Walmart Inc. $WMT is Laffer Tengler Investments Inc.’s 7th Largest Position

Laffer Tengler Investments Inc. grew its stake in Walmart Inc. (NASDAQ:WMT) by 17.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 167,896 shares of the retailer’s stock after acquiring an additional 24,858 shares during the quarter. Walmart comprises approximately 2.7% of Laffer Tengler Investments Inc.’s investment portfolio, making the stock its 7th biggest position. Laffer Tengler Investments Inc.’s holdings in Walmart were worth $17,303,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Revolve Wealth Partners LLC grew its stake in shares of Walmart by 1.0% in the third quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock valued at $1,023,000 after buying an additional 96 shares in the last quarter. Atlas Legacy Advisors LLC boosted its holdings in Walmart by 1.1% during the 2nd quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock valued at $851,000 after acquiring an additional 98 shares during the period. Meridian Wealth Partners LLC grew its position in Walmart by 2.1% in the 2nd quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock valued at $470,000 after acquiring an additional 99 shares in the last quarter. Hemington Wealth Management increased its stake in Walmart by 1.8% during the third quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock worth $586,000 after purchasing an additional 99 shares during the period. Finally, Boomfish Wealth Group LLC lifted its position in shares of Walmart by 2.7% during the third quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock worth $381,000 after purchasing an additional 99 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently weighed in on WMT. Tigress Financial set a $150.00 target price on shares of Walmart and gave the stock a “buy” rating in a research note on Wednesday, February 25th. Bank of America initiated coverage on shares of Walmart in a research note on Friday, February 27th. They issued a “buy” rating and a $150.00 price target for the company. UBS Group reiterated a “buy” rating and issued a $147.00 price objective (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. Rothschild & Co Redburn set a $150.00 target price on Walmart in a report on Tuesday, February 17th. Finally, Citigroup restated a “buy” rating and set a $147.00 price target (up from $120.00) on shares of Walmart in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $134.42.

Insider Buying and Selling at Walmart

In other news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $129.10, for a total value of $1,694,437.50. Following the completion of the transaction, the chief executive officer owned 591,084 shares in the company, valued at approximately $76,308,944.40. This represents a 2.17% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Daniel J. Bartlett sold 1,255 shares of Walmart stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $133.21, for a total transaction of $167,178.55. Following the sale, the executive vice president owned 586,329 shares in the company, valued at $78,104,886.09. This represents a 0.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 259,703 shares of company stock worth $31,585,043. 0.10% of the stock is owned by insiders.

Key Headlines Impacting Walmart

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

Walmart Stock Performance

NASDAQ:WMT opened at $127.91 on Wednesday. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $134.69. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The firm has a market capitalization 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. The business’s fifty day moving average price is $121.07 and its 200 day moving average price is $110.56.

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 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 business had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. During the same period in the prior year, the firm posted $0.66 EPS. The business’s quarterly revenue 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, sell-side analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

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

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.