35,505 Shares in Walmart Inc. $WMT Bought by Juno Financial Group LLC

Key Points

• Juno Financial Group LLC opened a new position in Walmart, buying 35,505 shares in Q4 worth about $3.96 million, which represents roughly 1.6% of Juno’s holdings and makes WMT its 16th-largest holding.
• Walmart beat quarterly revenue ($190.66B) and EPS ($0.74 vs. $0.73 est.), set FY27 EPS guidance of $2.75–$2.85, and carries an average analyst rating of "Buy" with a $137.79 consensus price target.
• Insiders have been net sellers recently—about 263,376 shares (~$32.85M) sold in the past three months—while institutional investors own roughly 26.76% of the company and corporate insiders hold about 0.10%.

Juno Financial Group LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 35,505 shares of the retailer's stock, valued at approximately $3,956,000. Walmart accounts for about 1.6% of Juno Financial Group LLC's holdings, making the stock its 16th largest position.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Walmart by 0.9% during the 3rd quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer's stock worth $44,898,368,000 after acquiring an additional 3,835,200 shares in the last quarter. State Street Corp grew its holdings in Walmart by 1.2% during the 3rd quarter. State Street Corp now owns 184,805,978 shares of the retailer's stock worth $19,046,104,000 after acquiring an additional 2,242,364 shares in the last quarter. Fisher Asset Management LLC grew its holdings in Walmart by 1.6% during the 3rd quarter. Fisher Asset Management LLC now owns 40,298,623 shares of the retailer's stock worth $4,153,176,000 after acquiring an additional 634,211 shares in the last quarter. Legal & General Group Plc grew its holdings in Walmart by 3.5% during the 3rd quarter. Legal & General Group Plc now owns 27,268,463 shares of the retailer's stock worth $2,810,288,000 after acquiring an additional 934,468 shares in the last quarter. Finally, Raymond James Financial Inc. grew its holdings in Walmart by 0.4% during the 3rd quarter. Raymond James Financial Inc. now owns 24,990,692 shares of the retailer's stock worth $2,575,541,000 after acquiring an additional 93,459 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company's stock.

Walmart Trading Down 1.6%

NASDAQ WMT opened at $129.92 on Friday. Walmart Inc. has a one year low of $91.89 and a one year high of $134.69. The company has a 50-day simple moving average of $125.59 and a 200-day simple moving average of $116.83. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The firm has a market capitalization of $1.04 trillion, a PE ratio of 47.42, a price-to-earnings-growth ratio of 4.92 and a beta of 0.66.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating the consensus estimate of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. During the same period in the previous year, the business posted $0.66 EPS. The company's quarterly 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. On average, equities analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current year.

Walmart Dividend Announcement

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

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Company released its 2026 Annual Report highlighting investments in associates and AI tools aimed at improving customer experience, operations and productivity — messaging that supports longer-term growth prospects. Walmart Touts People and AI in Annual Report
• Positive Sentiment: Recent quarterly results beat revenue and EPS expectations and management set FY27 EPS guidance, showing underlying sales and margins resilience — a supportive signal for fundamentals. WMT MarketBeat summary
• Positive Sentiment: Analyst support: Morgan Stanley raised its price target to $140, and the consensus analyst rating remains a "Buy" — these represent catalyst potential if upgrades continue. Morgan Stanley Increases Walmart Price Target
• Positive Sentiment: Strategic initiatives that could drive sales mix and margins: a major redesign of the Great Value private label (10,000 items) and expansion of health offerings via Better Care Services. Those moves support SKU refresh and higher-margin services. Is Walmart One of the Best Performing Dow Stocks?
• Neutral Sentiment: Walmart is diversifying beyond retail (new Upstream Facility Services maintenance unit) — a long-term revenue diversification that is unlikely to move near-term earnings materially. Walmart Diversifies Beyond Retail Into Maintenance Services
• Neutral Sentiment: Short-interest reporting is effectively meaningless in the latest print (reported as zero), so short-covering dynamics are not a current driver. Short Interest Data
• Negative Sentiment: Valuation and cash-flow concerns: several commentary pieces argue WMT is expensive (high P/E) given slowing growth and heavy capital expenditure that suppresses free cash flow — these critiques are the most likely reason traders are taking profits after recent gains. Walmart: Too Expensive Considering Slowing Growth
• Negative Sentiment: Another analysis highlights that large capex to support technology and store initiatives is weighing on free cash flow, raising near-term margin and valuation risk for investors. Speculative Valuation As Free Cash Flow Is Held Down By Immense Capex

Analyst Ratings Changes

Several brokerages have weighed in on WMT. The Goldman Sachs Group reissued a "buy" rating and set a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. Barclays reissued an "overweight" rating and set a $125.00 price objective (up from $108.00) on shares of Walmart in a report on Thursday, January 8th. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on shares of Walmart in a report on Friday, February 20th. Roth Mkm reissued a "buy" rating and set a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. Finally, UBS Group reissued a "buy" rating and set a $147.00 price objective (up from $135.00) on shares of Walmart in a report on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Buy" and an average price target of $137.79.

Insiders Place Their Bets

In other news, EVP Donna Morris sold 76,181 shares of Walmart stock in a transaction dated 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 directly owned 402,072 shares of the company's stock, valued at approximately $49,772,492.88. The trade was a 15.93% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP John D. Rainey sold 20,000 shares of the business's stock in a transaction dated 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 transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 263,376 shares of company stock worth $32,851,650. Corporate insiders own 0.10% of the company's stock.

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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