Evernest Financial Advisors LLC Has $3.14 Million Holdings in Walmart Inc. $WMT

Evernest Financial Advisors LLC increased its stake in shares of Walmart Inc. (NASDAQ:WMT) by 64.0% during the third quarter, HoldingsChannel reports. The fund owned 30,502 shares of the retailer’s stock after buying an additional 11,908 shares during the period. Walmart comprises about 0.9% of Evernest Financial Advisors LLC’s investment portfolio, making the stock its 25th largest position. Evernest Financial Advisors LLC’s holdings in Walmart were worth $3,143,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of Walmart by 0.9% in the third quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock valued at $44,898,368,000 after purchasing an additional 3,835,200 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Walmart by 0.3% during the second quarter. Geode Capital Management LLC now owns 94,557,532 shares of the retailer’s stock worth $9,199,712,000 after buying an additional 263,718 shares in the last quarter. Norges Bank acquired a new stake in Walmart in the 2nd quarter valued at approximately $5,367,770,000. Fisher Asset Management LLC lifted its stake in Walmart by 1.6% in the 3rd quarter. Fisher Asset Management LLC now owns 40,298,623 shares of the retailer’s stock valued at $4,153,176,000 after acquiring an additional 634,211 shares in the last quarter. Finally, Ameriprise Financial Inc. boosted its position in Walmart by 3.6% during the 2nd quarter. Ameriprise Financial Inc. now owns 31,973,329 shares of the retailer’s stock worth $3,126,775,000 after acquiring an additional 1,098,342 shares during the last quarter. 26.76% of the stock is owned by institutional investors.

Walmart Price Performance

Shares of NASDAQ WMT opened at $127.91 on Wednesday. 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 business’s 50 day moving average price is $121.07 and its two-hundred day moving average price is $110.56. The company has a market cap of $1.02 trillion, a PE ratio of 46.68, a price-to-earnings-growth ratio of 4.73 and a beta of 0.66. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $134.69.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping the consensus estimate of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same period in the previous year, the company posted $0.66 EPS. The firm’s revenue for the quarter was up 5.6% compared to the same quarter last year. 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, analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be given a $0.2475 dividend. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. Walmart’s dividend payout ratio is presently 34.31%.

Wall Street Analysts Forecast Growth

WMT has been the topic of a number of recent research reports. Jefferies Financial Group set a $145.00 price objective on shares of Walmart in a report on Friday, February 20th. Citigroup reiterated a “buy” rating and issued a $147.00 price target (up from $120.00) on shares of Walmart in a research note on Thursday, February 5th. Barclays reissued an “overweight” rating and set a $125.00 price target (up from $108.00) on shares of Walmart in a research report on Thursday, January 8th. Evercore restated an “outperform” rating and issued a $130.00 price objective (up from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. Finally, CICC Research initiated coverage on Walmart in a report on Friday, December 26th. They set an “outperform” rating and a $125.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $134.42.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Bank of America reinstated coverage with a Buy rating and a $150 price target, arguing Walmart is well positioned as a consumer hedge in a bifurcated economy, which supports upside to the stock. The Great Divide: Is Walmart the Ultimate Hedge for 2026?
• Positive Sentiment: Walmart’s Sam’s Club reported a 2.9% sales rise, +5.3% traffic and e‑commerce growth of 23%, signaling membership and digital momentum that should help margins and comps. Walmart’s Sam’s Club Sales Rise 2.9%
• Positive Sentiment: Walmart expanded its grocery/CPG assortment as brands (e.g., Liquid Youth) roll out at select Walmart stores — incremental SKU additions can modestly boost grocery sales and private‑label/commercial partnerships. Liquid Youth™ Expands Retail Footprint with Launch at Target and Walmart
• Neutral Sentiment: Analyst/press pieces highlight Walmart’s durable same‑store sales, wide moat, growth in e‑commerce, digital advertising and AI initiatives — positive fundamentals but already partly reflected in the rally. 3 Things to Know About Walmart Stock Before You Buy
• Neutral Sentiment: Coverage notes and valuation checks question whether the stock has run ahead of fundamentals after a ~32% one‑year rally — investors are debating growth vs. stretched multiples. Is Walmart (WMT) Still Attractive After 32% One Year Share Price Rally?
• Negative Sentiment: Major shareholders sold large blocks: reports show the Walton family trust sold roughly $380M of stock over five days and another report says Walmart’s largest shareholder offloaded about $220M — heavy insider selling can create near‑term supply pressure and raise investor concern. Walton Family Trust Dumps $380 Million in Walmart Stock Over Five Days
• Negative Sentiment: Additional reporting highlights another large ~$220M block sale by a major shareholder, reinforcing the headline risk from concentrated selling. Walmart’s Largest Shareholder Dumps $220 Million in Shares

Insider Activity at Walmart

In other Walmart news, EVP Latriece Watkins sold 10,000 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president directly owned 108,294 shares in the company, 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 legal filing with the SEC, which is available at this hyperlink. Also, EVP Christopher James Nicholas sold 34,082 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were 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 in the company, valued at $65,082,852. The trade was a 6.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 259,703 shares of company stock worth $31,585,043 in the last quarter. 0.10% of the stock is owned by corporate 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.