Y.D. More Investments Ltd Boosts Holdings in Walmart Inc. $WMT

Y.D. More Investments Ltd grew its position in Walmart Inc. (NASDAQ:WMT) by 19.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 61,406 shares of the retailer’s stock after purchasing an additional 9,817 shares during the quarter. Y.D. More Investments Ltd’s holdings in Walmart were worth $6,329,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares in the last quarter. Peterson Wealth Management lifted its holdings in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after buying an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares during the last quarter. Finally, Sequoia Financial Advisors LLC increased its stake in Walmart by 4.2% in the second quarter. Sequoia Financial Advisors LLC now owns 755,828 shares of the retailer’s stock valued at $73,905,000 after purchasing an additional 30,320 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Trading Down 1.9%

Walmart stock traded down $2.42 during trading on Friday, reaching $122.45. The company had a trading volume of 3,620,166 shares, compared to its average volume of 38,364,699. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69. The stock’s 50 day moving average price is $119.24 and its two-hundred day moving average price 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. The firm has a market capitalization of $975.96 billion, a price-to-earnings ratio of 42.51, a PEG ratio of 4.99 and a beta of 0.65.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.73 by $0.01. The company 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 business’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the prior 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. As a group, equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal 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. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. Walmart’s dividend payout ratio (DPR) is presently 32.87%.

Insider Transactions at Walmart

In other news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the completion of the transaction, the executive vice president directly owned 727,155 shares of the company’s stock, valued at approximately $87,251,328.45. This represents a 1.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Donna Morris sold 76,181 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total value of $9,430,445.99. Following the completion of the sale, the executive vice president directly owned 402,072 shares in the company, valued at approximately $49,772,492.88. This trade represents a 15.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 211,696 shares of company stock valued at $25,176,467 over the last 90 days. Corporate insiders own 0.10% of the company’s stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Q4 beat and operational strength — Walmart reported $0.74 EPS and $190.7B revenue (both modestly ahead of estimates). Global e‑commerce grew ~24%, advertising rose ~37%, and operating income increased ~10.8%, highlighting early benefits from automation and stronger margins. Walmart Q4 press release
• Positive Sentiment: Dividend bump and capital returns — Board raised the annual dividend to $0.99 (a 5% increase) and reaffirmed meaningful capital return programs (including a new $30B buyback authorization referenced by analysts), supporting income and buyback-driven EPS accretion. Dividend announcement
• Positive Sentiment: Analyst upgrades/price-target increases — Multiple firms reiterated or raised ratings and targets (BTIG reaffirmed Buy $140, Telsey raised to $140, DA Davidson reiterated Buy, Argus upgraded to Strong Buy), providing buy-side support and new upside targets in the mid‑$130s–$140s. Analyst coverage summaries Telsey note
• Neutral Sentiment: Institutional flows — Several funds have increased WMT stakes recently, which can underpin the stock, but Walton family ownership and concentrated holdings mean moves by institutions have mixed short‑term impact. Institutional stake activity
• Neutral Sentiment: Insider selling disclosure — EVP Daniel Bartlett sold ~1,255 shares at about $133; small in size relative to his holdings and the company float, so limited signal. SEC filing
• Negative Sentiment: Guidance disappointed — Management set FY‑2027 EPS of $2.75–$2.85 and Q1 EPS of $0.61, below the Street’s prior consensus (~$2.94 FY), which triggered investor caution and was cited as the main reason for early selling. Guidance details
• Negative Sentiment: Valuation concerns and bearish takes — Several op‑eds and analyst notes argue WMT’s multiple is rich relative to forward operating‑income growth (some calls to Hold/Sell based on ~35–50x forward metrics in parts of the commentary). Those narratives amplify selling when guidance appears conservative. Seeking Alpha valuation critique Seeking Alpha sell piece
• Negative Sentiment: Competitive symbolism — News that Amazon surpassed Walmart in annual revenue (largely symbolic) adds competitive headline pressure and highlights how both firms race into higher‑margin services (ads, cloud/tech), raising investor focus on execution vs. peers. CNBC: Amazon surpasses Walmart

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. BTIG Research restated a “buy” rating and issued a $140.00 target price on shares of Walmart in a report on Friday. DA Davidson reissued a “buy” rating and issued a $135.00 target price on shares of Walmart in a research report on Wednesday. Barclays reaffirmed an “overweight” rating and set a $125.00 price target (up previously from $108.00) on shares of Walmart in a research report on Thursday, January 8th. Guggenheim reiterated a “buy” rating and issued a $120.00 price objective (up previously from $115.00) on shares of Walmart in a research note on Friday, November 21st. Finally, Truist Financial set a $127.00 target price on shares of Walmart in a research report on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average target price of $129.48.

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.