Doliver Advisors LP Has $1.33 Million Stock Holdings in Walmart Inc. $WMT

Doliver Advisors LP decreased its position in shares of Walmart Inc. (NASDAQ:WMT) by 52.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,894 shares of the retailer’s stock after selling 13,280 shares during the period. Doliver Advisors LP’s holdings in Walmart were worth $1,325,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of WMT. Collier Financial bought a new position in Walmart during the third quarter worth about $25,000. Your Advocates Ltd. LLP bought a new stake in Walmart in the 3rd quarter valued at about $28,000. Redmont Wealth Advisors LLC bought a new stake in Walmart in the 3rd quarter valued at about $30,000. Roble Belko & Company Inc grew its position in shares of 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 purchasing an additional 219 shares in the last quarter. Finally, Manning & Napier Advisors LLC bought a new position in shares of Walmart during the third quarter worth approximately $39,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on WMT. DA Davidson set a $150.00 price target on shares of Walmart and gave the company a “buy” rating in a research report on Friday, February 20th. Raymond James Financial restated an “outperform” rating and set a $135.00 price objective on shares of Walmart in a research note on Friday, March 6th. JPMorgan Chase & Co. lifted their price objective on Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a report on Friday, November 21st. BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. Finally, Rothschild & Co Redburn set a $150.00 target price on Walmart in a report on Tuesday, February 17th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $135.76.

Insider Buying and Selling at Walmart

In related news, EVP John D. Rainey sold 20,000 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 506,764 shares of the company’s stock, valued at $61,962,034.28. This represents a 3.80% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the completion of the sale, the chief executive officer owned 4,315,333 shares in the company, valued at $482,583,689.39. This represents a 0.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 274,278 shares of company stock worth $33,605,809 over the last 90 days. 0.10% of the stock is owned by corporate insiders.

Walmart Trading Down 1.7%

Shares of WMT opened at $119.02 on Friday. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $134.69. The business’s fifty day moving average is $124.08 and its 200-day moving average is $112.74. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The firm has a market cap of $948.88 billion, a price-to-earnings ratio of 43.44, a PEG ratio of 4.51 and a beta of 0.66.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $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. Equities analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be issued 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 payout ratio is 36.13%.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Growing AI narrative and modest analyst upside: coverage notes that Walmart’s AI investments (supply-chain, store ops) are reshaping its growth story and one valuation model nudged fair value slightly higher to ~$136, supporting longer-term upside. This bolsters bullish investor interest in WMT as a tech-enabled retailer. How Walmart (WMT) Is Rewriting Its Story With AI Hype And Valuation Questions
• Positive Sentiment: Analyst/technical support for defensive retail: coverage from Barron’s highlights Walmart alongside other defensive retail names on both technical and fundamental grounds, which can attract risk-off flows and relative-strength buyers in uncertain markets. Walmart, Ross Stores, and Other ‘Defensive’ Retail Stocks
• Positive Sentiment: Market narrative that Walmart is an AI play: features arguing Walmart (and Target) are meaningful AI plays could lift investor conviction around margin improvement and efficiency gains over time. Forget Chipmakers: Walmart and Target Are the Real AI Plays
• Neutral Sentiment: Higher-than-usual call buying: intraday activity showed a ~42% increase in call option volume, which signals bullish positioning but could be speculative or short-term. Watch whether this leads to sustained buying or just short-term gamma flow.
• Neutral Sentiment: CEO transition focus: commentary on managing and positioning around CEO transitions notes both risk and opportunity — transitions can create volatility but also potential strategic shifts. Investors should watch messaging and execution from leadership. How to Play 3 Major CEO Transitions in Early 2026 (WMT)
• Negative Sentiment: Insider selling by CEO: CEO John R. Furner sold 13,125 shares (~1.87% reduction in his position) in a disclosed SEC filing — insider sales can be interpreted negatively by some investors even if part of routine diversification. Insider Sale SEC Filing

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.