Generate Investment Management Ltd Sells 10,000 Shares of Walmart Inc. $WMT

Generate Investment Management Ltd decreased its stake in shares of Walmart Inc. (NASDAQ:WMT) by 14.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 60,000 shares of the retailer’s stock after selling 10,000 shares during the quarter. Generate Investment Management Ltd’s holdings in Walmart were worth $6,683,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Capital Investment Advisors LLC lifted its position in shares of Walmart by 1.0% during the 4th quarter. Capital Investment Advisors LLC now owns 147,888 shares of the retailer’s stock valued at $16,476,000 after acquiring an additional 1,464 shares during the period. Dakota Wealth Management grew its holdings in Walmart by 17.9% in the fourth quarter. Dakota Wealth Management now owns 106,321 shares of the retailer’s stock worth $11,845,000 after purchasing an additional 16,125 shares during the period. Stephens Consulting LLC increased its stake in Walmart by 1.9% in the fourth quarter. Stephens Consulting LLC now owns 5,753 shares of the retailer’s stock valued at $641,000 after purchasing an additional 110 shares in the last quarter. CoreCap Advisors LLC raised its holdings in shares of Walmart by 9.4% during the fourth quarter. CoreCap Advisors LLC now owns 47,771 shares of the retailer’s stock valued at $5,322,000 after purchasing an additional 4,088 shares during the period. Finally, Matrix Trust Co raised its holdings in shares of Walmart by 20.0% during the fourth quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after purchasing an additional 91 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In related news, EVP John D. Rainey sold 20,000 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $127.79, for a total value of $2,555,800.00. Following the completion of the sale, the executive vice president directly owned 486,764 shares of the company’s stock, valued at approximately $62,203,571.56. This represents a 3.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $123.16, for a total value of $2,391,274.56. Following the transaction, the director owned 4,213,406 shares in the company, valued at approximately $518,923,082.96. This trade represents a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 274,278 shares of company stock valued at $33,825,793 in the last three months. Insiders own 0.10% of the company’s stock.

Walmart Trading Up 0.6%

WMT opened at $122.89 on Friday. 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 Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69. The firm has a market capitalization of $979.73 billion, a PE ratio of 44.85, a P/E/G ratio of 4.58 and a beta of 0.66. The company’s 50-day moving average is $124.35 and its 200 day moving average is $113.59.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 return on equity of 21.44% and a net margin of 3.07%.The company’s quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter 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. As a group, research analysts predict that Walmart Inc. will post 2.55 earnings per share 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 given a dividend of $0.2475 per share. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. Walmart’s payout ratio is presently 36.13%.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts highlight Walmart’s accelerating digital initiatives (AI tools, ads, memberships) and a disciplined buyback program that can lift margins and justify a higher multiple — a primary driver of investor optimism. Assessing Walmart (WMT) Valuation As Digital Growth AI Tools And Buybacks Reshape The Business
• Positive Sentiment: Comparisons to peers (Costco) emphasize Walmart’s omnichannel scale, growing ad business and membership-like initiatives as margin levers — reinforcing the narrative that Walmart can sustain steady, profitable growth vs. competitors. Walmart or Costco: Who’s Winning the Modern Retail Game Right Now?
• Neutral Sentiment: Broader retail comparisons (Amazon, Target) and sector commentary keep Walmart in investors’ crosshairs as a defensive, cash-generative retail leader; these pieces frame relative valuation and strategic positioning but don’t contain immediate catalysts. Amazon vs Walmart: Which is a Better Buy?
• Neutral Sentiment: Coverage noting executive comments about AI and leadership transitions (including past remarks by former CEO Doug McMillon) underscores management focus on AI but is more background than an immediate stock mover. Major outgoing CEOs are citing AI as a factor in their decisions to step down
• Negative Sentiment: Regulatory headwinds: Washington state fined Walmart >$380k for selling motor vehicle A/C cans with banned hydrofluorocarbons. The penalty is modest financially but raises scrutiny of compliance and ESG risks, which can affect reputation and investor sentiment. Walmart Fine Raises Questions On Climate Compliance And Investment Risks
• Negative Sentiment: Governance/legal risk: A shareholder law firm is investigating Walmart’s board over alleged oversight failures tied to Spark driver pay practices, which could lead to litigation, reputational harm or regulatory scrutiny if claims advance. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)

Analyst Upgrades and Downgrades

Several analysts have recently commented on WMT shares. Royal Bank Of Canada set a $145.00 target price on Walmart in a research note on Friday, February 20th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. TD Cowen reiterated a “buy” rating and issued a $145.00 price target (up from $136.00) on shares of Walmart in a report on Friday, February 20th. UBS Group reissued a “buy” rating and issued a $147.00 price objective (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. Finally, Truist Financial boosted their price objective on Walmart from $127.00 to $139.00 and gave the company a “buy” rating in a report on Friday, February 20th. One investment 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 stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $135.76.

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.