Butensky & Cohen Financial Security Inc. Makes New $1.64 Million Investment in Walmart Inc. $WMT

Butensky & Cohen Financial Security Inc. bought a new stake in Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 14,746 shares of the retailer’s stock, valued at approximately $1,643,000.

A number of other hedge funds have also recently made changes to their positions in WMT. Collier Financial bought a new stake in Walmart during the 3rd quarter worth approximately $25,000. Your Advocates Ltd. LLP acquired a new position in Walmart in the 3rd quarter valued at approximately $28,000. Redmont Wealth Advisors LLC bought a new position in shares of Walmart during the third quarter valued at $30,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart during the fourth quarter worth $30,000. Finally, Roble Belko & Company Inc lifted its holdings in shares of Walmart by 212.6% during the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $129.10, for a total transaction of $1,694,437.50. Following the sale, the chief executive officer owned 591,084 shares of the company’s stock, valued at $76,308,944.40. The trade was a 2.17% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $119.17, for a total value of $2,313,804.72. Following the sale, the chief executive officer owned 4,274,856 shares in the company, valued at approximately $509,434,589.52. This represents a 0.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 274,278 shares of company stock valued at $33,825,793. 0.10% of the stock is currently owned by insiders.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts highlight Walmart’s accelerating digital initiatives (AI tools, ads, memberships) and a disciplined buyback program that can lift margins and justify a higher multiple — a primary driver of investor optimism. Assessing Walmart (WMT) Valuation As Digital Growth AI Tools And Buybacks Reshape The Business
• Positive Sentiment: Comparisons to peers (Costco) emphasize Walmart’s omnichannel scale, growing ad business and membership-like initiatives as margin levers — reinforcing the narrative that Walmart can sustain steady, profitable growth vs. competitors. Walmart or Costco: Who’s Winning the Modern Retail Game Right Now?
• Neutral Sentiment: Broader retail comparisons (Amazon, Target) and sector commentary keep Walmart in investors’ crosshairs as a defensive, cash-generative retail leader; these pieces frame relative valuation and strategic positioning but don’t contain immediate catalysts. Amazon vs Walmart: Which is a Better Buy?
• Neutral Sentiment: Coverage noting executive comments about AI and leadership transitions (including past remarks by former CEO Doug McMillon) underscores management focus on AI but is more background than an immediate stock mover. Major outgoing CEOs are citing AI as a factor in their decisions to step down
• Negative Sentiment: Regulatory headwinds: Washington state fined Walmart >$380k for selling motor vehicle A/C cans with banned hydrofluorocarbons. The penalty is modest financially but raises scrutiny of compliance and ESG risks, which can affect reputation and investor sentiment. Walmart Fine Raises Questions On Climate Compliance And Investment Risks
• Negative Sentiment: Governance/legal risk: A shareholder law firm is investigating Walmart’s board over alleged oversight failures tied to Spark driver pay practices, which could lead to litigation, reputational harm or regulatory scrutiny if claims advance. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)

Walmart Stock Performance

Shares of WMT opened at $122.89 on Friday. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.69. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The stock’s fifty day moving average price is $124.35 and its two-hundred day moving average price is $113.51. The firm has a market cap of $979.73 billion, a PE ratio of 44.85, a PEG ratio of 4.55 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share 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 during the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter in the prior year, the company earned $0.66 EPS. The firm’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. On average, equities research analysts forecast that Walmart Inc. will post 2.55 EPS 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 paid a $0.2475 dividend. The ex-dividend date 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 36.13%.

Analyst Ratings Changes

A number of analysts recently weighed in on the company. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. UBS Group reaffirmed a “buy” rating and set a $147.00 target price (up from $135.00) on shares of Walmart in a research report on Friday, February 20th. Rothschild & Co Redburn set a $150.00 price target on Walmart in a research report on Tuesday, February 17th. Argus raised Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Finally, Royal Bank Of Canada set a $145.00 price objective on Walmart in a research report on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and an average price target of $135.76.

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.