Pinnacle Wealth Management Advisory Group LLC Has $14.59 Million Stock Holdings in Walmart Inc. $WMT

Pinnacle Wealth Management Advisory Group LLC boosted its position in shares of Walmart Inc. (NASDAQ:WMT) by 4.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 130,927 shares of the retailer’s stock after buying an additional 6,113 shares during the quarter. Walmart makes up approximately 1.0% of Pinnacle Wealth Management Advisory Group LLC’s holdings, making the stock its 28th largest holding. Pinnacle Wealth Management Advisory Group LLC’s holdings in Walmart were worth $14,587,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Collier Financial acquired a new position in Walmart during the 3rd quarter worth $25,000. Your Advocates Ltd. LLP acquired a new position in Walmart during the 3rd quarter worth $28,000. Beacon Financial Strategies CORP acquired a new position in Walmart during the 4th quarter worth $30,000. Redmont Wealth Advisors LLC acquired a new position in Walmart during the 3rd quarter worth $30,000. Finally, Clayton Financial Group LLC lifted its stake in shares of Walmart by 193.0% in the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after purchasing an additional 193 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Price Performance

WMT opened at $131.60 on Monday. 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 12 month low of $91.89 and a 12 month high of $134.69. The company has a fifty day simple moving average of $125.60 and a 200 day simple moving average of $117.74. The stock has a market cap of $1.05 trillion, a P/E ratio of 48.03, a P/E/G ratio of 4.90 and a beta of 0.65.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. During the same quarter in the prior year, the company earned $0.66 EPS. The firm’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. On average, research analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a $0.2475 dividend. The ex-dividend date is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. Walmart’s dividend payout ratio is currently 36.13%.

Insiders Place Their Bets

In related news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $124.72, for a total value of $361,688.00. Following the completion of the sale, the executive vice president owned 596,008 shares in the company, valued at $74,334,117.76. This represents a 0.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 transaction of $2,555,800.00. Following the completion of the sale, the executive vice president owned 486,764 shares of the company’s stock, valued at approximately $62,203,571.56. This represents a 3.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 243,376 shares of company stock worth $30,406,250 over the last 90 days. 0.10% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart announced a third U.S. milk-processing facility, a $350 million investment to boost domestic dairy supply and vertical integration, which should cut supply-chain risk and support grocery margins. Walmart opens third U.S. milk processing facility with $350 million investment
• Positive Sentiment: Walmart earmarked millions for multiple Arizona store upgrades — investments that can boost traffic, comps and localized competitiveness. Walmart earmarks millions for multiple Arizona store upgrades
• Positive Sentiment: Institutional investor Alecta increased its Walmart stake by ~406,400 shares, a sign of confidence from a large pension investor. Alecta Pensionsforsakring Boosts Walmart Stake by 406,400 Shares
• Positive Sentiment: Walmart is expanding local-product assortments (e.g., region-specific coffee/beans) to better serve price‑sensitive consumers and differentiate merchandising — a low-cost way to improve basket relevance. Walmart Eyes Local Products as National Consumer Mood Sours
• Neutral Sentiment: Coverage and analyst pieces debate Walmart vs. Costco and reiterate bullish theses on WMT’s e‑commerce gains and higher‑income customer mix — these keep sentiment constructive but don’t change fundamentals immediately. Better Buy: Walmart or Costco Stock
• Neutral Sentiment: Several bullish write-ups (Yahoo/InsiderMonkey summarizing a Substack thesis) highlight valuation and growth arguments; useful for sentiment but not new company action. Is Walmart Inc. (WMT) A Good Stock To Buy Now?
• Neutral Sentiment: Walmart’s Acres for America grants program awarded $5.4M in conservation grants — positive for ESG profile but limited direct financial impact. NFWF Announces $5.4 Million in Grants from Walmart’s Acres for America Program
• Neutral Sentiment: Internal leadership redesign (changes to store-lead roles and retention moves for high-paid managers) suggests workforce optimization; could reduce costs or create short-term disruption depending on execution. Walmart redesigns its leadership pipeline as managers making $400K stay for longer

Analysts Set New Price Targets

A number of research analysts have recently weighed in on WMT shares. Citigroup reissued 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. The Goldman Sachs Group reissued a “buy” rating and issued a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. Erste Group Bank raised Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 2nd. Argus raised Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Finally, Morgan Stanley increased 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. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $137.79.

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.