SMART Wealth LLC Reduces Stock Holdings in Walmart Inc. $WMT

SMART Wealth LLC reduced its stake in shares of Walmart Inc. (NASDAQ:WMT) by 73.8% during the 3rd quarter, Holdings Channel.com reports. The fund owned 5,105 shares of the retailer’s stock after selling 14,386 shares during the quarter. SMART Wealth LLC’s holdings in Walmart were worth $526,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. Collier Financial purchased a new position in Walmart during the 3rd quarter worth $25,000. Access Investment Management LLC purchased a new stake in shares of Walmart in the second quarter valued at about $26,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart during the third quarter worth about $28,000. Roble Belko & Company Inc grew its holdings in shares of Walmart by 212.6% during the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after buying an additional 219 shares during the last quarter. Finally, Manning & Napier Advisors LLC acquired a new position in Walmart in the 3rd quarter valued at about $39,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Up 0.2%

WMT stock opened at $133.89 on Monday. The company has a market cap of $1.07 trillion, a P/E ratio of 46.81, a P/E/G ratio of 5.12 and a beta of 0.65. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $134.65. The company’s 50-day moving average price is $118.11 and its 200 day moving average price is $108.39. 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 (EPS) for the quarter, beating analysts’ consensus estimates of $0.60 by $0.02. The company had revenue of $179.50 billion during 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 quarterly revenue was up 5.8% compared to the same quarter last year. During the same period last year, the company posted $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Activity at Walmart

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $119.17, for a total value of $2,313,804.72. Following the completion of the transaction, the chief executive officer owned 4,274,856 shares in the company, valued at $509,434,589.52. This trade represents a 0.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total value of $2,445,400.00. Following the transaction, the executive vice president directly owned 506,764 shares of the company’s stock, valued at $61,962,034.28. This trade represents a 3.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 227,566 shares of company stock valued at $26,790,653 in the last 90 days. 0.10% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

WMT has been the subject of a number of recent research reports. Evercore reaffirmed an “outperform” rating and set a $130.00 price objective (up from $125.00) on shares of Walmart in a research report on Tuesday, February 3rd. The Goldman Sachs Group set a $121.00 price target on Walmart and gave the stock a “buy” rating in a report on Tuesday, January 13th. Citigroup restated a “buy” rating and set a $147.00 price objective (up previously from $120.00) on shares of Walmart in a research report on Thursday, February 5th. Wall Street Zen downgraded shares of Walmart from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Finally, DA Davidson set a $130.00 price target on shares of Walmart and gave the stock a “buy” rating in a report on Friday, November 21st. Thirty-two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $127.74.

Key Stories 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

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.