Coquina Private Wealth LLC Invests $1.18 Million in Walmart Inc. $WMT

Key Points

• Coquina Private Wealth LLC bought a new stake of 10,603 Walmart shares valued at about $1.18 million, representing roughly 0.9% of its holdings and making WMT its 22nd-largest position.
• Walmart topped Q4 expectations with $0.74 EPS (vs. $0.73 est.) and $190.66B revenue (vs. $188.37B), set FY27 EPS guidance of $2.75–$2.85, and currently carries a consensus "Buy" rating with an average price target near $137.79 and a market cap around $1.04 trillion.
• Company insiders have sold roughly 263,376 shares (~$32.85 million) recently, and some analysts warn Walmart's high P/E (~47.4) and heavy capital expenditures could weigh on free cash flow and valuation despite strategic growth initiatives.

Coquina Private Wealth LLC bought a new stake in Walmart Inc. (NASDAQ:WMT - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 10,603 shares of the retailer's stock, valued at approximately $1,181,000. Walmart makes up approximately 0.9% of Coquina Private Wealth LLC's holdings, making the stock its 22nd biggest position.

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

Walmart Stock Performance

Shares of Walmart stock opened at $129.92 on Monday. Walmart Inc. has a fifty-two week low of $91.89 and a fifty-two week high of $134.69. The firm has a market cap of $1.04 trillion, a PE ratio of 47.42, a P/E/G ratio of 4.84 and a beta of 0.66. The business's fifty day moving average is $125.59 and its two-hundred day moving average is $117.02. 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 (NASDAQ:WMT - Get Free Report) last issued 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 company had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same quarter in the prior year, the company posted $0.66 EPS. The business's revenue for the quarter 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. Analysts anticipate 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. Shareholders 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 currently 36.13%.

Insider Activity at Walmart

In other news, EVP Donna Morris sold 76,181 shares of the company's stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the completion of the sale, the executive vice president directly owned 402,072 shares in the company, valued at $49,772,492.88. This represents a 15.93% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total value of $2,445,400.00. Following the completion of the transaction, the executive vice president owned 506,764 shares in the company, valued at $61,962,034.28. The trade was a 3.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 263,376 shares of company stock worth $32,851,650. Company insiders own 0.10% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the company. Bank of America assumed coverage on Walmart in a research note on Friday, February 27th. They issued a "buy" rating and a $150.00 target price on the stock. Sanford C. Bernstein reaffirmed an "outperform" rating and issued a $134.00 target price (up from $129.00) on shares of Walmart in a research note on Friday, February 20th. Royal Bank Of Canada set a $145.00 target price on Walmart in a research note on Friday, February 20th. Piper Sandler reaffirmed an "overweight" rating on shares of Walmart in a research note on Tuesday, February 24th. Finally, KeyCorp reaffirmed an "overweight" rating and issued a $145.00 target price (up from $128.00) on shares of Walmart in a research note on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Buy" and an average price target of $137.79.

Trending Headlines about Walmart

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 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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