Chicago Capital LLC Boosts Position in Walmart Inc. $WMT

Chicago Capital LLC increased its position in shares of Walmart Inc. (NASDAQ:WMT) by 23.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 27,273 shares of the retailer’s stock after acquiring an additional 5,152 shares during the quarter. Chicago Capital LLC’s holdings in Walmart were worth $3,038,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently modified their holdings of the company. Asset Dedication LLC increased its position in Walmart by 2.0% during the fourth quarter. Asset Dedication LLC now owns 81,842 shares of the retailer’s stock worth $9,118,000 after purchasing an additional 1,628 shares during the last quarter. Phillips Financial Management LLC boosted its holdings in Walmart by 6.5% in the 4th quarter. Phillips Financial Management LLC now owns 8,428 shares of the retailer’s stock valued at $939,000 after purchasing an additional 511 shares during the last quarter. LifeWealth Investments LLC boosted its holdings in Walmart by 79.9% in the 4th quarter. LifeWealth Investments LLC now owns 4,348 shares of the retailer’s stock valued at $484,000 after purchasing an additional 1,931 shares during the last quarter. Moss Adams Wealth Advisors LLC grew its stake in shares of Walmart by 3.2% in the 4th quarter. Moss Adams Wealth Advisors LLC now owns 22,887 shares of the retailer’s stock valued at $2,550,000 after buying an additional 706 shares during the period. Finally, Boyum Wealth Architects LLC purchased a new stake in shares of Walmart in the 4th quarter valued at approximately $391,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of WMT stock opened at $127.50 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. The firm has a market cap of $1.02 trillion, a P/E ratio of 46.53, a P/E/G ratio of 4.65 and a beta of 0.66. The firm’s 50 day moving average price is $125.64 and its 200-day moving average price is $115.96. Walmart Inc. has a one year low of $91.34 and a one year high of $134.69.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.01. The firm 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%. The firm’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter 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. As a group, equities research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms have recently commented on WMT. Wall Street Zen lowered shares of Walmart from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Tigress Financial set a $150.00 price objective on Walmart and gave the stock a “buy” rating in a research report on Wednesday, February 25th. UBS Group reissued a “buy” rating and set a $147.00 target price (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. Evercore restated an “outperform” rating and issued a $130.00 target price (up from $125.00) on shares of Walmart in a research report on Tuesday, February 3rd. Finally, TD Cowen reaffirmed a “buy” rating and issued a $145.00 price target (up from $136.00) on shares of Walmart in a research note on Friday, February 20th. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Walmart has an average rating of “Buy” and an average target price of $137.64.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Company announces its largest U.S. store modernization program — 650+ remodels and ~20 new openings through 2027 to improve layouts, tech, pickup and delivery integration, aimed at accelerating omnichannel sales and same-store traffic. Walmart Modernizes U.S. Stores As Omnichannel Investment Meets Fair Value Estimates
• Positive Sentiment: Walmart is expanding health/weight-management services (Better Care Services) to support customers using or exploring GLP-1s — a higher-margin service layer that can drive pharmacy and virtual-care revenue and deepen customer engagement. Walmart Expands Access to Weight Management Support Services for Customers on or exploring GLP-1s
• Positive Sentiment: Flipkart (Walmart-owned) plans to enter India’s ticketing market for movies and live events, offering a new revenue stream in a fast-growing entertainment sector and strengthening Flipkart’s consumer proposition. Walmart’s Flipkart plans foray into India’s ticketing market as live events boom
• Positive Sentiment: A small institutional buyer (BCS Wealth Management) increased its WMT stake, a sign of incremental fund interest though not a major ownership shift. BCS Wealth Management Has $1.61 Million Stake in Walmart Inc. $WMT
• Neutral Sentiment: Walmart is refreshing its Great Value private-label packaging — a brand update that can support shelf appeal and private-label mix but is unlikely to move near-term revenue materially. Walmart announces a redesign of its Great Value brand
• Neutral Sentiment: Walmart launched branded fashion collaborations (e.g., a Devil Wears Prada collection) — useful for marketing and traffic but unlikely to be a major earnings driver. Fashion moves: Walmart launches a collection tied to The Devil Wears Prada
• Neutral Sentiment: Commentary on potential Sam’s Club membership fee increases could help U.S. club margins if implemented, but the competitive impact vs. Costco remains uncertain. Will Increased Membership Fees at Walmart’s Sam’s Club Actually Boost Costco’s Stock Instead?
• Negative Sentiment: Several senior executives sold shares over April 15–16 (EVPs Daniel Bartlett and Christopher Nicholas, and CEO John Furner). Each sale was small relative to holdings and executed under pre-arranged Rule 10b5-1 plans, but the headline risk can create short-term selling pressure or negative investor perception. Daniel J. Bartlett Form 4 Christopher James Nicholas Form 4 John R. Furner Form 4

Insider Transactions at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $124.84, for a total value of $1,638,525.00. Following the completion of the transaction, the chief executive officer directly owned 674,162 shares of the company’s stock, valued at $84,162,384.08. The trade was a 1.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart 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 completion of the transaction, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 263,376 shares of company stock worth $32,598,466. 0.10% of the stock is owned by corporate insiders.

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.