Walmart Inc. $WMT Holdings Trimmed by Yousif Capital Management LLC

Key Points

• Yousif Capital trimmed its Walmart stake by 6.1% in Q4, selling 31,460 shares and leaving it with 484,630 shares worth $57.53 million (0.6% of its portfolio and the firm’s 16th largest holding).
• Walmart beat recent estimates, reporting $0.74 EPS vs. $0.73 expected and $190.66 billion in revenue vs. $188.37 billion, and guiding FY2027 EPS to $2.75–2.85; analysts’ consensus remains a Buy with a $137.12 target.
• Notable insider selling occurred recently — CEOs C. Douglas McMillon and John R. Furner sold shares, and insiders disposed of 274,278 shares (~$33.8 million) over the past three months, while corporate insiders still own 0.10% of the stock.

Yousif Capital Management LLC trimmed its position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 6.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 484,630 shares of the retailer's stock after selling 31,460 shares during the period. Walmart accounts for 0.6% of Yousif Capital Management LLC's investment portfolio, making the stock its 16th biggest holding. Yousif Capital Management LLC's holdings in Walmart were worth $57,530,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Collier Financial purchased a new position in Walmart during the 3rd quarter worth approximately $25,000. Your Advocates Ltd. LLP purchased a new position in Walmart during the 3rd quarter worth approximately $28,000. Redmont Wealth Advisors LLC purchased a new position in Walmart during the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP purchased a new position in Walmart during the 4th quarter worth approximately $30,000. Finally, Roble Belko & Company Inc grew its position in Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer's stock worth $33,000 after purchasing an additional 219 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Price Performance

Shares of WMT opened at $129.13 on Friday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The firm has a market cap of $1.03 trillion, a PE ratio of 47.13, a PEG ratio of 4.74 and a beta of 0.66. Walmart Inc. has a twelve month low of $88.16 and a twelve month high of $134.69. The firm's 50 day moving average price is $125.71 and its 200 day moving average price is $114.92.

Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping the consensus estimate of $0.73 by $0.01. The company had revenue of $190.66 billion for 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%. Walmart's quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $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. As a group, research analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

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

Wall Street Analyst Weigh In

Several research firms have weighed in on WMT. Jefferies Financial Group set a $145.00 price objective on shares of Walmart in a research report on Friday, February 20th. CICC Research began coverage on shares of Walmart in a research report on Friday, December 26th. They set an "outperform" rating and a $125.00 price objective on the stock. KeyCorp reiterated an "overweight" rating and set a $145.00 price objective (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. Weiss Ratings restated a "buy (b)" rating on shares of Walmart in a report on Wednesday, January 21st. Finally, Wells Fargo & Company reaffirmed an "overweight" rating and issued a $140.00 price target (up from $130.00) on shares of Walmart in a research note on Tuesday, February 10th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Walmart presently has a consensus rating of "Buy" and a consensus target price of $137.12.

Insider Activity

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total transaction of $2,313,804.72. Following the transaction, the chief executive officer directly owned 4,274,856 shares of the company's stock, valued at $509,434,589.52. This represents a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $129.10, for a total transaction of $1,694,437.50. Following the transaction, the chief executive officer directly owned 591,084 shares in the company, valued at $76,308,944.40. The trade was a 2.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 274,278 shares of company stock valued at $33,825,793. Corporate insiders own 0.10% of the company's stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: High-profile bullish endorsements — Jim Cramer called Walmart a “juggernaut,” spotlighting the company’s scale and execution, which tends to drive retail investor interest and momentum into WMT shares. Jim Cramer Calls Walmart “A Stock That Truly Defines the Term Juggernaut”
• Positive Sentiment: Fundamental re-rating catalysts — Analysts and writeups point to AI, higher-margin advertising, membership income, and automation as reshaping Walmart’s profit mix, supporting a richer valuation and helping explain recent share strength. Assessing Walmart (WMT) Valuation As AI And Higher‑Margin Profit Engines Reshape The Business
• Positive Sentiment: Analyst support for premium valuation — Neuberger Berman’s John San Marco and others defend Walmart’s rich multiple given durable grocery/omnichannel scale and growing higher-margin businesses, which bolsters investor conviction. Costco and Walmart Deserve Their Rich Valuations, This Analyst Says
• Positive Sentiment: New growth initiatives — Coverage highlights Walmart’s EV charging rollout as an incremental strategic investment that can drive store traffic and capture new revenue streams. Walmart EV Charging Push Adds New Dimension To Investment Case
• Neutral Sentiment: Momentum vs. valuation trade-off — Several pieces note WMT’s strong YTD gains (~14%) and improved fundamentals but warn the stock trades at a premium and faces macro risks, suggesting investors consider whether to buy, hold, or take profits. Walmart Stock Gains 14% YTD: Buy, Hold or Take Profits Now?
• Neutral Sentiment: Investor outreach and presentations — Walmart presented at J.P. Morgan’s retail forum (transcript available), which keeps management’s strategy and execution visible to institutional investors but contained no market-moving surprises. Walmart Inc. (WMT) Presents at J.P. Morgan Retail Round Up Forum 2026 Transcript
• Negative Sentiment: Minor analyst estimate revision — Erste Group trimmed FY2028 EPS slightly (from $3.25 to $3.24) despite keeping a Strong-Buy, a reminder analysts are watching margins and guidance closely; small cuts can temper short-term upside if momentum stalls. Erste Group Cuts FY2028 Estimate Slightly for Walmart

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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