Soltis Investment Advisors LLC Has $2.89 Million Holdings in Walmart Inc. $WMT

Soltis Investment Advisors LLC increased its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 44.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 25,949 shares of the retailer’s stock after purchasing an additional 7,927 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Walmart were worth $2,891,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Collier Financial bought a new position in shares of Walmart during the third quarter worth approximately $25,000. Your Advocates Ltd. LLP bought a new stake in shares of Walmart in the third quarter valued at approximately $28,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart in the third quarter valued at approximately $30,000. Beacon Financial Strategies CORP acquired a new stake in Walmart during the fourth quarter worth approximately $30,000. Finally, Bay Harbor Wealth Management LLC grew its position in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
• Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
• Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
• Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
• Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.

Insider Transactions at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction on 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 completion of the transaction, the director directly owned 4,193,995 shares in the company, valued at approximately $554,488,078.95. This represents a 0.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John D. Rainey sold 20,000 shares of the firm’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 sale, the executive vice president directly owned 486,764 shares in the company, valued at approximately $62,203,571.56. This trade represents a 3.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 167,195 shares of company stock valued at $20,975,804. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

WMT has been the subject of several analyst reports. BTIG Research lifted their price objective on Walmart from $140.00 to $145.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Argus raised Walmart to a “strong-buy” rating in a report on Wednesday, February 18th. Guggenheim raised their price target on Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Morgan Stanley boosted their price target on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Finally, UBS Group reaffirmed a “buy” rating and set a $147.00 price objective (up from $135.00) 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 given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $138.88.

Walmart Price Performance

Shares of WMT stock opened at $131.45 on Monday. The business has a fifty day simple moving average of $126.37 and a 200 day simple moving average of $119.25. The company has a market cap of $1.05 trillion, a P/E ratio of 47.97, a P/E/G ratio of 4.85 and a beta of 0.65. 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 twelve month low of $93.43 and a twelve month high of $134.69.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion for the quarter, compared to analysts’ expectations 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 quarter in the previous year, the business 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, sell-side analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart Dividend Announcement

The business 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. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart’s dividend payout ratio is presently 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.