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

Ibex Wealth Advisors lowered its position in shares of Walmart Inc. (NASDAQ:WMT) by 9.0% in the 3rd quarter, HoldingsChannel reports. The institutional investor 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 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of WMT. Collier Financial purchased a new stake in Walmart in the third quarter worth $25,000. Access Investment Management LLC purchased a new position in shares of Walmart in the second quarter worth $26,000. Your Advocates Ltd. LLP bought a new position in shares of Walmart during the third quarter valued at $28,000. Redmont Wealth Advisors LLC purchased a new stake in shares of Walmart during the third quarter valued at $30,000. Finally, Roble Belko & Company Inc increased its holdings in Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after buying an additional 219 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Transactions at Walmart

In related news, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction that occurred 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 owned 533,466 shares in the company, valued at approximately $65,082,852. The trade was a 6.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of the firm’s 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 $61,962,034.28. The trade was a 3.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 261,903 shares of company stock valued at $31,829,749. Company insiders own 0.10% of the company’s stock.

Walmart Stock Performance

Shares of WMT opened at $127.95 on Friday. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $134.69. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. The stock has a market cap 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 business has a 50-day simple moving average of $120.44 and a two-hundred day simple moving average of $110.07.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The company had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm’s revenue was up 5.6% on a year-over-year basis. During the same period in the prior year, the company 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. On average, analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The firm 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 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio is currently 34.31%.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. Telsey Advisory Group upped their target price on shares of Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research note on Friday, February 20th. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a research report on Wednesday, January 21st. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. Barclays reissued an “overweight” rating and set a $125.00 price target (up from $108.00) on shares of Walmart in a report on Thursday, January 8th. Finally, Robert W. Baird lifted their price objective on Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, Walmart presently has an average rating of “Moderate Buy” and a consensus target price of $134.42.

Walmart News Roundup

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

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.