Advyzon Investment Management LLC Decreases Stake in Walmart Inc. $WMT

Advyzon Investment Management LLC cut its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 26.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 38,228 shares of the retailer’s stock after selling 14,022 shares during the quarter. Advyzon Investment Management LLC’s holdings in Walmart were worth $3,940,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Collier Financial acquired a new stake in shares of Walmart in the third quarter valued at approximately $25,000. Access Investment Management LLC acquired a new position in Walmart during the second quarter worth $26,000. Your Advocates Ltd. LLP acquired a new position in Walmart during the third quarter worth $28,000. Redmont Wealth Advisors LLC purchased a new stake in Walmart in the 3rd quarter valued at $30,000. Finally, Roble Belko & Company Inc increased its stake in shares of Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after acquiring an additional 219 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Wednesday, January 21st. CICC Research started coverage on shares of Walmart in a research report on Friday, December 26th. They set an “outperform” rating and a $125.00 price objective for the company. Royal Bank Of Canada set a $145.00 target price on shares of Walmart in a research note on Friday. JPMorgan Chase & Co. increased their price target on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research note on Friday, November 21st. Finally, Wall Street Zen downgraded shares of Walmart from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $132.53.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Management highlights AI/automation and faster e‑commerce growth, which should support margin and productivity improvements over time. The future of retail is AI
• Positive Sentiment: Several brokers raised price targets or reaffirmed buy/outperform calls (Telsey, BTIG, Truist), which provides near‑term support and buyer interest. Telsey raises target
• Positive Sentiment: Board boosted shareholder returns — annual dividend raised to $0.99 and the company has been authorizing buybacks, which underpins cash‑return support. Dividend increase press release
• Neutral Sentiment: Institutional activity shows accumulation in recent quarters and some technical analysts view the current pullback as a buying opportunity around $120–$110. That can stabilize downside but may not trigger an immediate rally. MarketBeat buy thesis
• Neutral Sentiment: An EVP sold a small block (1,255 shares) disclosed on a Form 4 — immaterial relative to his total holdings and likely routine liquidity. SEC filing
• Negative Sentiment: Guidance disappointed — FY‑2027 EPS and Q1 guidance came in below consensus and management used cautious language; this guidance miss is the primary driver of today’s selloff. Q4 press release / slides
• Negative Sentiment: Valuation concerns and bearish commentary argue that expected operating‑income gains don’t fully justify high multiples, prompting some investors to trim positions. Seeking Alpha valuation critique
• Negative Sentiment: Competitive narrative: Amazon now surpasses Walmart in annual revenue — symbolic but it focuses investor attention on competitive pressure and growth strategy execution. Amazon surpasses Walmart
• Negative Sentiment: Limited analyst downgrades (HSBC cut to Hold) add to selling pressure from cautious funds. WMT Downgrade video

Insider Buying and Selling at Walmart

In other news, EVP Daniel J. Bartlett sold 1,255 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $133.21, for a total value of $167,178.55. Following the completion of the transaction, the executive vice president owned 586,329 shares of the company’s stock, valued at approximately $78,104,886.09. This trade represents a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 4,274,856 shares in the company, valued at approximately $509,434,589.52. The trade was a 0.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 211,696 shares of company stock valued at $25,176,467. Corporate insiders own 0.10% of the company’s stock.

Walmart Stock Down 1.5%

Walmart stock opened at $122.99 on Friday. The company has a market capitalization of $980.25 billion, a PE ratio of 44.89, a price-to-earnings-growth ratio of 5.07 and a beta of 0.65. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69. The firm has a 50 day moving average price of $119.37 and a 200 day moving average price of $109.26.

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

Walmart Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be paid a dividend of $0.2475 per share. The ex-dividend date 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 32.87%.

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.