Proactive Wealth Strategies LLC Purchases 4,165 Shares of Walmart Inc. $WMT

Proactive Wealth Strategies LLC boosted its stake in Walmart Inc. (NASDAQ:WMT) by 18.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,827 shares of the retailer’s stock after purchasing an additional 4,165 shares during the period. Walmart comprises 1.2% of Proactive Wealth Strategies LLC’s investment portfolio, making the stock its 27th largest position. Proactive Wealth Strategies LLC’s holdings in Walmart were worth $2,989,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of WMT. AQR Capital Management LLC increased its stake in Walmart by 188.1% in the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares during the period. Vanguard Group Inc. increased its stake in Walmart by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after purchasing an additional 4,304,436 shares during the period. Amundi increased its stake in Walmart by 20.5% in the 3rd quarter. Amundi now owns 23,497,921 shares of the retailer’s stock worth $2,413,236,000 after purchasing an additional 4,004,277 shares during the period. Danske Bank A S purchased a new position in Walmart in the 3rd quarter worth approximately $294,621,000. Finally, PFA Pension Forsikringsaktieselskab purchased a new position in Walmart in the 4th quarter worth approximately $280,736,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the company. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $145.00 price target on shares of Walmart in a research note on Tuesday. Telsey Advisory Group lifted their price target on Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a research note on Friday, February 20th. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a research note on Tuesday, February 24th. Wall Street Zen cut Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, Truist Financial upped their price target on Walmart from $127.00 to $139.00 and gave the stock a “buy” rating in a research note on Friday, February 20th. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $138.67.

Walmart Trading Up 0.9%

NASDAQ WMT opened at $131.47 on Thursday. Walmart Inc. has a 12 month low of $91.89 and a 12 month high of $134.69. The stock has a market cap of $1.05 trillion, a P/E ratio of 47.98, a P/E/G ratio of 4.85 and a beta of 0.65. The stock’s fifty day moving average price is $126.21 and its 200-day moving average price is $118.87. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT) last released 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. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. During the same period in the prior year, the firm posted $0.66 earnings per share. The company’s quarterly revenue 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. As a group, equities analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart Announces Dividend

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

Insider Activity

In other news, EVP Latriece Watkins sold 10,000 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the transaction, the executive vice president directly owned 108,294 shares of the company’s stock, valued at $13,153,389.24. This represents a 8.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $127.79, for a total value of $2,555,800.00. Following the transaction, the executive vice president directly owned 486,764 shares in the company, valued at approximately $62,203,571.56. The trade was a 3.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 167,195 shares of company stock valued at $20,975,804. Corporate insiders own 0.10% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s restructuring appears aimed at streamlining operations and improving coordination across tech and AI teams, which could boost efficiency and profitability if executed well.
• Positive Sentiment: Analyst commentary ahead of earnings remains constructive, with reports highlighting Walmart’s strong earnings-surprise track record and arguing that its premium valuation is justified by growth and execution.
• Positive Sentiment: Pre-earnings research from major analysts has reiterated favorable views on Walmart, suggesting expectations remain high heading into the company’s quarterly report.
• Neutral Sentiment: The job cuts were reported to be part of an internal reorganization rather than a direct response to AI replacing workers, which limits the read-through to near-term fundamentals. Walmart lays off or relocates about 1,000 corporate workers, WSJ reports
• Neutral Sentiment: Several articles also framed the move as a broader digital-transformation effort, but the actual earnings impact is still unclear until Walmart reports results and guidance.
• Negative Sentiment: Layoffs can sometimes signal management caution or cost pressure, and investor reaction may be tempered by the fact that Walmart’s shares already trade at a premium valuation ahead of earnings.

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.