Elevatus Welath Management Has $5.64 Million Position in Walmart Inc. $WMT

Elevatus Welath Management increased its stake in shares of Walmart Inc. (NASDAQ:WMT) by 12.0% during the 4th quarter, Holdings Channel reports. The fund owned 50,592 shares of the retailer’s stock after acquiring an additional 5,415 shares during the period. Walmart comprises approximately 1.5% of Elevatus Welath Management’s investment portfolio, making the stock its 19th largest position. Elevatus Welath Management’s holdings in Walmart were worth $5,636,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also bought and sold shares of the company. Fox Run Management L.L.C. bought a new position in Walmart in the third quarter worth approximately $1,709,000. CWM LLC grew its stake in Walmart by 24.2% in the third quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock valued at $121,168,000 after acquiring an additional 229,220 shares during the period. Harel Insurance Investments & Financial Services Ltd. increased its holdings in shares of Walmart by 16.6% during the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after acquiring an additional 9,061 shares in the last quarter. Van ECK Associates Corp raised its position in shares of Walmart by 2.9% during the third quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock worth $104,182,000 after purchasing an additional 28,026 shares during the period. Finally, World Investment Advisors raised its position in shares of Walmart by 5.2% during the third quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock worth $30,286,000 after purchasing an additional 14,487 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Walmart

In other Walmart news, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total value of $2,445,400.00. Following the transaction, the executive vice president owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. The trade was a 3.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Donna Morris sold 76,181 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total value of $9,430,445.99. Following the completion of the transaction, the executive vice president owned 402,072 shares of the company’s stock, valued at $49,772,492.88. This trade represents a 15.93% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 274,278 shares of company stock worth $33,825,793. 0.10% of the stock is owned by insiders.

Key Stories Impacting Walmart

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

NASDAQ WMT opened at $122.89 on Friday. The company has a fifty day moving average price of $124.35 and a 200-day moving average price of $113.59. The firm has a market cap of $979.73 billion, a price-to-earnings ratio of 44.85, a PEG ratio of 4.58 and a beta of 0.66. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.69.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same period last year, the firm earned $0.66 earnings per share. The firm’s revenue was up 5.6% on a year-over-year basis. 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, equities research analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal 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. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s payout ratio is presently 36.13%.

Analyst Ratings Changes

Several analysts recently issued reports on the stock. Bank of America started coverage on shares of Walmart in a research report on Friday, February 27th. They issued a “buy” rating and a $150.00 price target for the company. Raymond James Financial restated an “outperform” rating and set a $135.00 price objective on shares of Walmart in a report on Friday, March 6th. Erste Group Bank reaffirmed a “hold” rating on shares of Walmart in a research note on Thursday, March 5th. Telsey Advisory Group lifted their price objective on shares of Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a report on Friday, February 20th. Finally, Jefferies Financial Group set a $145.00 target price on shares of Walmart in a research 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 assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target 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.