Walmart Inc. $WMT Shares Sold by TLW Wealth Management LLC

TLW Wealth Management LLC lowered its stake in shares of Walmart Inc. (NASDAQ:WMT) by 3.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 156,155 shares of the retailer’s stock after selling 5,749 shares during the period. Walmart accounts for 9.2% of TLW Wealth Management LLC’s investment portfolio, making the stock its 4th largest position. TLW Wealth Management LLC’s holdings in Walmart were worth $16,093,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also modified their holdings of the company. Access Investment Management LLC acquired a new stake in Walmart during the second quarter worth about $26,000. PFS Partners LLC increased its holdings in shares of Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after buying an additional 233 shares during the last quarter. Ridgewood Investments LLC raised its position in shares of Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after buying an additional 115 shares during the period. Roble Belko & Company Inc lifted its holdings in Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after acquiring an additional 219 shares during the last quarter. Finally, Manning & Napier Advisors LLC purchased a new position in Walmart in the third quarter worth approximately $39,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Walmart

In other news, EVP Donna Morris sold 9,384 shares of Walmart stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total transaction of $1,127,862.96. Following the sale, the executive vice president owned 536,312 shares in the company, valued at approximately $64,459,339.28. The trade was a 1.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $109.57, for a total value of $2,127,411.12. Following the transaction, the chief executive officer owned 4,334,747 shares in the company, valued at $474,958,228.79. This represents a 0.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 124,702 shares of company stock valued at $13,761,381. Corporate insiders own 0.10% of the company’s stock.

Walmart Price Performance

Walmart stock opened at $119.20 on Friday. The company has a fifty day simple moving average of $111.15 and a 200-day simple moving average of $104.34. The stock has a market cap of $950.04 billion, a P/E ratio of 41.68, a price-to-earnings-growth ratio of 5.12 and a beta of 0.66. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $121.24. The company has a current ratio of 0.80, a quick ratio of 0.24 and a debt-to-equity ratio of 0.39.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, topping the consensus estimate of $0.60 by $0.02. The business had revenue of $179.50 billion for 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 business’s quarterly revenue was up 5.8% on a year-over-year basis. During the same quarter last year, the company earned $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have commented on the company. UBS Group set a $130.00 target price on Walmart in a research report on Wednesday, December 3rd. Mizuho set a $125.00 price objective on shares of Walmart and gave the company an “outperform” rating in a report on Monday, January 5th. The Goldman Sachs Group set a $121.00 target price on shares of Walmart and gave the company a “buy” rating in a research report on Tuesday. KeyCorp reiterated an “overweight” rating and set a $128.00 price target on shares of Walmart in a research report on Wednesday, January 7th. Finally, DA Davidson set a $130.00 price objective on shares of Walmart and gave the stock a “buy” rating in a report on Friday, November 21st. Thirty-two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $123.03.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst support: BTIG and Telsey reaffirmed buy/outperform ratings (price targets above current levels), and several firms have raised targets — reinforcing bullish sentiment and helping lift the stock. Walmart Earns Buy Rating from BTIG Research
• Positive Sentiment: Strategic tech partnerships: Ongoing collaboration with Google (Alphabet) and AI integrations (OpenAI/ChatGPT) are being credited with improving digital capabilities and potential sales/monetization upside. Walmart: Alphabet Partnership Drives Stock To Record Valuation Premium
• Positive Sentiment: Financial-services upside: Walmart‑backed fintech OnePay reached a reported $4B valuation — a sign that non‑retail initiatives could add growth/fee revenue. Walmart-backed Fintech OnePay Achieves $4 Billion Valuation Milestone
• Neutral Sentiment: Industry positioning: Coverage notes Walmart is closing Amazon’s online gap and benefits from scale/omnichannel strength — supportive fundamental context but not an immediate catalyst. Amazon and Walmart Swap Scripts as Retail’s Agentic Future Looms
• Neutral Sentiment: Momentum coverage: Positive momentum pieces and style‑score writeups highlight WMT’s strength, supporting flows but these are informational rather than company‑specific catalysts. Here’s Why Walmart (WMT) is a Strong Momentum Stock
• Negative Sentiment: Insider selling: Two executive vice presidents (Donna Morris and Daniel Danker) disclosed sizable sales (roughly $1.13M and $0.525M) of WMT stock on Jan. 14 — raises short‑term sentiment concerns even though filings show they retain large holdings. EVP Donna Morris sale (SEC filing) EVP Daniel Danker sale (SEC filing)
• Negative Sentiment: Leadership change: Kathryn McLay, CEO of Walmart International, will step down (staying through Q1) — introduces near‑term execution and succession risk for an important segment. Walmart International CEO McLay to Depart
• Negative Sentiment: Legal/tax uncertainty: India’s top court is set to rule on taxation related to the Flipkart/Tiger Global sale to Walmart — a potentially precedent‑setting decision that could affect cash flows or create contingent liabilities. India court to rule on Tiger Global’s 2018 deal with Walmart

Walmart Company 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.