Parcion Private Wealth LLC Has $835,000 Holdings in Walmart Inc. $WMT

Parcion Private Wealth LLC lifted its stake in Walmart Inc. (NASDAQ:WMT) by 127.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 8,105 shares of the retailer’s stock after acquiring an additional 4,543 shares during the period. Parcion Private Wealth LLC’s holdings in Walmart were worth $835,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Access Investment Management LLC acquired a new position in Walmart in the 2nd quarter valued at $26,000. PFS Partners LLC boosted its holdings in Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after acquiring an additional 233 shares during the period. Ridgewood Investments LLC grew its position in shares of Walmart by 55.3% in the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after purchasing an additional 115 shares during the last quarter. Livelsberger Financial Advisory bought a new position in shares of Walmart in the second quarter worth about $44,000. Finally, Harbor Asset Planning Inc. acquired a new position in shares of Walmart during the 2nd quarter worth about $46,000. Institutional investors own 26.76% of the company’s stock.

Key Stores Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s advertising business grew rapidly this quarter — ad sales jumped ~53%, helping lift margins and diversify the company’s profit mix, which could support higher long-term operating leverage. Walmart’s Ad Sales Jump 53%: Is Advertising Becoming a Profit Engine?
• Positive Sentiment: Broader retail strength from a record holiday shopping season (holiday sales topping $1T) is a tailwind for large discount retailers like Walmart and could support comps and market share in 2026. Holiday Sales Boom: 4 Retail Stocks Ready for 2026 Gains
• Negative Sentiment: A newly reported lawsuit is being called a major near-term headwind and is cited in market coverage as a key reason for the stock’s decline today; legal risk and potential liabilities are prompting investor caution. Walmart Stock Is Falling — New Lawsuit Is Hurting The Most
• Negative Sentiment: A bearish take projecting Walmart shares to $80 surfaced, which may amplify negative sentiment by highlighting valuation downside and feeding momentum selling. Walmart Stock To $80?
• Negative Sentiment: Recent insider selling by an EVP (transactions totaling roughly $1.97M across filings) has been reported; while insider sales aren’t proof of company problems, they often prompt short-term selling or concern among investors. Insider Selling: Walmart (NASDAQ:WMT) EVP Sells $1,508,193.75 in Stock Walmart (NASDAQ:WMT) EVP Sells $460,840.00 in Stock

Insider Buying and Selling at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction on Thursday, September 25th. The shares were sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the completion of the sale, the chief executive officer owned 4,373,576 shares in the company, valued at approximately $451,396,778.96. The trade was a 0.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $101.63, for a total value of $406,520.00. Following the completion of the transaction, the executive vice president directly owned 1,040,455 shares in the company, valued at approximately $105,741,441.65. This trade represents a 0.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 127,828 shares of company stock valued at $13,745,625 in the last three months. Insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have commented on WMT. Jefferies Financial Group reaffirmed a “buy” rating on shares of Walmart in a research report on Tuesday, December 9th. Cowen reaffirmed a “buy” rating on shares of Walmart in a research report on Tuesday, December 9th. Sanford C. Bernstein reissued an “outperform” rating and issued a $122.00 price target (up from $118.00) on shares of Walmart in a report on Friday, November 21st. Truist Financial set a $127.00 price objective on shares of Walmart in a report on Wednesday, December 17th. Finally, Telsey Advisory Group reaffirmed an “outperform” rating and set a $135.00 price objective on shares of Walmart in a research report on Wednesday, December 17th. Thirty-one equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and an average target price of $120.54.

Walmart Price Performance

NASDAQ:WMT opened at $110.90 on Wednesday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. The company has a 50-day moving average of $107.89 and a 200-day moving average of $102.30. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $117.45. The company has a market capitalization of $883.89 billion, a price-to-earnings ratio of 38.78, a PEG ratio of 5.20 and a beta of 0.64.

Walmart (NASDAQ:WMT) last posted 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. The business had revenue of $179.50 billion for the quarter, compared to analysts’ expectations of $175.15 billion. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The firm’s quarterly revenue was up 5.8% compared to the same quarter last year. During the same quarter last year, the business earned $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, equities research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

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.