GAMMA Investing LLC Has $14.34 Million Position in Walmart Inc. $WMT

GAMMA Investing LLC raised its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 8.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 128,739 shares of the retailer’s stock after acquiring an additional 9,814 shares during the quarter. Walmart makes up approximately 0.7% of GAMMA Investing LLC’s holdings, making the stock its 18th biggest position. GAMMA Investing LLC’s holdings in Walmart were worth $14,343,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the stock. Brighton Jones LLC grew its stake in Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after buying an additional 485 shares during the last quarter. Peterson Wealth Management grew its stake in shares of Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after buying an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after buying an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in Walmart by 1.2% during the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after buying an additional 1,048 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Unusual bullish options activity — traders bought ~169,565 WMT call contracts (≈+42% vs. typical daily call volume), signaling short‑term bullish bets that can support upside if sentiment continues.
• Positive Sentiment: Walmart is being highlighted as an AI investment play—articles argue AI deployments across supply chain and pricing could raise efficiency and long‑term profitability. Forget Chipmakers: Walmart and Target Are the Real AI Plays
• Positive Sentiment: Walmart secured U.S. machine‑learning patents for pricing systems — a potential competitive edge to optimize margins and pricing strategies. Walmart Secures Machine Learning Patents for Pricing Items
• Positive Sentiment: Marketplace/Dropshipping integration with Doba expands Walmart Marketplace’s seller capabilities and could aid e‑commerce revenue growth. Doba Announces Verified Technical Integration with Walmart Marketplace to Empower Dropshipping Sellers
• Positive Sentiment: Positive analyst/retail commentary — some investors are bullish on Walmart’s expanding e‑commerce and advertising businesses as drivers of future growth. 1 Stock I Plan to Load Up On in 2026
• Neutral Sentiment: CEO transition coverage — analysis of managing leadership change notes both downside risk and opportunity; impact depends on specifics and investor reaction over time. How to Play 3 Major CEO Transitions in Early 2026 (WMT)
• Neutral Sentiment: PhonePe IPO pause — Walmart‑backed PhonePe delaying IPO due to market volatility is a timing risk for potential value realization, but not an immediate operational hit to Walmart. Walmart-backed PhonePe pauses IPO plans as Middle East conflict fuels market volatility
• Negative Sentiment: Shareholder law firm is investigating Walmart’s board over alleged deceptive pay practices for Spark drivers — potential legal, financial and governance risks that can weigh on sentiment and create downside risk. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)

Insider Activity

In other news, 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 completion of the sale, the executive vice president owned 533,466 shares of the company’s stock, valued at approximately $65,082,852. This trade represents a 6.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the completion of the sale, the executive vice president directly owned 727,155 shares of the company’s stock, valued at approximately $87,251,328.45. The trade was a 1.77% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 261,153 shares of company stock worth $32,005,084. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Barclays reissued an “overweight” rating and set a $125.00 price target (up from $108.00) on shares of Walmart in a research report on Thursday, January 8th. Erste Group Bank reiterated a “hold” rating on shares of Walmart in a research note on Thursday, March 5th. Raymond James Financial reissued an “outperform” rating and set a $135.00 target price on shares of Walmart in a report on Friday, March 6th. Evercore restated an “outperform” rating and issued a $130.00 price target (up from $125.00) on shares of Walmart in a research note on Tuesday, February 3rd. Finally, Roth Mkm reaffirmed a “buy” rating and set a $138.00 price target on shares of Walmart in a report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $135.76.

Walmart Trading Down 0.7%

Shares of NASDAQ:WMT opened at $121.08 on Friday. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.69. The stock has a market cap of $965.30 billion, a PE ratio of 44.19, a P/E/G ratio of 4.54 and a beta of 0.66. The business has a 50 day moving average of $123.99 and a 200-day moving average of $112.59. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The company had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter last year, the company earned $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. As a group, equities research analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Dividend Announcement

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 given a dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart’s dividend payout ratio (DPR) is presently 34.31%.

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.