Sentry Investment Management LLC Sells 5,692 Shares of Walmart Inc. $WMT

Sentry Investment Management LLC lowered its stake in shares of Walmart Inc. (NASDAQ:WMT) by 32.6% during the third quarter, Holdings Channel.com reports. The firm owned 11,788 shares of the retailer’s stock after selling 5,692 shares during the quarter. Walmart makes up about 0.8% of Sentry Investment Management LLC’s investment portfolio, making the stock its 18th biggest position. Sentry Investment Management LLC’s holdings in Walmart were worth $1,213,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Revolve Wealth Partners LLC increased its position in shares of Walmart by 1.0% during the third quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock worth $1,023,000 after purchasing an additional 96 shares in the last quarter. Atlas Legacy Advisors LLC grew its stake in Walmart by 1.1% during the 2nd quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock worth $851,000 after buying an additional 98 shares during the last quarter. Meridian Wealth Partners LLC increased its position in Walmart by 2.1% during the 2nd quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock valued at $470,000 after buying an additional 99 shares in the last quarter. Hemington Wealth Management raised its stake in Walmart by 1.8% in the third quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after buying an additional 99 shares during the last quarter. Finally, Boomfish Wealth Group LLC boosted its holdings in Walmart by 2.7% in the third quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock worth $381,000 after acquiring an additional 99 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart joined the trillion‑dollar market‑cap club, a symbolic re‑rating that reflects investor confidence in its omnichannel strategy, technology investments and higher‑margin services. Walmart Just Became the Newest Member of the Trillion-Dollar Club
• Positive Sentiment: Analyses and think‑pieces (Yahoo/Finbold/Zacks coverage) are spotlighting Walmart’s mix shift toward memberships, ads and digital fulfillment as reasons the rally can continue, supporting multiple expansion. Is Walmart Stock a Buy at $1 Trillion?
• Positive Sentiment: Institutional buying: Alecta Pensionsforsakring reported boosting its stake in Walmart, which signals confidence from a large investor. Institutional inflows and ETF rebalances tied to the market‑cap milestone can provide further demand. Alecta Pensionsforsakring boosts stake in Walmart
• Positive Sentiment: Store expansion and vendor rollouts continue (new Next‑Gen Supercenter openings and national product placements), supporting same‑store sales and omni fulfillment capacity. These are steady operational tailwinds. Walmart Opens Next Generation Supercenter in Jacksonville
• Neutral Sentiment: Analyst coverage is broadly positive but consensus price targets sit near current levels; continued upside depends more on execution (membership/ads/margin mix) than multiple expansion alone. WMT Joins the $1 Trillion Club
• Negative Sentiment: Insider selling: EVP Donna Morris disclosed large sales (76,181 shares at ~ $123.79; other filings note ~$2.45M transactions), which can introduce short‑term selling pressure or be read as executives taking gains. Watch for follow‑up filings or patterns. Donna Morris sells 76,181 shares EVP Sells $2,445,400 in Stock
• Negative Sentiment: Valuation and competition risks: Walmart now trades at elevated multiples; Amazon’s push into fast grocery/delivery and commentary that staples stocks may be frothy increase downside risk if execution or margins slip. Amazon intensifies physical grocery push Staples stocks may look frothy (Barron’s)

Insider Transactions at Walmart

In related news, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. This represents a 3.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $104.75, for a total value of $1,374,843.75. Following the completion of the sale, the executive vice president directly owned 879,815 shares in the company, valued at approximately $92,160,621.25. The trade was a 1.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 229,196 shares of company stock worth $26,957,858 over the last quarter. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on WMT shares. Telsey Advisory Group restated an “outperform” rating and set a $135.00 price objective on shares of Walmart in a report on Wednesday, January 14th. Jefferies Financial Group reissued a “buy” rating and set a $132.00 target price on shares of Walmart in a research report on Tuesday. Evercore ISI reaffirmed an “outperform” rating and issued a $130.00 price target (up previously from $125.00) on shares of Walmart in a report on Tuesday. Robert W. Baird lifted their price objective on shares of Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a research note on Friday, November 21st. Finally, Barclays reissued an “overweight” rating and set a $125.00 price objective (up from $108.00) on shares of Walmart in a report on Thursday, January 8th. Thirty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $124.19.

Walmart Price Performance

NASDAQ:WMT opened at $127.93 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24. The company has a 50 day moving average price of $116.03 and a 200-day moving average price of $106.83. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $129.60. The firm has a market cap of $1.02 trillion, a price-to-earnings ratio of 44.73, a price-to-earnings-growth ratio of 4.89 and a beta of 0.65.

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, topping analysts’ consensus estimates of $0.60 by $0.02. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The firm had revenue of $179.50 billion for the quarter, compared to the consensus estimate of $175.15 billion. During the same period in the prior year, the firm posted $0.58 earnings per share. The firm’s quarterly revenue was up 5.8% compared to the same quarter last year. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities research analysts forecast that Walmart Inc. will post 2.55 EPS for the current 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.