Anchyra Partners LLC Makes New Investment in Walmart Inc. $WMT

Key Points

• Anchyra Partners purchased a new stake in Walmart of 21,811 shares valued at about $2.43 million, representing 0.7% of its portfolio and the firm's 22nd-largest holding.
• Company insiders have been net sellers recently: Director C. Douglas McMillon sold 19,416 shares (~$2.46M) and EVP John D. Rainey sold 20,000 shares (~$2.45M), with insiders disposing of 263,376 shares (~$32.85M) in the last quarter and now owning 0.10% of the stock.
• Analysts remain broadly positive on Walmart with a consensus "Buy" and an average target of about $137.79, alongside several raised price targets, though HSBC downgraded the stock to "Hold."

Anchyra Partners 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 13F filing with the Securities and Exchange Commission. The institutional investor purchased 21,811 shares of the retailer's stock, valued at approximately $2,430,000. Walmart accounts for 0.7% of Anchyra Partners LLC's investment portfolio, making the stock its 22nd biggest position.

Other large investors also recently bought and sold shares of the company. Collier Financial purchased a new stake in Walmart during the 3rd quarter worth about $25,000. Your Advocates Ltd. LLP acquired a new position in shares of Walmart during the 3rd quarter worth about $28,000. Redmont Wealth Advisors LLC acquired a new position in shares of Walmart during the 3rd quarter worth about $30,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart during the 4th quarter worth about $30,000. Finally, Roble Belko & Company Inc boosted its position in shares of Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer's stock worth $33,000 after acquiring an additional 219 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company's stock.

Insider Buying and Selling at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was 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 approximately $509,780,812.39. This represents a 0.48% decrease in their position. The sale 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 stock in a transaction that occurred 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 directly owned 506,764 shares of the company's stock, valued at approximately $61,962,034.28. This trade represents a 3.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 263,376 shares of company stock worth $32,851,650. 0.10% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. Craig Hallum set a $150.00 price objective on Walmart in a research report on Friday, March 6th. Oppenheimer reaffirmed an "outperform" rating and set a $140.00 price objective (up from $125.00) on shares of Walmart in a research report on Monday, February 9th. KeyCorp reissued an "overweight" rating and issued a $145.00 target price (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. HSBC cut Walmart from a "buy" rating to a "hold" rating and upped their target price for the company from $122.00 to $131.00 in a research report on Friday, February 20th. Finally, Roth Mkm reissued a "buy" rating and issued a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Buy" and a consensus target price of $137.79.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is overhauling store leadership roles by eliminating the store lead title and converting those employees into manager/coach roles with a pathway to much higher pay (reports highlight potential salaries up to $400K). Management says this is aimed at boosting store execution and retention — a potential long‑term benefit to sales and customer experience, though it could raise payroll costs in some markets. Walmart is changing its roadmap to $400K store managerial role
• Positive Sentiment: Walmart Connect expanded its CTV/streaming ad capabilities with a curated marketplace (Connect Select) and more partner integrations, making it easier for mid‑sized advertisers to buy streaming inventory — this supports faster growth in higher‑margin advertising revenue. Walmart Simplifies Streaming Ads for Mid-Sized Business
• Positive Sentiment: Analysts note Walmart’s earnings mix is diversifying: Q4 profits benefited from ads, memberships and e‑commerce gains, which can strengthen resilience vs. pure retail sales — a positive structural shift for margins and recurring revenue. Walmart Builds Diversified Profit Streams: Is Resilience Strengthening?
• Positive Sentiment: Walmart added the NBPure MagO7 60‑count product to store shelves, expanding health & wellness assortment and incremental category sales — a small but positive merchandising win. NBPure Launches Exclusive MagO7 60-Count at Walmart
• Neutral Sentiment: Walmart appears on retail and social lists as a top dividend/quality stock (Reddit/financial blogs)—positive PR but not a material operational driver. Is Walmart (WMT) One of the Best Quality Dividend Stocks to Buy According to Reddit?
• Negative Sentiment: Shares have pulled back recently (reported decline on the latest close), suggesting investors are weighing the company’s valuation (elevated P/E and PEG relative to historical averages) and near‑term margin risk from any higher labor costs or softer traffic. Walmart (WMT) Stock Drops Despite Market Gains: Important Facts to Note

Walmart Price Performance

WMT opened at $127.59 on Wednesday. The business has a 50 day moving average price of $125.43 and a two-hundred day moving average price of $117.39. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. The company has a market cap of $1.02 trillion, a PE ratio of 46.57, a P/E/G ratio of 4.75 and a beta of 0.66. Walmart Inc. has a 52 week low of $91.89 and a 52 week high of $134.69.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating the consensus estimate of $0.73 by $0.01. The firm had revenue of $190.66 billion during 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 was up 5.6% compared to the same quarter last year. During the same period in the prior year, the business 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. As a group, research analysts anticipate that Walmart Inc. will post 2.89 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 dividend of $0.2475 per share. This represents a $0.99 dividend on an annualized basis 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%.

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.

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