Little House Capital LLC Has $8.86 Million Stock Position in Walmart Inc. $WMT

Little House Capital LLC lowered its stake in Walmart Inc. (NASDAQ:WMT) by 6.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 79,489 shares of the retailer’s stock after selling 5,508 shares during the period. Walmart makes up 2.2% of Little House Capital LLC’s portfolio, making the stock its 15th largest holding. Little House Capital LLC’s holdings in Walmart were worth $8,856,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Stockman Wealth Management Inc. grew its stake in Walmart by 3.5% in the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock valued at $285,000 after buying an additional 87 shares during the last quarter. Capstone Wealth Management LLC grew its stake in Walmart by 1.8% in the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after buying an additional 89 shares during the last quarter. Ellenbecker Investment Group grew its stake in Walmart by 0.6% in the 4th quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock valued at $1,613,000 after buying an additional 90 shares during the last quarter. Matrix Trust Co grew its stake in Walmart by 20.0% in the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after buying an additional 91 shares during the last quarter. Finally, HRC Wealth Management LLC grew its stake in Walmart by 4.4% in the 4th quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock valued at $246,000 after buying an additional 94 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

WMT has been the topic of a number of analyst reports. The Goldman Sachs Group restated a “buy” rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. UBS Group reaffirmed a “buy” rating and set a $147.00 target price (up from $135.00) on shares of Walmart in a report on Friday, February 20th. HSBC cut shares of Walmart from a “buy” rating to a “hold” rating and raised their target price for the stock from $122.00 to $131.00 in a report on Friday, February 20th. KeyCorp reaffirmed an “overweight” rating and set a $145.00 target price (up from $128.00) on shares of Walmart in a report on Friday, February 13th. Finally, Bank of America initiated coverage on shares of Walmart in a report on Friday, February 27th. They set a “buy” rating and a $150.00 target price on the stock. Two equities research 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 stock. According to MarketBeat.com, Walmart currently has an average rating of “Buy” and an average target price of $138.88.

Walmart Price Performance

Shares of NASDAQ:WMT opened at $134.20 on Wednesday. The company has a market cap of $1.07 trillion, a price-to-earnings ratio of 48.98, a PEG ratio of 4.93 and a beta of 0.65. 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 firm has a 50 day simple moving average of $126.78 and a 200 day simple moving average of $119.68. Walmart Inc. has a one year low of $93.43 and a one year high of $135.16.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating the consensus estimate of $0.73 by $0.01. The business had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm’s revenue was up 5.6% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be paid a $0.2475 dividend. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.7%. Walmart’s dividend payout ratio is presently 36.13%.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts have been raising price targets and reiterating bullish ratings on Walmart ahead of earnings, reflecting confidence in the company’s execution and near-term outlook. Walmart stock: Here’s why analysts are raising price targets before Q1 earnings
• Positive Sentiment: Walmart is benefiting from its scale, digital expansion, and higher-margin businesses, which are helping it outperform rivals and absorb tariff-related cost pressure better than peers. Scale, online push and loyalty fees: how Walmart won the year of the tariffs
• Positive Sentiment: Walmart is expected to deliver solid Q1 results, with investors watching for continued omnichannel momentum, e-commerce growth, and gains in ads and membership revenue. Walmart Looks Strong Ahead of Q1 Earnings: Should Investors Stay Put?
• Positive Sentiment: Management’s push into AI and automation could support margins over time by improving fulfillment efficiency and lowering operating costs. Walmart’s AI and Automation Push: Long-Term Cost Advantage?
• Neutral Sentiment: One small insider sale by EVP Daniel Bartlett is a headline risk, but it was a pre-arranged 10b5-1 transaction and does not appear to signal a major change in outlook. SEC Form 4 filing
• Neutral Sentiment: Broader retail comparisons and market worries around consumer spending and geopolitics may create short-term volatility, but they also reinforce Walmart’s defensive appeal. NVDA, WMT Report This Week, but News on the Strait Is Key

Insiders Place Their Bets

In related news, EVP John D. Rainey sold 20,000 shares of the stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $127.79, for a total value of $2,555,800.00. Following the completion of the transaction, the executive vice president owned 486,764 shares of the company’s stock, valued at $62,203,571.56. This represents a 3.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Latriece Watkins sold 10,000 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the completion of the transaction, the executive vice president directly owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. The trade was a 8.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 167,190 shares of company stock worth $20,975,838 over the last 90 days. Insiders own 0.10% of the company’s stock.

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.