Ibex Wealth Advisors Sells 4,578 Shares of Walmart Inc. $WMT

Ibex Wealth Advisors lessened its stake in Walmart Inc. (NASDAQ:WMT) by 9.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 46,326 shares of the retailer’s stock after selling 4,578 shares during the quarter. Ibex Wealth Advisors’ holdings in Walmart were worth $4,774,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Aster Capital Management DIFC Ltd bought a new stake in shares of Walmart in the 3rd quarter valued at about $2,993,000. MGB Wealth Management LLC increased its holdings in shares of Walmart by 1.9% during the 3rd quarter. MGB Wealth Management LLC now owns 38,744 shares of the retailer’s stock worth $3,993,000 after acquiring an additional 728 shares during the last quarter. LeClair Wealth Partners LLC boosted its position in Walmart by 27.2% during the third quarter. LeClair Wealth Partners LLC now owns 5,499 shares of the retailer’s stock worth $567,000 after purchasing an additional 1,177 shares during the period. Erste Asset Management GmbH increased its holdings in shares of Walmart by 6.0% in the third quarter. Erste Asset Management GmbH now owns 186,811 shares of the retailer’s stock valued at $19,600,000 after purchasing an additional 10,608 shares during the last quarter. Finally, TIAA Trust National Association boosted its holdings in shares of Walmart by 3.5% during the 3rd quarter. TIAA Trust National Association now owns 568,734 shares of the retailer’s stock worth $58,614,000 after buying an additional 19,112 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Trading Up 2.8%

NASDAQ:WMT opened at $127.95 on Friday. The firm has a fifty day simple moving average of $120.44 and a two-hundred day simple moving average of $110.07. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $134.69. The stock has a market capitalization of $1.02 trillion, a price-to-earnings ratio of 46.70, a PEG ratio of 5.01 and a beta of 0.65. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.01. The business had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business’s revenue was up 5.6% on a year-over-year basis. During the same quarter in the previous 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. Analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be given a dividend of $0.2475 per share. 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 dividend payout ratio is currently 34.31%.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Bank of America initiated coverage with a “Buy” rating and a $150 price target, signaling materially higher analyst optimism versus the current share level (roughly +17% upside from the cited price).
• Positive Sentiment: Recent quarterly results showed a slight EPS beat (reported $0.74 vs. $0.73 est.) and revenue topped estimates; management issued FY2027 EPS guidance of $2.75–$2.85, supporting multiple expansion and investor confidence.
• Positive Sentiment: Walmart is rolling out its Scintilla In-Store data platform and expanding private/partner brands, moves that reinforce higher-margin adjacencies (ads, marketplace, fulfillment) and long-term e‑commerce/store integration growth. Walmart Supplier Tech And New Brands Reframe Stores As Data Platforms
• Neutral Sentiment: Brokerage consensus remains constructive — a “Moderate Buy” consensus was reported, reflecting institutional buy-side alignment but some variance in targets. Walmart Inc. (NASDAQ:WMT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Walmart leadership will participate in upcoming investor events and webcasts — provides management access to investors for strategy updates and Q&A, which can influence near-term sentiment. Walmart Leadership to Participate in Upcoming Investor Events
• Negative Sentiment: Walmart agreed to settle FTC claims over Spark driver pay for roughly $100M total, including a $16M payout to drivers over alleged misleading pay/tip claims — a near-term cash hit and reputational/legal overhang, though not material to operating margins long-term at scale. Walmart agrees to $100M settlement over deceptive pay practices in Spark Driver program Walmart agrees to pay $16 million to its Spark delivery drivers to settle claims it misled them over tips and pay

Analysts Set New Price Targets

A number of brokerages have recently issued reports on WMT. Citigroup restated a “buy” rating and set a $147.00 price objective (up from $120.00) on shares of Walmart in a report on Thursday, February 5th. Rothschild & Co Redburn set a $150.00 price objective on Walmart in a research report on Tuesday, February 17th. Argus upgraded Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. DA Davidson set a $150.00 target price on Walmart and gave the company a “buy” rating in a report on Friday, February 20th. Finally, TD Cowen restated a “buy” rating and set a $145.00 price objective (up from $136.00) on shares of Walmart in a research report on Friday, February 20th. One equities research 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. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $134.42.

Insider Activity at Walmart

In related news, EVP Daniel J. Bartlett sold 1,255 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $133.21, for a total value of $167,178.55. Following the transaction, the executive vice president owned 586,329 shares in the company, valued at approximately $78,104,886.09. This represents a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Christopher James Nicholas sold 34,082 shares of the firm’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the sale, the executive vice president directly owned 533,466 shares of the company’s stock, valued at $65,082,852. This represents a 6.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 261,903 shares of company stock worth $31,829,749 over the last 90 days. Corporate 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.