Pallas Capital Advisors LLC Grows Holdings in Walmart Inc. $WMT

Pallas Capital Advisors LLC grew its position in Walmart Inc. (NASDAQ:WMT) by 24.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 37,136 shares of the retailer’s stock after acquiring an additional 7,408 shares during the period. Pallas Capital Advisors LLC’s holdings in Walmart were worth $4,137,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of WMT. Brighton Jones LLC increased its stake in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC boosted its position 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 purchasing 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 worth $4,416,000 after purchasing an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC grew its holdings 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 during the period. Finally, Schnieders Capital Management LLC. grew its holdings 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 during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Transactions at Walmart

In related news, EVP Christopher James Nicholas sold 34,082 shares of the company’s 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 completion of the sale, the executive vice president owned 533,466 shares of the company’s stock, 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 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 sale, the executive vice president 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 position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 274,278 shares of company stock valued at $33,825,793. Company insiders own 0.10% of the company’s stock.

Walmart Stock Performance

NASDAQ WMT opened at $122.89 on Friday. 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 stock’s 50 day simple moving average is $124.35 and its 200-day simple moving average is $113.59. The company has a market cap of $979.73 billion, a PE ratio of 44.85, a price-to-earnings-growth ratio of 4.58 and a beta of 0.66. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $134.69.

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

Walmart Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the company. UBS Group reaffirmed a “buy” rating and set a $147.00 target price (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. Bank of America assumed coverage on shares of Walmart in a research note on Friday, February 27th. They issued a “buy” rating and a $150.00 price target on the stock. Deutsche Bank Aktiengesellschaft set a $120.00 price target on shares of Walmart in a report on Friday, February 20th. Royal Bank Of Canada set a $145.00 price objective on shares of Walmart in a research report on Friday, February 20th. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $135.76.

Walmart News Summary

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.