Walmart (NYSE:WMT) Updates FY 2026 Earnings Guidance

Walmart (NYSE:WMT) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 2.500-2.600 for the period, compared to the consensus earnings per share estimate of 2.760. The company issued revenue guidance of $694.7 billion-$701.5 billion, compared to the consensus revenue estimate of $705.1 billion. Walmart also updated its Q1 2026 guidance to 0.570-0.580 EPS.

Walmart Stock Performance

Shares of NYSE WMT traded down $6.67 during midday trading on Thursday, reaching $97.33. 38,023,602 shares of the company traded hands, compared to its average volume of 15,829,768. The stock has a 50-day moving average price of $95.56 and a 200 day moving average price of $86.17. The company has a market cap of $781.87 billion, a price-to-earnings ratio of 39.92, a PEG ratio of 4.39 and a beta of 0.55. Walmart has a 52 week low of $57.60 and a 52 week high of $105.30. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.85 and a quick ratio of 0.23.

Walmart (NYSE:WMT) last released its earnings results on Thursday, February 20th. The retailer reported $0.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.64 by $0.02. Walmart had a return on equity of 21.78% and a net margin of 2.92%. Sell-side analysts anticipate that Walmart will post 2.48 earnings per share for the current fiscal year.

Walmart Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 7th. Investors of record on Friday, March 21st will be issued a dividend of $0.235 per share. This is a positive change from Walmart’s previous quarterly dividend of $0.21. This represents a $0.94 dividend on an annualized basis and a yield of 0.97%. Walmart’s payout ratio is presently 34.06%.

Analysts Set New Price Targets

A number of research analysts recently issued reports on WMT shares. Truist Financial lifted their target price on Walmart from $98.00 to $111.00 and gave the stock a “buy” rating in a report on Tuesday, February 11th. Wells Fargo & Company lifted their price target on Walmart from $100.00 to $108.00 and gave the stock an “overweight” rating in a research note on Monday, February 3rd. StockNews.com cut Walmart from a “strong-buy” rating to a “buy” rating in a research note on Wednesday, November 20th. Tigress Financial lifted their price target on Walmart from $86.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, December 13th. Finally, Guggenheim lifted their price target on Walmart from $90.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, November 20th. Two research analysts have rated the stock with a hold rating, twenty-nine have issued a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $101.87.

Insider Buying and Selling

In related news, CEO C Douglas Mcmillon sold 29,124 shares of the business’s stock in a transaction that occurred on Wednesday, November 27th. The stock was sold at an average price of $91.44, for a total value of $2,663,098.56. Following the completion of the sale, the chief executive officer now directly owns 3,814,805 shares in the company, valued at approximately $348,825,769.20. The trade was a 0.76 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP John D. Rainey sold 38,000 shares of Walmart stock in a transaction that occurred on Monday, February 3rd. The stock was sold at an average price of $98.80, for a total value of $3,754,400.00. Following the completion of the transaction, the executive vice president now directly owns 257,281 shares in the company, valued at approximately $25,419,362.80. This represents a 12.87 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 175,177 shares of company stock worth $16,403,728. 45.58% of the stock is currently owned by insiders.

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.