Rep. Jonathan L. Jackson Buys Walmart Inc. (NASDAQ:WMT) Stock

Representative Jonathan L. Jackson (Democratic-Illinois) recently bought shares of Walmart Inc. (NASDAQ:WMT). In a filing disclosed on February 23rd, the Representative disclosed that they had bought between $50,001 and $100,000 in Walmart stock on January 13th. The trade occurred in the Representative’s “MORGAN STANLEY TRUST ACCOUNT” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of GE Vernova (NYSE:GEV) on 1/30/2026.
• Purchased $15,001 – $50,000 in shares of Citigroup (NYSE:C) on 1/30/2026.
• Sold $50,001 – $100,000 in shares of Shopify (NASDAQ:SHOP) on 1/30/2026.
• Sold $15,001 – $50,000 in shares of Coupang (NYSE:CPNG) on 1/22/2026.
• Purchased $50,001 – $100,000 in shares of Viasat (NASDAQ:VSAT) on 1/22/2026.
• Purchased $1,001 – $15,000 in shares of JPMorgan Chase & Co. (NYSE:JPM) on 1/20/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 1/20/2026.
• Sold $15,001 – $50,000 in shares of Palantir Technologies (NASDAQ:PLTR) on 1/16/2026.
• Sold $50,001 – $100,000 in shares of T-Mobile US (NASDAQ:TMUS) on 1/13/2026.
• Sold $15,001 – $50,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 12/22/2025.

Walmart Price Performance

WMT opened at $126.75 on Wednesday. The firm has a market capitalization of $1.01 trillion, a P/E ratio of 46.26, a PEG ratio of 5.02 and a beta of 0.65. The stock has a fifty day moving average of $119.77 and a 200-day moving average of $109.69. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating the consensus estimate 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 return on equity of 21.44% and a net margin of 3.07%.Walmart’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period in the previous year, the firm 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. Equities analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The company also recently announced 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. This represents a $0.99 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s payout ratio is 34.31%.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Company fundamentals and capital returns — Walmart reported an earnings and revenue beat, raised the quarterly dividend, and authorized a new ~$30B share repurchase program, supporting EPS upside and shareholder return expectations. Assessing Walmart’s Valuation After Earnings Beat
• Positive Sentiment: U.S. segment momentum — Walmart U.S. delivered ~4.6% comp growth driven by grocery traffic and e‑commerce strength, a key driver cited for sustaining FY27 outlook. WMT’s U.S. Segment Momentum
• Positive Sentiment: Market share gain / resilient demand — dunnhumby data shows U.S. household penetration near ~72%, indicating Walmart is capturing share versus traditional grocers amid affordability pressures. Walmart, Dollar Stores Beat Traditional Grocers’ Reach
• Positive Sentiment: Analyst support — several firms (Telsey, BTIG, Wells Fargo, Oppenheimer and others) have reiterated or raised ratings/targets, lifting consensus sentiment and price-target-driven demand. Telsey Advisory Sees Walmart Strengthening Position
• Neutral Sentiment: Peer/comparison analysis — pieces comparing Walmart to other retail plays (Dollar General, traditional grocers) highlight valuation and model differences; useful for allocation decisions but not a single catalyst. Walmart or Dollar General: Which Is the Better Retail Play?
• Neutral Sentiment: Street commentary — bank notes and analyst writeups (Erste Group, others) provide context on FY outlook and margins but largely echo existing consensus rather than shifting it. Erste Group Bank Comments on Walmart FY2028 Earnings
• Negative Sentiment: Insider selling — multiple senior executives, including the CEO and EVPs, disclosed sizable share sales this week; such filings can create short‑term sentiment pressure even if sales are for diversification or tax reasons. Latriece Watkins Sells 10,000 Shares
• Negative Sentiment: Macro/headline risk — Walmart highlighted a “hiring recession” context and broader consumer fragility in commentary, which could temper discretionary spending and complicate margin leverage if labor and demand trends weaken. Walmart Warns of “Hiring Recession”

Hedge Funds Weigh In On Walmart

Several hedge funds and other institutional investors have recently added to or reduced their stakes in WMT. CWM LLC raised its stake in Walmart by 24.2% during the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after buying an additional 229,220 shares during the period. Neuberger Berman Group LLC grew its stake in Walmart by 0.8% in the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock valued at $497,771,000 after acquiring an additional 42,645 shares during the period. Harel Insurance Investments & Financial Services Ltd. increased its holdings in shares of Walmart by 16.6% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock worth $6,567,000 after acquiring an additional 9,061 shares in the last quarter. Aviva PLC raised its position in shares of Walmart by 16.4% during the second quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock worth $374,861,000 after purchasing an additional 539,504 shares during the period. Finally, World Investment Advisors lifted its holdings in shares of Walmart by 5.2% during the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock valued at $30,286,000 after purchasing an additional 14,487 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on WMT. HSBC lowered shares of Walmart from a “buy” rating to a “hold” rating and increased their price target for the stock from $122.00 to $131.00 in a research report on Friday. Barclays reissued an “overweight” rating and set a $125.00 target price (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Wednesday, January 21st. Sanford C. Bernstein restated an “outperform” rating and issued a $134.00 target price (up from $129.00) on shares of Walmart in a research note on Friday. Finally, Royal Bank Of Canada set a $145.00 price target on Walmart in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $133.21.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Donna Morris sold 76,181 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the sale, the executive vice president directly owned 402,072 shares in the company, valued at approximately $49,772,492.88. This trade represents a 15.93% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $129.10, for a total transaction of $1,694,437.50. Following the sale, the chief executive officer owned 591,084 shares in the company, valued at approximately $76,308,944.40. The trade was a 2.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 261,903 shares of company stock worth $31,496,959 in the last quarter. Company insiders own 0.10% of the company’s stock.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

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.