Mosaic Advisors LLC Makes New $949,000 Investment in Walmart Inc. $WMT

Mosaic Advisors LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) during the third quarter, HoldingsChannel.com reports. The fund acquired 9,210 shares of the retailer’s stock, valued at approximately $949,000. Walmart accounts for about 2.3% of Mosaic Advisors LLC’s holdings, making the stock its 11th biggest position.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Collier Financial purchased a new position in Walmart in the third quarter valued at $25,000. Your Advocates Ltd. LLP acquired a new stake in Walmart in the third quarter valued at $28,000. Redmont Wealth Advisors LLC purchased a new stake in Walmart during the 3rd quarter worth about $30,000. Roble Belko & Company Inc lifted its holdings in Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after buying an additional 219 shares during the last quarter. Finally, Manning & Napier Advisors LLC acquired a new position in shares of Walmart during the 3rd quarter worth about $39,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Up 0.4%

Shares of NASDAQ WMT opened at $123.80 on Monday. The business has a 50-day moving average price of $121.87 and a 200 day moving average price of $111.06. The stock has a market cap of $986.71 billion, a PE ratio of 45.18, a price-to-earnings-growth ratio of 4.61 and a beta of 0.66. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $134.69.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping the consensus estimate of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same quarter in the previous year, the company posted $0.66 earnings per share. The firm’s revenue was up 5.6% compared to the same quarter last year. 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 research analysts forecast that Walmart Inc. will post 2.55 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. Stockholders of record on Friday, December 11th will be issued 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 of this dividend is Friday, December 11th. Walmart’s payout ratio is presently 36.13%.

Insiders Place Their Bets

In related news, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total value of $2,445,400.00. Following the completion of the sale, the executive vice president owned 506,764 shares in the company, valued at $61,962,034.28. This represents a 3.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Donna Morris sold 76,181 shares of the stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the sale, the executive vice president owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. This represents a 15.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 279,703 shares of company stock worth $34,140,843. Corporate 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: OpenAI reportedly pulling back on direct purchases in ChatGPT could send more checkout traffic to retailer apps, giving Walmart’s commerce and app ecosystem an advantage. ChatGPT’s Retail Retreat Hands Walmart An AI Advantage: Analyst
• Positive Sentiment: Analyst commentary and re‑rated fair‑value models are lifting the tech/AI narrative around Walmart, producing higher price targets and supporting upside expectations from investors focused on digital and ads monetization. How Walmart (WMT) Is Rewriting Its Story With Tech, AI And A Richer Valuation Debate
• Positive Sentiment: Company execution reminders — new store formats and ongoing omnichannel growth — reinforce the core retail case that underpins earnings stability. Walmart Opens Next Generation Supercenter in The Villages
• Neutral Sentiment: Investor attention is high — search and readership spikes (Zacks/Yahoo) and conference transcripts give analysts more to parse but contain no single market‑moving surprise. Investors Heavily Search Walmart Inc. (WMT): Here is What You Need to Know
• Negative Sentiment: A reported sale by a 10% Walmart owner totaling roughly $136.45M adds supply pressure and can prompt short‑term negative sentiment despite not reflecting company fundamentals. 10% Owner Of Walmart Sold $136.45M In Stock
• Negative Sentiment: Analyses highlight a cautious forward outlook and attention to a ~$100M regulatory settlement tied to the Spark Driver program — both factors that pressured the stock in recent sessions. Walmart slides as cautious outlook and regulatory settlement weigh on sentiment
• Negative Sentiment: Ongoing tariff and import risks remain a margin headwind risk given Walmart’s large import footprint; rising trade frictions could pressure costs if not passed to customers. Walmart: Navigating A Bumpy Tariff Environment

Wall Street Analyst Weigh In

A number of research firms have recently commented on WMT. Truist Financial increased their price objective on Walmart from $127.00 to $139.00 and gave the company a “buy” rating in a report on Friday, February 20th. Erste Group Bank restated a “hold” rating on shares of Walmart in a research note on Thursday. Barclays reiterated an “overweight” rating and issued a $125.00 price target (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. UBS Group reissued a “buy” rating and set a $147.00 price objective (up from $135.00) on shares of Walmart in a report on Friday, February 20th. Finally, Evercore restated an “outperform” rating and set a $130.00 price objective (up from $125.00) on shares of Walmart in a research report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $135.76.

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.