120,035 Shares in Walmart Inc. $WMT Purchased by Clear Trail Advisors LLC

Clear Trail Advisors LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 120,035 shares of the retailer’s stock, valued at approximately $13,373,000. Walmart accounts for about 3.1% of Clear Trail Advisors LLC’s investment portfolio, making the stock its 9th largest holding.

A number of other institutional investors also recently added to or reduced their stakes in the business. Collier Financial acquired a new stake in shares of Walmart in the 3rd quarter valued at approximately $25,000. Your Advocates Ltd. LLP purchased a new stake in shares of Walmart in the third quarter valued at approximately $28,000. Redmont Wealth Advisors LLC acquired a new position in Walmart during the third quarter worth $30,000. Roble Belko & Company Inc grew its holdings in 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 acquiring an additional 219 shares during the period. Finally, Manning & Napier Advisors LLC purchased a new position in Walmart in the third quarter worth $39,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Trading Up 1.1%

Shares of WMT stock opened at $122.05 on Wednesday. The stock has a market cap of $973.03 billion, a P/E ratio of 44.54, a P/E/G ratio of 4.50 and a beta of 0.66. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69. The business has a fifty day simple moving average of $124.17 and a 200-day simple moving average of $113.24.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping the consensus estimate of $0.73 by $0.01. The business had revenue of $190.66 billion for 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 for the quarter was up 5.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.66 EPS. 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 forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued a $0.2475 dividend. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s dividend payout ratio is 36.13%.

Insiders Place Their Bets

In other news, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $126.71, for a total transaction of $2,460,201.36. Following the completion of the transaction, the director directly owned 4,023,209 shares of the company’s stock, valued at $509,780,812.39. This trade represents a 0.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Latriece Watkins sold 10,000 shares of Walmart stock in a transaction that occurred on 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 transaction, the executive vice president owned 108,294 shares of the company’s stock, valued at $13,153,389.24. This represents a 8.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 274,278 shares of company stock valued at $33,605,809. Corporate insiders own 0.10% of the company’s stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s ad business surged ~37% in Q4, which boosts higher-margin revenue and could improve overall profitability going forward. Walmart’s Ad Business Jumps 37%: Margin Upside Ahead?
• Positive Sentiment: Recent quarterly results beat consensus (EPS and revenue) and management set FY2027 EPS guidance (2.75–2.85), supporting the view that Walmart’s core retail performance and membership/ads mix are improving.
• Positive Sentiment: New national product distribution deals (example: Zep cleaning products now carried nationwide at Walmart) show ongoing assortment and supplier momentum that can drive traffic and category share. Zep Expands Home Pro Distribution at Walmart
• Neutral Sentiment: Technical/market commentary is highlighting Walmart as a buy point amid broader market weakness — useful for momentum traders but less material to fundamentals. Dow Jones discount retailer Walmart offers latest buy point amid market weakness
• Neutral Sentiment: Industry logistics moves — FedEx launching same‑day options as retailers (including Walmart) race to speed up delivery — are an operational/competitive factor to watch but not an immediate earnings shock. FedEx launches same-day delivery with OneRail
• Neutral Sentiment: Short-interest reports in the feed show zero or data anomalies (0 shares / NaN increases) and a days-to-cover of 0.0 — not currently informative for sentiment.
• Negative Sentiment: A plaintiffs’ law firm is investigating Walmart’s board for possible breach of fiduciary duty related to alleged deceptive pay practices for Spark drivers — a governance/legal risk that could lead to litigation or reputational costs. Berger Montague PC Investigates Walmart Board for Breach of Fiduciary Duty
• Negative Sentiment: Insider selling: the CEO reported selling roughly $1.6M of WMT stock — a signal some investors watch closely even though sales can be routine. Walmart CEO Sells $1,600,725.00 in Stock
• Negative Sentiment: Analyst commentary questioning Walmart’s “all-weather” defensive status suggests valuation and crowding risks for investors who expect steady downside protection; this is a cautionary view on medium-term upside. Walmart: All-Weather Status Ironically Creates Risk For Investors

Analyst Ratings Changes

A number of research firms have commented on WMT. Argus raised Walmart to a “strong-buy” rating in a report on Wednesday, February 18th. Barclays reaffirmed an “overweight” rating and set a $125.00 price target (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Telsey Advisory Group raised their price objective on shares of Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research note on Friday, February 20th. Raymond James Financial reissued an “outperform” rating and set a $135.00 price objective on shares of Walmart in a report on Friday, March 6th. Finally, Mizuho increased their target price on shares of Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a report on Monday, February 9th. One research 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. According to MarketBeat, Walmart presently has an average rating of “Moderate Buy” and an average 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.