Tred Avon Family Wealth LLC Purchases Shares of 15,397 Walmart Inc. $WMT

Tred Avon Family Wealth LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 15,397 shares of the retailer’s stock, valued at approximately $1,587,000.

A number of other hedge funds have also recently made changes to their positions in the business. CWM LLC increased its holdings in shares of Walmart by 24.2% in the third quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after purchasing an additional 229,220 shares during the period. Neuberger Berman Group LLC boosted its stake 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 buying an additional 42,645 shares during the period. Aviva PLC grew its position in Walmart by 16.4% during the second quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock worth $374,861,000 after buying an additional 539,504 shares in the last quarter. Weatherly Asset Management L. P. increased its stake in Walmart by 7.0% in the 2nd quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock worth $5,489,000 after acquiring an additional 3,696 shares during the last quarter. Finally, World Investment Advisors boosted its position in shares of Walmart by 5.2% during the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock valued at $30,286,000 after acquiring an additional 14,487 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $114.91, for a total transaction of $1,508,193.75. Following the sale, the executive vice president directly owned 733,841 shares in the company, valued at $84,325,669.31. The trade was a 1.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Daniel Danker sold 4,365 shares of the company’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total value of $524,629.35. Following the completion of the sale, the executive vice president directly owned 238,583 shares in the company, valued at approximately $28,675,290.77. The trade was a 1.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 139,215 shares of company stock worth $15,502,810 over the last quarter. Company insiders own 0.10% of the company’s stock.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Executive succession clarified: John Furner will become CEO next month and promoted longtime insider David Guggina to CEO of Walmart U.S., a move investors interpret as continuity-focused and supportive for execution on omnichannel and AI strategies. Read More.
• Positive Sentiment: AI/digital momentum: Coverage highlights Walmart’s AI initiatives and partnerships (Google/Alphabet, OpenAI/ChatGPT) as starting to produce sales/efficiency upside — a strategic story driving valuation premium and analyst optimism. Read More.
• Positive Sentiment: Fintech and ancillary growth: Walmart‑backed OnePay reached a $4B valuation milestone, signaling potential non‑retail upside from financial-services partnerships. Read More.
• Positive Sentiment: Analyst support: Multiple firms recently reiterated/raised Buy/Outperform views and targets, reinforcing short‑term institutional demand. Read More.
• Neutral Sentiment: Competitive positioning: Analysts note Walmart is narrowing Amazon’s online lead — a positive strategic trend but one that still leaves intense competition and execution requirements. Read More.
• Negative Sentiment: Insider selling: Several senior execs disclosed share sales (combined millions), which can be interpreted as routine diversification but may pressure sentiment short term. Read More.
• Negative Sentiment: International leadership turnover: Walmart International CEO Kathryn McLay will depart (staying through transition), raising near‑term succession and execution questions for overseas growth. Read More.
• Negative Sentiment: Legal/tax uncertainty: India’s top court is set to rule on tax treatment of the 2018 Flipkart stake sale (Tiger Global → Walmart), a potential precedent with financial or reputational implications. Read More.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on WMT shares. The Goldman Sachs Group set a $121.00 price objective on shares of Walmart and gave the stock a “buy” rating in a research report on Tuesday. Barclays reiterated an “overweight” rating and set a $125.00 price target (up from $108.00) on shares of Walmart in a research report on Thursday, January 8th. Morgan Stanley reaffirmed an “overweight” rating and issued a $135.00 price objective (up previously from $125.00) on shares of Walmart in a research note on Thursday. Robert W. Baird lifted their target price on shares of Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Finally, Truist Financial set a $127.00 price target on shares of Walmart in a report on Wednesday, December 17th. Thirty-two analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $123.03.

Walmart Trading Up 0.4%

NASDAQ:WMT opened at $119.70 on Friday. The company has a 50-day moving average price of $111.49 and a 200-day moving average price of $104.54. 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. The stock has a market cap of $954.03 billion, a price-to-earnings ratio of 41.85, a P/E/G ratio of 5.10 and a beta of 0.66.

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

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.