Perfromance Wealth Partners LLC Boosts Stock Position in Walmart Inc. $WMT

Perfromance Wealth Partners LLC grew its holdings in Walmart Inc. (NASDAQ:WMT) by 13.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 124,451 shares of the retailer’s stock after buying an additional 14,585 shares during the quarter. Walmart accounts for 0.4% of Perfromance Wealth Partners LLC’s investment portfolio, making the stock its 21st largest position. Perfromance Wealth Partners LLC’s holdings in Walmart were worth $13,865,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Vanguard Group Inc. boosted its stake in shares of Walmart by 0.9% in the third quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock worth $44,898,368,000 after acquiring an additional 3,835,200 shares during the last quarter. State Street Corp boosted its stake in shares of Walmart by 1.2% in the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after acquiring an additional 2,242,364 shares during the last quarter. Fisher Asset Management LLC boosted its stake in shares of Walmart by 1.6% in the third quarter. Fisher Asset Management LLC now owns 40,298,623 shares of the retailer’s stock worth $4,153,176,000 after acquiring an additional 634,211 shares during the last quarter. Ameriprise Financial Inc. boosted its stake in shares of Walmart by 3.6% in the second quarter. Ameriprise Financial Inc. now owns 31,973,329 shares of the retailer’s stock worth $3,126,775,000 after acquiring an additional 1,098,342 shares during the last quarter. Finally, Legal & General Group Plc boosted its stake in shares of Walmart by 3.5% in the third quarter. Legal & General Group Plc now owns 27,268,463 shares of the retailer’s stock worth $2,810,288,000 after acquiring an additional 934,468 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $119.17, for a total transaction of $2,313,804.72. Following the transaction, the chief executive officer owned 4,274,856 shares of the company’s stock, valued at approximately $509,434,589.52. The trade was a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total value of $2,445,400.00. Following the transaction, the executive vice president directly owned 506,764 shares in the company, valued at $61,962,034.28. This trade represents a 3.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 274,278 shares of company stock valued at $33,825,793 in the last three months. Company insiders own 0.10% of the company’s stock.

Walmart Stock Performance

NASDAQ WMT opened at $129.13 on Friday. The stock’s fifty day moving average is $125.71 and its two-hundred day moving average is $114.92. The firm has a market capitalization of $1.03 trillion, a P/E ratio of 47.13, a price-to-earnings-growth ratio of 4.74 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. Walmart Inc. has a fifty-two week low of $88.16 and a fifty-two week high of $134.69.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The company 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 firm’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same quarter 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. On average, research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be paid a dividend of $0.2475 per share. 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 36.13%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on WMT shares. CICC Research started coverage on Walmart in a research note on Friday, December 26th. They issued an “outperform” rating and a $125.00 price target on the stock. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $140.00 price target (up from $130.00) on shares of Walmart in a research note on Tuesday, February 10th. Citigroup reaffirmed a “buy” rating and issued a $147.00 price target (up from $120.00) on shares of Walmart in a research note on Thursday, February 5th. DA Davidson set a $150.00 price target on Walmart and gave the stock a “buy” rating in a research note on Friday, February 20th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $137.12.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Neuberger Berman analyst John San Marco says Walmart (and Costco) deserve rich valuations, which supports investor confidence in WMT’s long-term growth positioning and helps sentiment. Costco and Walmart Deserve Their Rich Valuations, This Analyst Says
• Positive Sentiment: Celebrity investor/media support: Jim Cramer continues to highlight Walmart as a top retail holding — media praise amplifies retail investor interest and can sustain buying momentum. Jim Cramer Makes Major Prediction For Walmart (WMT) Stock
• Positive Sentiment: Strategic growth initiatives: Coverage notes Walmart’s EV charging rollout as a new, tangible growth/ESG initiative that can drive store traffic and small-service revenue streams while underscoring long-term network leverage. Walmart EV Charging Push Adds New Dimension To Investment Case
• Neutral Sentiment: YTD performance and fundamentals: Coverage highlights a ~14% YTD rise driven by omnichannel e‑commerce, ad monetization and memberships, but notes the stock carries a premium multiple and faces macro risk — useful context but mixed for immediate price action. Walmart Stock Gains 14% YTD: Buy, Hold or Take Profits Now?
• Neutral Sentiment: Corporate updates and forums: Walmart presented at the J.P. Morgan Retail Round-Up (transcript available) — investor takeaways will depend on operational detail and execution updates in the transcript. Walmart Inc. (WMT) Presents at J.P. Morgan Retail Round Up Forum 2026 Transcript
• Neutral Sentiment: Minor analyst model tweak: Erste Group trimmed its FY2028 EPS forecast by a penny while maintaining a Strong‑Buy — a negligible earnings cut but a note that analysts are still parsing forward assumptions.
• Negative Sentiment: Valuation & re‑rating risk: Several pieces ask whether WMT is still reasonably priced after a big multi‑year run; premium multiples raise the risk of pullbacks if growth or margin improvements slow. Is Walmart (WMT) Still Reasonably Priced After A 51% One Year Share Price Surge?
• Negative Sentiment: Sam’s Club membership price hikes: New Sam’s Club fee increases (effective May 1) could lift ARPU, but risk member backlash or churn that investors will monitor. New Sam’s Club Price Hikes Take Effect May 1. Should You Buy Walmart Stock First?

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.