Cresset Asset Management LLC Sells 6,836 Shares of Walmart Inc. $WMT

Cresset Asset Management LLC lessened its stake in shares of Walmart Inc. (NASDAQ:WMT) by 0.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 738,576 shares of the retailer’s stock after selling 6,836 shares during the quarter. Cresset Asset Management LLC’s holdings in Walmart were worth $76,118,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in WMT. Revolve Wealth Partners LLC grew its holdings in Walmart by 1.0% during the third quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock valued at $1,023,000 after purchasing an additional 96 shares during the last quarter. Atlas Legacy Advisors LLC boosted its holdings in shares of Walmart by 1.1% during the 2nd quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock worth $851,000 after buying an additional 98 shares during the period. Meridian Wealth Partners LLC grew its stake in Walmart by 2.1% in the 2nd quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock valued at $470,000 after buying an additional 99 shares during the last quarter. Hemington Wealth Management grew its stake in Walmart by 1.8% in the 3rd quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after buying an additional 99 shares during the last quarter. Finally, Boomfish Wealth Group LLC lifted its position in Walmart by 2.7% during the 3rd quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock worth $381,000 after acquiring an additional 99 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on WMT. Tigress Financial set a $150.00 price target on Walmart and gave the company a “buy” rating in a research report on Wednesday, February 25th. Rothschild & Co Redburn set a $150.00 target price on Walmart in a report on Tuesday, February 17th. Wells Fargo & Company reiterated an “overweight” rating and set a $140.00 price target (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. CICC Research started coverage on shares of Walmart in a research note on Friday, December 26th. They issued an “outperform” rating and a $125.00 price objective on the stock. Finally, Roth Mkm reaffirmed a “buy” rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $134.42.

Walmart Trading Up 0.6%

Shares of WMT stock opened at $127.91 on Wednesday. The firm has a fifty day moving average of $121.07 and a 200-day moving average of $110.56. The stock has a market cap of $1.02 trillion, a price-to-earnings ratio of 46.68, a P/E/G ratio of 4.73 and a beta of 0.66. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $134.69. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The business had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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. On average, equities research analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a dividend of $0.2475 per share. 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 (DPR) is 34.31%.

Insiders Place Their Bets

In other news, EVP Daniel J. Bartlett sold 1,255 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $133.21, for a total value of $167,178.55. Following the sale, the executive vice president owned 586,329 shares in the company, valued at approximately $78,104,886.09. The trade was a 0.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction dated 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 sale, the executive vice president owned 533,466 shares of the company’s stock, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 259,703 shares of company stock worth $31,585,043 over the last quarter. Corporate insiders own 0.10% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Bank of America reinstated coverage with a Buy rating and a $150 price target, arguing Walmart is well positioned as a consumer hedge in a bifurcated economy, which supports upside to the stock. The Great Divide: Is Walmart the Ultimate Hedge for 2026?
• Positive Sentiment: Walmart’s Sam’s Club reported a 2.9% sales rise, +5.3% traffic and e‑commerce growth of 23%, signaling membership and digital momentum that should help margins and comps. Walmart’s Sam’s Club Sales Rise 2.9%
• Positive Sentiment: Walmart expanded its grocery/CPG assortment as brands (e.g., Liquid Youth) roll out at select Walmart stores — incremental SKU additions can modestly boost grocery sales and private‑label/commercial partnerships. Liquid Youth™ Expands Retail Footprint with Launch at Target and Walmart
• Neutral Sentiment: Analyst/press pieces highlight Walmart’s durable same‑store sales, wide moat, growth in e‑commerce, digital advertising and AI initiatives — positive fundamentals but already partly reflected in the rally. 3 Things to Know About Walmart Stock Before You Buy
• Neutral Sentiment: Coverage notes and valuation checks question whether the stock has run ahead of fundamentals after a ~32% one‑year rally — investors are debating growth vs. stretched multiples. Is Walmart (WMT) Still Attractive After 32% One Year Share Price Rally?
• Negative Sentiment: Major shareholders sold large blocks: reports show the Walton family trust sold roughly $380M of stock over five days and another report says Walmart’s largest shareholder offloaded about $220M — heavy insider selling can create near‑term supply pressure and raise investor concern. Walton Family Trust Dumps $380 Million in Walmart Stock Over Five Days
• Negative Sentiment: Additional reporting highlights another large ~$220M block sale by a major shareholder, reinforcing the headline risk from concentrated selling. Walmart’s Largest Shareholder Dumps $220 Million in Shares

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.