Cwm LLC Has $137.43 Million Holdings in Walmart Inc. $WMT

Cwm LLC boosted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 4.9% in the fourth quarter, HoldingsChannel reports. The fund owned 1,233,521 shares of the retailer’s stock after buying an additional 57,818 shares during the quarter. Cwm LLC’s holdings in Walmart were worth $137,427,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. WorthPointe LLC boosted its position in Walmart by 12.0% during the 4th quarter. WorthPointe LLC now owns 4,810 shares of the retailer’s stock worth $536,000 after acquiring an additional 514 shares during the period. Slagle Financial LLC lifted its holdings in shares of Walmart by 1.2% during the 4th quarter. Slagle Financial LLC now owns 18,940 shares of the retailer’s stock valued at $2,110,000 after buying an additional 223 shares during the last quarter. Consilium Wealth Advisory LLC lifted its holdings in shares of Walmart by 2.2% during the 4th quarter. Consilium Wealth Advisory LLC now owns 22,337 shares of the retailer’s stock valued at $2,489,000 after buying an additional 474 shares during the last quarter. Sather Financial Group Inc lifted its holdings in shares of Walmart by 7.6% during the 4th quarter. Sather Financial Group Inc now owns 2,463 shares of the retailer’s stock valued at $274,000 after buying an additional 174 shares during the last quarter. Finally, Diversified Management Inc. acquired a new stake in shares of Walmart during the 4th quarter valued at about $940,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Walmart

In other news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the completion of the transaction, the chief executive officer owned 674,162 shares of the company’s stock, valued at approximately $84,162,384.08. This represents a 1.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, March 26th. The shares were sold at an average price of $123.16, for a total transaction of $2,391,274.56. Following the completion of the sale, the director owned 4,213,406 shares of the company’s stock, valued at approximately $518,923,082.96. The trade was a 0.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 263,376 shares of company stock worth $32,598,466. 0.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on WMT shares. BTIG Research reiterated a “buy” rating and set a $140.00 price target on shares of Walmart in a report on Friday, February 20th. Royal Bank Of Canada set a $145.00 price target on Walmart in a report on Friday, February 20th. Sanford C. Bernstein reiterated an “outperform” rating and set a $134.00 price target (up from $129.00) on shares of Walmart in a report on Friday, February 20th. Citigroup reiterated a “buy” rating and set a $147.00 price target (up from $120.00) on shares of Walmart in a report on Thursday, February 5th. Finally, Oppenheimer reiterated an “outperform” rating and set a $140.00 price target (up from $125.00) on shares of Walmart in a report on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Buy” and a consensus price target of $137.64.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Company announces its largest U.S. store modernization program — 650+ remodels and ~20 new openings through 2027 to improve layouts, tech, pickup and delivery integration, aimed at accelerating omnichannel sales and same-store traffic. Walmart Modernizes U.S. Stores As Omnichannel Investment Meets Fair Value Estimates
• Positive Sentiment: Walmart is expanding health/weight-management services (Better Care Services) to support customers using or exploring GLP-1s — a higher-margin service layer that can drive pharmacy and virtual-care revenue and deepen customer engagement. Walmart Expands Access to Weight Management Support Services for Customers on or exploring GLP-1s
• Positive Sentiment: Flipkart (Walmart-owned) plans to enter India’s ticketing market for movies and live events, offering a new revenue stream in a fast-growing entertainment sector and strengthening Flipkart’s consumer proposition. Walmart’s Flipkart plans foray into India’s ticketing market as live events boom
• Positive Sentiment: A small institutional buyer (BCS Wealth Management) increased its WMT stake, a sign of incremental fund interest though not a major ownership shift. BCS Wealth Management Has $1.61 Million Stake in Walmart Inc. $WMT
• Neutral Sentiment: Walmart is refreshing its Great Value private-label packaging — a brand update that can support shelf appeal and private-label mix but is unlikely to move near-term revenue materially. Walmart announces a redesign of its Great Value brand
• Neutral Sentiment: Walmart launched branded fashion collaborations (e.g., a Devil Wears Prada collection) — useful for marketing and traffic but unlikely to be a major earnings driver. Fashion moves: Walmart launches a collection tied to The Devil Wears Prada
• Neutral Sentiment: Commentary on potential Sam’s Club membership fee increases could help U.S. club margins if implemented, but the competitive impact vs. Costco remains uncertain. Will Increased Membership Fees at Walmart’s Sam’s Club Actually Boost Costco’s Stock Instead?
• Negative Sentiment: Several senior executives sold shares over April 15–16 (EVPs Daniel Bartlett and Christopher Nicholas, and CEO John Furner). Each sale was small relative to holdings and executed under pre-arranged Rule 10b5-1 plans, but the headline risk can create short-term selling pressure or negative investor perception. Daniel J. Bartlett Form 4 Christopher James Nicholas Form 4 John R. Furner Form 4

Walmart Stock Up 2.1%

WMT opened at $127.50 on Friday. The business has a 50 day moving average price of $125.64 and a 200 day moving average price of $115.87. Walmart Inc. has a twelve month low of $91.34 and a twelve month 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 cap of $1.02 trillion, a P/E ratio of 46.53, a price-to-earnings-growth ratio of 4.65 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping 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 company had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. During the same period in the previous year, the business posted $0.66 EPS. The company’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. Research analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

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

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.