SG Americas Securities LLC Buys 930,035 Shares of Walmart Inc. $WMT

Key Points

• SG Americas Securities LLC increased its stake in Walmart by 33.0% in Q4, buying 930,035 shares to hold 3,744,174 shares valued at about $417,138,000, making WMT its 22nd largest position (~0.5% of assets).
• Insiders — including EVPs John D. Rainey and Donna Morris — have been selling recently; insiders sold 274,278 shares worth $33.6M over the last 90 days, and insiders now own just 0.10% of the company.
• Walmart beat Q4 EPS and revenue and set FY2027 guidance of 2.75–2.85 EPS, while analysts maintain a consensus "Moderate Buy" with an average target price of $135.76.

SG Americas Securities LLC increased its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 33.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,744,174 shares of the retailer's stock after buying an additional 930,035 shares during the period. Walmart comprises about 0.5% of SG Americas Securities LLC's holdings, making the stock its 22nd biggest position. SG Americas Securities LLC's holdings in Walmart were worth $417,138,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in WMT. Fox Run Management L.L.C. purchased a new stake in Walmart during the third quarter valued at about $1,709,000. CWM LLC boosted its position in Walmart by 24.2% during the third quarter. CWM LLC now owns 1,175,703 shares of the retailer's stock worth $121,168,000 after purchasing an additional 229,220 shares during the period. Neuberger Berman Group LLC increased its stake in shares of Walmart by 0.8% in the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer's stock worth $497,771,000 after purchasing an additional 42,645 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. raised its position in shares of Walmart by 16.6% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer's stock valued at $6,567,000 after purchasing an additional 9,061 shares during the period. Finally, Van ECK Associates Corp raised its position in shares of Walmart by 2.9% in the third quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer's stock valued at $104,182,000 after purchasing an additional 28,026 shares during the period. Institutional investors own 26.76% of the company's stock.

Insider Buying and Selling at Walmart

In other news, EVP John D. Rainey sold 20,000 shares of the business's stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the completion of the transaction, the executive vice president owned 506,764 shares of the company's stock, valued at approximately $61,962,034.28. The trade was a 3.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Donna Morris sold 76,181 shares of the business's stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total value of $9,430,445.99. Following the transaction, the executive vice president directly owned 402,072 shares of the company's stock, valued at $49,772,492.88. The trade was a 15.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 274,278 shares of company stock valued at $33,605,809 over the last 90 days. Insiders own 0.10% of the company's stock.

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on shares of Walmart in a report on Friday, February 20th. Oppenheimer reissued an "outperform" rating and set a $140.00 target price (up from $125.00) on shares of Walmart in a report on Monday, February 9th. Weiss Ratings restated a "buy (b)" rating on shares of Walmart in a research report on Wednesday, January 21st. Citigroup reaffirmed 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. Finally, Jefferies Financial Group set a $145.00 price objective on Walmart in a research note on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $135.76.

Walmart Stock Performance

NASDAQ WMT opened at $122.05 on Wednesday. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.69. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The stock has a market capitalization of $973.03 billion, a PE ratio of 44.54, a P/E/G ratio of 4.50 and a beta of 0.66. The company's 50 day simple moving average is $124.17 and its two-hundred day simple moving average is $113.24.

Walmart (NASDAQ:WMT - Get Free Report) last released its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating analysts' consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business's revenue for the quarter was up 5.6% on a year-over-year basis. During the same period in the previous 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. Analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

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

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s ad business surged ~37% in Q4, which boosts higher-margin revenue and could improve overall profitability going forward. Walmart's Ad Business Jumps 37%: Margin Upside Ahead?
• Positive Sentiment: Recent quarterly results beat consensus (EPS and revenue) and management set FY2027 EPS guidance (2.75–2.85), supporting the view that Walmart’s core retail performance and membership/ads mix are improving.
• Positive Sentiment: New national product distribution deals (example: Zep cleaning products now carried nationwide at Walmart) show ongoing assortment and supplier momentum that can drive traffic and category share. Zep Expands Home Pro Distribution at Walmart
• Neutral Sentiment: Technical/market commentary is highlighting Walmart as a buy point amid broader market weakness — useful for momentum traders but less material to fundamentals. Dow Jones discount retailer Walmart offers latest buy point amid market weakness
• Neutral Sentiment: Industry logistics moves — FedEx launching same‑day options as retailers (including Walmart) race to speed up delivery — are an operational/competitive factor to watch but not an immediate earnings shock. FedEx launches same-day delivery with OneRail
• Neutral Sentiment: Short-interest reports in the feed show zero or data anomalies (0 shares / NaN increases) and a days-to-cover of 0.0 — not currently informative for sentiment.
• Negative Sentiment: A plaintiffs’ law firm is investigating Walmart’s board for possible breach of fiduciary duty related to alleged deceptive pay practices for Spark drivers — a governance/legal risk that could lead to litigation or reputational costs. Berger Montague PC Investigates Walmart Board for Breach of Fiduciary Duty
• Negative Sentiment: Insider selling: the CEO reported selling roughly $1.6M of WMT stock — a signal some investors watch closely even though sales can be routine. Walmart CEO Sells $1,600,725.00 in Stock
• Negative Sentiment: Analyst commentary questioning Walmart’s “all-weather” defensive status suggests valuation and crowding risks for investors who expect steady downside protection; this is a cautionary view on medium-term upside. Walmart: All-Weather Status Ironically Creates Risk For Investors

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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