Walmart Inc. $WMT is Whitener Capital Management Inc.’s 5th Largest Position

Whitener Capital Management Inc. lessened its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 2.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 186,220 shares of the retailer’s stock after selling 4,080 shares during the period. Walmart accounts for approximately 4.7% of Whitener Capital Management Inc.’s investment portfolio, making the stock its 5th biggest position. Whitener Capital Management Inc.’s holdings in Walmart were worth $20,747,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the business. Watershed Private Wealth LLC grew its stake in Walmart by 4.1% during the 4th quarter. Watershed Private Wealth LLC now owns 6,039 shares of the retailer’s stock valued at $673,000 after acquiring an additional 236 shares in the last quarter. Guyasuta Investment Advisors Inc. grew its stake in Walmart by 1,330.5% during the 4th quarter. Guyasuta Investment Advisors Inc. now owns 117,946 shares of the retailer’s stock valued at $13,140,000 after acquiring an additional 109,701 shares in the last quarter. Retirement Guys Formula LLC grew its stake in Walmart by 44.1% during the 4th quarter. Retirement Guys Formula LLC now owns 18,142 shares of the retailer’s stock valued at $2,018,000 after acquiring an additional 5,549 shares in the last quarter. Alterna Wealth Management Inc. grew its stake in Walmart by 9.2% during the 4th quarter. Alterna Wealth Management Inc. now owns 2,603 shares of the retailer’s stock valued at $290,000 after acquiring an additional 220 shares in the last quarter. Finally, Valley National Advisers Inc. grew its stake in Walmart by 1.4% during the 4th quarter. Valley National Advisers Inc. now owns 12,722 shares of the retailer’s stock valued at $1,416,000 after acquiring an additional 177 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Bank of America started coverage on shares of Walmart in a research note on Friday, February 27th. They set a “buy” rating and a $150.00 price objective for the company. BTIG Research reissued a “buy” rating and issued a $140.00 price target on shares of Walmart in a research note on Friday, February 20th. Wall Street Zen cut shares of Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Barclays reissued an “overweight” rating and issued a $125.00 price target (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Finally, Mizuho increased their price target on shares of Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a research note on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $137.64.

Insider Transactions at Walmart

In other news, EVP Christopher James Nicholas sold 34,082 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $122.00, for a total value of $4,158,004.00. Following the transaction, the executive vice president directly owned 533,466 shares in the company, valued at approximately $65,082,852. This represents a 6.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction that occurred on 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 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. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 260,529 shares of company stock worth $32,173,300. 0.10% of the stock is owned by company insiders.

Walmart Stock Performance

Shares of WMT stock opened at $125.05 on Wednesday. The firm’s 50 day moving average price is $125.82 and its 200-day moving average price is $115.57. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. Walmart Inc. has a one year low of $90.61 and a one year high of $134.69. The firm has a market cap of $996.95 billion, a P/E ratio of 45.64, a P/E/G ratio of 4.64 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping the consensus estimate of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same period in the prior year, the business posted $0.66 EPS. The business’s revenue for the quarter 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. As a group, equities research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The business also recently disclosed 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 is currently 36.13%.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart announced a redesign of its flagship private‑label brand Great Value (about 10,000 SKUs) with fresher, more colorful packaging starting in May — a move aimed at capturing price‑sensitive shoppers and protecting margins by driving store‑brand sales. Walmart redesigns its ‘Great Value’ private label brand
• Positive Sentiment: Guggenheim raised WMT’s price target to $137 and set a Buy rating, implying meaningful upside versus recent levels; analyst support can drive short‑term inflows and reinforces the narrative that Walmart’s omnichannel and cost advantage justify higher multiples. Guggenheim raises WMT price target
• Positive Sentiment: Walmart’s AI assistant “Sparky” is gaining traction: users reportedly spend ~35% more per order and ~50% of app shoppers have tried it — a potential lever to lift average order value and digital sales growth. Walmart’s AI push gains steam
• Positive Sentiment: Walmart launched Upstream Facility Services to sell its maintenance/operations expertise to other businesses — a new B2B offering that could monetize Walmart’s scale and add recurring revenue outside retail. Walmart introduces Upstream Facility Services
• Positive Sentiment: Pet Honesty expanded into Walmart’s nearly 13,000 U.S. stores, broadening category assortment and potentially boosting small‑item, high‑margin sales. Pet Honesty expands to Walmart
• Positive Sentiment: Walmart joined the U.S. Cotton Trust Protocol, advancing sustainable sourcing — a governance/ESG step that can reduce supply‑chain risk and appeal to institutional investors focused on sustainability. Walmart joins U.S. Cotton Trust Protocol
• Neutral Sentiment: Industry/market commentary (Zacks, InsiderMonkey, Motley Fool) highlights Walmart as a defensive, omnichannel leader and notes favorable digital trends; these pieces reinforce investor confidence but don’t introduce new catalysts. Zacks industry outlook highlights Walmart
• Negative Sentiment: Market reports noted a recent intraday/last‑session pullback (WMT closed lower on Apr. 13 in some reports), reflecting broader market volatility and profit‑taking after prior gains — a short‑term headwind that can amplify downside if macro sentiment sours. Walmart stock declines while market improves

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.