Split Rock Private Trading & Wealth Management LLC Buys New Position in Walmart Inc. $WMT

Split Rock Private Trading & Wealth Management LLC bought a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 4,906 shares of the retailer’s stock, valued at approximately $547,000. Walmart makes up 0.4% of Split Rock Private Trading & Wealth Management LLC’s holdings, making the stock its 21st biggest position.

Other large investors have also bought and sold shares of the company. Fox Run Management L.L.C. bought a new position in Walmart during the third quarter valued at about $1,709,000. CWM LLC boosted its stake in Walmart by 24.2% during the third quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock valued at $121,168,000 after buying an additional 229,220 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its stake in Walmart by 16.6% during the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after buying an additional 9,061 shares in the last quarter. Van ECK Associates Corp boosted its stake in Walmart by 2.9% during the third quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock valued at $104,182,000 after buying an additional 28,026 shares in the last quarter. Finally, World Investment Advisors boosted its stake in Walmart by 5.2% during the third quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock valued at $30,286,000 after buying an additional 14,487 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart launched “Upstream Facility Services,” a nationwide B2B offering that leverages its store-based maintenance teams to sell HVAC and facility services — a new recurring revenue channel that can improve store-level economics and margins over time. Walmart introduces Upstream Facility Services
• Positive Sentiment: Guggenheim raised its price target on WMT to $137 (from $120) and reiterated a Buy — analyst backing that can support the stock and attract buyers after recent pullbacks. Walmart (WMT) – Among the Early Retirement Portfolio: Top 15 Stocks to Buy
• Positive Sentiment: Walmart is redesigning its Great Value private-label packaging (first major refresh in a decade) to boost appeal to price-conscious shoppers — a move that can lift private-label sales mix and margins. Walmart redesigns its ‘Great Value’ private label brand
• Neutral Sentiment: Walmart joined the U.S. Cotton Trust Protocol — a sustainability move that reduces sourcing risk and may help brand/retailer relationships but has limited immediate financial impact. Walmart Joins U.S. Cotton Trust Protocol
• Neutral Sentiment: New distribution wins (e.g., Pet Honesty nationwide at ~13,000 stores) add incremental SKU sales and assortment depth but are modest near-term drivers. Pet Honesty® Expands to Walmart Stores Nationwide
• Neutral Sentiment: Market commentary continues to label WMT a defensive, market-beating consumer staple — supportive for long-term inflows but not necessarily a catalyst for immediate upside. Market on Sale: 2 Stocks Worth Buying With $1,000 Amid the Chaos
• Negative Sentiment: Despite the positive strategic news and analyst support, the stock saw selling pressure (reported declines in recent sessions), suggesting profit-taking or broader market moves are outweighing headlines today. Walmart (WMT) Stock Declines While Market Improves

Wall Street Analyst Weigh In

WMT has been the subject of a number of recent analyst reports. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a research report on Tuesday, February 24th. Rothschild & Co Redburn set a $150.00 price target on Walmart in a research report on Tuesday, February 17th. Tigress Financial set a $150.00 price target on Walmart and gave the company a “buy” rating in a research report on Wednesday, February 25th. KeyCorp reiterated an “overweight” rating and issued a $145.00 price target (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. Finally, BTIG Research reiterated a “buy” rating and issued a $140.00 price target on shares of Walmart in a research report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $137.64.

Walmart Trading Down 0.2%

NASDAQ:WMT opened at $124.76 on Thursday. The stock has a fifty day simple moving average of $125.76 and a 200 day simple moving average of $115.64. The firm has a market capitalization of $994.64 billion, a price-to-earnings ratio of 45.53, a price-to-earnings-growth ratio of 4.66 and a beta of 0.66. 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 1-year low of $90.61 and a 1-year high of $134.69.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.73 by $0.01. The firm had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period in the prior year, the business 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. Sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be paid a $0.2475 dividend. 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 dividend payout ratio is currently 36.13%.

Insider Transactions at Walmart

In related news, EVP Latriece Watkins sold 10,000 shares of the stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $121.46, for a total value of $1,214,600.00. Following the completion of the sale, the executive vice president directly owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. This represents a 8.45% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP John D. Rainey sold 20,000 shares of the stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $127.79, for a total value of $2,555,800.00. Following the completion of the sale, the executive vice president directly owned 486,764 shares of the company’s stock, valued at approximately $62,203,571.56. This represents a 3.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 246,016 shares of company stock worth $30,431,872. 0.10% of the stock is currently owned by company insiders.

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.