Mosaic Advisors LLC Acquires New Shares in Walmart Inc. $WMT

Posted by Teresa Graham on Mar 9th, 2026

Walmart logo Mosaic Advisors LLC acquired a new position in Walmart Inc. (NASDAQ:WMT – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 9,210 shares of the retailer’s stock, valued at approximately $949,000. Walmart accounts for 2.3% of Mosaic Advisors LLC’s portfolio, making the stock its 11th largest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Collier Financial purchased a new position in shares of Walmart during the 3rd quarter worth $25,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart during the 3rd quarter worth about $28,000. Redmont Wealth Advisors LLC purchased a new stake in Walmart in the 3rd quarter valued at about $30,000. Roble Belko & Company Inc raised its holdings in Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after buying an additional 219 shares during the period. Finally, Manning & Napier Advisors LLC acquired a new position in Walmart in the third quarter valued at about $39,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

Positive Sentiment: OpenAI reportedly pulling back on direct purchases in ChatGPT could send more checkout traffic to retailer apps, giving Walmart’s commerce and app ecosystem an advantage. ChatGPT’s Retail Retreat Hands Walmart An AI Advantage: Analyst
Positive Sentiment: Analyst commentary and re‑rated fair‑value models are lifting the tech/AI narrative around Walmart, producing higher price targets and supporting upside expectations from investors focused on digital and ads monetization. How Walmart (WMT) Is Rewriting Its Story With Tech, AI And A Richer Valuation Debate
Positive Sentiment: Company execution reminders — new store formats and ongoing omnichannel growth — reinforce the core retail case that underpins earnings stability. Walmart Opens Next Generation Supercenter in The Villages
Neutral Sentiment: Investor attention is high — search and readership spikes (Zacks/Yahoo) and conference transcripts give analysts more to parse but contain no single market‑moving surprise. Investors Heavily Search Walmart Inc. (WMT): Here is What You Need to Know
Negative Sentiment: A reported sale by a 10% Walmart owner totaling roughly $136.45M adds supply pressure and can prompt short‑term negative sentiment despite not reflecting company fundamentals. 10% Owner Of Walmart Sold $136.45M In Stock
Negative Sentiment: Analyses highlight a cautious forward outlook and attention to a ~$100M regulatory settlement tied to the Spark Driver program — both factors that pressured the stock in recent sessions. Walmart slides as cautious outlook and regulatory settlement weigh on sentiment
Negative Sentiment: Ongoing tariff and import risks remain a margin headwind risk given Walmart’s large import footprint; rising trade frictions could pressure costs if not passed to customers. Walmart: Navigating A Bumpy Tariff Environment

Walmart Trading Up 0.4%

Shares of WMT stock opened at $123.80 on Monday. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69. The company has a 50 day moving average price of $121.87 and a 200 day moving average price of $111.06. The stock has a market capitalization of $986.71 billion, a P/E ratio of 45.18, a price-to-earnings-growth ratio of 4.61 and a beta of 0.66. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79.

Walmart (NASDAQ:WMT – Get Free Report) last released its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same period in the prior year, the business earned $0.66 EPS. The firm’s quarterly 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. Equities research analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be paid a $0.2475 dividend. 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 (DPR) is presently 36.13%.

Insiders Place Their Bets

In other Walmart news, EVP John D. Rainey sold 20,000 shares of the company’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 sale, the executive vice president owned 486,764 shares in the company, valued at $62,203,571.56. This represents a 3.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $126.71, for a total value of $2,460,201.36. Following the completion of the sale, the director directly owned 4,023,209 shares in the company, valued at $509,780,812.39. This represents a 0.48% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 279,703 shares of company stock valued at $34,140,843. 0.10% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have weighed in on WMT shares. JPMorgan Chase & Co. lifted their price target on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research report on Friday, November 21st. Argus upgraded shares of Walmart to a “strong-buy” rating in a report on Wednesday, February 18th. Jefferies Financial Group set a $145.00 target price on shares of Walmart in a report on Friday, February 20th. Oppenheimer reissued an “outperform” rating and issued a $140.00 target price (up from $125.00) on shares of Walmart in a research report on Monday, February 9th. Finally, Roth Mkm restated a “buy” rating and set a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $135.76.

Get Our Latest Stock Report on WMT

Walmart Profile

(Free Report)

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.