Cache Advisors LLC Makes New $545,000 Investment in Walmart Inc. $WMT

Cache Advisors LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,890 shares of the retailer’s stock, valued at approximately $545,000.

Other hedge funds also recently made changes to their positions in the company. Collier Financial bought a new position in shares of Walmart during the third quarter worth approximately $25,000. Your Advocates Ltd. LLP bought a new position in shares of Walmart during the third quarter worth approximately $28,000. Beacon Financial Strategies CORP bought a new position in shares of Walmart during the fourth quarter worth approximately $30,000. Redmont Wealth Advisors LLC bought a new position in shares of Walmart during the third quarter worth approximately $30,000. Finally, Clayton Financial Group LLC increased its holdings in shares of Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after purchasing an additional 193 shares during the period. 26.76% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research analysts have recently commented on WMT shares. TD Cowen reaffirmed a “buy” rating and set a $145.00 target price (up from $136.00) on shares of Walmart in a report on Friday, February 20th. Barclays reaffirmed an “overweight” rating and set a $125.00 target price (up from $108.00) on shares of Walmart in a report on Thursday, January 8th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $140.00 target price (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Jefferies Financial Group set a $145.00 target price on shares of Walmart in a report on Friday, February 20th. Finally, KeyCorp reissued an “overweight” rating and issued a $145.00 target price (up from $128.00) on shares of Walmart in a report on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Walmart has an average rating of “Buy” and a consensus target price of $137.12.

Walmart Price Performance

WMT stock opened at $126.82 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. Walmart Inc. has a 12 month low of $90.01 and a 12 month high of $134.69. The firm has a market cap 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. The company’s 50-day moving average price is $125.86 and its two-hundred day moving average price is $115.09.

Walmart (NASDAQ:WMT) last released 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 firm had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same period last 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. On average, analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

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

Trending Headlines about 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

Insider Activity at Walmart

In related news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the sale, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. The trade was a 1.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Christopher James Nicholas sold 34,082 shares of Walmart stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the sale, the executive vice president directly owned 533,466 shares in the company, valued at $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. Insiders sold a total of 274,278 shares of company stock worth $33,825,793 in the last ninety days. Insiders own 0.10% of the company’s stock.

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.