Procyon Advisors LLC Purchases 4,273 Shares of Walmart Inc. $WMT

Procyon Advisors LLC grew its position in Walmart Inc. (NASDAQ:WMT) by 19.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 25,870 shares of the retailer’s stock after purchasing an additional 4,273 shares during the quarter. Procyon Advisors LLC’s holdings in Walmart were worth $2,882,000 at the end of the most recent reporting period.

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

Analyst Upgrades and Downgrades

WMT has been the subject of a number of research analyst reports. Tigress Financial set a $150.00 price target on Walmart and gave the stock a “buy” rating in a report on Wednesday, February 25th. BTIG Research reaffirmed a “buy” rating and issued a $140.00 price objective on shares of Walmart in a research note on Friday, February 20th. Oppenheimer reiterated an “outperform” rating and issued a $140.00 target price (up from $125.00) on shares of Walmart in a research report on Monday, February 9th. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. Finally, DA Davidson set a $150.00 target price on shares of Walmart and gave the stock a “buy” rating in a report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Walmart presently has a consensus rating of “Moderate Buy” and a consensus target price of $135.76.

Insider Buying and Selling

In other Walmart news, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the sale, the executive vice president directly owned 506,764 shares of the company’s stock, valued at $61,962,034.28. The trade was a 3.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were 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 owned 727,155 shares of the company’s stock, valued at approximately $87,251,328.45. This trade represents a 1.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 274,278 shares of company stock valued at $33,605,809 over the last three months. Insiders own 0.10% of the company’s stock.

Walmart News Roundup

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 Stock Down 1.7%

Shares of WMT opened at $119.02 on Monday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $134.69. The stock has a market capitalization of $948.88 billion, a price-to-earnings ratio of 43.44, a PEG ratio of 4.43 and a beta of 0.66. The stock has a fifty day moving average of $124.08 and a 200-day moving average of $112.95.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business 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 EPS. Walmart’s quarterly 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. As a group, sell-side analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be paid 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 dividend payout ratio is currently 36.13%.

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.