Walmart Inc. $WMT Shares Sold by Monarch Capital Management Inc.

Monarch Capital Management Inc. trimmed its position in shares of Walmart Inc. (NASDAQ:WMT) by 3.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 125,935 shares of the retailer’s stock after selling 4,589 shares during the period. Walmart makes up about 3.4% of Monarch Capital Management Inc.’s holdings, making the stock its 3rd biggest holding. Monarch Capital Management Inc.’s holdings in Walmart were worth $14,030,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in WMT. Collier Financial acquired a new stake in shares of Walmart during the 3rd quarter worth $25,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart during the 3rd quarter worth $28,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Walmart during the 3rd quarter worth $30,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart during the 4th quarter worth $30,000. Finally, Roble Belko & Company Inc increased its holdings in Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Performance

NASDAQ:WMT opened at $124.57 on Tuesday. 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 50-day moving average of $125.87 and a two-hundred day moving average of $115.42. The stock has a market cap of $993.15 billion, a P/E ratio of 45.46, a PEG ratio of 4.72 and a beta of 0.66. Walmart Inc. has a 1-year low of $90.61 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 earnings per share for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The company 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 firm’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period in the prior year, the company 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, research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders 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 yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s dividend payout ratio is presently 36.13%.

Insider Buying and Selling

In other Walmart 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 value of $4,158,004.00. Following the completion of the transaction, the executive vice president directly owned 533,466 shares of the company’s stock, valued at $65,082,852. This represents a 6.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $129.10, for a total transaction of $1,694,437.50. Following the completion of the transaction, the chief executive officer directly owned 591,084 shares of the company’s stock, valued at approximately $76,308,944.40. The trade was a 2.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 274,278 shares of company stock worth $33,825,793 over the last quarter. Company insiders own 0.10% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s in‑app AI assistant “Sparky” is gaining traction: users who interact with it spend roughly 35% more per order and about half of app shoppers have tried it, supporting digital sales growth and higher advertising/commerce monetization potential. Walmart’s AI Push Gains Steam
• Positive Sentiment: Walmart expanded its Google partnership to integrate Gemini AI into its shopping app for instant checkout and personalization — a move that strengthens the “platform” story for WMT, supporting digital ecosystem growth (ads, app engagement, checkout efficiency). Walmart Gemini AI Deal Strengthens Platform Thesis
• Positive Sentiment: Guggenheim raised its price target on WMT from $120 to $137 and put a “buy” rating on the stock, signaling analyst conviction that there’s additional upside tied to Walmart’s strategy execution. Benzinga
• Positive Sentiment: Industry outlooks highlight Walmart as a leader among supermarket/retail peers due to omnichannel and digital transformation, which could sustain multiple expansion relative to slower peers. Zacks Industry Outlook
• Neutral Sentiment: Institutional filings show modest buying — Apollon Wealth/Financial increased holdings in WMT — a vote of confidence but small relative to Walmart’s huge float. Apollon Wealth Management Buys WMT
• Neutral Sentiment: Dividend comparison vs. Costco highlights differing dividend growth trajectories; income investors may prefer higher dividend growth elsewhere even if Walmart’s overall cash generation and buybacks remain solid. Walmart vs. Costco Dividend Comparison
• Negative Sentiment: Headline coverage notes the stock is trading down and asks whether to sell, contributing to short‑term selling pressure and volatile flows. Walmart Stock Declines While Market Improves
• Negative Sentiment: Reports on India’s quick‑commerce market note Flipkart (Walmart-owned) is pushing hard on fast delivery in a crowded market where profitability is pressured — an execution/cost risk for international growth. Flipkart and Quick Commerce Pressure

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Craig Hallum set a $150.00 price target on Walmart in a report on Friday, March 6th. Wall Street Zen downgraded Walmart from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Erste Group Bank upgraded Walmart from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 2nd. Mizuho increased their price target on Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a report on Monday, February 9th. Finally, Roth Mkm reiterated a “buy” rating and issued a $138.00 price target on shares of Walmart in a report on Friday, February 20th. Two equities research 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. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $137.64.

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.