Elevatus Welath Management Has $5.64 Million Stock Position in Walmart Inc. $WMT

Elevatus Welath Management grew its stake in shares of Walmart Inc. (NASDAQ:WMT) by 12.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 50,592 shares of the retailer’s stock after buying an additional 5,415 shares during the quarter. Walmart makes up 1.5% of Elevatus Welath Management’s holdings, making the stock its 19th biggest holding. Elevatus Welath Management’s holdings in Walmart were worth $5,636,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Brighton Jones LLC increased its holdings in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management increased its stake in shares of Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after buying an additional 1,715 shares during the period. Sivia Capital Partners LLC raised its holdings in Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after buying an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after buying an additional 1,048 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on WMT shares. Telsey Advisory Group boosted their target price on shares of Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a report on Friday, February 20th. Tigress Financial set a $150.00 price target on shares of Walmart and gave the company a “buy” rating in a research note on Wednesday, February 25th. The Goldman Sachs Group reiterated a “buy” rating and set a $138.00 price target on shares of Walmart in a report on Friday, February 20th. Truist Financial boosted their price objective on shares of Walmart from $127.00 to $139.00 and gave the stock a “buy” rating in a research note on Friday, February 20th. Finally, Piper Sandler restated an “overweight” rating on shares of Walmart in a report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $135.76.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Latriece Watkins sold 10,000 shares of the stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the completion of the sale, the executive vice president directly owned 108,294 shares in the company, valued at approximately $13,153,389.24. This trade represents a 8.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Christopher James Nicholas sold 34,082 shares of Walmart stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the transaction, the executive vice president directly owned 533,466 shares of the company’s stock, valued at approximately $65,082,852. This trade represents a 6.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 274,278 shares of company stock valued at $33,825,793. 0.10% of the stock is owned by corporate insiders.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts highlight Walmart’s accelerating digital initiatives (AI tools, ads, memberships) and a disciplined buyback program that can lift margins and justify a higher multiple — a primary driver of investor optimism. Assessing Walmart (WMT) Valuation As Digital Growth AI Tools And Buybacks Reshape The Business
• Positive Sentiment: Comparisons to peers (Costco) emphasize Walmart’s omnichannel scale, growing ad business and membership-like initiatives as margin levers — reinforcing the narrative that Walmart can sustain steady, profitable growth vs. competitors. Walmart or Costco: Who’s Winning the Modern Retail Game Right Now?
• Neutral Sentiment: Broader retail comparisons (Amazon, Target) and sector commentary keep Walmart in investors’ crosshairs as a defensive, cash-generative retail leader; these pieces frame relative valuation and strategic positioning but don’t contain immediate catalysts. Amazon vs Walmart: Which is a Better Buy?
• Neutral Sentiment: Coverage noting executive comments about AI and leadership transitions (including past remarks by former CEO Doug McMillon) underscores management focus on AI but is more background than an immediate stock mover. Major outgoing CEOs are citing AI as a factor in their decisions to step down
• Negative Sentiment: Regulatory headwinds: Washington state fined Walmart >$380k for selling motor vehicle A/C cans with banned hydrofluorocarbons. The penalty is modest financially but raises scrutiny of compliance and ESG risks, which can affect reputation and investor sentiment. Walmart Fine Raises Questions On Climate Compliance And Investment Risks
• Negative Sentiment: Governance/legal risk: A shareholder law firm is investigating Walmart’s board over alleged oversight failures tied to Spark driver pay practices, which could lead to litigation, reputational harm or regulatory scrutiny if claims advance. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)

Walmart Stock Performance

NASDAQ:WMT opened at $122.89 on Friday. 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 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 simple moving average of $124.35 and a two-hundred day simple moving average of $113.59. The company has a market capitalization of $979.73 billion, a PE ratio of 44.85, a P/E/G ratio of 4.58 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its quarterly 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 firm had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter in the previous year, the company earned $0.66 EPS. The company’s revenue for the quarter 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. Research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be issued a $0.2475 dividend. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart’s payout ratio is presently 36.13%.

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.