Walmart (NASDAQ:WMT) Shares Acquired Rep. Jonathan L. Jackson

Representative Jonathan L. Jackson (Democratic-Illinois) recently bought shares of Walmart Inc. (NASDAQ:WMT). In a filing disclosed on February 23rd, the Representative disclosed that they had bought between $50,001 and $100,000 in Walmart stock on January 13th. The trade occurred in the Representative’s “MORGAN STANLEY TRUST ACCOUNT” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of GE Vernova (NYSE:GEV) on 1/30/2026.
• Purchased $15,001 – $50,000 in shares of Citigroup (NYSE:C) on 1/30/2026.
• Sold $50,001 – $100,000 in shares of Shopify (NASDAQ:SHOP) on 1/30/2026.
• Sold $15,001 – $50,000 in shares of Coupang (NYSE:CPNG) on 1/22/2026.
• Purchased $50,001 – $100,000 in shares of Viasat (NASDAQ:VSAT) on 1/22/2026.
• Purchased $1,001 – $15,000 in shares of JPMorgan Chase & Co. (NYSE:JPM) on 1/20/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 1/20/2026.
• Sold $15,001 – $50,000 in shares of Palantir Technologies (NASDAQ:PLTR) on 1/16/2026.
• Sold $50,001 – $100,000 in shares of T-Mobile US (NASDAQ:TMUS) on 1/13/2026.
• Sold $15,001 – $50,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 12/22/2025.

Walmart Price Performance

WMT opened at $126.75 on Wednesday. The company has a market capitalization of $1.01 trillion, a price-to-earnings ratio of 46.26, a PEG ratio of 5.02 and a beta of 0.65. 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 Inc. has a 12-month low of $79.81 and a 12-month high of $134.69. The business’s fifty day simple moving average is $119.77 and its 200-day simple moving average is $109.69.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. During the same period in the previous year, the company posted $0.66 earnings per share. The firm’s quarterly revenue was up 5.6% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. On average, equities research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued 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 is currently 34.31%.

Insider Activity at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer owned 591,084 shares in the company, valued at approximately $76,308,944.40. The trade was a 2.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Daniel J. Bartlett sold 1,255 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $133.21, for a total value of $167,178.55. Following the completion of the transaction, the executive vice president directly owned 586,329 shares in the company, valued at $78,104,886.09. This represents a 0.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 261,903 shares of company stock worth $31,496,959 in the last quarter. 0.10% of the stock is owned by insiders.

Institutional Investors Weigh In On Walmart

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in WMT. Norges Bank purchased a new stake in Walmart during the 4th quarter worth approximately $6,458,529,000. Laurel Wealth Advisors LLC lifted its stake in shares of Walmart by 9,648.7% during the second quarter. Laurel Wealth Advisors LLC now owns 11,486,374 shares of the retailer’s stock worth $1,123,138,000 after buying an additional 11,368,549 shares during the period. AQR Capital Management LLC lifted its stake in shares of Walmart by 188.1% during the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after buying an additional 7,614,172 shares during the period. Geode Capital Management LLC grew its holdings in shares of Walmart by 6.8% during the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after buying an additional 6,517,394 shares during the last quarter. Finally, Vanguard Group Inc. increased its position in shares of Walmart by 1.4% in the 2nd quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock valued at $42,223,116,000 after acquiring an additional 5,856,468 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Company fundamentals and capital returns — Walmart reported an earnings and revenue beat, raised the quarterly dividend, and authorized a new ~$30B share repurchase program, supporting EPS upside and shareholder return expectations. Assessing Walmart’s Valuation After Earnings Beat
• Positive Sentiment: U.S. segment momentum — Walmart U.S. delivered ~4.6% comp growth driven by grocery traffic and e‑commerce strength, a key driver cited for sustaining FY27 outlook. WMT’s U.S. Segment Momentum
• Positive Sentiment: Market share gain / resilient demand — dunnhumby data shows U.S. household penetration near ~72%, indicating Walmart is capturing share versus traditional grocers amid affordability pressures. Walmart, Dollar Stores Beat Traditional Grocers’ Reach
• Positive Sentiment: Analyst support — several firms (Telsey, BTIG, Wells Fargo, Oppenheimer and others) have reiterated or raised ratings/targets, lifting consensus sentiment and price-target-driven demand. Telsey Advisory Sees Walmart Strengthening Position
• Neutral Sentiment: Peer/comparison analysis — pieces comparing Walmart to other retail plays (Dollar General, traditional grocers) highlight valuation and model differences; useful for allocation decisions but not a single catalyst. Walmart or Dollar General: Which Is the Better Retail Play?
• Neutral Sentiment: Street commentary — bank notes and analyst writeups (Erste Group, others) provide context on FY outlook and margins but largely echo existing consensus rather than shifting it. Erste Group Bank Comments on Walmart FY2028 Earnings
• Negative Sentiment: Insider selling — multiple senior executives, including the CEO and EVPs, disclosed sizable share sales this week; such filings can create short‑term sentiment pressure even if sales are for diversification or tax reasons. Latriece Watkins Sells 10,000 Shares
• Negative Sentiment: Macro/headline risk — Walmart highlighted a “hiring recession” context and broader consumer fragility in commentary, which could temper discretionary spending and complicate margin leverage if labor and demand trends weaken. Walmart Warns of “Hiring Recession”

Analysts Set New Price Targets

WMT has been the subject of several recent research reports. Wall Street Zen lowered shares of Walmart from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Royal Bank Of Canada set a $145.00 price objective on shares of Walmart in a report on Friday. Evercore restated an “outperform” rating and set a $130.00 target price (up from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. Tigress Financial lifted their price target on Walmart from $130.00 to $135.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $133.21.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

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.