Walmart Inc. $WMT Shares Acquired by Mendel Money Management

Mendel Money Management boosted its position in Walmart Inc. (NASDAQ:WMT) by 276.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,074 shares of the retailer’s stock after purchasing an additional 7,397 shares during the period. Mendel Money Management’s holdings in Walmart were worth $1,038,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also modified their holdings of the business. Collier Financial purchased a new stake in shares of Walmart during the 3rd quarter worth $25,000. Access Investment Management LLC acquired a new position in Walmart during the second quarter worth about $26,000. Your Advocates Ltd. LLP purchased a new position in Walmart in the third quarter valued at about $28,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Walmart during the 3rd quarter valued at approximately $30,000. Finally, Roble Belko & Company Inc boosted its stake in shares of Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after acquiring an additional 219 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Stock Down 1.4%

WMT stock opened at $124.87 on Friday. The company has a 50 day moving average price of $119.24 and a two-hundred day moving average price of $109.09. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. The stock has a market capitalization of $995.24 billion, a P/E ratio of 43.66, a PEG ratio of 4.99 and a beta of 0.65. Walmart Inc. has a one year low of $79.81 and a one year high of $134.69.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.73 by $0.01. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The business had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. During the same quarter last year, the firm earned $0.66 earnings per share. The business’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. As a group, sell-side analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be issued 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 is Friday, December 11th. Walmart’s dividend payout ratio is presently 32.87%.

Analysts Set New Price Targets

Several brokerages recently issued reports on WMT. Roth Mkm reaffirmed a “buy” rating on shares of Walmart in a report on Friday. BTIG Research reaffirmed a “buy” rating and set a $140.00 price target on shares of Walmart in a research note on Friday. JPMorgan Chase & Co. increased their price objective on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research note on Friday, November 21st. Jefferies Financial Group restated a “buy” rating and set a $132.00 target price on shares of Walmart in a research report on Tuesday, February 3rd. Finally, TD Cowen reissued a “buy” rating on shares of Walmart in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $129.48.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Q4 beat on sales and profits; e‑commerce (+24%) and advertising (+37%) drove revenue and operating income upside, showing early benefits from automation and margin leverage. Walmart reports revenue growth
• Positive Sentiment: Board boosted capital returns — a 5% raise to the annual dividend ($0.99) and an active buyback program cited in analyst coverage — which supports income investors and buyback-driven EPS accretion. Walmart Raises Annual Dividend
• Positive Sentiment: Some analysts remain constructive — DA Davidson reaffirmed a Buy and Argus upgraded to Strong Buy — providing support amid the pullback. DA Davidson Reaffirms Buy
• Neutral Sentiment: Insider sale disclosed (EVP sold ~1,255 shares) — routine scheduling and small relative to total holdings; not a clear signal of company trouble. SEC Form 4
• Neutral Sentiment: Amazon has surpassed Walmart in annual revenue — largely symbolic but increases competitive spotlight as both firms chase AI and ad revenue opportunities. Amazon surpasses Walmart in annual revenue
• Negative Sentiment: Management’s FY‑2027 EPS guidance (2.75–2.85) came in below consensus (~2.94), and Q1 EPS guidance was modest — investors punished the stock for the conservative outlook despite the beat. Walmart Q4 press release / guidance
• Negative Sentiment: Valuation concerns: bearish research argues current multiples (high forward P/E and forward EBIT ratios) aren’t justified by the company’s modest near‑term operating income growth forecast — prompting calls to trim positions. Walmart Q4: Too Expensive… Sell Walmart Before It Loses Its $1 Trillion Valuation

Insiders Place Their Bets

In related news, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total value of $2,445,400.00. Following the transaction, the executive vice president owned 506,764 shares in the company, valued at approximately $61,962,034.28. This trade represents a 3.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $119.99, for a total value of $1,574,868.75. Following the completion of the transaction, the executive vice president owned 727,155 shares in the company, valued at approximately $87,251,328.45. This trade represents a 1.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 211,696 shares of company stock worth $25,176,467. Corporate insiders own 0.10% of the company’s stock.

Walmart Company 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.