GC Wealth Management RIA LLC Has $8.79 Million Position in Walmart Inc. $WMT

GC Wealth Management RIA LLC lessened its position in Walmart Inc. (NASDAQ:WMT) by 34.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 78,895 shares of the retailer’s stock after selling 42,040 shares during the period. GC Wealth Management RIA LLC’s holdings in Walmart were worth $8,790,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Stockman Wealth Management Inc. grew its position in shares of Walmart by 3.5% in the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock valued at $285,000 after acquiring an additional 87 shares during the period. Capstone Wealth Management LLC boosted its holdings in shares of Walmart by 1.8% during the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after buying an additional 89 shares during the period. Ellenbecker Investment Group boosted its holdings in shares of Walmart by 0.6% during the 4th quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock worth $1,613,000 after buying an additional 90 shares during the period. Matrix Trust Co boosted its holdings in shares of Walmart by 20.0% during the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock worth $61,000 after buying an additional 91 shares during the period. Finally, HRC Wealth Management LLC boosted its holdings in shares of Walmart by 4.4% during the 4th quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock worth $246,000 after buying an additional 94 shares during the period. Institutional investors own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Large supply‑chain investment — Walmart opened its third owned milk processing facility (Robinson, TX) and is investing in milk capacity to strengthen domestic supply, lower costs and secure private‑label supply chains, which supports margin and product availability. Walmart Opens Third Owned and Operated Milk Processing Facility in Robinson, Texas, Creating More Than 400 New Jobs Walmart invests in new milk plant to grow US supply chain
• Positive Sentiment: Leadership redesign aimed at retention and execution — Walmart is eliminating the “store lead” role while expanding higher‑paid managerial positions to keep senior managers longer and accelerate store execution and merchandising (including a fashion push). Investors view this as a move to improve in‑store performance and strategic initiatives. Walmart redesigns its leadership pipeline as managers making $400K stay for longer
• Positive Sentiment: Local assortment strategy — Walmart is expanding local products in select markets to better match tightened consumer budgets and preferences, a tactical move that can drive traffic and margins in price‑sensitive areas. Walmart Eyes Local Products as National Consumer Mood Sours
• Positive Sentiment: Institutional buying — Alecta Pensionsforsakring increased its Walmart stake, a signal of confidence from a large investor that can support the stock. Alecta Pensionsforsakring Boosts Walmart Stake by 406,400 Shares
• Neutral Sentiment: Local store capital projects — Walmart is earmarking millions for upgrades at multiple Arizona stores; store refreshes can boost sales but also represent near‑term capital spend. Walmart earmarks millions for multiple Arizona store upgrades
• Neutral Sentiment: Analyst and media bullish coverage — Several pieces summarize bullish theses on WMT and recommend the stock as retail sentiment improves; these articles can reinforce positive investor sentiment but are not new company actions. Is Walmart Inc. (WMT) A Good Stock To Buy Now? Is Walmart Inc. (WMT) A Good Stock To Buy Now?
• Neutral Sentiment: Corporate social impact — Walmart’s Acres for America grants were announced; positive for ESG profile but unlikely to move near‑term fundamentals. NFWF Announces $5.4 Million in Grants from Walmart’s Acres for America Program
• Negative Sentiment: Cost and near‑term margin risk — The combination of higher‑paid manager roles and heavy capital/supply‑chain investments (e.g., $350M+ milk facilities) could weigh on near‑term margins and free cash flow before benefits are realized. Walmart eliminates store lead positions as managers making $400K stay for longer

Analyst Ratings Changes

WMT has been the subject of several research analyst reports. DA Davidson set a $150.00 target price on shares of Walmart and gave the stock a “buy” rating in a report on Friday, February 20th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. Mizuho lifted their target price on shares of Walmart from $125.00 to $137.00 and gave the stock an “outperform” rating in a report on Monday, February 9th. TD Cowen reaffirmed a “buy” rating and set a $145.00 target price (up from $136.00) on shares of Walmart in a report on Friday, February 20th. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 target price on shares of Walmart in a report on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $137.79.

Walmart Price Performance

Shares of Walmart stock opened at $131.93 on Friday. Walmart Inc. has a twelve month low of $91.89 and a twelve month high of $134.69. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. The company has a 50-day simple moving average of $125.60 and a two-hundred day simple moving average of $117.56. The stock has a market capitalization of $1.05 trillion, a price-to-earnings ratio of 48.15, a price-to-earnings-growth ratio of 4.77 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $188.37 billion. During the same quarter in the previous year, the company earned $0.66 EPS. The business’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. Analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders 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 yield of 0.8%. Walmart’s payout ratio is 36.13%.

Insiders Place Their Bets

In other Walmart news, EVP Daniel J. Bartlett sold 1,335 shares of Walmart stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total value of $166,381.05. Following the completion of the sale, the executive vice president owned 636,843 shares in the company, valued at $79,369,743.09. The trade was a 0.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 Walmart stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $132.21, for a total transaction of $2,566,989.36. Following the completion of the sale, the director owned 4,193,995 shares of the company’s stock, valued at $554,488,078.95. This trade represents a 0.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 263,376 shares of company stock worth $32,851,650. 0.10% of the stock is currently owned by insiders.

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.