Legacy Capital Wealth Partners LLC Sells 6,342 Shares of Walmart Inc. $WMT

Legacy Capital Wealth Partners LLC trimmed its stake in shares of Walmart Inc. (NASDAQ:WMT) by 1.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 522,881 shares of the retailer’s stock after selling 6,342 shares during the quarter. Walmart makes up 11.5% of Legacy Capital Wealth Partners LLC’s portfolio, making the stock its biggest position. Legacy Capital Wealth Partners LLC’s holdings in Walmart were worth $58,254,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares in the last quarter. Peterson Wealth Management raised its position in shares of Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in Walmart by 1.2% during the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after purchasing an additional 1,048 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

WMT has been the subject of several recent research reports. TD Cowen reiterated a “buy” rating and set a $145.00 target price (up from $136.00) on shares of Walmart in a research note on Friday, February 20th. Wall Street Zen downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Raymond James Financial reaffirmed an “outperform” rating and issued a $135.00 price target on shares of Walmart in a report on Friday, March 6th. Oppenheimer reiterated an “outperform” rating and set a $140.00 price objective (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. Finally, UBS Group reissued a “buy” rating and issued a $147.00 target price (up from $135.00) on shares of Walmart in a report on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Walmart presently has a consensus rating of “Moderate Buy” and an average target price of $135.76.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmex (Walmart de México y Centroamérica), Walmart’s largest international unit, announced a $2.5 billion investment for 2026 to expand stores and operations in Mexico — a near-term growth catalyst for international revenue and an earnings diversification driver. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Positive Sentiment: Commentators are flagging Walmart as a defensive holding that performs well in stagflation or weak-consumer scenarios because it sells essential goods across income cycles, supporting demand for the stock in risk-off moves. Stagflation Fears Are Back
• Positive Sentiment: Other retail-focused analysis highlights Walmart among retailers structurally positioned to withstand tariffs and inflation pressures, reinforcing the defensive narrative for long-term investors. 3 Retail Stocks Built to Survive Tariffs, Inflation, and the Next 30 Years
• Positive Sentiment: TV commentator Jim Cramer expressed a bullish near-term take on Walmart’s price action, which can attract momentum-driven flows and retail buying. Jim Cramer on Walmart
• Neutral Sentiment: Macro/sector research notes defensive sectors (consumer staples/retail staples) are outperforming as recession odds rise, which benefits Walmart but is a broader market theme rather than a company-specific trigger. As Recession Odds Climb, Defensive Sectors Continue to Outperform (WMT)
• Neutral Sentiment: Profiles noting the Walton family’s rising net worth and billionaire rankings are headline-grabbing but have limited direct impact on operations or near-term stock fundamentals. Tech Titans Dominate Billionaires List. Walmart Heirs Join the Elite.
• Negative Sentiment: Some outlets lay out reasons to sell WMT (valuation, margin pressure, or better opportunities elsewhere), which can weigh on sentiment among more cautious investors. 3 reasons to sell WMT and 1 stock to buy instead
• Negative Sentiment: Analysis suggesting Walmart’s “recession signal” is flashing red raises macro concerns: stronger demand for Walmart can indicate broader consumer stress and a deteriorating economic environment, which is a mixed/negative macro signal for markets. The Walmart (WMT) Recession Signal Is Flashing Red

Insider Activity at Walmart

In other news, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 486,764 shares in the company, valued at approximately $62,203,571.56. The trade was a 3.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the transaction, the executive vice president directly owned 533,466 shares of the company’s stock, valued at $65,082,852. This trade represents a 6.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 274,278 shares of company stock valued at $33,825,793. Company insiders own 0.10% of the company’s stock.

Walmart Stock Performance

Shares of WMT opened at $125.79 on Friday. The firm has a fifty day moving average of $124.81 and a 200-day moving average of $114.13. The company has a market cap of $1.00 trillion, a price-to-earnings ratio of 45.91, a price-to-earnings-growth ratio of 4.65 and a beta of 0.66. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.69.

Walmart (NASDAQ:WMT) last released its quarterly earnings data 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. The business had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.66 EPS. 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, equities analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be issued 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 payout ratio is 36.13%.

About Walmart

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.