Mercer Global Advisors Inc. ADV Grows Position in Walmart Inc. $WMT

Mercer Global Advisors Inc. ADV increased its holdings in Walmart Inc. (NASDAQ:WMT) by 9.1% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 1,759,636 shares of the retailer’s stock after buying an additional 147,051 shares during the quarter. Mercer Global Advisors Inc. ADV’s holdings in Walmart were worth $181,348,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of WMT. MFA Wealth Services lifted its stake in Walmart by 1.8% during the 3rd quarter. MFA Wealth Services now owns 10,654 shares of the retailer’s stock valued at $1,098,000 after acquiring an additional 191 shares during the period. Mirabella Financial Services LLP boosted its holdings in shares of Walmart by 151.2% during the 3rd quarter. Mirabella Financial Services LLP now owns 21,186 shares of the retailer’s stock valued at $2,179,000 after acquiring an additional 12,752 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Walmart by 30.2% in the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 829,778 shares of the retailer’s stock worth $85,370,000 after acquiring an additional 192,459 shares during the period. Moneta Group Investment Advisors LLC raised its holdings in shares of Walmart by 2.3% during the third quarter. Moneta Group Investment Advisors LLC now owns 157,797 shares of the retailer’s stock valued at $16,263,000 after purchasing an additional 3,619 shares during the last quarter. Finally, L2 Asset Management LLC raised its holdings in shares of Walmart by 6.9% during the third quarter. L2 Asset Management LLC now owns 20,616 shares of the retailer’s stock valued at $2,125,000 after purchasing an additional 1,332 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

WMT has been the topic of several research reports. Oppenheimer restated an “outperform” rating and issued a $140.00 target price (up from $125.00) on shares of Walmart in a report on Monday, February 9th. Rothschild & Co Redburn set a $150.00 target price on shares of Walmart in a research note on Tuesday, February 17th. Tigress Financial set a $150.00 price target on Walmart and gave the company a “buy” rating in a report on Wednesday, February 25th. CICC Research assumed coverage on Walmart in a research note on Friday, December 26th. They issued an “outperform” rating and a $125.00 price target on the stock. Finally, Royal Bank Of Canada set a $145.00 price objective on Walmart in a report on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $135.76.

Insider Buying and Selling at Walmart

In other news, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the transaction, the executive vice president directly owned 486,764 shares of the company’s stock, valued at $62,203,571.56. The trade was a 3.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Latriece Watkins sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $121.46, for a total value of $1,214,600.00. Following the transaction, the executive vice president owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. This trade represents a 8.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 278,278 shares of company stock valued at $33,974,118 in the last ninety days. 0.10% of the stock is currently owned by company insiders.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s international segment showed solid momentum in Q4 fiscal 2026: 7.5% sales growth and a 17% e‑commerce increase, supporting top‑line resilience outside the U.S. — this underpins revenue diversification and e‑commerce penetration. Walmart’s International Business Shows Strength: Momentum Ahead?
• Positive Sentiment: Flipkart (Walmart’s India e‑commerce arm) moved its holding company from Singapore to India to clear the path for an Indian listing — a potential value‑realization event that could unlock shareholder value if the IPO proceeds on favorable terms. Walmart’s (WMT) Indian E-Commerce Firm Flipkart Shifts Holding Company to India from Singapore, Reuters Reports
• Positive Sentiment: Analysis highlights Walmart as a frontrunner in applying AI across forecasting, inventory and logistics — AI gains can expand margins, lower shrink/labor costs and boost e‑commerce economics, supporting longer‑term EPS upside. This tech narrative also reinforces Walmart’s re‑rating since shifting to Nasdaq. The AI Checkout Line: The Hidden Tech Play in Your Cart
• Neutral Sentiment: Walmart goes ex‑dividend March 20 with a boosted payout; dividends support income investors, but commentary questioning payout safety could prompt short‑term caution among yield‑focused holders. Event risk centers on timing and perception rather than fundamentals. Walmart Is About to Pay a Boosted Dividend, but Is It Actually Safe?
• Neutral Sentiment: Continued media mentions of Walmart as a long‑term retail pick, and as a recent stock‑split candidate/recipient in marketroundups, help retail interest and SEO visibility but are unlikely to move fundamentals materially. The Best 4 Retail Stocks to Buy and Hold for Decades
• Neutral Sentiment: Smaller merchandising news (vendors adding products to Walmart shelves) is positive for assortment but unlikely to affect the stock; such items support the retail moat incrementally. HTVRONT Expands Walmart Retail Presence with Two New Heat Press Machines
• Neutral Sentiment: Valuation comparisons to peers (e.g., J. Sainsbury) and retail rankings offer context for investors but don’t change Walmart’s core growth drivers; useful for relative allocation decisions. JSAIY vs. WMT: Which Stock Is the Better Value Option?

Walmart Stock Performance

Shares of NASDAQ WMT opened at $125.99 on Tuesday. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69. The firm has a market capitalization of $1.00 trillion, a price-to-earnings ratio of 45.98, a price-to-earnings-growth ratio of 4.71 and a beta of 0.66. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The firm has a 50 day moving average of $123.43 and a 200 day moving average of $112.27.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share 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 the consensus estimate of $188.37 billion. During the same period last year, the firm earned $0.66 earnings per share. The company’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 anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Dividend Announcement

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 given a dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart’s payout ratio is 34.31%.

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.