Elevated Financial Group LLC Buys Shares of 11,940 Walmart Inc. $WMT

Key Points

• Elevated Financial Group LLC bought a new stake of 11,940 shares of Walmart in Q4, valued at about $1.33 million.
• Walmart beat Q4 estimates with $0.74 EPS versus $0.73 and $190.66 billion in revenue (up 5.6% YoY), set FY2027 EPS guidance of $2.75–$2.85, and declared a quarterly dividend of $0.2475 (0.8% yield).
• Analysts remain broadly positive with a MarketBeat consensus "Buy" rating and an average target of $137.79, and several firms have recently raised price targets (e.g., Citi to $147).

Elevated Financial Group LLC bought a new stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought 11,940 shares of the retailer's stock, valued at approximately $1,330,000.

Several other institutional investors and hedge funds also recently made changes to their positions in WMT. Collier Financial bought a new stake in shares of Walmart during the 3rd quarter valued at $25,000. Your Advocates Ltd. LLP acquired a new position in shares of Walmart in the 3rd quarter valued at $28,000. Redmont Wealth Advisors LLC acquired a new position in shares of Walmart in the 3rd quarter valued at $30,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart in the 4th quarter valued at $30,000. Finally, Roble Belko & Company Inc grew its holdings in shares of Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer's stock valued at $33,000 after buying an additional 219 shares during the period. Institutional investors own 26.76% of the company's stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts note Walmart’s earnings mix is shifting toward higher‑margin streams—advertising, memberships and e‑commerce—which helped Q4 profits outpace sales and could support margin resiliency going forward. Walmart Builds Diversified Profit Streams
• Positive Sentiment: Walmart Connect expanded CTV advertising tools (Connect Select marketplace + more partner integrations), a product push that can accelerate ad revenue growth by making streaming buys easier for mid‑sized advertisers. This reinforces the company’s strategy to diversify revenue beyond retail sales. Walmart Simplifies Streaming Ads for Mid-Sized Business
• Positive Sentiment: Walmart launched an exclusive U.S. partnership to roll out ARIH, a BTS‑linked food & beverage brand, across stores and online—a targeted merchandising play to attract younger, culturally engaged shoppers and drive store and e‑commerce traffic. Walmart Bets On BTS ARIH Brand To Refresh Omni Channel Growth
• Positive Sentiment: Retail investor commentary places WMT among “best quality” dividend stocks on Reddit compilations—highlighting Walmart’s scale, dividend yield and steady cash flow as supportive of long‑term investor interest. (Coverage appeared across retail finance sites.) Is Walmart (WMT) One of the Best Quality Dividend Stocks to Buy According to Reddit?
• Negative Sentiment: Despite the operational positives, WMT shares sold off today while the broader market advanced; media coverage highlighted the drop, which may reflect short‑term profit‑taking, valuation concerns (WMT’s premium P/E) or rotation away from defensive/retail names. Walmart (WMT) Stock Drops Despite Market Gains: Important Facts to Note

Walmart Price Performance

Shares of NASDAQ WMT opened at $127.59 on Tuesday. The firm has a market cap of $1.02 trillion, a PE ratio of 46.57, a PEG ratio of 4.84 and a beta of 0.66. 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 Inc. has a 1-year low of $91.89 and a 1-year high of $134.69. The company has a fifty day moving average price of $125.46 and a 200 day moving average price of $117.21.

Walmart (NASDAQ:WMT - Get Free Report) last announced its 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 net margin of 3.07% and a return on equity of 21.44%. The firm had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. During the same period in the prior year, the business earned $0.66 EPS. The company'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. Research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Announces Dividend

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 given a dividend of $0.2475 per share. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart's payout ratio is 36.13%.

Insider Activity

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the business's stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $124.72, for a total transaction of $361,688.00. Following the sale, the executive vice president directly owned 596,008 shares of the company's stock, valued at $74,334,117.76. The trade was a 0.48% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the business's stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the sale, the chief executive officer directly owned 674,162 shares in the company, valued at $84,162,384.08. This trade represents a 1.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 263,376 shares of company stock worth $32,851,650. 0.10% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the stock. Guggenheim boosted 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. Roth Mkm reissued a "buy" rating and issued a $138.00 price target on shares of Walmart in a report on Friday, February 20th. Citigroup reissued a "buy" rating and issued a $147.00 price target (up from $120.00) on shares of Walmart in a report on Thursday, February 5th. HSBC lowered shares of Walmart from a "buy" rating to a "hold" rating and boosted their price target for the company from $122.00 to $131.00 in a report on Friday, February 20th. Finally, Argus raised shares of Walmart to a "strong-buy" rating in a report on Wednesday, February 18th. 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 stock. According to data from MarketBeat, the company presently has an average rating of "Buy" and an average target price of $137.79.

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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