Uniting Wealth Partners LLC Sells 140,362 Shares of Walmart Inc. $WMT

Uniting Wealth Partners LLC trimmed its position in shares of Walmart Inc. (NASDAQ:WMT) by 14.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 836,928 shares of the retailer’s stock after selling 140,362 shares during the quarter. Walmart accounts for approximately 20.4% of Uniting Wealth Partners LLC’s investment portfolio, making the stock its biggest position. Uniting Wealth Partners LLC’s holdings in Walmart were worth $86,254,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of WMT. Norges Bank purchased a new stake in Walmart during the 2nd quarter worth approximately $5,367,770,000. Laurel Wealth Advisors LLC boosted its position in Walmart by 9,648.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,486,374 shares of the retailer’s stock valued at $1,123,138,000 after buying an additional 11,368,549 shares during the period. Vanguard Group Inc. grew its stake in shares of Walmart by 1.4% in the second quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after acquiring an additional 5,856,468 shares in the last quarter. Amundi increased its position in shares of Walmart by 23.5% during the second quarter. Amundi now owns 19,493,644 shares of the retailer’s stock worth $1,902,775,000 after acquiring an additional 3,710,506 shares during the period. Finally, AGF Management Ltd. increased its position in shares of Walmart by 1,176.6% during the second quarter. AGF Management Ltd. now owns 3,317,487 shares of the retailer’s stock worth $324,384,000 after acquiring an additional 3,057,612 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Price Performance

WMT stock opened at $133.89 on Friday. The business has a 50 day moving average price of $118.11 and a 200 day moving average price of $108.32. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. The stock has a market cap of $1.07 trillion, a price-to-earnings ratio of 46.81, a PEG ratio of 5.12 and a beta of 0.65. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.65.

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

Analyst Upgrades and Downgrades

WMT has been the subject of several analyst reports. Wall Street Zen cut Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Citigroup reiterated a “buy” rating and issued a $147.00 price objective (up previously from $120.00) on shares of Walmart in a research note on Thursday, February 5th. Mizuho boosted their price objective on Walmart from $125.00 to $137.00 and gave the stock an “outperform” rating in a research report on Monday, February 9th. KeyCorp restated an “overweight” rating and set a $145.00 target price (up from $128.00) on shares of Walmart in a research note on Friday. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $140.00 price target (up previously from $126.00) on shares of Walmart in a research note on Wednesday. Thirty-two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $127.74.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Oppenheimer raised its price target to $140 and kept an Outperform stance, citing a solid Q4 outlook — this helped underpin investor optimism. Oppenheimer price target increased
• Positive Sentiment: Coverage-driven buying: reports noted WMT trading higher after analyst upgrades, which can attract short-term flows ahead of earnings. Walmart trading higher after upgrade
• Positive Sentiment: Telsey Advisory reaffirmed an Outperform and set a $135 target, reinforcing the buy-side narrative that execution improvements (esp. e‑commerce/AI) justify support. Telsey reaffirmation
• Neutral Sentiment: Analyst projections and previews (Zacks) suggest key metrics point to a likely beat on some lines, but they highlight modest growth — expectations are elevated going into Q4. Zacks analyst projections
• Neutral Sentiment: Walmart will host its Q4 earnings call on Feb. 19 — this event is the immediate catalyst for volatility as investors weigh AI-driven margin commentary against guidance. Earnings call announcement
• Neutral Sentiment: PRIMECAP trimmed its stake slightly — notable as an institutional action but not large enough to indicate a major shift in ownership stance. PRIMECAP trims stake
• Neutral Sentiment: Market commentary (Reuters) frames Walmart amid broader AI-driven volatility — investors are watchful for any guidance or AI-related execution risks discussed on the call. Wall St week ahead
• Negative Sentiment: A Seeking Alpha piece downgraded WMT, arguing the stock trades at a rich ~50x blended P/E despite execution gains from AI — valuation concerns could cap upside if growth disappoints. Seeking Alpha downgrade
• Negative Sentiment: Estée Lauder filed suit alleging counterfeit products sold via Walmart’s marketplace — potential reputational, legal, and marketplace-control implications that investors will watch closely. Estée Lauder sues Walmart

Insider Transactions at Walmart

In related news, EVP Daniel J. Bartlett sold 1,388 shares of the company’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $120.00, for a total value of $166,560.00. Following the completion of the sale, the executive vice president directly owned 645,642 shares of the company’s stock, valued at $77,477,040. This represents a 0.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Donna Morris sold 76,181 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total value of $9,430,445.99. Following the transaction, the executive vice president owned 402,072 shares in the company, valued at $49,772,492.88. This represents a 15.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 229,196 shares of company stock valued at $26,957,858 over the last quarter. 0.10% of the stock is owned by corporate insiders.

About Walmart

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.