WINTON GROUP Ltd Makes New $17.40 Million Investment in Walmart Inc. $WMT

WINTON GROUP Ltd bought a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 168,798 shares of the retailer’s stock, valued at approximately $17,396,000. Walmart comprises about 0.7% of WINTON GROUP Ltd’s investment portfolio, making the stock its 19th biggest holding.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its holdings 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 purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its stake in Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management grew its holdings in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC increased its position in Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after buying an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its position in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after buying an additional 1,048 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

WMT has been the topic of a number of recent research reports. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. The Goldman Sachs Group restated a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. Royal Bank Of Canada set a $145.00 price objective on shares of Walmart in a report on Friday, February 20th. Erste Group Bank reiterated a “hold” rating on shares of Walmart in a research report on Thursday. Finally, JPMorgan Chase & Co. lifted their target price on shares of Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a research note on Friday, November 21st. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and a consensus price target of $135.76.

Walmart Stock Up 0.4%

WMT stock opened at $123.80 on Monday. The stock has a 50-day simple moving average of $121.87 and a two-hundred day simple moving average of $111.06. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $134.69. The firm has a market capitalization of $986.71 billion, a PE ratio of 45.18, a PEG ratio of 4.61 and a beta of 0.66. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results 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. The firm had revenue of $190.66 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the prior year, the firm posted $0.66 earnings per share. 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, equities analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued a $0.2475 dividend. This represents a $0.99 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is presently 36.13%.

Insider Transactions at Walmart

In other news, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the completion of the transaction, the executive vice president directly owned 506,764 shares in the company, valued at $61,962,034.28. The trade was a 3.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Christopher James Nicholas sold 34,082 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total transaction 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 approximately $65,082,852. The trade was a 6.01% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 279,703 shares of company stock worth $34,140,843. 0.10% of the stock is owned by corporate insiders.

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.