ASL Financial LLC Makes New Investment in Walmart Inc. $WMT

ASL Financial LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 4,161 shares of the retailer’s stock, valued at approximately $464,000.

Other institutional investors have also modified their holdings of the company. Collier Financial purchased a new stake in Walmart during the 3rd quarter worth about $25,000. Your Advocates Ltd. LLP purchased a new position in shares of Walmart in the 3rd quarter valued at about $28,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart during the 4th quarter worth about $30,000. Redmont Wealth Advisors LLC purchased a new stake in Walmart during the third quarter worth approximately $30,000. Finally, Roble Belko & Company Inc lifted its stake in Walmart by 212.6% during the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, March 26th. The shares were sold at an average price of $123.16, for a total value of $2,391,274.56. Following the sale, the director directly owned 4,213,406 shares of the company’s stock, valued at approximately $518,923,082.96. This represents a 0.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Latriece Watkins sold 10,000 shares of the firm’s stock in a transaction that occurred on 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 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 274,278 shares of company stock valued at $33,825,793 in the last quarter. Insiders own 0.10% of the company’s stock.

More Walmart News

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

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. 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. Evercore restated an “outperform” rating and issued a $130.00 target price (up from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. Roth Mkm reaffirmed a “buy” rating and issued a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. BTIG Research reiterated a “buy” rating and set a $140.00 price target on shares of Walmart in a research note on Friday, February 20th. Finally, CICC Research assumed coverage on shares of Walmart in a research report on Friday, December 26th. They issued an “outperform” rating and a $125.00 price target for the company. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $135.76.

Walmart Price Performance

Walmart stock opened at $125.79 on Friday. The stock has a 50 day moving average of $124.97 and a two-hundred day moving average of $114.36. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $134.69. The stock has a market capitalization 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 (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The company had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. Walmart’s quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.66 EPS. 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, research analysts expect 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. Investors of record on Friday, December 11th will be paid a $0.2475 dividend. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. Walmart’s dividend payout ratio (DPR) is 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.