Wealth High Governance Capital Ltda Makes New $680,000 Investment in Walmart Inc. $WMT

Wealth High Governance Capital Ltda purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 6,103 shares of the retailer’s stock, valued at approximately $680,000.

Several other hedge funds have also recently added to or reduced their stakes in WMT. AQR Capital Management LLC increased its stake in shares of Walmart by 188.1% in the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock valued at $1,199,907,000 after acquiring an additional 7,614,172 shares in the last quarter. Vanguard Group Inc. increased its stake in shares of Walmart by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after acquiring an additional 4,304,436 shares in the last quarter. Amundi increased its stake in shares of Walmart by 20.5% in the 3rd quarter. Amundi now owns 23,497,921 shares of the retailer’s stock valued at $2,413,236,000 after acquiring an additional 4,004,277 shares in the last quarter. Danske Bank A S bought a new stake in shares of Walmart in the 3rd quarter valued at $294,621,000. Finally, Worldquant Millennium Advisors LLC increased its stake in shares of Walmart by 1,991.9% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 2,549,719 shares of the retailer’s stock valued at $249,312,000 after acquiring an additional 2,427,834 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

NASDAQ WMT opened at $131.93 on Friday. The company has a fifty day simple moving average of $125.60 and a 200 day simple moving average of $117.56. Walmart Inc. has a 12-month low of $91.89 and a 12-month high of $134.69. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The company has a market cap of $1.05 trillion, a P/E ratio of 48.15, a PEG ratio of 4.77 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter last year, the firm posted $0.66 EPS. Walmart’s revenue was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Sell-side analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued a dividend of $0.2475 per share. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s payout ratio is currently 36.13%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on WMT shares. Wells Fargo & Company reiterated an “overweight” rating and issued a $140.00 price objective (up from $130.00) on shares of Walmart in a research note on Tuesday, February 10th. HSBC lowered shares of Walmart from a “buy” rating to a “hold” rating and lifted their price objective for the company from $122.00 to $131.00 in a research note on Friday, February 20th. Citigroup reiterated a “buy” rating and issued a $147.00 price objective (up from $120.00) on shares of Walmart in a research note on Thursday, February 5th. The Goldman Sachs Group reiterated a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. Finally, Argus upgraded shares of Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Two investment 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 company. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $137.79.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Opened a third owned-and-operated U.S. milk processing plant (Robinson, Texas) — a $350M, 300k+ sq ft facility creating 400+ jobs that strengthens Walmart’s end‑to‑end dairy supply chain, supports lower-cost fresh milk, and reduces reliance on third‑party processors. This is a tangible, margin‑supporting capex move in a core grocery category. Walmart Opens Third Owned and Operated Milk Processing Facility
• Positive Sentiment: Large shareholder buying — Alecta Pensionsforsakring increased its Walmart stake by ~406,400 shares, a signal of institutional confidence that can support the stock. Alecta Boosts Walmart Stake
• Positive Sentiment: Local assortment and store upgrades — Walmart is expanding local product assortments (e.g., regionally targeted grocery SKUs) and earmarking millions for Arizona store upgrades, both moves aimed at winning budget‑constrained shoppers and improving store experience. These tactics can help comps and traffic. Walmart Eyes Local Products
• Neutral Sentiment: Restructuring store leadership and a fashion push — Management is eliminating the “store lead” role while expanding higher‑paid managerial positions and accelerating fashion/private‑label efforts (SoHo pop‑up, higher‑end private labels). Could drive sales mix improvement and retention, but also raises near‑term payroll/operating costs. Walmart Reshapes Store Leadership
• Neutral Sentiment: Analyst and media bullishness vs valuation — Several bullish write‑ups and comparison pieces (including Walmart vs. Costco) highlight share gains among higher‑income shoppers and e‑commerce growth, but note a rich forward P/E and mixed margin dynamics—important context for investors weighing further upside. Better Buy: Walmart or Costco Stock
• Neutral Sentiment: Corporate social and partnership items — Grants from the Acres for America program and expanded supplier partnerships are positive for brand/CSR but are unlikely to move fundamentals materially in the near term. NFWF Announces Grants from Walmart’s Acres for America

Insider Activity

In other Walmart news, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the transaction, the executive vice president directly owned 506,764 shares of the company’s stock, valued at $61,962,034.28. The trade was a 3.80% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of Walmart stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the transaction, the executive vice president directly owned 533,466 shares in the company, valued at $65,082,852. This represents a 6.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 263,376 shares of company stock worth $32,851,650. Company insiders own 0.10% of the company’s stock.

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.