Walmart Inc. $WMT Stock Holdings Lessened by Plancorp LLC

Plancorp LLC lessened its stake in shares of Walmart Inc. (NASDAQ:WMT) by 12.8% in the third quarter, according to its most recent filing with the SEC. The fund owned 55,866 shares of the retailer’s stock after selling 8,213 shares during the period. Plancorp LLC’s holdings in Walmart were worth $5,758,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Brighton Jones LLC boosted its holdings in shares of Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its position 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 acquiring an additional 485 shares in the last quarter. Peterson Wealth Management lifted its position in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Redwood Investment Management LLC boosted its stake in Walmart by 24.4% in the 1st quarter. Redwood Investment Management LLC now owns 9,987 shares of the retailer’s stock worth $877,000 after purchasing an additional 1,961 shares during the period. Finally, Warwick Investment Management Inc. grew its position in Walmart by 10.0% during the 1st quarter. Warwick Investment Management Inc. now owns 8,608 shares of the retailer’s stock worth $756,000 after purchasing an additional 781 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Analysts Set New Price Targets

WMT has been the subject of a number of research analyst reports. Robert W. Baird increased their target price on Walmart from $110.00 to $121.00 and gave the company an “outperform” rating in a report on Friday, November 21st. UBS Group set a $130.00 price objective on Walmart in a research note on Wednesday, December 3rd. Wolfe Research assumed coverage on Walmart in a research report on Thursday, September 18th. They set an “outperform” rating and a $129.00 price objective for the company. Tigress Financial upped their target price on Walmart from $125.00 to $130.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a report on Wednesday, October 8th. Thirty-one analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average price target of $120.54.

Walmart Stock Up 0.6%

Shares of Walmart stock opened at $111.56 on Thursday. The firm has a market cap of $889.15 billion, a price-to-earnings ratio of 39.01, a P/E/G ratio of 5.12 and a beta of 0.64. The stock has a 50-day simple moving average of $107.94 and a 200-day simple moving average of $102.36. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $117.45. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24.

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

Key Stores Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: WMT’s advertising revenue jumped ~53% in the quarter, indicating retail‑media is beginning to boost margins and diversify earnings beyond brick‑and‑mortar sales — a potential long‑term profit driver for the stock. Walmart’s Ad Sales Jump 53%: Is Advertising Becoming a Profit Engine?
• Positive Sentiment: Analysts and commentators are bullish on WMT’s e‑commerce growth and strategic investments, reinforcing the view that Walmart can take share online and remain Amazon’s main mass‑market competitor. WMT: Bullish E-Commerce Growth and Strategic Investments
• Positive Sentiment: A Yahoo piece argues an FDA infant‑formula warning could shift consumer purchasing patterns and benefit retailers with strong logistics and tech‑driven supply chains — a potential short‑term advantage for Walmart’s scale and inventory systems. FDA Infant Formula Warning Could Be A Game Changer For Walmart’s (WMT) Tech-Driven Retail Strategy
• Positive Sentiment: Commentary on holiday demand and Walmart’s AI expansion highlights operational initiatives that could improve assortment, pricing and fulfillment during peak season — supportive for near‑term sales and longer‑term productivity. Holiday Season Demand at WMT & AMZN
• Neutral Sentiment: Broader retail tailwinds: analysts expect holiday sales to top $1T, which could lift Walmart alongside other large retailers, though competition will determine share gains. Holiday Sales Boom: 4 Retail Stocks Ready for 2026 Gains
• Neutral Sentiment: Competitive landscape: analysts compare Walmart to Costco, underscoring that scale, membership models and digital execution will determine who wins consumer spending — outcome uncertain for near‑term share shifts. Walmart vs. Costco: Which Retail Giant Wins Today’s Consumer Race?
• Neutral Sentiment: Short‑interest data posted an anomalous increase but showed 0 shares on record (data appears to be a glitch), so there’s no clear short‑pressure signal from this report.
• Negative Sentiment: Insider selling was reported and has been cited as a catalyst for downward pressure; while one or a few filings don’t change fundamentals, they can dent sentiment and trigger short‑term selling. Walmart (NASDAQ:WMT) Shares Down 1.5% on Insider Selling
• Negative Sentiment: A new lawsuit is being cited as a driver of recent share weakness — legal exposure and potential costs/reputational risk are negative near‑term catalysts until resolved. Walmart Stock Is Falling — New Lawsuit Is Hurting The Most

Insider Buying and Selling at Walmart

In related news, SVP David Chojnowski sold 7,000 shares of Walmart stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $106.65, for a total value of $746,550.00. Following the completion of the sale, the senior vice president owned 136,289 shares of the company’s stock, valued at approximately $14,535,221.85. The trade was a 4.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP John D. Rainey sold 2,200 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $111.23, for a total transaction of $244,706.00. Following the transaction, the executive vice president directly owned 617,318 shares in the company, valued at $68,664,281.14. The trade was a 0.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 108,412 shares of company stock worth $11,741,699 in the last ninety days. Company 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.