Cambria Investment Management L.P. Acquires 29,066 Shares of Walmart Inc. $WMT

Cambria Investment Management L.P. lifted its holdings in Walmart Inc. (NASDAQ:WMT) by 981.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,029 shares of the retailer’s stock after purchasing an additional 29,066 shares during the quarter. Cambria Investment Management L.P.’s holdings in Walmart were worth $3,301,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of WMT. Revolve Wealth Partners LLC lifted its stake in Walmart by 1.0% during the 3rd quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock valued at $1,023,000 after acquiring an additional 96 shares during the period. Meridian Wealth Partners LLC grew its stake in shares of Walmart by 2.1% in the second quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock worth $470,000 after acquiring an additional 99 shares during the period. Hemington Wealth Management grew its stake in shares of Walmart by 1.8% in the third quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock worth $586,000 after acquiring an additional 99 shares during the period. Boomfish Wealth Group LLC raised its holdings in shares of Walmart by 2.7% during the third quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock valued at $381,000 after purchasing an additional 99 shares during the last quarter. Finally, Bailard Inc. raised its holdings in shares of Walmart by 0.3% during the third quarter. Bailard Inc. now owns 29,445 shares of the retailer’s stock valued at $3,035,000 after purchasing an additional 99 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Stock Down 0.7%

Shares of WMT opened at $121.08 on Friday. 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 business has a fifty day moving average of $123.99 and a 200 day moving average of $112.59. The company has a market cap of $965.30 billion, a PE ratio of 44.19, a P/E/G ratio of 4.54 and a beta of 0.66. Walmart Inc. has a 52-week low of $79.81 and a 52-week 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 for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The business had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business’s revenue was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $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, sell-side analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a $0.2475 dividend. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s dividend payout ratio is 34.31%.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Unusual bullish options activity — traders bought ~169,565 WMT call contracts (≈+42% vs. typical daily call volume), signaling short‑term bullish bets that can support upside if sentiment continues.
• Positive Sentiment: Walmart is being highlighted as an AI investment play—articles argue AI deployments across supply chain and pricing could raise efficiency and long‑term profitability. Forget Chipmakers: Walmart and Target Are the Real AI Plays
• Positive Sentiment: Walmart secured U.S. machine‑learning patents for pricing systems — a potential competitive edge to optimize margins and pricing strategies. Walmart Secures Machine Learning Patents for Pricing Items
• Positive Sentiment: Marketplace/Dropshipping integration with Doba expands Walmart Marketplace’s seller capabilities and could aid e‑commerce revenue growth. Doba Announces Verified Technical Integration with Walmart Marketplace to Empower Dropshipping Sellers
• Positive Sentiment: Positive analyst/retail commentary — some investors are bullish on Walmart’s expanding e‑commerce and advertising businesses as drivers of future growth. 1 Stock I Plan to Load Up On in 2026
• Neutral Sentiment: CEO transition coverage — analysis of managing leadership change notes both downside risk and opportunity; impact depends on specifics and investor reaction over time. How to Play 3 Major CEO Transitions in Early 2026 (WMT)
• Neutral Sentiment: PhonePe IPO pause — Walmart‑backed PhonePe delaying IPO due to market volatility is a timing risk for potential value realization, but not an immediate operational hit to Walmart. Walmart-backed PhonePe pauses IPO plans as Middle East conflict fuels market volatility
• Negative Sentiment: Shareholder law firm is investigating Walmart’s board over alleged deceptive pay practices for Spark drivers — potential legal, financial and governance risks that can weigh on sentiment and create downside risk. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)

Insider Buying and Selling

In other Walmart news, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $129.10, for a total value of $1,694,437.50. Following the completion of the sale, the chief executive officer owned 591,084 shares of the company’s stock, valued at $76,308,944.40. This trade represents a 2.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on 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 transaction, the director owned 4,023,209 shares of the company’s stock, valued at $509,780,812.39. This trade represents a 0.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 261,153 shares of company stock worth $32,005,084 over the last three months. 0.10% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Truist Financial raised their target price on shares of Walmart from $127.00 to $139.00 and gave the stock a “buy” rating in a report on Friday, February 20th. Telsey Advisory Group boosted 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. Royal Bank Of Canada set a $145.00 price target on Walmart in a report on Friday, February 20th. Craig Hallum set a $150.00 price target on Walmart in a research note on Friday, March 6th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $140.00 price objective on shares of Walmart in a report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $135.76.

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.