Legacy Capital Wealth Partners LLC Sells 6,342 Shares of Walmart Inc. $WMT

Legacy Capital Wealth Partners LLC cut its stake in shares of Walmart Inc. (NASDAQ:WMT) by 1.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 522,881 shares of the retailer’s stock after selling 6,342 shares during the period. Walmart accounts for approximately 11.5% of Legacy Capital Wealth Partners LLC’s holdings, making the stock its biggest holding. Legacy Capital Wealth Partners LLC’s holdings in Walmart were worth $58,254,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Collier Financial acquired a new stake in Walmart during the third quarter worth about $25,000. Your Advocates Ltd. LLP purchased a new position in shares of Walmart in the 3rd quarter worth about $28,000. Redmont Wealth Advisors LLC acquired a new position in shares of Walmart in the 3rd quarter valued at about $30,000. Beacon Financial Strategies CORP purchased a new stake in shares of Walmart during the 4th quarter worth about $30,000. Finally, Roble Belko & Company Inc grew its holdings in shares of Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares during the period. 26.76% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

WMT has been the topic of several research reports. Wells Fargo & Company restated an “overweight” rating and issued a $140.00 price target (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. KeyCorp reiterated an “overweight” rating and set a $145.00 price objective (up from $128.00) on shares of Walmart in a research note on Friday, February 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Wednesday, January 21st. UBS Group reissued a “buy” rating and issued a $147.00 target price (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. Finally, Roth Mkm restated a “buy” rating and set a $138.00 target price on shares of Walmart in a report on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average target price of $135.76.

Walmart Stock Up 0.8%

NASDAQ WMT opened at $125.79 on Friday. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69. The business has a 50 day moving average price of $124.81 and a two-hundred day moving average price of $114.13. The stock has a market cap of $1.00 trillion, a PE ratio of 45.91, a P/E/G ratio of 4.65 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping 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 net margin of 3.07% and a return on equity of 21.44%. The business’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.66 earnings per share. 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, sell-side analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal 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 issued a $0.2475 dividend. The ex-dividend date 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%.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmex (Walmart de México y Centroamérica), Walmart’s largest international unit, announced a $2.5 billion investment for 2026 to expand stores and operations in Mexico — a near-term growth catalyst for international revenue and an earnings diversification driver. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Positive Sentiment: Commentators are flagging Walmart as a defensive holding that performs well in stagflation or weak-consumer scenarios because it sells essential goods across income cycles, supporting demand for the stock in risk-off moves. Stagflation Fears Are Back
• Positive Sentiment: Other retail-focused analysis highlights Walmart among retailers structurally positioned to withstand tariffs and inflation pressures, reinforcing the defensive narrative for long-term investors. 3 Retail Stocks Built to Survive Tariffs, Inflation, and the Next 30 Years
• Positive Sentiment: TV commentator Jim Cramer expressed a bullish near-term take on Walmart’s price action, which can attract momentum-driven flows and retail buying. Jim Cramer on Walmart
• Neutral Sentiment: Macro/sector research notes defensive sectors (consumer staples/retail staples) are outperforming as recession odds rise, which benefits Walmart but is a broader market theme rather than a company-specific trigger. As Recession Odds Climb, Defensive Sectors Continue to Outperform (WMT)
• Neutral Sentiment: Profiles noting the Walton family’s rising net worth and billionaire rankings are headline-grabbing but have limited direct impact on operations or near-term stock fundamentals. Tech Titans Dominate Billionaires List. Walmart Heirs Join the Elite.
• Negative Sentiment: Some outlets lay out reasons to sell WMT (valuation, margin pressure, or better opportunities elsewhere), which can weigh on sentiment among more cautious investors. 3 reasons to sell WMT and 1 stock to buy instead
• Negative Sentiment: Analysis suggesting Walmart’s “recession signal” is flashing red raises macro concerns: stronger demand for Walmart can indicate broader consumer stress and a deteriorating economic environment, which is a mixed/negative macro signal for markets. The Walmart (WMT) Recession Signal Is Flashing Red

Insider Buying and Selling

In other news, EVP Christopher James Nicholas sold 34,082 shares of the firm’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the completion of the sale, the executive vice president directly owned 533,466 shares in the company, valued at $65,082,852. This trade represents a 6.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $129.10, for a total value of $1,694,437.50. Following the sale, the chief executive officer directly owned 591,084 shares in the company, valued at approximately $76,308,944.40. The trade was a 2.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 274,278 shares of company stock worth $33,825,793 over the last quarter. Company insiders own 0.10% of the company’s stock.

Walmart Company 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.