14,739 Shares in Walmart Inc. $WMT Bought by Carderock Capital Management Inc.

Carderock Capital Management Inc. acquired a new position in Walmart Inc. (NASDAQ:WMT) during the fourth quarter, according to the company in its most recent filing with the SEC. The fund acquired 14,739 shares of the retailer’s stock, valued at approximately $1,642,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. SG Americas Securities LLC boosted its position in Walmart by 33.0% in the 4th quarter. SG Americas Securities LLC now owns 3,744,174 shares of the retailer’s stock valued at $417,138,000 after buying an additional 930,035 shares during the last quarter. Park Place Capital Corp increased its position in shares of Walmart by 0.7% during the fourth quarter. Park Place Capital Corp now owns 23,452 shares of the retailer’s stock worth $2,613,000 after acquiring an additional 165 shares during the last quarter. Diversified Trust Co. increased its position in shares of Walmart by 5.5% during the fourth quarter. Diversified Trust Co. now owns 99,593 shares of the retailer’s stock worth $11,096,000 after acquiring an additional 5,221 shares during the last quarter. McCollum Christoferson Group LLC lifted its stake in shares of Walmart by 21.5% in the fourth quarter. McCollum Christoferson Group LLC now owns 2,541 shares of the retailer’s stock worth $283,000 after acquiring an additional 450 shares in the last quarter. Finally, Peterson Wealth Advisors LLC lifted its stake in shares of Walmart by 2.4% in the fourth quarter. Peterson Wealth Advisors LLC now owns 9,884 shares of the retailer’s stock worth $1,101,000 after acquiring an additional 232 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s ad business surged ~37% in Q4, which boosts higher-margin revenue and could improve overall profitability going forward. Walmart’s Ad Business Jumps 37%: Margin Upside Ahead?
• Positive Sentiment: Recent quarterly results beat consensus (EPS and revenue) and management set FY2027 EPS guidance (2.75–2.85), supporting the view that Walmart’s core retail performance and membership/ads mix are improving.
• Positive Sentiment: New national product distribution deals (example: Zep cleaning products now carried nationwide at Walmart) show ongoing assortment and supplier momentum that can drive traffic and category share. Zep Expands Home Pro Distribution at Walmart
• Neutral Sentiment: Technical/market commentary is highlighting Walmart as a buy point amid broader market weakness — useful for momentum traders but less material to fundamentals. Dow Jones discount retailer Walmart offers latest buy point amid market weakness
• Neutral Sentiment: Industry logistics moves — FedEx launching same‑day options as retailers (including Walmart) race to speed up delivery — are an operational/competitive factor to watch but not an immediate earnings shock. FedEx launches same-day delivery with OneRail
• Neutral Sentiment: Short-interest reports in the feed show zero or data anomalies (0 shares / NaN increases) and a days-to-cover of 0.0 — not currently informative for sentiment.
• Negative Sentiment: A plaintiffs’ law firm is investigating Walmart’s board for possible breach of fiduciary duty related to alleged deceptive pay practices for Spark drivers — a governance/legal risk that could lead to litigation or reputational costs. Berger Montague PC Investigates Walmart Board for Breach of Fiduciary Duty
• Negative Sentiment: Insider selling: the CEO reported selling roughly $1.6M of WMT stock — a signal some investors watch closely even though sales can be routine. Walmart CEO Sells $1,600,725.00 in Stock
• Negative Sentiment: Analyst commentary questioning Walmart’s “all-weather” defensive status suggests valuation and crowding risks for investors who expect steady downside protection; this is a cautionary view on medium-term upside. Walmart: All-Weather Status Ironically Creates Risk For Investors

Insider Transactions at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the sale, the chief executive officer directly owned 687,287 shares in the company, valued at approximately $83,821,522.52. This trade represents a 1.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Latriece Watkins sold 10,000 shares of the business’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the transaction, the executive vice president directly owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. This trade represents a 8.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 274,278 shares of company stock valued at $33,605,809 over the last three months. 0.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

WMT has been the subject of a number of recent analyst reports. BTIG Research restated a “buy” rating and set a $140.00 price objective on shares of Walmart in a research note on Friday, February 20th. DA Davidson set a $150.00 target price on Walmart and gave the company a “buy” rating in a research report on Friday, February 20th. Evercore reiterated an “outperform” rating and set a $130.00 target price (up from $125.00) on shares of Walmart in a research note on Tuesday, February 3rd. Mizuho raised their price target on shares of Walmart from $125.00 to $137.00 and gave the stock an “outperform” rating in a research report on Monday, February 9th. Finally, Craig Hallum set a $150.00 price target on shares of Walmart in a research note on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Walmart currently has an average rating of “Moderate Buy” and an average price target of $135.76.

Walmart Stock Performance

Shares of WMT stock opened at $122.05 on Wednesday. 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 50 day moving average of $124.17 and a two-hundred day moving average of $113.24. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $134.69. The company has a market cap of $973.03 billion, a P/E ratio of 44.54, a PEG ratio of 4.50 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating the consensus estimate 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 business’s revenue was up 5.6% compared to the same quarter last year. 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. As a group, analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

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

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.