Sivia Capital Partners LLC Has $1.93 Million Position in Walmart Inc. $WMT

Sivia Capital Partners LLC increased its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 43.6% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 18,683 shares of the retailer’s stock after purchasing an additional 5,675 shares during the period. Walmart accounts for approximately 0.5% of Sivia Capital Partners LLC’s holdings, making the stock its 23rd largest position. Sivia Capital Partners LLC’s holdings in Walmart were worth $1,925,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. CWM LLC increased its position in Walmart by 24.2% during the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after buying an additional 229,220 shares during the period. Neuberger Berman Group LLC raised its position in Walmart by 0.8% during the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock valued at $497,771,000 after purchasing an additional 42,645 shares in the last quarter. Aviva PLC boosted its stake in Walmart by 16.4% in the second quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock valued at $374,861,000 after buying an additional 539,504 shares in the last quarter. Weatherly Asset Management L. P. grew its holdings in shares of Walmart by 7.0% during the 2nd quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock valued at $5,489,000 after purchasing an additional 3,696 shares during the last quarter. Finally, Willis Johnson & Associates Inc. grew its stake in shares of Walmart by 76.6% during the second quarter. Willis Johnson & Associates Inc. now owns 42,626 shares of the retailer’s stock worth $4,168,000 after buying an additional 18,485 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Down 0.5%

Shares of NASDAQ:WMT opened at $111.92 on Wednesday. Walmart Inc. has a one year low of $79.81 and a one year high of $117.45. The firm has a fifty day moving average price of $108.35 and a two-hundred day moving average price of $102.86. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24. The company has a market cap of $892.02 billion, a price-to-earnings ratio of 39.13, a PEG ratio of 5.20 and a beta of 0.64.

Walmart (NASDAQ:WMT) last released its quarterly earnings results 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 analysts’ expectations of $175.15 billion. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The company’s revenue was up 5.8% compared to the same quarter last year. During the same quarter last year, the firm posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the company. KeyCorp restated an “overweight” rating and set a $120.00 price target (up from $110.00) on shares of Walmart in a report on Friday, November 21st. Bank of America upped their price objective on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 17th. Truist Financial set a $127.00 target price on Walmart in a report on Wednesday, December 17th. JPMorgan Chase & Co. lifted their price target on Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research note on Friday, November 21st. Finally, Piper Sandler reiterated an “overweight” rating and issued a $123.00 target price (up previously from $111.00) on shares of Walmart in a research note on Friday, November 21st. Thirty-two research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $120.69.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Strong fundamentals and analyst backing: Walmart’s recent quarterly beat and FY‑2026 EPS guidance provide an earnings-supportive backdrop, and multiple analysts maintain buy/outperform views — a tailwind for longer-term investor confidence.
• Neutral Sentiment: CEO insider sale — routine but notable: CEO C. Douglas McMillon sold 19,416 shares on Dec. 26 (avg price $111.83). The sale is relatively small (≈0.45% reduction) and follows prior periodic sales; investors often view such filings as liquidity/tax planning rather than a signal of deteriorating fundamentals. Insider Trades
• Neutral Sentiment: Talent flow to adtech/ecommerce: a former head of membership & business development at Walmart Business joined Teikametrics as SVP of Strategy — a reminder of Wal‑Mart alumni moving into the wider e‑commerce/AI ecosystem, which can both diffuse company-specific know‑how and broaden industry innovation. BusinessWire
• Neutral Sentiment: Increased investor attention: Zacks notes Walmart as a trending stock — higher retail interest can raise liquidity and volatility but doesn’t change fundamentals by itself. Zacks
• Negative Sentiment: Website and app outage — immediate operational risk: thousands of customers reported inability to access Walmart’s app and website on Dec. 30, per Downdetector and press reports. Temporary outages during peak shopping periods can dent e‑commerce sales, frustrate customers, and attract short‑term selling pressure. PYMNTS WSJ
• Negative Sentiment: Premium valuation and crowding risk: Walmart is trading at a high earnings multiple relative to history (~39x reported), which can limit upside and make the stock more sensitive to any growth or margin disappointments in 2026.

Insider Activity at Walmart

In other news, EVP Daniel J. Bartlett sold 1,425 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $117.00, for a total transaction of $166,725.00. Following the completion of the transaction, the executive vice president directly owned 641,363 shares of the company’s stock, valued at approximately $75,039,471. This represents a 0.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Friday, December 26th. The stock was sold at an average price of $111.83, for a total value of $2,171,291.28. Following the completion of the sale, the chief executive officer owned 4,315,333 shares of the company’s stock, valued at approximately $482,583,689.39. This trade represents a 0.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 125,628 shares of company stock worth $13,690,065 over the last three months. 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.