Victory Financial Group LLC Increases Stock Position in Walmart Inc. $WMT

Victory Financial Group LLC grew its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 98.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,516 shares of the retailer’s stock after purchasing an additional 7,688 shares during the period. Victory Financial Group LLC’s holdings in Walmart were worth $1,729,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Collier Financial acquired a new stake in Walmart in the third quarter valued at $25,000. Your Advocates Ltd. LLP acquired a new position in shares of Walmart during the 3rd quarter worth $28,000. Redmont Wealth Advisors LLC purchased a new position in shares of Walmart in the 3rd quarter valued at about $30,000. Beacon Financial Strategies CORP purchased a new position in shares of Walmart in the 4th quarter valued at about $30,000. Finally, Roble Belko & Company Inc lifted its stake in shares of Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Stock Up 0.8%

Shares of NASDAQ WMT opened at $125.79 on Friday. The firm’s 50-day moving average is $124.81 and its two-hundred day moving average is $114.13. The company has a market capitalization of $1.00 trillion, a PE ratio of 45.91, a price-to-earnings-growth ratio of 4.65 and a beta of 0.66. 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.

Walmart (NASDAQ:WMT) last issued 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. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. During the same period last year, the company posted $0.66 EPS. The company’s revenue 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. Equities analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The business 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 $0.2475 dividend. 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%.

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Craig Hallum set a $150.00 target price on shares of Walmart in a research report on Friday, March 6th. Roth Mkm reiterated a “buy” rating and set a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. Jefferies Financial Group set a $145.00 price target on Walmart in a research note on Friday, February 20th. Royal Bank Of Canada set a $145.00 price objective on Walmart in a research note on Friday, February 20th. Finally, BTIG Research reaffirmed a “buy” rating and set a $140.00 price objective on shares of Walmart in a report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three 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.

More Walmart News

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

Insiders Place Their Bets

In related news, EVP Latriece Watkins sold 10,000 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the sale, the executive vice president owned 108,294 shares of the company’s stock, valued at $13,153,389.24. This trade represents a 8.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the sale, the chief executive officer owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 274,278 shares of company stock valued at $33,825,793. Insiders own 0.10% of the company’s stock.

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.