Journey Advisory Group LLC Has $9.68 Million Holdings in Walmart Inc. $WMT

Journey Advisory Group LLC lifted its stake in Walmart Inc. (NASDAQ:WMT) by 5.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 87,334 shares of the retailer’s stock after buying an additional 4,344 shares during the period. Walmart comprises approximately 0.8% of Journey Advisory Group LLC’s holdings, making the stock its 29th largest holding. Journey Advisory Group LLC’s holdings in Walmart were worth $9,683,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Capstone Wealth Management LLC increased its holdings in Walmart by 1.8% during the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after purchasing an additional 89 shares in the last quarter. Matrix Trust Co increased its holdings in Walmart by 20.0% during the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after purchasing an additional 91 shares in the last quarter. HRC Wealth Management LLC increased its holdings in Walmart by 4.4% during the 4th quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock valued at $246,000 after purchasing an additional 94 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Walmart by 1.0% during the 3rd quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock valued at $1,023,000 after purchasing an additional 96 shares in the last quarter. Finally, Hunter Associates Investment Management LLC increased its holdings in Walmart by 0.9% during the 4th quarter. Hunter Associates Investment Management LLC now owns 11,449 shares of the retailer’s stock valued at $1,274,000 after purchasing an additional 97 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP Donna Morris sold 76,181 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total value of $9,430,445.99. Following the transaction, the executive vice president directly owned 402,072 shares in the company, valued at $49,772,492.88. This trade represents a 15.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Christopher James Nicholas sold 34,082 shares of the firm’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the transaction, the executive vice president owned 533,466 shares in the company, valued at $65,082,852. This represents a 6.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 263,376 shares of company stock worth $32,598,466 over the last three months. Insiders own 0.10% of the company’s stock.

Walmart Stock Up 1.3%

Shares of WMT opened at $129.60 on Wednesday. The firm has a market capitalization of $1.03 trillion, a price-to-earnings ratio of 47.30, a PEG ratio of 4.76 and a beta of 0.66. 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 business’s fifty day moving average price is $125.67 and its two-hundred day moving average price is $116.44. Walmart Inc. has a 52 week low of $91.89 and a 52 week high of $134.69.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same period last year, the company 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. On average, analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Walmart Dividend Announcement

The business 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. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is currently 36.13%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. Barclays reaffirmed an “overweight” rating and set a $125.00 price target (up from $108.00) on shares of Walmart in a report on Thursday, January 8th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $138.00 price target on shares of Walmart in a report on Friday, February 20th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $134.00 price target (up from $129.00) on shares of Walmart in a report on Friday, February 20th. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a research report on Tuesday, February 24th. Finally, Roth Mkm reiterated a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research report on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Walmart currently has a consensus rating of “Buy” and a consensus target price of $137.64.

Key Headlines Impacting Walmart

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

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.