WD Rutherford LLC Purchases 9,240 Shares of Walmart Inc. $WMT

WD Rutherford LLC lifted its position in shares of Walmart Inc. (NASDAQ:WMT) by 49.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,801 shares of the retailer’s stock after acquiring an additional 9,240 shares during the period. WD Rutherford LLC’s holdings in Walmart were worth $3,097,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in WMT. Stockman Wealth Management Inc. lifted its stake in 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 purchasing an additional 87 shares during the last quarter. Capstone Wealth Management LLC lifted its stake in Walmart by 1.8% in the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after purchasing an additional 89 shares during the last quarter. Ellenbecker Investment Group lifted its stake in Walmart by 0.6% in the 4th quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock valued at $1,613,000 after purchasing an additional 90 shares during the last quarter. Matrix Trust Co lifted its stake in Walmart by 20.0% in the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after purchasing an additional 91 shares during the last quarter. Finally, HRC Wealth Management LLC lifted its stake in Walmart by 4.4% in the 4th quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock valued at $246,000 after purchasing an additional 94 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In related news, EVP Latriece Watkins sold 10,000 shares of Walmart stock in a transaction on Friday, February 20th. The shares were sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the completion of the transaction, the executive vice president owned 108,294 shares of the company’s stock, valued at $13,153,389.24. This trade represents a 8.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of Walmart stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the transaction, the executive vice president directly owned 533,466 shares of the company’s stock, valued at $65,082,852. This represents a 6.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 167,195 shares of company stock valued at $20,975,804 over the last three months. 0.10% of the stock is currently owned by corporate insiders.

Walmart Price Performance

Shares of NASDAQ WMT opened at $131.45 on Monday. Walmart Inc. has a twelve month low of $93.43 and a twelve month high of $134.69. The firm 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 capitalization of $1.05 trillion, a PE 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 (NASDAQ:WMT) last announced its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping 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 the consensus estimate of $188.37 billion. During the same quarter last year, the firm earned $0.66 earnings per share. Walmart’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, sell-side analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Announces Dividend

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

Analysts Set New Price Targets

Several brokerages recently commented on WMT. Oppenheimer reissued an “outperform” rating and issued a $140.00 price objective (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. Evercore reissued an “outperform” rating and issued a $130.00 price objective (up from $125.00) on shares of Walmart in a research note on Tuesday, February 3rd. Guggenheim increased their price objective on shares of Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research note on Monday, April 13th. The Goldman Sachs Group reissued a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. Finally, HSBC downgraded shares of Walmart from a “buy” rating to a “hold” rating and increased their price objective for the company from $122.00 to $131.00 in a research note on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and an average target price of $138.88.

Trending Headlines about Walmart

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.

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.