Caerus Investment Advisors LLC Takes $1 Million Position in Walmart Inc. $WMT

Caerus Investment Advisors LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 9,721 shares of the retailer’s stock, valued at approximately $1,002,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Collier Financial acquired a new position in Walmart in the 3rd quarter valued at about $25,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart during the 3rd quarter worth approximately $28,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Walmart during the 3rd quarter worth approximately $30,000. Roble Belko & Company Inc raised its position in shares of Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after buying an additional 219 shares during the period. Finally, Manning & Napier Advisors LLC acquired a new position in Walmart in the third quarter valued at approximately $39,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently weighed in on WMT. HSBC lowered Walmart from a “buy” rating to a “hold” rating and increased their price objective for the stock from $122.00 to $131.00 in a research report on Friday, February 20th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $134.00 price target (up from $129.00) on shares of Walmart in a research note on Friday, February 20th. Deutsche Bank Aktiengesellschaft set a $120.00 price target on Walmart in a report on Friday, February 20th. Citigroup reissued a “buy” rating and set a $147.00 price objective (up from $120.00) on shares of Walmart in a research report on Thursday, February 5th. Finally, Piper Sandler restated an “overweight” rating on shares of Walmart in a report on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $135.76.

Insider Activity

In related news, EVP John D. Rainey sold 20,000 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the completion of the transaction, the executive vice president directly owned 506,764 shares in the company, valued at $61,962,034.28. This trade represents a 3.80% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Donna Morris sold 76,181 shares of Walmart 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 completion of the transaction, the executive vice president directly owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. This represents a 15.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 278,278 shares of company stock worth $33,974,118 in the last quarter. Insiders own 0.10% of the company’s stock.

Walmart Stock Performance

NASDAQ:WMT opened at $125.08 on Wednesday. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69. 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 company has a 50 day moving average price of $123.64 and a 200 day moving average price of $112.47. The stock has a market capitalization of $996.91 billion, a P/E ratio of 45.65, a PEG ratio of 4.69 and a beta of 0.66.

Walmart (NASDAQ:WMT) last announced 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. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same quarter in the previous year, the company earned $0.66 earnings per share. The firm’s quarterly revenue was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Equities research analysts forecast 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. Investors of record on Friday, December 11th will be issued a $0.2475 dividend. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s payout ratio is currently 36.13%.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being recognized as a practical AI leader in retail—deploying inventory self‑healing, route optimization and a generative shopping assistant that raises average order value and trims costs; these initiatives support margins and long‑term growth.
• Positive Sentiment: Walmart’s international segment showed strength in Q4 fiscal 2026 (roughly 7.5% sales growth and ~17% e‑commerce growth), providing another growth lever outside the US that can help offset domestic pressures. Walmart’s International Business Shows Strength
• Positive Sentiment: Leadership transition has been orderly; management is pushing AI and omnichannel execution that management expects will drive operating income and sales growth, which reassures long‑term investors.
• Neutral Sentiment: Walmart goes ex‑dividend on March 20 with a boosted payout; the headline dividend supports income investors, though some pieces debate sustainability. Walmart Is About to Pay a Boosted Dividend
• Neutral Sentiment: WMT is drawing heavy retail investor attention and appears on multiple “trending” and comparison writeups; this increases volume and sentiment volatility but is not a direct catalyst. Walmart Is a Trending Stock
• Negative Sentiment: Amazon announced faster 1‑hour and 3‑hour delivery in US cities—heightening competition in same‑day/ultra‑fast delivery where Walmart has been investing. Faster Amazon service can pressure Walmart’s online share and margins in urban markets. Amazon launches 1-hour shipping in US cities
• Negative Sentiment: Analysts note Walmart trades at a premium valuation versus history/peers given its growth profile (e‑commerce, ads and omnichannel gains); concerns that the stock is “rich” make it vulnerable to any negative surprise or competitive threat. Walmart’s Valuation Looks Rich

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.