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, sell-side analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Walmart Dividend Announcement

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

Wall Street Analyst Weigh In

A number of brokerages have recently commented on WMT. Evercore reissued an “outperform” rating and issued a $130.00 price objective (up from $125.00) on shares of Walmart in a research report on Tuesday, February 3rd. Wells Fargo & Company reaffirmed an “overweight” rating and set a $140.00 target price (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. HSBC downgraded shares of Walmart from a “buy” rating to a “hold” rating and lifted their target price for the stock from $122.00 to $131.00 in a report on Friday, February 20th. UBS Group reaffirmed a “buy” rating and set a $147.00 target price (up from $135.00) on shares of Walmart in a report on Friday, February 20th. Finally, Argus raised shares of Walmart to a “strong-buy” rating in a report on Wednesday, February 18th. Two equities research 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’s stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $138.88.

Insider Transactions at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction dated Thursday, April 16th. The shares were 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 of the company’s stock, valued at $84,162,384.08. The trade was a 1.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 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 dated Monday, March 2nd. The shares were 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 directly owned 486,764 shares of the company’s stock, valued at $62,203,571.56. This represents a 3.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 167,195 shares of company stock worth $20,975,804. Company insiders own 0.10% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
• Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
• Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
• Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
• Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.

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.