Walmart (NYSE:WMT) Stock Acquired Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently bought shares of Walmart Inc. (NYSE:WMT). In a filing disclosed on March 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Walmart stock on February 3rd. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 2/28/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/28/2025.
• Sold $1,001 – $15,000 in shares of Block (NYSE:XYZ) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Paragon 28 (NYSE:FNA) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/26/2025.
• Purchased $1,001 – $15,000 in shares of Fiserv (NYSE:FI) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Vertiv (NYSE:VRT) on 2/25/2025.

Walmart Stock Down 3.1 %

Shares of NYSE WMT traded down $2.97 during trading hours on Friday, hitting $91.68. The stock had a trading volume of 35,897,844 shares, compared to its average volume of 15,647,268. The company has a market capitalization of $736.46 billion, a P/E ratio of 38.04, a P/E/G ratio of 4.42 and a beta of 0.53. The firm’s 50-day moving average price is $96.19 and its two-hundred day moving average price is $88.26. Walmart Inc. has a 52 week low of $58.56 and a 52 week high of $105.30. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.23 and a current ratio of 0.82.

Walmart (NYSE:WMT) last announced its quarterly earnings results on Thursday, February 20th. The retailer reported $0.66 EPS for the quarter, beating the consensus estimate of $0.64 by $0.02. The business had revenue of $180.55 billion during the quarter, compared to analysts’ expectations of $178.83 billion. Walmart had a return on equity of 21.87% and a net margin of 2.85%. Analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, January 5th. Investors of record on Friday, December 12th will be paid a $0.235 dividend. The ex-dividend date is Friday, December 12th. This represents a $0.94 annualized dividend and a dividend yield of 1.03%. Walmart’s payout ratio is 39.00%.

Institutional Trading of Walmart

Several institutional investors have recently added to or reduced their stakes in the company. Elite Financial Inc. acquired a new position in Walmart in the 4th quarter valued at $327,000. Wood Tarver Financial Group LLC acquired a new position in Walmart in the 4th quarter valued at $566,000. TFR Capital LLC. acquired a new position in shares of Walmart during the 4th quarter worth $338,000. Plotkin Financial Advisors LLC acquired a new position in shares of Walmart during the 4th quarter worth $218,000. Finally, Castle Rock Wealth Management LLC raised its holdings in shares of Walmart by 2.7% during the 4th quarter. Castle Rock Wealth Management LLC now owns 43,897 shares of the retailer’s stock worth $3,966,000 after buying an additional 1,171 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors.

Insider Transactions at Walmart

In other Walmart news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction dated Thursday, February 27th. The stock was sold at an average price of $96.15, for a total value of $1,261,968.75. Following the completion of the transaction, the executive vice president now owns 460,672 shares of the company’s stock, valued at $44,293,612.80. This represents a 2.77 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO C Douglas Mcmillon sold 29,124 shares of the company’s stock in a transaction dated Thursday, February 27th. The stock was sold at an average price of $96.95, for a total value of $2,823,571.80. Following the completion of the transaction, the chief executive officer now directly owns 3,558,247 shares of the company’s stock, valued at approximately $344,972,046.65. The trade was a 0.81 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 185,777 shares of company stock valued at $17,657,316. Corporate insiders own 45.58% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on WMT shares. DZ Bank raised Walmart from a “hold” rating to a “buy” rating and set a $110.00 target price for the company in a research report on Tuesday, February 25th. Jefferies Financial Group upped their target price on Walmart from $105.00 to $111.00 and gave the stock a “buy” rating in a research report on Tuesday, December 17th. BMO Capital Markets upped their target price on Walmart from $80.00 to $100.00 and gave the stock an “outperform” rating in a research report on Monday, November 18th. Tigress Financial upped their target price on Walmart from $86.00 to $115.00 and gave the stock a “buy” rating in a research report on Friday, December 13th. Finally, Citigroup reiterated a “positive” rating on shares of Walmart in a report on Thursday, February 20th. One research analyst has rated the stock with a hold rating, thirty have given a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, Walmart presently has a consensus rating of “Buy” and a consensus target price of $103.07.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

Walmart Company Profile

Walmart Inc engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications.