Walmart Inc. $WMT Shares Bought by Mendel Money Management

Mendel Money Management increased its stake in Walmart Inc. (NASDAQ:WMT) by 276.3% in the third quarter, Holdings Channel.com reports. The institutional investor owned 10,074 shares of the retailer’s stock after purchasing an additional 7,397 shares during the quarter. Mendel Money Management’s holdings in Walmart were worth $1,038,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of WMT. Collier Financial acquired a new position in shares of Walmart during the third quarter worth $25,000. Access Investment Management LLC purchased a new stake in Walmart during the 2nd quarter worth $26,000. Your Advocates Ltd. LLP acquired a new position in Walmart in the 3rd quarter worth $28,000. Redmont Wealth Advisors LLC purchased a new position in Walmart in the 3rd quarter valued at about $30,000. Finally, Roble Belko & Company Inc boosted its position 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 buying an additional 219 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Daniel J. Bartlett sold 1,255 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $133.21, for a total value of $167,178.55. Following the sale, the executive vice president owned 586,329 shares of the company’s stock, valued at $78,104,886.09. This trade represents a 0.21% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total transaction of $2,313,804.72. Following the transaction, the chief executive officer directly owned 4,274,856 shares of the company’s stock, valued at $509,434,589.52. The trade was a 0.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 211,696 shares of company stock worth $25,176,467. 0.10% of the stock is currently owned by insiders.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Q4 beat on sales and profits; e‑commerce (+24%) and advertising (+37%) drove revenue and operating income upside, showing early benefits from automation and margin leverage. Walmart reports revenue growth
• Positive Sentiment: Board boosted capital returns — a 5% raise to the annual dividend ($0.99) and an active buyback program cited in analyst coverage — which supports income investors and buyback-driven EPS accretion. Walmart Raises Annual Dividend
• Positive Sentiment: Some analysts remain constructive — DA Davidson reaffirmed a Buy and Argus upgraded to Strong Buy — providing support amid the pullback. DA Davidson Reaffirms Buy
• Neutral Sentiment: Insider sale disclosed (EVP sold ~1,255 shares) — routine scheduling and small relative to total holdings; not a clear signal of company trouble. SEC Form 4
• Neutral Sentiment: Amazon has surpassed Walmart in annual revenue — largely symbolic but increases competitive spotlight as both firms chase AI and ad revenue opportunities. Amazon surpasses Walmart in annual revenue
• Negative Sentiment: Management’s FY‑2027 EPS guidance (2.75–2.85) came in below consensus (~2.94), and Q1 EPS guidance was modest — investors punished the stock for the conservative outlook despite the beat. Walmart Q4 press release / guidance
• Negative Sentiment: Valuation concerns: bearish research argues current multiples (high forward P/E and forward EBIT ratios) aren’t justified by the company’s modest near‑term operating income growth forecast — prompting calls to trim positions. Walmart Q4: Too Expensive… Sell Walmart Before It Loses Its $1 Trillion Valuation

Walmart Stock Down 1.4%

Shares of NASDAQ:WMT opened at $124.87 on Friday. The company’s fifty day moving average is $119.24 and its two-hundred day moving average is $109.09. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $134.69. The stock has a market capitalization of $995.24 billion, a price-to-earnings ratio of 43.66, a price-to-earnings-growth ratio of 4.99 and a beta of 0.65.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 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 net margin of 3.26% and a return on equity of 21.31%. The company’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period in the previous year, the business 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. Equities analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be given a dividend of $0.2475 per share. 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 presently 32.87%.

Wall Street Analysts Forecast Growth

WMT has been the topic of a number of analyst reports. Wall Street Zen lowered Walmart from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Truist Financial set a $127.00 target price on Walmart in a research report on Wednesday, December 17th. Oppenheimer reissued an “outperform” rating and set a $140.00 price target (up previously from $125.00) on shares of Walmart in a research report on Monday, February 9th. Royal Bank Of Canada restated an “outperform” rating and issued a $140.00 price target (up previously from $126.00) on shares of Walmart in a research note on Wednesday, February 11th. Finally, KeyCorp reiterated an “overweight” rating and set a $145.00 price objective (up from $128.00) on shares of Walmart in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $129.48.

Walmart Company 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.