DSG Capital Advisors LLC Buys 3,987 Shares of Walmart Inc. $WMT

DSG Capital Advisors LLC raised its stake in shares of Walmart Inc. (NASDAQ:WMT) by 6.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 68,541 shares of the retailer’s stock after acquiring an additional 3,987 shares during the period. Walmart comprises approximately 1.3% of DSG Capital Advisors LLC’s investment portfolio, making the stock its 25th largest holding. DSG Capital Advisors LLC’s holdings in Walmart were worth $8,170,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of WMT. Collier Financial bought a new position in shares of Walmart during the third quarter valued at about $25,000. Your Advocates Ltd. LLP bought a new stake in Walmart in the 3rd quarter worth about $28,000. Beacon Financial Strategies CORP purchased a new stake in Walmart in the 4th quarter valued at about $30,000. Redmont Wealth Advisors LLC purchased a new stake in Walmart in the 3rd quarter valued at about $30,000. Finally, Clayton Financial Group LLC lifted its position in shares of Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after buying an additional 193 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is accelerating omnichannel and fulfillment upgrades — testing back‑room staging for same‑day delivery, expanding pickup/delivery infrastructure, and planning 650+ remodels plus ~20 new stores to support faster fulfillment and e‑commerce growth. These moves aim to cut delivery times vs. competitors and monetize store footprint. Walmart Eyes Stores as Warehouse Space for Same-Day Delivery (FT)
• Positive Sentiment: Walmart is revamping its Great Value private‑label (nearly 10,000 items) and modernizing stores/marketplace offerings to sharpen value perception and margins — a direct play to capture budget-conscious shoppers and boost private-label profitability. Walmart Revamps ‘Great Value’ Brand (Reuters coverage)
• Positive Sentiment: Healthcare expansion: Walmart is expanding Better Care Services to include GLP‑1 weight‑management support and integrated virtual care + pharmacy access — a potentially high‑margin, recurring service channel that diversifies revenue beyond retail. Walmart Boosts Growth Playbook With Healthcare, Omnichannel Push
• Positive Sentiment: Market attention and dividend appeal — coverage highlighting Walmart as a reliable dividend/value retailer and a “trending” pick is supporting demand from income and large‑cap investors amid broader market weakness. 3 Dividend Stocks There’s No Need to Second-Guess (Fool)
• Neutral Sentiment: Zacks and Yahoo pieces note high retail investor interest in WMT and summarize prospects — useful for understanding sentiment flow but not a direct catalyst. Walmart Is a Trending Stock (Zacks)
• Negative Sentiment: Legal/reputational risk: a California judge’s price‑fixing claims against Amazon included allegations that Amazon asked vendors to pressure retailers like Walmart to raise prices — any linkage to Walmart could create regulatory or PR headwinds even if Walmart is not a primary target. California says Amazon coerced companies into raising prices (Business Insider)
• Negative Sentiment: Insider selling: an EVP reported a roughly $362k stock sale — small dollar amount relative to Walmart’s market cap, but often noted by investors as a minor caution. Insider Selling: Walmart EVP Sells Stock

Walmart Stock Up 1.3%

WMT opened at $129.60 on Wednesday. Walmart Inc. has a 12 month low of $91.89 and a 12 month high of $134.69. The company has a market cap of $1.03 trillion, a PE ratio of 47.30, a price-to-earnings-growth ratio of 4.76 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. The company has a 50 day moving average of $125.67 and a 200 day moving average of $116.44.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The business had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $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, sell-side analysts expect that Walmart Inc. will post 2.89 EPS 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 issued a dividend of $0.2475 per share. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. Walmart’s dividend payout ratio is 36.13%.

Insiders Place Their Bets

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $119.17, for a total transaction of $2,313,804.72. Following the completion of the transaction, the chief executive officer owned 4,274,856 shares of the company’s stock, valued at $509,434,589.52. The trade was a 0.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Donna Morris sold 76,181 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total value of $9,430,445.99. Following the sale, the executive vice president owned 402,072 shares in the company, valued at approximately $49,772,492.88. This represents a 15.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 263,376 shares of company stock worth $32,598,466 over the last quarter. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on WMT shares. TD Cowen reaffirmed a “buy” rating and issued a $145.00 target price (up from $136.00) on shares of Walmart in a report on Friday, February 20th. Bank of America began coverage on Walmart in a report on Friday, February 27th. They set a “buy” rating and a $150.00 price target on the stock. Morgan Stanley restated an “overweight” rating and issued a $135.00 price objective (up from $125.00) on shares of Walmart in a research note on Thursday, January 15th. Guggenheim lifted their target price on Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Finally, DA Davidson set a $150.00 price target on shares of Walmart and gave the company a “buy” rating in a research report 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 assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $137.64.

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.