CIBC Bancorp USA Inc. Takes Position in Walmart Inc. $WMT

CIBC Bancorp USA Inc. acquired a new position in Walmart Inc. (NASDAQ:WMT) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 963,449 shares of the retailer’s stock, valued at approximately $99,293,000.

A number of other hedge funds have also added to or reduced their stakes in WMT. Brighton Jones LLC increased its position in shares of Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after acquiring an additional 485 shares in the last quarter. Peterson Wealth Management boosted its position in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC grew its stake in Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after purchasing an additional 1,048 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Analysts Set New Price Targets

WMT has been the topic of several recent analyst reports. Bank of America assumed coverage on Walmart in a research report on Friday, February 27th. They set a “buy” rating and a $150.00 price target on the stock. CICC Research started coverage on shares of Walmart in a research note on Friday, December 26th. They issued an “outperform” rating and a $125.00 target price for the company. Wall Street Zen downgraded shares of Walmart from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Roth Mkm reaffirmed a “buy” rating and set a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. Finally, KeyCorp reiterated an “overweight” rating and issued a $145.00 price target (up from $128.00) on shares of Walmart in a research note on Friday, February 13th. One research 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 company has a consensus rating of “Moderate Buy” and a consensus price target of $135.76.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart won U.S. patents for two machine‑learning systems to inform item pricing — a potential margin and competitive improvement if deployed at scale for dynamic pricing and promotions. Walmart Secures Machine Learning Patents for Pricing Items
• Positive Sentiment: Walmart Marketplace expands capabilities via a verified Doba integration, speeding onboarding and automated dropshipping for sellers — supports marketplace assortment and low‑capital inventory expansion. Doba Announces Verified Technical Integration with Walmart Marketplace to Empower Dropshipping Sellers
• Positive Sentiment: Analyst/media pieces highlight Walmart’s faster‑growing e‑commerce and advertising businesses and its AI initiatives — reinforcing the view of higher‑margin revenue streams beyond physical retail. 1 Stock I Plan to Load Up On in 2026
• Neutral Sentiment: Commentary notes Walmart as a recession‑resilient consumer staple, which supports defensive demand for shares in macro uncertainty — a structural positive but not an immediate catalyst. Predictions Markets Are Pointing to a Potential Recession. 3 Stocks to Buy.
• Negative Sentiment: A shareholder law firm launched an investigation into Walmart’s board over alleged deceptive pay practices for Spark drivers — raises governance, litigation and reputational risk that can pressure the stock until resolved. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)
• Negative Sentiment: Amazon rolled out 1‑hour and 3‑hour shipping in major U.S. markets — intensifying delivery competition and potentially pressuring Walmart’s value proposition and margins on rapid fulfillment. Amazon launches 1-hour shipping in US cities to challenge Walmart
• Negative Sentiment: Walmart‑backed PhonePe paused IPO plans amid Middle East market volatility — delays potential monetization/valuation realization and is a reminder external market conditions can affect Walmart’s non‑core asset strategies. Walmart-backed PhonePe pauses IPO plans as Middle East conflict fuels market volatility
• Negative Sentiment: Analysts warn WMT’s valuation looks rich given the premium multiple assigned for e‑commerce and advertising growth — valuation concerns can amplify downside on disappointing news. Walmart’s Valuation Looks Rich: Should You Stay Invested in the Stock?

Walmart Stock Performance

WMT opened at $121.98 on Thursday. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69. The business has a 50 day moving average of $123.83 and a 200-day moving average of $112.53. The stock has a market cap of $972.47 billion, a price-to-earnings ratio of 44.52, a PEG ratio of 4.66 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping 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 business had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same period in the previous year, the firm earned $0.66 EPS. The firm’s 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. On average, equities research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Dividend Announcement

The business 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. 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 34.31%.

Insider Buying and Selling

In related news, 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 transaction, 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were 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 approximately $61,962,034.28. This represents a 3.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 265,153 shares of company stock valued at $32,465,924. 0.10% of the stock is currently owned by 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.