Sax Wealth Advisors LLC Has $1.88 Million Position in Walmart Inc. $WMT

Sax Wealth Advisors LLC boosted its holdings in Walmart Inc. (NASDAQ:WMT) by 48.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,886 shares of the retailer’s stock after buying an additional 5,543 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Walmart were worth $1,881,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in WMT. Vanguard Group Inc. increased its position in Walmart by 0.9% in the 3rd quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock valued at $44,898,368,000 after acquiring an additional 3,835,200 shares during the period. State Street Corp lifted its holdings in shares of Walmart by 1.2% during the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after purchasing an additional 2,242,364 shares during the period. Norges Bank acquired a new position in shares of Walmart during the second quarter worth $5,367,770,000. Fisher Asset Management LLC grew 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 purchasing an additional 634,211 shares during the last quarter. Finally, Ameriprise Financial Inc. grew 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 purchasing an additional 1,098,342 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Performance

NASDAQ:WMT opened at $122.18 on Friday. 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 $79.81 and a twelve month high of $134.69. The company has a fifty day moving average of $124.29 and a 200-day moving average of $113.37. The firm has a market capitalization of $974.07 billion, a P/E ratio of 44.59, a P/E/G ratio of 4.58 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its earnings results 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. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same period in the prior year, the firm earned $0.66 earnings per share. Walmart’s 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. As a group, sell-side analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

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

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Jefferies and other outlets highlight Walmart emerging as a frontrunner in retail AI adoption — a potential catalyst for faster online growth, better margins via automation and personalization, and competitive advantage vs. peers. Read More.
• Positive Sentiment: Walmart is rolling out The Farmer’s Dog products in stores and online, expanding into premium pet food — a higher‑margin, recurring category that can boost average basket values and online penetration. Read More.
• Positive Sentiment: Industry coverage frames Walmart’s long‑term online transformation (“second act”) toward a larger e‑commerce footprint, reinforcing the narrative that digital growth remains a core upside driver. Read More.
• Neutral Sentiment: Comparative pieces weighing Amazon vs. Walmart keep the stock in focus but offer limited near‑term directional impact — they underscore valuation and execution tradeoffs investors should monitor. Read More.
• Neutral Sentiment: CNBC reports outgoing CEOs (including former Walmart CEO Doug McMillon) citing AI as a driver for leadership changes — signals corporate emphasis on AI but not an immediate operational shock. Read More.
• Neutral Sentiment: Market commentators (Jim Cramer) note Walmart among retailers that could hold up if macro slows (e.g., from lower oil prices), a thematic support for defensive retail exposure. Read More.
• Negative Sentiment: Berger Montague has opened an investigation into Walmart’s board over alleged oversight failures related to deceptive pay practices for Spark drivers — introduces legal, governance and reputational risk that could prompt costs or settlements. Read More.
• Negative Sentiment: Analyst pieces flag high valuation and mounting headwinds that could warrant downgrades — a risk to near‑term performance given WMT’s elevated P/E and limited upside vs. consensus targets. Read More.

Insiders Place Their Bets

In related news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the transaction, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the transaction, the executive vice president owned 533,466 shares in the company, valued at approximately $65,082,852. The trade was a 6.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 254,862 shares of company stock worth $31,434,518 over the last three months. Insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently issued reports on WMT shares. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. Wells Fargo & Company reiterated an “overweight” rating and issued a $140.00 price target (up from $130.00) on shares of Walmart in a research report on Tuesday, February 10th. Oppenheimer reissued an “outperform” rating and issued a $140.00 price target (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. Citigroup restated a “buy” rating and set a $147.00 price objective (up from $120.00) on shares of Walmart in a research report on Thursday, February 5th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $140.00 price objective on shares of Walmart in a research note on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $135.76.

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.