10,932 Shares in Walmart Inc. $WMT Purchased by Fieldview Capital Management LLC

Key Points

• Fieldview Capital acquired a new stake of 10,932 shares in Walmart (NASDAQ:WMT) during Q3 (≈$1.13M), while other institutions like WINTON and Pinpoint also initiated or grew positions, and institutional ownership stands at about 26.76%.
• Walmart slightly beat the quarter with $0.74 EPS vs $0.73 and revenue of $190.66B (up 5.6% YoY), issued FY2027 EPS guidance of 2.75–2.85, and trades near 52‑week highs with an average analyst rating of "Moderate Buy" and an average price target around $135.76.
• Significant insider and insider‑related selling has occurred recently—executives sold tens of thousands of shares and insiders disposed of 279,703 shares (~$34.1M) in the last three months, while Walton family trust sales (~$220M) and a roughly $100M Spark Driver settlement are noted downside catalysts.

Fieldview Capital Management LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT - Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 10,932 shares of the retailer's stock, valued at approximately $1,127,000.

Other hedge funds have also recently added to or reduced their stakes in the company. WINTON GROUP Ltd acquired a new position in shares of Walmart during the 3rd quarter worth approximately $17,396,000. Pinpoint Asset Management Singapore Pte. Ltd. acquired a new stake in Walmart during the 3rd quarter valued at $915,000. LGT Fund Management Co Ltd. grew its holdings in Walmart by 2.6% during the 3rd quarter. LGT Fund Management Co Ltd. now owns 33,703 shares of the retailer's stock valued at $3,436,000 after buying an additional 839 shares during the last quarter. Navalign LLC increased its position in Walmart by 0.6% during the third quarter. Navalign LLC now owns 24,525 shares of the retailer's stock worth $2,528,000 after buying an additional 155 shares in the last quarter. Finally, Aull & Monroe Investment Management Corp increased its position in Walmart by 1.7% during the third quarter. Aull & Monroe Investment Management Corp now owns 9,634 shares of the retailer's stock worth $993,000 after buying an additional 157 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Stock Performance

Walmart stock opened at $124.32 on Tuesday. The firm has a market capitalization of $990.85 billion, a P/E ratio of 45.37, a PEG ratio of 4.61 and a beta of 0.66. The stock has a fifty day moving average price of $122.11 and a 200 day moving average price of $111.25. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $134.69. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT - Get Free Report) last released its 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. The firm had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm's revenue for the quarter was up 5.6% compared to the same quarter last year. During the same period in the prior 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 research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given 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 (DPR) is currently 34.31%.

Analyst Upgrades and Downgrades

WMT has been the topic of several recent research reports. HSBC downgraded Walmart from a "buy" rating to a "hold" rating and upped their price objective for the company from $122.00 to $131.00 in a research report on Friday, February 20th. Raymond James Financial reiterated an "outperform" rating and set a $135.00 price objective on shares of Walmart in a research report on Friday. Morgan Stanley restated an "overweight" rating and issued a $135.00 target price (up from $125.00) on shares of Walmart in a report on Thursday, January 15th. Royal Bank Of Canada set a $145.00 price target on shares of Walmart in a research note on Friday, February 20th. Finally, Bank of America began coverage on shares of Walmart in a report on Friday, February 27th. They set a "buy" rating and a $150.00 price target for the company. 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 company's stock. Based on data from MarketBeat, Walmart currently has an average rating of "Moderate Buy" and an average price target of $135.76.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is trading near 52‑week highs and is being highlighted as a long‑term favorite as new growth avenues (e‑commerce, advertising) support upside and buyer momentum. 2 Long Term Favorite Stocks Trading Near 52-Week Highs
• Positive Sentiment: Walmart’s long record of dividend increases and defensive retail positioning is cited favorably by income‑oriented investors, reinforcing buy‑and‑hold appeal. 2 Best Dividend Stocks to Buy Now and Hold Forever
• Positive Sentiment: Management continuity under new CEO John Furner—an internal, experienced operator—reduces execution risk and reassures investors about strategy continuity. Here's Everything Investors Need to Know About Walmart's New CEO, John Furner
• Positive Sentiment: Macro consumption trends (a shift toward more price‑conscious shoppers) and retail ETFs that overweight discount/warehouse players give Walmart exposure to potential inflows as consumers tighten budgets. (MarketBeat coverage of ETF themes; Walmart is a meaningful holding in retail ETFs.)
• Neutral Sentiment: Relative to Costco, Walmart’s fast‑growing ad and e‑commerce businesses are positives, but Costco’s superior comps and membership economics justify a premium—this frames valuation comparisons for investors considering sector allocation. Walmart vs. Costco: Which Stock Is the Better Buy?
• Negative Sentiment: Significant Walton Family trust share sales (recent ~$220M block) have reduced insider ownership and raise near‑term supply/valuation questions — a bearish catalyst when combined with prior 2025 sell‑downs. Walton Family Trust Sells Walmart Inc. (WMT) Shares Valued at $220 Million
• Negative Sentiment: Walmart agreed to a roughly $100M settlement tied to its Spark Driver delivery program and will face new compliance measures—this raises one‑time costs and operational oversight concerns. Walmart Insider Sales And Spark Driver Settlement Frame Valuation Questions
• Negative Sentiment: Escalating geopolitical tensions have pushed crude and gasoline prices sharply higher; rising fuel costs can dent discretionary spend and curb store traffic, which is a downside risk for Walmart’s US volumes and margins. Walmart and three retailers most at risk from rising gasoline prices

Insiders Place Their Bets

In related news, EVP Christopher James Nicholas sold 34,082 shares of the business's stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the sale, the executive vice president directly owned 533,466 shares in the company, valued at approximately $65,082,852. The trade was a 6.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Latriece Watkins sold 10,000 shares of the company's stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the transaction, the executive vice president directly owned 108,294 shares of the company's stock, valued at $13,153,389.24. This trade represents a 8.45% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 279,703 shares of company stock valued at $34,140,843. 0.10% of the stock is currently owned by corporate insiders.

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.

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