CSM Advisors LLC Cuts Stock Position in Walmart Inc. $WMT

CSM Advisors LLC trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 84.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 31,379 shares of the retailer’s stock after selling 164,251 shares during the period. CSM Advisors LLC’s holdings in Walmart were worth $3,235,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in WMT. Collier Financial acquired a new stake in shares of Walmart in the third quarter valued at about $25,000. Your Advocates Ltd. LLP purchased a new stake in shares of Walmart during the 3rd quarter valued at about $28,000. Redmont Wealth Advisors LLC acquired a new position in Walmart during the 3rd quarter worth approximately $30,000. Roble Belko & Company Inc lifted its position 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 acquiring an additional 219 shares in the last quarter. Finally, Manning & Napier Advisors LLC purchased a new position in Walmart in the 3rd quarter worth approximately $39,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Performance

Walmart stock opened at $125.99 on Tuesday. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $134.69. 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 stock has a market cap of $1.00 trillion, a P/E ratio of 45.98, a price-to-earnings-growth ratio of 4.71 and a beta of 0.66. The stock has a 50 day moving average of $123.43 and a 200-day moving average of $112.27.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 3.07% and a return on equity of 21.44%. The business’s revenue was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the firm 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. On average, analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be given a $0.2475 dividend. 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 payout ratio is presently 34.31%.

Wall Street Analyst Weigh In

Several brokerages have issued reports on WMT. Royal Bank Of Canada set a $145.00 price objective on shares of Walmart in a research report on Friday, February 20th. TD Cowen reissued a “buy” rating and set a $145.00 target price (up from $136.00) on shares of Walmart in a research report on Friday, February 20th. UBS Group restated a “buy” rating and issued a $147.00 target price (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. Finally, Roth Mkm reiterated a “buy” rating and issued a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and an average target price of $135.76.

Insiders Place Their Bets

In related news, EVP Latriece Watkins sold 10,000 shares of the business’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $121.46, for a total value of $1,214,600.00. Following the completion of the sale, the executive vice president directly owned 108,294 shares of the company’s stock, valued at $13,153,389.24. The trade was a 8.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $129.10, for a total value of $1,694,437.50. Following the sale, the chief executive officer owned 591,084 shares in the company, valued at $76,308,944.40. The trade was a 2.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 278,278 shares of company stock worth $33,974,118. Company insiders own 0.10% of the company’s stock.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s international segment showed solid momentum in Q4 fiscal 2026: 7.5% sales growth and a 17% e‑commerce increase, supporting top‑line resilience outside the U.S. — this underpins revenue diversification and e‑commerce penetration. Walmart’s International Business Shows Strength: Momentum Ahead?
• Positive Sentiment: Flipkart (Walmart’s India e‑commerce arm) moved its holding company from Singapore to India to clear the path for an Indian listing — a potential value‑realization event that could unlock shareholder value if the IPO proceeds on favorable terms. Walmart’s (WMT) Indian E-Commerce Firm Flipkart Shifts Holding Company to India from Singapore, Reuters Reports
• Positive Sentiment: Analysis highlights Walmart as a frontrunner in applying AI across forecasting, inventory and logistics — AI gains can expand margins, lower shrink/labor costs and boost e‑commerce economics, supporting longer‑term EPS upside. This tech narrative also reinforces Walmart’s re‑rating since shifting to Nasdaq. The AI Checkout Line: The Hidden Tech Play in Your Cart
• Neutral Sentiment: Walmart goes ex‑dividend March 20 with a boosted payout; dividends support income investors, but commentary questioning payout safety could prompt short‑term caution among yield‑focused holders. Event risk centers on timing and perception rather than fundamentals. Walmart Is About to Pay a Boosted Dividend, but Is It Actually Safe?
• Neutral Sentiment: Continued media mentions of Walmart as a long‑term retail pick, and as a recent stock‑split candidate/recipient in marketroundups, help retail interest and SEO visibility but are unlikely to move fundamentals materially. The Best 4 Retail Stocks to Buy and Hold for Decades
• Neutral Sentiment: Smaller merchandising news (vendors adding products to Walmart shelves) is positive for assortment but unlikely to affect the stock; such items support the retail moat incrementally. HTVRONT Expands Walmart Retail Presence with Two New Heat Press Machines
• Neutral Sentiment: Valuation comparisons to peers (e.g., J. Sainsbury) and retail rankings offer context for investors but don’t change Walmart’s core growth drivers; useful for relative allocation decisions. JSAIY vs. WMT: Which Stock Is the Better Value Option?

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.