Trajan Wealth LLC Has $23.99 Million Stock Position in Walmart Inc. $WMT

Trajan Wealth LLC grew its holdings in Walmart Inc. (NASDAQ:WMT) by 23.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 232,767 shares of the retailer’s stock after purchasing an additional 43,546 shares during the period. Walmart comprises approximately 1.0% of Trajan Wealth LLC’s investment portfolio, making the stock its 24th biggest holding. Trajan Wealth LLC’s holdings in Walmart were worth $23,989,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in WMT. Transatlantique Private Wealth LLC increased its stake in Walmart by 7.3% in the 3rd quarter. Transatlantique Private Wealth LLC now owns 13,262 shares of the retailer’s stock valued at $1,367,000 after buying an additional 908 shares during the last quarter. Sound View Wealth Advisors Group LLC boosted its stake in shares of Walmart by 0.7% during the 3rd quarter. Sound View Wealth Advisors Group LLC now owns 99,451 shares of the retailer’s stock worth $10,249,000 after buying an additional 726 shares during the last quarter. Equitable Trust Co. grew its holdings in shares of Walmart by 7.2% in the 3rd quarter. Equitable Trust Co. now owns 71,512 shares of the retailer’s stock valued at $7,370,000 after acquiring an additional 4,800 shares in the last quarter. Clearstead Trust LLC increased its position in shares of Walmart by 102.0% in the third quarter. Clearstead Trust LLC now owns 9,379 shares of the retailer’s stock valued at $967,000 after acquiring an additional 4,735 shares during the last quarter. Finally, Intelligence Driven Advisers LLC raised its holdings in Walmart by 16.2% during the third quarter. Intelligence Driven Advisers LLC now owns 4,802 shares of the retailer’s stock worth $495,000 after acquiring an additional 671 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts reiterated bullish views — BTIG reiterated a Buy on WMT, supporting demand from institutional buyers. Walmart’s (WMT) Buy Rating Reiterated at BTIG Research
• Positive Sentiment: Price-target lift — another note raised WMT’s target to $139, signaling upside from analysts and helping justify the stock’s recent run. Walmart (NASDAQ:WMT) Price Target Raised to $139.00
• Positive Sentiment: Prominent bullish commentary — Jim Cramer called Walmart’s quarter “beautiful,” reinforcing retail momentum among retail investors. Walmart’s (WMT) Quarter Was Beautiful, Says Jim Cramer
• Positive Sentiment: Earnings/strategy highlights — Management emphasized e-commerce growth, AI initiatives and buybacks on the earnings call, which support revenue leverage and capital return expectations. Walmart Earnings Call: E-Commerce, AI and Buybacks
• Neutral Sentiment: Third‑party bank commentary — Erste Group published comments on FY2028 earnings estimates; useful for modeling but not an immediate market mover by itself. Erste Group Bank Comments on Walmart FY2028 Earnings
• Neutral Sentiment: Valuation debate and comparison pieces — Several articles compare Walmart vs. peers (Amazon, Visa, ExxonMobil) and question whether WMT’s strong run makes it fully valued; these shape investor expectations but don’t force immediate moves. Walmart vs. Amazon: Which Trillion-Dollar Stock Is a Better Buy Right Now?
• Negative Sentiment: Insider selling headline — Reports of insider share sales and a piece noting insiders exiting contributed to near‑term selling pressure and were explicitly tied to the intraday weakness. Walmart (NASDAQ:WMT) Shares Down 1.5% Following Insider Selling
• Negative Sentiment: Competitive narrative — Coverage highlighting Amazon surpassing Walmart reinforces long‑term competitive concerns that can cap multiple expansion. Amazon Is Now America’s Biggest Company. Its 17-Year Journey to Surpass Walmart.

Insider Activity at Walmart

In other news, EVP Donna Morris sold 76,181 shares of Walmart stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the completion of the sale, the executive vice president owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. This trade represents a 15.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the completion of the sale, the executive vice president directly owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. The trade was a 3.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 211,696 shares of company stock valued at $25,176,467 in the last 90 days. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently commented on the company. Barclays reissued 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. Robert W. Baird increased their price objective on Walmart from $110.00 to $121.00 and gave the company an “outperform” rating in a report on Friday, November 21st. Evercore restated an “outperform” rating and set a $130.00 target price (up from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. Mizuho increased their price target on shares of Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a research note on Monday, February 9th. Finally, Citigroup reissued a “buy” rating and issued a $147.00 price objective (up previously from $120.00) on shares of Walmart in a research report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average target price of $132.53.

Walmart Price Performance

NASDAQ:WMT opened at $122.99 on Monday. The company has a market cap of $980.25 billion, a P/E ratio of 44.89, a P/E/G ratio of 4.97 and a beta of 0.65. The firm’s fifty day moving average price is $119.37 and its two-hundred day moving average price is $109.37. Walmart Inc. has a one year low of $79.81 and a one year high of $134.69. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. During the same quarter last year, the company posted $0.66 EPS. Walmart’s quarterly revenue was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be given a $0.2475 dividend. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. Walmart’s dividend payout ratio is presently 34.31%.

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.