CPA Asset Management Group LLC Buys Shares of 4,365 Walmart Inc. $WMT

CPA Asset Management Group LLC bought a new position in Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 4,365 shares of the retailer’s stock, valued at approximately $486,000.

Several other hedge funds also recently modified their holdings of WMT. Collier Financial acquired a new stake in shares of Walmart in the 3rd quarter valued at $25,000. Your Advocates Ltd. LLP acquired a new position in Walmart during the third quarter worth $28,000. Beacon Financial Strategies CORP bought a new position in Walmart during the fourth quarter valued at about $30,000. Redmont Wealth Advisors LLC bought a new position in Walmart during the third quarter valued at about $30,000. Finally, Roble Belko & Company Inc lifted its position in shares of 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 during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. Royal Bank Of Canada set a $145.00 price target on Walmart in a research note on Friday, February 20th. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a research note on Wednesday, January 21st. Jefferies Financial Group set a $145.00 price objective on shares of Walmart in a report on Friday, February 20th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $134.00 target price (up from $129.00) on shares of Walmart in a research note on Friday, February 20th. Finally, Bank of America started coverage on shares of Walmart in a report on Friday, February 27th. They issued a “buy” rating and a $150.00 target price on the stock. 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 data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $135.76.

Insider Activity at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the sale, the executive vice president owned 533,466 shares of the company’s stock, valued at $65,082,852. This represents a 6.01% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Latriece Watkins sold 10,000 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the sale, the executive vice president directly owned 108,294 shares in the company, valued at $13,153,389.24. This trade represents a 8.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 274,278 shares of company stock valued at $33,825,793. 0.10% of the stock is currently owned by company insiders.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $122.89 on Friday. The business has a fifty day simple moving average of $124.35 and a 200 day simple moving average of $113.51. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The firm has a market capitalization of $979.73 billion, a price-to-earnings ratio of 44.85, a PEG ratio of 4.55 and a beta of 0.66. Walmart Inc. has a one year low of $79.81 and a one year high of $134.69.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same quarter last year, the company earned $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. Sell-side analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The firm 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 dividend of $0.2475 per share. 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 is presently 36.13%.

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 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.