Peterson Wealth Management Has $4.78 Million Stake in Walmart Inc. $WMT

Peterson Wealth Management lessened its stake in shares of Walmart Inc. (NASDAQ:WMT) by 12.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,923 shares of the retailer’s stock after selling 6,254 shares during the period. Walmart makes up about 3.6% of Peterson Wealth Management’s investment portfolio, making the stock its 8th largest holding. Peterson Wealth Management’s holdings in Walmart were worth $4,782,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Fox Run Management L.L.C. bought a new stake in shares of Walmart in the third quarter worth $1,709,000. Harel Insurance Investments & Financial Services Ltd. grew its holdings in shares of Walmart by 16.6% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock worth $6,567,000 after acquiring an additional 9,061 shares during the period. Van ECK Associates Corp grew its holdings in shares of Walmart by 2.9% in the third quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock worth $104,182,000 after acquiring an additional 28,026 shares during the period. Tennessee Valley Asset Management Partners grew its holdings in shares of Walmart by 466.6% in the third quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer’s stock worth $1,375,000 after acquiring an additional 10,988 shares during the period. Finally, Tradewinds LLC. bought a new stake in shares of Walmart in the third quarter worth $11,077,000. Institutional investors own 26.76% of the company’s stock.

Key Headlines 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 Buying and Selling at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $132.21, for a total value of $2,566,989.36. Following the transaction, the director directly owned 4,193,995 shares in the company, valued at $554,488,078.95. The trade was a 0.46% 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. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $124.72, for a total value of $361,688.00. Following the completion of the transaction, the executive vice president owned 596,008 shares in the company, valued at $74,334,117.76. The trade was a 0.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 167,195 shares of company stock valued at $20,975,804 in the last ninety days. 0.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $134.00 price objective (up from $129.00) on shares of Walmart in a report on Friday, February 20th. UBS Group reaffirmed a “buy” rating and issued a $147.00 price objective (up from $135.00) on shares of Walmart in a report on Friday, February 20th. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on Walmart in a report on Friday, February 20th. Citigroup reaffirmed a “buy” rating and issued a $147.00 price objective (up from $120.00) on shares of Walmart in a report on Thursday, February 5th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Two equities research 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 stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $138.09.

Walmart Stock Performance

NASDAQ:WMT opened at $130.43 on Monday. The stock has a 50-day simple moving average of $125.91 and a two-hundred day simple moving average of $118.22. Walmart Inc. has a 52-week low of $91.89 and a 52-week high of $134.69. 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 firm has a market capitalization of $1.04 trillion, a PE ratio of 47.60, a P/E/G ratio of 4.86 and a beta of 0.65.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) 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 business had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. During the same quarter in the previous year, the company posted $0.66 earnings per share. Walmart’s revenue for the quarter 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 forecast that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Dividend Announcement

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

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.