Odyssey Capital Advisors Inc. Invests $479,000 in Walmart Inc. $WMT

Odyssey Capital Advisors Inc. bought a new position in Walmart Inc. (NASDAQ:WMT) during the 4th quarter, HoldingsChannel reports. The fund bought 4,303 shares of the retailer’s stock, valued at approximately $479,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Stockman Wealth Management Inc. lifted its stake in shares of Walmart by 3.5% in the fourth quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock worth $285,000 after buying an additional 87 shares in the last quarter. Capstone Wealth Management LLC lifted its stake in shares of Walmart by 1.8% in the fourth quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after buying an additional 89 shares in the last quarter. Ellenbecker Investment Group lifted its stake in shares of Walmart by 0.6% in the fourth quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock worth $1,613,000 after buying an additional 90 shares in the last quarter. Matrix Trust Co lifted its stake in shares of Walmart by 20.0% in the fourth quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock worth $61,000 after buying an additional 91 shares in the last quarter. Finally, HRC Wealth Management LLC lifted its stake in shares of Walmart by 4.4% in the fourth quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock worth $246,000 after buying an additional 94 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
• Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
• Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
• Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
• Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.

Walmart Price Performance

Shares of WMT stock opened at $131.45 on Monday. Walmart Inc. has a 12 month low of $93.43 and a 12 month high of $134.69. The stock has a market cap of $1.05 trillion, a P/E ratio of 47.97, a P/E/G ratio of 4.85 and a beta of 0.65. 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 company has a 50 day simple moving average of $126.37 and a two-hundred day simple moving average of $119.25.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. During the same period in the prior year, the company earned $0.66 earnings per share. The firm’s revenue was up 5.6% on a year-over-year basis. 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 2.89 earnings per share for the current year.

Walmart Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued a dividend of $0.2475 per share. 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 currently 36.13%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on WMT. Craig Hallum set a $150.00 target price on shares of Walmart in a research note on Friday, March 6th. Roth Mkm reiterated a “buy” rating and issued a $138.00 target price on shares of Walmart in a research note on Friday, February 20th. Argus upgraded shares of Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Deutsche Bank Aktiengesellschaft set a $120.00 target price on shares of Walmart in a research note on Friday, February 20th. Finally, Tigress Financial set a $150.00 target price on shares of Walmart and gave the stock a “buy” rating in a research note on Wednesday, February 25th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart presently has a consensus rating of “Buy” and a consensus price target of $138.88.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 1,335 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total transaction of $166,381.05. Following the completion of the sale, the executive vice president directly owned 636,843 shares of the company’s stock, valued at approximately $79,369,743.09. This represents a 0.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $132.21, for a total transaction of $2,566,989.36. Following the sale, the director directly owned 4,193,995 shares of the company’s stock, valued at approximately $554,488,078.95. This represents a 0.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 167,195 shares of company stock valued at $20,975,804 in the last quarter. Insiders own 0.10% of the company’s stock.

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.