PKO Investment Management Joint Stock Co Invests $1.90 Million in Walmart Inc. $WMT

Key Points

• PKO Investment Management purchased a new position in Walmart, acquiring 17,020 shares worth approximately $1.90 million in the fourth quarter.
• Q4 results: Walmart reported $0.74 EPS (vs. $0.73 consensus) and revenue of $190.66 billion (+5.6% YoY), set FY2027 guidance of 2.75–2.85 EPS, while analysts expect about 2.89 EPS and a consensus target near $137.79.
• Walmart announced a quarterly dividend of $0.2475 per share (annualized $0.99, ~0.8% yield) even as insiders sold roughly 263,376 shares worth about $32.85 million over the last quarter.

PKO Investment Management Joint Stock Co purchased a new position 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 institutional investor purchased 17,020 shares of the retailer's stock, valued at approximately $1,896,000.

Several other large investors have also recently modified their holdings of WMT. Collier Financial purchased a new stake in shares of Walmart during the third quarter worth $25,000. Your Advocates Ltd. LLP purchased a new position in shares of Walmart in the third quarter valued at $28,000. Beacon Financial Strategies CORP purchased a new position in shares of Walmart in the fourth quarter valued at $30,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart during the 3rd quarter valued at $30,000. Finally, Clayton Financial Group LLC raised its stake in shares of Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer's stock valued at $33,000 after purchasing an additional 193 shares during the period. Hedge funds and other institutional investors own 26.76% of the company's stock.

Walmart Stock Down 0.3%

Shares of NASDAQ WMT opened at $131.60 on Friday. The stock has a market capitalization of $1.05 trillion, a P/E ratio of 48.03, a PEG ratio of 4.90 and a beta of 0.65. Walmart Inc. has a one year low of $91.89 and a one year high of $134.69. The firm's 50 day simple moving average is $125.60 and its two-hundred day simple moving average is $117.67. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings data 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 previous year, the business posted $0.66 EPS. The business'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. As a group, analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be issued a dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart's dividend payout ratio is currently 36.13%.

Insider Buying and Selling at Walmart

In other Walmart news, EVP John D. Rainey sold 20,000 shares of Walmart 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 $61,962,034.28. The trade was a 3.80% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO John R. Furner sold 13,125 shares of the business's stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the sale, the chief executive officer owned 687,287 shares of the company's stock, valued at $83,821,522.52. The trade was a 1.87% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 263,376 shares of company stock worth $32,851,650 over the last quarter. Company insiders own 0.10% of the company's stock.

Wall Street Analyst Weigh In

WMT has been the subject of a number of analyst reports. DA Davidson set a $150.00 price objective on shares of Walmart and gave the company a "buy" rating in a research report on Friday, February 20th. Guggenheim increased their target price on shares of Walmart from $120.00 to $137.00 and gave the stock a "buy" rating in a research note on Monday, April 13th. UBS Group reissued a "buy" rating and issued a $147.00 price target (up from $135.00) on shares of Walmart in a report on Friday, February 20th. Erste Group Bank upgraded shares of Walmart from a "hold" rating to a "strong-buy" rating in a research report on Thursday, April 2nd. Finally, Weiss Ratings reaffirmed a "buy (b)" rating on shares of Walmart in a report on Monday, April 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Buy" and a consensus target price of $137.79.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart announced a third U.S. milk-processing facility, a $350 million investment to boost domestic dairy supply and vertical integration, which should cut supply-chain risk and support grocery margins. Walmart opens third U.S. milk processing facility with $350 million investment
• Positive Sentiment: Walmart earmarked millions for multiple Arizona store upgrades — investments that can boost traffic, comps and localized competitiveness. Walmart earmarks millions for multiple Arizona store upgrades
• Positive Sentiment: Institutional investor Alecta increased its Walmart stake by ~406,400 shares, a sign of confidence from a large pension investor. Alecta Pensionsforsakring Boosts Walmart Stake by 406,400 Shares
• Positive Sentiment: Walmart is expanding local-product assortments (e.g., region-specific coffee/beans) to better serve price‑sensitive consumers and differentiate merchandising — a low-cost way to improve basket relevance. Walmart Eyes Local Products as National Consumer Mood Sours
• Neutral Sentiment: Coverage and analyst pieces debate Walmart vs. Costco and reiterate bullish theses on WMT’s e‑commerce gains and higher‑income customer mix — these keep sentiment constructive but don’t change fundamentals immediately. Better Buy: Walmart or Costco Stock
• Neutral Sentiment: Several bullish write-ups (Yahoo/InsiderMonkey summarizing a Substack thesis) highlight valuation and growth arguments; useful for sentiment but not new company action. Is Walmart Inc. (WMT) A Good Stock To Buy Now?
• Neutral Sentiment: Walmart’s Acres for America grants program awarded $5.4M in conservation grants — positive for ESG profile but limited direct financial impact. NFWF Announces $5.4 Million in Grants from Walmart's Acres for America Program
• Neutral Sentiment: Internal leadership redesign (changes to store-lead roles and retention moves for high-paid managers) suggests workforce optimization; could reduce costs or create short-term disruption depending on execution. Walmart redesigns its leadership pipeline as managers making $400K stay for longer

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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