South Shore Capital Advisors purchased a new position in Walmart Inc. (NASDAQ:WMT – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 9,235 shares of the retailer’s stock, valued at approximately $1,029,000. Walmart comprises about 0.8% of South Shore Capital Advisors’ portfolio, making the stock its 26th biggest holding.
A number of other institutional investors also recently made changes to their positions in the stock. Rydar Equities Inc. raised its holdings in shares of Walmart by 3.0% in the fourth quarter. Rydar Equities Inc. now owns 18,347 shares of the retailer’s stock worth $2,044,000 after acquiring an additional 540 shares during the last quarter. Raleigh Capital Management Inc. raised its holdings in shares of Walmart by 21.6% in the fourth quarter. Raleigh Capital Management Inc. now owns 9,299 shares of the retailer’s stock worth $1,036,000 after acquiring an additional 1,652 shares during the last quarter. Robinhood Asset Management LLC acquired a new position in shares of Walmart in the fourth quarter worth $13,107,000. Summa Corp. raised its holdings in shares of Walmart by 1.8% in the fourth quarter. Summa Corp. now owns 15,851 shares of the retailer’s stock worth $1,766,000 after acquiring an additional 280 shares during the last quarter. Finally, Ameliora Wealth Management Ltd. raised its holdings in shares of Walmart by 10.1% in the fourth quarter. Ameliora Wealth Management Ltd. now owns 39,568 shares of the retailer’s stock worth $4,408,000 after acquiring an additional 3,624 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.
Insider Activity
In other Walmart news, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the completion of the sale, the executive vice president owned 486,764 shares of the company’s stock, valued at approximately $62,203,571.56. The trade was a 3.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $122.00, for a total value of $4,158,004.00. Following the sale, the executive vice president directly owned 533,466 shares of the company’s stock, valued at approximately $65,082,852. This trade represents a 6.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 274,278 shares of company stock valued at $33,825,793 in the last 90 days. 0.10% of the stock is owned by corporate insiders.
More Walmart News
- Positive Sentiment: AI/agentic commerce tailwind — Analysts argue that “agentic commerce” (AI-driven shopping assistants) could reshape e‑commerce and name Walmart as a beneficiary given its scale, omnichannel reach and tech investments; this narrative supports higher growth expectations and investor appetite for WMT. 2 Stocks I’d Add to the Shopping Cart for the Agentic Commerce Revolution
- Positive Sentiment: Sam’s Club membership price hikes — Announced increases in Sam’s Club fees effective May 1 should lift membership revenue and margins, a clear earnings lever for Walmart’s membership businesses and recurring revenue profile. New Sam’s Club Price Hikes Take Effect May 1. Should You Buy Walmart Stock First?
- Neutral Sentiment: Navy Exchange story is peripheral — Coverage of the U.S. Navy Exchange highlights how larger retailers (Walmart/Amazon) are taking share from military exchanges; this underscores Walmart’s competitive strength but is not a material company announcement. Why the U.S. Navy’s retail business is fighting Walmart and Amazon to fund its own future
- Neutral Sentiment: Digital price‑tag rollout — Walmart is replacing paper shelf labels with digital tags to improve pricing agility and margins; investors note efficiency upside but also regulatory and price‑transparency questions that could temper the near‑term benefit. Walmart’s Digital Price Tags Put Valuation And Margin Story In Focus
- Neutral Sentiment: Valuation check after big run — Commentary questions whether WMT’s strong multi‑year rally (50%+ over 12 months) leaves the stock fully priced; this raises caution on further upside absent continued execution. Is Walmart (WMT) Still Reasonably Priced After A 51% One Year Share Price Surge?
- Negative Sentiment: Short‑term technical/pullback headlines — Multiple pieces note a recent snap in a winning streak and a one‑day downside move, reflecting profit‑taking and near‑term volatility that can pressure the share price despite the longer‑term positives. Walmart (WMT) Stock Drops Despite Market Gains: Important Facts to Note
Walmart Price Performance
WMT stock opened at $127.26 on Thursday. The stock has a 50-day moving average price of $125.47 and a two-hundred day moving average price of $114.82. Walmart Inc. has a 12-month low of $83.02 and a 12-month high of $134.69. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The company has a market cap of $1.01 trillion, a PE ratio of 46.45, a price-to-earnings-growth ratio of 4.69 and a beta of 0.66.
Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings results 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. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter in the previous year, the business earned $0.66 earnings per share. The firm’s quarterly revenue was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. As a group, research analysts predict that Walmart Inc. will post 2.55 EPS for the current 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 given a dividend of $0.2475 per share. This represents a $0.99 dividend on an annualized basis and a 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 equities analysts recently commented on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research note on Wednesday, January 21st. HSBC lowered Walmart from a “buy” rating to a “hold” rating and upped their target price for the company from $122.00 to $131.00 in a research note on Friday, February 20th. BTIG Research reiterated a “buy” rating and issued a $140.00 target price on shares of Walmart in a research note on Friday, February 20th. Oppenheimer reiterated an “outperform” rating and issued a $140.00 target price (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $134.00 target price (up from $129.00) on shares of Walmart in a research note on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Walmart presently has a consensus rating of “Buy” and a consensus price target of $137.12.
View Our Latest Stock Report on Walmart
About Walmart
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.
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