Whalen Wealth Management Inc. Buys Shares of 7,988 Walmart Inc. $WMT

Whalen Wealth Management Inc. bought a new stake in shares of Walmart Inc. (NASDAQ:WMT) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 7,988 shares of the retailer’s stock, valued at approximately $890,000.

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

Analyst Ratings Changes

Several research firms recently commented on WMT. DA Davidson set a $150.00 price target on shares of Walmart and gave the stock a “buy” rating in a research note on Friday, February 20th. Wells Fargo & Company restated an “overweight” rating and issued a $140.00 target price (up from $130.00) on shares of Walmart in a research note on Tuesday, February 10th. BTIG Research reaffirmed a “buy” rating and set a $140.00 price target on shares of Walmart in a research note on Friday, February 20th. Evercore reiterated an “outperform” rating and issued a $130.00 price target (up from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. Finally, Bank of America assumed coverage on Walmart in a research note on Friday, February 27th. They issued a “buy” rating and a $150.00 price objective on the stock. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $135.76.

Insiders Place Their Bets

In other news, EVP Donna Morris sold 76,181 shares of the business’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total value of $9,430,445.99. Following the completion of the transaction, the executive vice president directly owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. The trade was a 15.93% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total value of $2,313,804.72. Following the sale, the chief executive officer directly owned 4,274,856 shares in the company, valued at approximately $509,434,589.52. The trade was a 0.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 274,278 shares of company stock worth $33,825,793. Insiders own 0.10% of the company’s stock.

Walmart Stock Performance

NASDAQ:WMT opened at $125.79 on Monday. Walmart Inc. has a one year low of $79.81 and a one year high of $134.69. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The firm has a market cap of $1.00 trillion, a P/E ratio of 45.91, a P/E/G ratio of 4.69 and a beta of 0.66. The firm has a 50-day simple moving average of $124.97 and a 200-day simple moving average of $114.43.

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, beating 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 quarterly revenue was up 5.6% on a year-over-year basis. During the same period last year, the firm earned $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. 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. The ex-dividend date is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. Walmart’s dividend payout ratio (DPR) is currently 36.13%.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Erste Group upgraded Walmart from “hold” to “strong-buy,” signaling institutional confidence and likely supporting demand for the shares. Zacks.com
• Positive Sentiment: A bullish analyst note projects steady growth and a 12-month price target (~$130.57), giving investors a modest upside thesis tied to continued execution. Walmart Price Prediction: Steady Growth Makes Analysts Bullish
• Positive Sentiment: Walmart will pay its second 2026 dividend on April 6, which supports income-focused holders and can reduce near-term selling pressure around income flows. Walmart to pay 2026’s second dividend in April; Here’s how much 100 WMT shares will earn
• Positive Sentiment: Walmart is testing a Sam’s Club membership fee increase and raising rewards caps — a sign of pricing power and potential margin upside if membership retention holds. Walmart Tests Sam’s Club Fee Hike Against Member Value And Growth
• Positive Sentiment: Analysts/coverage note Walmart is shifting toward growth via expanding ad revenue and memberships, and Sam’s Club expansion, which helps operating income outpace sales — a longer-term positive re-rating catalyst. Walmart Stock Is Transforming Into a Growth Stock. Is It Time to Buy?
• Positive Sentiment: Walmex (Walmart’s Mexico unit) plans a $2.5B 2026 investment, signaling international expansion and capacity spending that could support future top-line growth. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Neutral Sentiment: Coverage and pundit commentary (e.g., Jim Cramer) express bullish technical and sentiment views, which can amplify momentum trading but are less material than fundamental catalysts. Jim Cramer on Walmart
• Neutral Sentiment: Reporting shows Walmart shoppers so far are holding up despite ~$4 gas — a sign of resilience but also a watch item if fuel prices keep rising. Walmart shoppers aren’t breaking under the weight of $4 gas (yet)
• Negative Sentiment: An AOL piece highlights a Walmart-related recession indicator at its highest since 2008 — a macro risk that could pressure consumer spending and margins if the signal proves accurate. A Walmart-related recession indicator is at its highest since the 2008 financial crisis

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.