Keb Asset Management LLC Trims Stock Position in Walmart Inc. $WMT

Keb Asset Management LLC trimmed its position in shares of Walmart Inc. (NASDAQ:WMT) by 6.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 140,895 shares of the retailer’s stock after selling 9,286 shares during the period. Walmart makes up approximately 3.2% of Keb Asset Management LLC’s holdings, making the stock its 9th biggest holding. Keb Asset Management LLC’s holdings in Walmart were worth $15,697,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of WMT. Collier Financial purchased a new stake in Walmart during the third quarter valued at $25,000. Your Advocates Ltd. LLP bought a new position in Walmart during the third quarter valued at $28,000. Redmont Wealth Advisors LLC purchased a new position in shares of Walmart in the 3rd quarter worth $30,000. Roble Belko & Company Inc increased its holdings in shares of Walmart by 212.6% in the 3rd 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. Finally, Manning & Napier Advisors LLC bought a new stake in shares of Walmart in the 3rd quarter worth about $39,000. 26.76% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on WMT. Raymond James Financial reaffirmed an “outperform” rating and issued a $135.00 price target on shares of Walmart in a report on Friday, March 6th. Argus raised Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. UBS Group restated a “buy” rating and set a $147.00 price objective (up from $135.00) on shares of Walmart in a research report on Friday, February 20th. Wall Street Zen lowered Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, Morgan Stanley reissued an “overweight” rating and set a $135.00 target price (up from $125.00) on shares of Walmart in a research report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $135.76.

Walmart Stock Performance

Walmart stock opened at $122.05 on Wednesday. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The firm has a market capitalization of $973.03 billion, a P/E ratio of 44.54, a price-to-earnings-growth ratio of 4.50 and a beta of 0.66. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $134.69. The company’s 50-day moving average is $124.17 and its 200 day moving average is $113.24.

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 the consensus estimate of $0.73 by $0.01. The business had revenue of $190.66 billion during 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%.The company’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the business 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. Research analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The firm 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 dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. Walmart’s payout ratio is presently 36.13%.

Insider Buying and Selling

In other news, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction on 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 sale, the executive vice president directly owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. The trade was a 3.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated Friday, December 26th. The stock was sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the completion of the transaction, the chief executive officer owned 4,315,333 shares in the company, valued at approximately $482,583,689.39. The trade was a 0.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 274,278 shares of company stock worth $33,605,809 over the last ninety days. Corporate insiders own 0.10% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s ad business surged ~37% in Q4, which boosts higher-margin revenue and could improve overall profitability going forward. Walmart’s Ad Business Jumps 37%: Margin Upside Ahead?
• Positive Sentiment: Recent quarterly results beat consensus (EPS and revenue) and management set FY2027 EPS guidance (2.75–2.85), supporting the view that Walmart’s core retail performance and membership/ads mix are improving.
• Positive Sentiment: New national product distribution deals (example: Zep cleaning products now carried nationwide at Walmart) show ongoing assortment and supplier momentum that can drive traffic and category share. Zep Expands Home Pro Distribution at Walmart
• Neutral Sentiment: Technical/market commentary is highlighting Walmart as a buy point amid broader market weakness — useful for momentum traders but less material to fundamentals. Dow Jones discount retailer Walmart offers latest buy point amid market weakness
• Neutral Sentiment: Industry logistics moves — FedEx launching same‑day options as retailers (including Walmart) race to speed up delivery — are an operational/competitive factor to watch but not an immediate earnings shock. FedEx launches same-day delivery with OneRail
• Neutral Sentiment: Short-interest reports in the feed show zero or data anomalies (0 shares / NaN increases) and a days-to-cover of 0.0 — not currently informative for sentiment.
• Negative Sentiment: A plaintiffs’ law firm is investigating Walmart’s board for possible breach of fiduciary duty related to alleged deceptive pay practices for Spark drivers — a governance/legal risk that could lead to litigation or reputational costs. Berger Montague PC Investigates Walmart Board for Breach of Fiduciary Duty
• Negative Sentiment: Insider selling: the CEO reported selling roughly $1.6M of WMT stock — a signal some investors watch closely even though sales can be routine. Walmart CEO Sells $1,600,725.00 in Stock
• Negative Sentiment: Analyst commentary questioning Walmart’s “all-weather” defensive status suggests valuation and crowding risks for investors who expect steady downside protection; this is a cautionary view on medium-term upside. Walmart: All-Weather Status Ironically Creates Risk For Investors

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.