CoreCap Advisors LLC Buys 4,088 Shares of Walmart Inc. $WMT

CoreCap Advisors LLC grew its position in shares of Walmart Inc. (NASDAQ:WMT) by 9.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 47,771 shares of the retailer’s stock after buying an additional 4,088 shares during the quarter. CoreCap Advisors LLC’s holdings in Walmart were worth $5,322,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the company. Collier Financial purchased a new stake in Walmart during the third quarter valued at approximately $25,000. Your Advocates Ltd. LLP purchased a new position in Walmart during the third quarter valued at $28,000. Beacon Financial Strategies CORP bought a new stake in Walmart during the fourth quarter valued at about $30,000. Redmont Wealth Advisors LLC purchased a new stake in Walmart in the third quarter worth about $30,000. Finally, Roble Belko & Company Inc increased its position in Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after buying an additional 219 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts highlight Walmart’s accelerating digital initiatives (AI tools, ads, memberships) and a disciplined buyback program that can lift margins and justify a higher multiple — a primary driver of investor optimism. Assessing Walmart (WMT) Valuation As Digital Growth AI Tools And Buybacks Reshape The Business
• Positive Sentiment: Comparisons to peers (Costco) emphasize Walmart’s omnichannel scale, growing ad business and membership-like initiatives as margin levers — reinforcing the narrative that Walmart can sustain steady, profitable growth vs. competitors. Walmart or Costco: Who’s Winning the Modern Retail Game Right Now?
• Neutral Sentiment: Broader retail comparisons (Amazon, Target) and sector commentary keep Walmart in investors’ crosshairs as a defensive, cash-generative retail leader; these pieces frame relative valuation and strategic positioning but don’t contain immediate catalysts. Amazon vs Walmart: Which is a Better Buy?
• Neutral Sentiment: Coverage noting executive comments about AI and leadership transitions (including past remarks by former CEO Doug McMillon) underscores management focus on AI but is more background than an immediate stock mover. Major outgoing CEOs are citing AI as a factor in their decisions to step down
• Negative Sentiment: Regulatory headwinds: Washington state fined Walmart >$380k for selling motor vehicle A/C cans with banned hydrofluorocarbons. The penalty is modest financially but raises scrutiny of compliance and ESG risks, which can affect reputation and investor sentiment. Walmart Fine Raises Questions On Climate Compliance And Investment Risks
• Negative Sentiment: Governance/legal risk: A shareholder law firm is investigating Walmart’s board over alleged oversight failures tied to Spark driver pay practices, which could lead to litigation, reputational harm or regulatory scrutiny if claims advance. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)

Walmart Stock Performance

Walmart stock opened at $122.89 on Friday. 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 twelve month low of $79.81 and a twelve month high of $134.69. The company’s 50-day moving average price is $124.35 and its 200-day moving average price is $113.51. The company has a market cap of $979.73 billion, a PE ratio of 44.85, a price-to-earnings-growth ratio of 4.55 and a beta of 0.66.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.01. The company had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.Walmart’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the prior 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, equities research analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders 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 dividend payout ratio (DPR) is 36.13%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on WMT shares. Argus raised Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. Wall Street Zen cut shares of Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. HSBC downgraded shares of Walmart from a “buy” rating to a “hold” rating and raised their price objective for the company from $122.00 to $131.00 in a research report on Friday, February 20th. Jefferies Financial Group set a $145.00 target price on shares of Walmart in a report on Friday, February 20th. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $135.00 price objective on shares of Walmart in a report on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $135.76.

Insider Activity

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 transaction of $9,430,445.99. Following the transaction, the executive vice president directly 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 document filed with the SEC, which is accessible through this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the 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 sale, the chief executive officer directly owned 4,274,856 shares in the company, valued at $509,434,589.52. This trade represents a 0.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 274,278 shares of company stock worth $33,825,793 in the last 90 days. Company insiders own 0.10% of the company’s stock.

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.