IFG Advisory LLC Has $10.54 Million Stock Holdings in Walmart Inc. $WMT

IFG Advisory LLC boosted its position in shares of Walmart Inc. (NASDAQ:WMT) by 5.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 102,292 shares of the retailer’s stock after acquiring an additional 5,004 shares during the period. IFG Advisory LLC’s holdings in Walmart were worth $10,542,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Collier Financial bought a new stake in shares of Walmart during the third quarter valued at approximately $25,000. Your Advocates Ltd. LLP acquired a new stake in Walmart during the third quarter worth $28,000. Redmont Wealth Advisors LLC bought a new stake in Walmart in the 3rd quarter valued at $30,000. Roble Belko & Company Inc raised its stake in shares of Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after buying an additional 219 shares in the last quarter. Finally, Manning & Napier Advisors LLC bought a new position in shares of Walmart during the 3rd quarter worth about $39,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Trading Down 0.1%

WMT stock opened at $127.81 on Thursday. The business has a fifty day moving average price of $121.39 and a 200 day moving average price of $110.68. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69. The stock has a market capitalization of $1.02 trillion, a price-to-earnings ratio of 46.65, a P/E/G ratio of 4.76 and a beta of 0.66.

Walmart (NASDAQ:WMT) last announced 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 for the quarter, compared to analysts’ expectations of $188.37 billion. During the same quarter in the prior year, the business earned $0.66 earnings per share. The business’s revenue for the quarter 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 expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

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 given a $0.2475 dividend. This represents a $0.99 annualized dividend and a yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is presently 34.31%.

Insider Buying and Selling

In other news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the transaction, the executive vice president directly owned 727,155 shares in the company, valued at approximately $87,251,328.45. This represents a 1.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Donna Morris sold 76,181 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the sale, the executive vice president directly owned 402,072 shares in the company, valued at $49,772,492.88. This trade represents a 15.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 279,703 shares of company stock valued at $34,140,843. Insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

WMT has been the subject of several recent research reports. Argus raised shares of Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. 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. CICC Research assumed coverage on Walmart in a research note on Friday, December 26th. They issued an “outperform” rating and a $125.00 price target on the stock. Jefferies Financial Group set a $145.00 price target on Walmart in a research report on Friday, February 20th. Finally, DA Davidson set a $150.00 price objective on Walmart and gave the stock a “buy” rating in a research note on Friday, February 20th. One investment 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 stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $134.42.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart-backed PhonePe is planning an India IPO targeting a $9–$10.5B valuation — a potential near-term monetization event for Walmart’s investment and a driver of investor sentiment around international growth and fintech upside. Exclusive: Walmart-backed PhonePe targets up to $10.5 billion valuation in India IPO, sources say
• Positive Sentiment: Analyst / blog bullish coverage reiterates Walmart’s strengths (scale, operational discipline, e‑commerce and ad/digital growth) and argues WMT remains a compelling defensive plus growth-ish retail holding — supportive for investor confidence and multiple expansion. Is Walmart Inc. (WMT) A Good Stock To Buy Now?
• Positive Sentiment: Industry coverage highlighting Walmart’s durable same‑store sales, digital/ad revenue, and AI investments frames the company as positioned for continued steady growth — a reason long‑term investors may hold or buy. 3 Things to Know About Walmart Stock Before You Buy
• Neutral Sentiment: Walmart opened a next‑generation Supercenter in The Villages, FL — incremental store growth and local assortment (including Fresh From Florida) support execution but are small relative to company scale. Walmart Opens Next Generation Supercenter in The Villages, Highlights Florida-Grown Products
• Neutral Sentiment: New product listings (Liquid Youth Sparkling Collagen Water) at select Walmart stores broaden grocery/beverage assortment and show ongoing vendor/brand acceptance — positive for merchandising but immaterial to top-line at scale. Liquid Youth™ Expands Retail Footprint with Launch at Target and Walmart
• Negative Sentiment: Insider sale — EVP John D. Rainey sold 20,000 shares (~$2.56M at ~$127.79), reducing his stake ~3.95%; insider sales can create short‑term negative optics even if routine. Insider sale: John D. Rainey sold 20,000 shares
• Negative Sentiment: Target’s reported turnaround and upgraded outlook lift competitive pressure in the big‑box segment; improving Target momentum is a relative risk to Walmart’s market‑share and margin narrative. Target’s 2026 Turnaround: Analysts Bullish as Growth Returns

Walmart 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.