Calamos Wealth Management LLC Grows Position in Walmart Inc. $WMT

Key Points

• Calamos Wealth Management increased its stake in Walmart by 3.5% in Q4 to 281,906 shares (added 9,444), worth $31.41 million and representing 1.1% of the firm's portfolio (its 19th largest holding).
• Insiders have been net sellers: 263,376 shares were sold in the last 90 days (about $32.85 million), including EVP John D. Rainey's 20,000-share sale, leaving insiders with roughly 0.10% ownership.
• Walmart beat quarterly revenue and EPS expectations and set FY27 EPS guidance (2.75–2.85), drawing analyst upgrades and a consensus "Buy," but faces valuation and free-cash-flow concerns given a high P/E (~47.4) and heavy capex.

Calamos Wealth Management LLC raised its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 3.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 281,906 shares of the retailer's stock after purchasing an additional 9,444 shares during the period. Walmart accounts for 1.1% of Calamos Wealth Management LLC's portfolio, making the stock its 19th largest position. Calamos Wealth Management LLC's holdings in Walmart were worth $31,407,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the stock. Collier Financial acquired a new stake in shares of Walmart during the 3rd quarter worth $25,000. Your Advocates Ltd. LLP acquired a new position in Walmart in the third quarter valued at $28,000. Redmont Wealth Advisors LLC acquired a new position in Walmart in the third quarter valued at $30,000. Beacon Financial Strategies CORP purchased a new stake in Walmart during the fourth quarter valued at about $30,000. Finally, Roble Belko & Company Inc increased its stake 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 last quarter. Hedge funds and other institutional investors own 26.76% of the company's stock.

Insider Buying and Selling at Walmart

In other Walmart news, EVP John D. Rainey sold 20,000 shares of the company's stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $127.79, for a total value of $2,555,800.00. Following the completion of the transaction, the executive vice president directly owned 486,764 shares of the company's stock, valued at $62,203,571.56. This represents a 3.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Daniel J. Bartlett sold 1,335 shares of the firm's stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total value of $166,381.05. Following the sale, the executive vice president owned 636,843 shares of the company's stock, valued at $79,369,743.09. This represents a 0.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 263,376 shares of company stock worth $32,851,650. 0.10% of the stock is currently owned by insiders.

Walmart News Summary

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

Walmart Stock Performance

Shares of NASDAQ:WMT opened at $129.92 on Monday. The company has a market cap of $1.04 trillion, a P/E ratio of 47.42, a PEG ratio of 4.84 and a beta of 0.66. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. Walmart Inc. has a one year low of $91.89 and a one year high of $134.69. The business's 50-day simple moving average is $125.59 and its 200 day simple moving average is $117.02.

Walmart (NASDAQ:WMT - Get Free Report) last released its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping analysts' consensus estimates of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $190.66 billion during the quarter, compared to analysts' expectations of $188.37 billion. During the same quarter in the prior year, the business earned $0.66 EPS. Walmart's quarterly revenue was up 5.6% compared to the same quarter last year. 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, sell-side analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The company 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. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. Walmart's dividend payout ratio is 36.13%.

Wall Street Analysts Forecast Growth

WMT has been the topic of a number of research reports. Wells Fargo & Company restated an "overweight" rating and issued a $140.00 price objective (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Raymond James Financial reiterated an "outperform" rating and set a $135.00 target price on shares of Walmart in a report on Friday, March 6th. Guggenheim raised their price target on shares of Walmart from $120.00 to $137.00 and gave the company a "buy" rating in a report on Monday, April 13th. Evercore reaffirmed an "outperform" rating and set a $130.00 price target (up from $125.00) on shares of Walmart in a research report on Tuesday, February 3rd. Finally, BMO Capital Markets reiterated an "outperform" rating on shares of Walmart in a research note on Wednesday, January 14th. Two investment 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 stock. According to data from MarketBeat.com, the stock currently has an average rating of "Buy" and a consensus price target of $137.79.

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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