Walmart Inc. $WMT Position Lessened by SlateStone Wealth LLC

SlateStone Wealth LLC reduced its stake in shares of Walmart Inc. (NASDAQ:WMT) by 9.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 63,754 shares of the retailer’s stock after selling 6,814 shares during the quarter. SlateStone Wealth LLC’s holdings in Walmart were worth $6,571,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Access Investment Management LLC acquired a new position in Walmart in the second quarter worth approximately $26,000. Your Advocates Ltd. LLP acquired a new stake in Walmart during the third quarter valued at $28,000. Roble Belko & Company Inc increased its holdings in Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after buying an additional 219 shares during the last quarter. Manning & Napier Advisors LLC bought a new position in shares of Walmart during the 3rd quarter valued at $39,000. Finally, Harbor Asset Planning Inc. acquired a new stake in shares of Walmart in the second quarter worth about $46,000. Institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

WMT stock traded up $1.81 during midday trading on Friday, reaching $128.75. 3,382,373 shares of the company’s stock traded hands, compared to its average volume of 41,297,801. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. The company has a market cap of $1.03 trillion, a price-to-earnings ratio of 44.75, a PEG ratio of 4.89 and a beta of 0.65. The company has a 50-day simple moving average of $116.03 and a two-hundred day simple moving average of $106.83. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $129.60.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.60 by $0.02. The company had revenue of $179.50 billion during the quarter, compared to analyst estimates of $175.15 billion. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The company’s revenue for the quarter was up 5.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on WMT shares. UBS Group restated a “buy” rating and issued a $135.00 price objective on shares of Walmart in a research note on Friday, January 30th. Oppenheimer restated an “outperform” rating and set a $125.00 price target (up from $115.00) on shares of Walmart in a report on Thursday, January 8th. Guggenheim restated a “buy” rating and set a $120.00 target price (up previously from $115.00) on shares of Walmart in a research note on Friday, November 21st. JPMorgan Chase & Co. upped their price target on Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a report on Friday, November 21st. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $126.00 target price (up from $123.00) on shares of Walmart in a research report on Wednesday, January 14th. Thirty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $124.19.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart joined the trillion‑dollar market‑cap club, a symbolic re‑rating that reflects investor confidence in its omnichannel strategy, technology investments and higher‑margin services. Walmart Just Became the Newest Member of the Trillion-Dollar Club
• Positive Sentiment: Analyses and think‑pieces (Yahoo/Finbold/Zacks coverage) are spotlighting Walmart’s mix shift toward memberships, ads and digital fulfillment as reasons the rally can continue, supporting multiple expansion. Is Walmart Stock a Buy at $1 Trillion?
• Positive Sentiment: Institutional buying: Alecta Pensionsforsakring reported boosting its stake in Walmart, which signals confidence from a large investor. Institutional inflows and ETF rebalances tied to the market‑cap milestone can provide further demand. Alecta Pensionsforsakring boosts stake in Walmart
• Positive Sentiment: Store expansion and vendor rollouts continue (new Next‑Gen Supercenter openings and national product placements), supporting same‑store sales and omni fulfillment capacity. These are steady operational tailwinds. Walmart Opens Next Generation Supercenter in Jacksonville
• Neutral Sentiment: Analyst coverage is broadly positive but consensus price targets sit near current levels; continued upside depends more on execution (membership/ads/margin mix) than multiple expansion alone. WMT Joins the $1 Trillion Club
• Negative Sentiment: Insider selling: EVP Donna Morris disclosed large sales (76,181 shares at ~ $123.79; other filings note ~$2.45M transactions), which can introduce short‑term selling pressure or be read as executives taking gains. Watch for follow‑up filings or patterns. Donna Morris sells 76,181 shares EVP Sells $2,445,400 in Stock
• Negative Sentiment: Valuation and competition risks: Walmart now trades at elevated multiples; Amazon’s push into fast grocery/delivery and commentary that staples stocks may be frothy increase downside risk if execution or margins slip. Amazon intensifies physical grocery push Staples stocks may look frothy (Barron’s)

Insider Activity

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on Friday, December 26th. The stock was sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the sale, the chief executive officer owned 4,315,333 shares in the company, valued at $482,583,689.39. This represents a 0.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Donna Morris sold 76,181 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the completion of the transaction, the executive vice president directly owned 402,072 shares of the company’s stock, valued at $49,772,492.88. This represents a 15.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 229,196 shares of company stock valued at $26,957,858. Corporate 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.