Cumberland Partners Ltd Sells 107,396 Shares of Walmart Inc. $WMT

Cumberland Partners Ltd trimmed its stake in Walmart Inc. (NASDAQ:WMT) by 14.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 621,774 shares of the retailer’s stock after selling 107,396 shares during the quarter. Walmart comprises about 4.2% of Cumberland Partners Ltd’s holdings, making the stock its 4th biggest position. Cumberland Partners Ltd’s holdings in Walmart were worth $64,080,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of WMT. Collier Financial acquired a new stake in Walmart in the third quarter valued at approximately $25,000. Access Investment Management LLC bought a new position in shares of Walmart in the 2nd quarter worth $26,000. Your Advocates Ltd. LLP acquired a new stake in Walmart in the 3rd quarter valued at $28,000. Redmont Wealth Advisors LLC bought a new stake in Walmart during the 3rd quarter valued at $30,000. Finally, Roble Belko & Company Inc increased its stake in Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Walmart Stock Performance

WMT stock opened at $126.62 on Thursday. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. The firm has a market cap of $1.01 trillion, a PE ratio of 44.27, a P/E/G ratio of 4.93 and a beta of 0.65. The business has a 50 day moving average of $119.05 and a 200-day moving average of $108.98. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The business had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. Walmart had a return on equity of 21.31% and a net margin of 3.26%.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 expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Q4 results: Walmart reported $0.74 EPS (beat by $0.01) and revenue of $190.66B (above consensus). The quarter showed margin improvement and operating income gains, supporting the business-quality narrative. WSJ: Walmart Reports Strong Sales Growth
• Positive Sentiment: Dividend hike: Board approved a 5% raise to an annual $0.99/share (53rd consecutive increase) — supports income investors and signals confidence in cash flow. BusinessWire: Dividend Increase
• Positive Sentiment: Top-line drivers: Global revenue +5.6% (4.9% cc), global e‑commerce +24%, and Walmart Connect advertising grew strongly — these secular growth engines (online fulfillment, marketplace, ads) underpin longer-term upside. BusinessWire: Revenue Growth & Segment Highlights
• Positive Sentiment: Institutional buying/analyst support: Several funds boosted WMT stakes, and DA Davidson reiterated a Buy with a $135 target — incremental demand and analyst backing can limit downside. TipRanks: Institutional Stake Increases StreetInsider: DA Davidson Reiterates Buy
• Neutral Sentiment: New CEO transition: This is John Furner’s first earnings cycle as CEO — investors are watching execution but the change is framed as “steady management,” so near-term impact is unclear. CNBC: Earnings Preview / New CEO
• Negative Sentiment: FY 2027 guidance below consensus: Walmart set FY2027 EPS at $2.75–2.85 versus a ~2.94 consensus — that shortfall is the main catalyst pressuring the stock (investors repricing near-term earnings).
• Negative Sentiment: Q1 guidance limited: Q1 EPS guided to $0.610 (flat range) — conservative near‑term outlook increases sensitivity to macro/consumer weakness.
• Negative Sentiment: Valuation and “priced-in” expectations: Shares have rallied (~year-to-date strength, $1T market cap), so some analysts warn the rally may be priced for perfection — guidance miss + rich multiple amplify downside risk. Seeking Alpha: Earnings Expectations / Valuation

Insider Buying and Selling

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Friday, December 26th. The shares were sold at an average price of $111.83, for a total value of $2,171,291.28. Following the transaction, the chief executive officer directly owned 4,315,333 shares in the company, valued at $482,583,689.39. The trade was a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the sale, the executive vice president owned 727,155 shares of the company’s stock, valued at approximately $87,251,328.45. The trade was a 1.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 210,441 shares of company stock worth $25,009,289 in the last ninety days. Corporate insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Argus upgraded shares of Walmart to a “strong-buy” rating in a report on Wednesday. Oppenheimer reaffirmed an “outperform” rating and issued a $140.00 price target (up previously from $125.00) on shares of Walmart in a research report on Monday, February 9th. Jefferies Financial Group reissued a “buy” rating and set a $132.00 price objective on shares of Walmart in a report on Tuesday, February 3rd. Evercore restated an “outperform” rating and issued a $130.00 target price (up previously from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. Finally, Truist Financial set a $127.00 target price on Walmart in a research report on Wednesday, December 17th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $128.59.

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.