Whalen Wealth Management Inc. Takes Position in Walmart Inc. $WMT

Whalen Wealth Management Inc. acquired a new position in Walmart Inc. (NASDAQ:WMT) in the fourth quarter, Holdings Channel.com reports. The fund acquired 7,988 shares of the retailer’s stock, valued at approximately $890,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Collier Financial purchased a new stake in Walmart in the third quarter valued at about $25,000. Your Advocates Ltd. LLP purchased a new stake in shares of Walmart during the third quarter worth about $28,000. Redmont Wealth Advisors LLC acquired a new position in shares of Walmart during the third quarter valued at about $30,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart during the fourth quarter valued at about $30,000. Finally, Roble Belko & Company Inc raised its position in shares of 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 purchasing an additional 219 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $125.79 on Monday. The company has a 50 day simple moving average of $124.97 and a two-hundred day simple moving average of $114.43. The stock has a market cap of $1.00 trillion, a price-to-earnings ratio of 45.91, a PEG ratio of 4.69 and a beta of 0.66. 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 Inc. has a 12 month low of $79.81 and a 12 month high of $134.69.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the prior year, the business 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. As a group, analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be paid a dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. Walmart’s dividend payout ratio (DPR) is presently 36.13%.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Erste Group upgraded Walmart from “hold” to “strong-buy,” signaling institutional confidence and likely supporting demand for the shares. Zacks.com
• Positive Sentiment: A bullish analyst note projects steady growth and a 12-month price target (~$130.57), giving investors a modest upside thesis tied to continued execution. Walmart Price Prediction: Steady Growth Makes Analysts Bullish
• Positive Sentiment: Walmart will pay its second 2026 dividend on April 6, which supports income-focused holders and can reduce near-term selling pressure around income flows. Walmart to pay 2026’s second dividend in April; Here’s how much 100 WMT shares will earn
• Positive Sentiment: Walmart is testing a Sam’s Club membership fee increase and raising rewards caps — a sign of pricing power and potential margin upside if membership retention holds. Walmart Tests Sam’s Club Fee Hike Against Member Value And Growth
• Positive Sentiment: Analysts/coverage note Walmart is shifting toward growth via expanding ad revenue and memberships, and Sam’s Club expansion, which helps operating income outpace sales — a longer-term positive re-rating catalyst. Walmart Stock Is Transforming Into a Growth Stock. Is It Time to Buy?
• Positive Sentiment: Walmex (Walmart’s Mexico unit) plans a $2.5B 2026 investment, signaling international expansion and capacity spending that could support future top-line growth. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Neutral Sentiment: Coverage and pundit commentary (e.g., Jim Cramer) express bullish technical and sentiment views, which can amplify momentum trading but are less material than fundamental catalysts. Jim Cramer on Walmart
• Neutral Sentiment: Reporting shows Walmart shoppers so far are holding up despite ~$4 gas — a sign of resilience but also a watch item if fuel prices keep rising. Walmart shoppers aren’t breaking under the weight of $4 gas (yet)
• Negative Sentiment: An AOL piece highlights a Walmart-related recession indicator at its highest since 2008 — a macro risk that could pressure consumer spending and margins if the signal proves accurate. A Walmart-related recession indicator is at its highest since the 2008 financial crisis

Insiders Place Their Bets

In related news, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the completion of the transaction, the executive vice president directly 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 this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total value of $2,313,804.72. Following the completion of the transaction, the chief executive officer directly owned 4,274,856 shares of the company’s stock, valued at $509,434,589.52. The trade was a 0.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 274,278 shares of company stock worth $33,825,793. 0.10% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on WMT. Deutsche Bank Aktiengesellschaft set a $120.00 target price on shares of Walmart in a research report on Friday, February 20th. TD Cowen reiterated a “buy” rating and set a $145.00 price objective (up from $136.00) on shares of Walmart in a research note on Friday, February 20th. Jefferies Financial Group set a $145.00 price objective on shares of Walmart in a report on Friday, February 20th. Morgan Stanley reissued an “overweight” rating and issued a $135.00 target price (up from $125.00) on shares of Walmart in a research report on Thursday, January 15th. Finally, Raymond James Financial restated an “outperform” rating and issued a $135.00 target price on shares of Walmart in a research note on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $135.76.

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.