AllGen Financial Advisors Inc. Cuts Holdings in Walmart Inc. $WMT

AllGen Financial Advisors Inc. decreased its position in shares of Walmart Inc. (NASDAQ:WMT) by 57.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,870 shares of the retailer’s stock after selling 5,249 shares during the period. AllGen Financial Advisors Inc.’s holdings in Walmart were worth $431,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in WMT. Yarger Wealth Strategies LLC grew its position in Walmart by 11.1% in the fourth quarter. Yarger Wealth Strategies LLC now owns 5,190 shares of the retailer’s stock worth $578,000 after acquiring an additional 517 shares in the last quarter. Cache Advisors LLC purchased a new position in shares of Walmart during the fourth quarter valued at approximately $545,000. Greenberg Financial Group purchased a new position in shares of Walmart during the fourth quarter valued at approximately $594,000. Financial Consulate Inc. boosted its position in shares of Walmart by 10.8% during the fourth quarter. Financial Consulate Inc. now owns 1,935 shares of the retailer’s stock valued at $216,000 after buying an additional 188 shares during the period. Finally, Cliftonlarsonallen Wealth Advisors LLC boosted its position in shares of Walmart by 42.7% during the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 33,693 shares of the retailer’s stock valued at $3,754,000 after buying an additional 10,074 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on WMT shares. The Goldman Sachs Group restated a “buy” rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Citigroup reaffirmed a “buy” rating and set a $147.00 price target (up from $120.00) on shares of Walmart in a research note on Thursday, February 5th. Mizuho lifted their price target on shares of Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a research note on Monday, February 9th. Argus raised shares of Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Finally, Roth Mkm reaffirmed a “buy” rating and set a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $137.12.

Walmart Price Performance

NASDAQ WMT opened at $126.82 on Friday. The firm’s fifty day simple moving average is $125.86 and its two-hundred day simple moving average is $115.09. 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 Inc. has a 12-month low of $90.01 and a 12-month high of $134.69. The firm has a market capitalization of $1.01 trillion, a P/E ratio of 46.28, a P/E/G ratio of 4.81 and a beta of 0.66.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same period in the previous year, the company earned $0.66 earnings per share. The business’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. Analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued a $0.2475 dividend. 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 currently 36.13%.

Insiders Place Their Bets

In other Walmart news, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total value of $2,445,400.00. Following the transaction, the executive vice president directly owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. The trade was a 3.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $129.10, for a total transaction of $1,694,437.50. Following the sale, the chief executive officer directly owned 591,084 shares in the company, valued at $76,308,944.40. This trade represents a 2.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 274,278 shares of company stock valued at $33,825,793. 0.10% of the stock is currently owned by company insiders.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst note: Zacks highlights Walmart as well‑positioned for industry trends — omnichannel execution, digital transformation, advertising and membership initiatives should help WMT navigate margin pressure and capture share. 2 Supermarket Stocks Well-Positioned to Capitalize on Industry Trends
• Positive Sentiment: Institutional endorsement: Billionaire Israel Englander’s Millennium (longtime 13F holder) lists WMT among top picks, signaling sustained hedge‑fund conviction that can support the stock. Walmart Inc. (WMT): Israel Englander Is Bullish on This Retail Giant
• Positive Sentiment: Media bullishness: Jim Cramer called Walmart a “juggernaut,” which tends to attract retail interest and can amplify momentum buying. Jim Cramer Calls Walmart “A Stock That Truly Defines the Term Juggernaut”
• Positive Sentiment: Strategic growth levers: independent analysis notes Walmart is accelerating AI, higher‑margin ad revenue and membership/automation initiatives — structural profit drivers that can justify multiple expansion if execution continues. Assessing Walmart (WMT) Valuation As AI And Higher‑Margin Profit Engines Reshape The Business
• Positive Sentiment: New initiatives: coverage notes an EV‑charging rollout tied to Walmart sites — diversifies services, adds traffic to stores and strengthens ESG/infra narrative. Walmart EV Charging Push Adds New Dimension To Investment Case
• Neutral Sentiment: Market context: Barron’s piece on CEO changes notes retailer stocks (including Walmart) have moved with leadership transitions — supportive background but not a direct catalyst today. Retail CEO Changes Really Can Move Stocks. Just Look at Walmart and Target.
• Neutral Sentiment: Increased attention: Zacks reports heavy investor search activity for WMT — more eyeballs can boost liquidity and volatility but is non‑directional. Investors Heavily Search Walmart Inc. (WMT): Here is What You Need to Know
• Negative Sentiment: Valuation and profit‑taking concerns: several pieces note WMT is up ~14% YTD and trades at a premium multiple, prompting discussion of “buy, hold or take profits” and creating room for near‑term selling. Walmart Stock Gains 14% YTD: Buy, Hold or Take Profits Now?
• Negative Sentiment: Small analyst tweak: Erste Group nudged FY2028 EPS slightly lower (minor cut), showing some analyst sensitivity to outlook — not a large revision but contributes to cautious tone. Erste Group reduces FY2028 estimate for Walmart

Walmart 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.