Fox Run Management L.L.C. Buys New Position in Walmart Inc. $WMT

Fox Run Management L.L.C. bought a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 16,580 shares of the retailer’s stock, valued at approximately $1,709,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of WMT. Brighton Jones LLC boosted its holdings in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after buying an additional 485 shares in the last quarter. Peterson Wealth Management lifted its position in Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after buying an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after buying an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after buying an additional 1,048 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Transactions at Walmart

In other news, EVP Daniel J. Bartlett sold 1,255 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $133.21, for a total transaction of $167,178.55. Following the transaction, the executive vice president directly owned 586,329 shares of the company’s stock, valued at approximately $78,104,886.09. The trade was a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Latriece Watkins sold 10,000 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $121.46, for a total value of $1,214,600.00. Following the transaction, the executive vice president owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. This represents a 8.45% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 261,903 shares of company stock worth $31,496,959. Corporate insiders own 0.10% of the company’s stock.

Walmart Price Performance

Shares of Walmart stock opened at $126.75 on Wednesday. The firm has a market cap of $1.01 trillion, a PE ratio of 46.26, a price-to-earnings-growth ratio of 5.02 and a beta of 0.65. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. The company’s fifty day simple moving average is $119.77 and its two-hundred day simple moving average is $109.69.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data 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 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 company’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.66 earnings per share. 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 analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The firm also recently disclosed 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. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart’s dividend payout ratio (DPR) is 34.31%.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Company fundamentals and capital returns — Walmart reported an earnings and revenue beat, raised the quarterly dividend, and authorized a new ~$30B share repurchase program, supporting EPS upside and shareholder return expectations. Assessing Walmart’s Valuation After Earnings Beat
• Positive Sentiment: U.S. segment momentum — Walmart U.S. delivered ~4.6% comp growth driven by grocery traffic and e‑commerce strength, a key driver cited for sustaining FY27 outlook. WMT’s U.S. Segment Momentum
• Positive Sentiment: Market share gain / resilient demand — dunnhumby data shows U.S. household penetration near ~72%, indicating Walmart is capturing share versus traditional grocers amid affordability pressures. Walmart, Dollar Stores Beat Traditional Grocers’ Reach
• Positive Sentiment: Analyst support — several firms (Telsey, BTIG, Wells Fargo, Oppenheimer and others) have reiterated or raised ratings/targets, lifting consensus sentiment and price-target-driven demand. Telsey Advisory Sees Walmart Strengthening Position
• Neutral Sentiment: Peer/comparison analysis — pieces comparing Walmart to other retail plays (Dollar General, traditional grocers) highlight valuation and model differences; useful for allocation decisions but not a single catalyst. Walmart or Dollar General: Which Is the Better Retail Play?
• Neutral Sentiment: Street commentary — bank notes and analyst writeups (Erste Group, others) provide context on FY outlook and margins but largely echo existing consensus rather than shifting it. Erste Group Bank Comments on Walmart FY2028 Earnings
• Negative Sentiment: Insider selling — multiple senior executives, including the CEO and EVPs, disclosed sizable share sales this week; such filings can create short‑term sentiment pressure even if sales are for diversification or tax reasons. Latriece Watkins Sells 10,000 Shares
• Negative Sentiment: Macro/headline risk — Walmart highlighted a “hiring recession” context and broader consumer fragility in commentary, which could temper discretionary spending and complicate margin leverage if labor and demand trends weaken. Walmart Warns of “Hiring Recession”

Analyst Ratings Changes

A number of research analysts have commented on the stock. HSBC cut shares of Walmart from a “buy” rating to a “hold” rating and increased their price target for the company from $122.00 to $131.00 in a research report on Friday, February 20th. Tigress Financial increased their target price on shares of Walmart from $130.00 to $135.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Evercore reiterated 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. Truist Financial boosted their price target on shares of Walmart from $127.00 to $139.00 and gave the stock a “buy” rating in a research note on Friday, February 20th. Finally, Telsey Advisory Group raised their price objective on Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research note on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and an average price target of $133.21.

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.