Lion Street Advisors LLC Has $233,000 Stake in Walmart Inc. $WMT

Lion Street Advisors LLC lessened its holdings in Walmart Inc. (NASDAQ:WMT) by 70.3% in the third quarter, Holdings Channel reports. The institutional investor owned 2,256 shares of the retailer’s stock after selling 5,336 shares during the period. Lion Street Advisors LLC’s holdings in Walmart were worth $233,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the company. CWM LLC raised its holdings 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 buying an additional 229,220 shares during the last quarter. Neuberger Berman Group LLC lifted its holdings in Walmart by 0.8% during the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock worth $497,771,000 after acquiring an additional 42,645 shares during the period. Harel Insurance Investments & Financial Services Ltd. raised its stake in shares of Walmart by 16.6% during the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock worth $6,567,000 after purchasing an additional 9,061 shares during the period. Aviva PLC raised its position in Walmart by 16.4% in the second quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock worth $374,861,000 after acquiring an additional 539,504 shares during the period. Finally, World Investment Advisors lifted its stake in Walmart by 5.2% in the third quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock valued at $30,286,000 after purchasing an additional 14,487 shares during the last quarter. 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: Management highlights AI/automation and faster e‑commerce growth, which should support margin and productivity improvements over time. The future of retail is AI
• Positive Sentiment: Several brokers raised price targets or reaffirmed buy/outperform calls (Telsey, BTIG, Truist), which provides near‑term support and buyer interest. Telsey raises target
• Positive Sentiment: Board boosted shareholder returns — annual dividend raised to $0.99 and the company has been authorizing buybacks, which underpins cash‑return support. Dividend increase press release
• Neutral Sentiment: Institutional activity shows accumulation in recent quarters and some technical analysts view the current pullback as a buying opportunity around $120–$110. That can stabilize downside but may not trigger an immediate rally. MarketBeat buy thesis
• Neutral Sentiment: An EVP sold a small block (1,255 shares) disclosed on a Form 4 — immaterial relative to his total holdings and likely routine liquidity. SEC filing
• Negative Sentiment: Guidance disappointed — FY‑2027 EPS and Q1 guidance came in below consensus and management used cautious language; this guidance miss is the primary driver of today’s selloff. Q4 press release / slides
• Negative Sentiment: Valuation concerns and bearish commentary argue that expected operating‑income gains don’t fully justify high multiples, prompting some investors to trim positions. Seeking Alpha valuation critique
• Negative Sentiment: Competitive narrative: Amazon now surpasses Walmart in annual revenue — symbolic but it focuses investor attention on competitive pressure and growth strategy execution. Amazon surpasses Walmart
• Negative Sentiment: Limited analyst downgrades (HSBC cut to Hold) add to selling pressure from cautious funds. WMT Downgrade video

Walmart Stock Down 1.5%

Shares of Walmart stock opened at $122.99 on Friday. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69. The company has a market cap of $980.25 billion, a P/E ratio of 44.89, a PEG ratio of 4.99 and a beta of 0.65. The company’s fifty day simple moving average is $119.37 and its two-hundred day simple moving average is $109.33. 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 (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping the consensus estimate of $0.73 by $0.01. The business 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%. Walmart’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same period last year, the business posted $0.66 earnings per share. 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 anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The firm also recently declared 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. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is presently 34.31%.

Analyst Ratings Changes

WMT has been the topic of several recent research reports. Mizuho upped their price objective on shares of Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a report on Monday, February 9th. Oppenheimer reissued an “outperform” rating and set a $140.00 price objective (up previously from $125.00) on shares of Walmart in a research note on Monday, February 9th. Evercore reiterated an “outperform” rating and set a $130.00 target price (up from $125.00) on shares of Walmart in a research report on Tuesday, February 3rd. Barclays reiterated an “overweight” rating and issued a $125.00 price objective (up from $108.00) on shares of Walmart in a report on Thursday, January 8th. Finally, Roth Mkm reaffirmed a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and a consensus target price of $132.53.

Insider Activity

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated Friday, December 26th. The shares were sold at an average price of $111.83, for a total value of $2,171,291.28. Following the transaction, the chief executive officer owned 4,315,333 shares in the company, valued at $482,583,689.39. The trade was a 0.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP David Chojnowski sold 7,000 shares of the company’s stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $106.65, for a total transaction of $746,550.00. Following the completion of the transaction, the senior vice president owned 136,289 shares in the company, valued at approximately $14,535,221.85. This represents a 4.89% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 211,696 shares of company stock valued at $25,176,467. 0.10% of the stock is currently owned by insiders.

About Walmart

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.