Interchange Capital Partners LLC Has $1.32 Million Holdings in Walmart Inc. $WMT

Interchange Capital Partners LLC grew its position in shares of Walmart Inc. (NASDAQ:WMT) by 61.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,773 shares of the retailer’s stock after purchasing an additional 4,845 shares during the quarter. Interchange Capital Partners LLC’s holdings in Walmart were worth $1,316,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank acquired a new stake in Walmart during the 2nd quarter worth approximately $5,367,770,000. Laurel Wealth Advisors LLC lifted its holdings in shares of Walmart by 9,648.7% during the second quarter. Laurel Wealth Advisors LLC now owns 11,486,374 shares of the retailer’s stock worth $1,123,138,000 after purchasing an additional 11,368,549 shares during the period. Vanguard Group Inc. grew its stake in shares of Walmart by 1.4% in the second quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after purchasing an additional 5,856,468 shares during the last quarter. Amundi increased its holdings in Walmart by 23.5% in the second quarter. Amundi now owns 19,493,644 shares of the retailer’s stock valued at $1,902,775,000 after purchasing an additional 3,710,506 shares during the period. Finally, AGF Management Ltd. raised its position in Walmart by 1,176.6% during the 2nd quarter. AGF Management Ltd. now owns 3,317,487 shares of the retailer’s stock worth $324,384,000 after purchasing an additional 3,057,612 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Ratings Changes

WMT has been the topic of a number of analyst reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research report on Wednesday, January 21st. The Goldman Sachs Group reiterated a “buy” rating and issued a $138.00 target price on shares of Walmart in a report on Friday, February 20th. Piper Sandler restated an “overweight” rating on shares of Walmart in a report on Tuesday. KeyCorp restated an “overweight” rating and issued a $145.00 price target (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. Finally, Tigress Financial set a $150.00 price objective on shares of Walmart and gave the company a “buy” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $133.67.

Insider Activity at Walmart

In related news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $119.99, for a total value of $1,574,868.75. Following the completion of the sale, the executive vice president owned 727,155 shares of the company’s stock, valued at approximately $87,251,328.45. This trade represents a 1.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the sale, the executive vice president owned 533,466 shares of the company’s stock, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 261,903 shares of company stock valued at $31,496,959 over the last three months. 0.10% of the stock is currently owned by company insiders.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Board approved a new US$30 billion share repurchase program (after completing ~US$16.1B) and set a ~$0.99 annual dividend for FY27 — a capital‑return push that supports EPS and the stock. Read More.
• Positive Sentiment: Walmart is launching Scintilla In‑Store, a real‑time data platform to help suppliers manage availability and execution — this strengthens Walmart’s data moat and can raise in‑store productivity and margins. Read More.
• Positive Sentiment: Multiple analyst upgrades and higher price targets (Bernstein to $134; TD Cowen to $145) reflect confidence in AI‑enabled retail positioning and drove buying interest. Read More. Read More.
• Positive Sentiment: Walmart briefly rejoined the $1 trillion market‑cap club in February, signaling renewed investor enthusiasm that non‑tech mega‑caps can still expand valuation. Read More.
• Positive Sentiment: Company reported its highest U.S. grocery penetration ever and record e‑commerce penetration, trends that support faster profit growth versus sales. Read More.
• Neutral Sentiment: Analyst/sector notes highlight durable momentum in ecommerce, advertising and fulfillment, but also point to some post‑earnings profit‑taking — mixed near‑term read for shares. Read More.
• Neutral Sentiment: Media comparisons with peers (Costco, Dollar General) keep investor focus on where Walmart sits on margins, membership dynamics and valuation — useful context but not an immediate catalyst. Read More.
• Negative Sentiment: Walmart CEO John Furner sold 13,125 shares — an insider sale that can create short‑term headlines and be interpreted as a modest negative signal. Read More.

Walmart Trading Down 0.8%

WMT opened at $125.74 on Thursday. The company has a fifty day moving average price of $119.97 and a two-hundred day moving average price of $109.81. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $134.69. The company has a market cap of $1.00 trillion, a P/E ratio of 45.89, a price-to-earnings-growth ratio of 5.12 and a beta of 0.65. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) 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 company had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. During the same quarter in the prior year, the firm 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 predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Dividend Announcement

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

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.