Snider Financial Group Has $5.20 Million Holdings in Walmart Inc. $WMT

Snider Financial Group lowered its holdings in Walmart Inc. (NASDAQ:WMT) by 12.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 50,421 shares of the retailer’s stock after selling 7,340 shares during the quarter. Walmart makes up 1.4% of Snider Financial Group’s portfolio, making the stock its 21st biggest position. Snider Financial Group’s holdings in Walmart were worth $5,196,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in WMT. ADE LLC raised its holdings in Walmart by 72.2% in the third quarter. ADE LLC now owns 3,663 shares of the retailer’s stock valued at $378,000 after acquiring an additional 1,536 shares in the last quarter. Aberdeen Group plc raised its stake in shares of Walmart by 21.1% in the 3rd quarter. Aberdeen Group plc now owns 3,734,201 shares of the retailer’s stock valued at $387,013,000 after acquiring an additional 650,995 shares during the period. Murphy & Mullick Capital Management Corp boosted its position in Walmart by 7.2% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 5,849 shares of the retailer’s stock worth $602,000 after purchasing an additional 395 shares during the period. Florida Financial Advisors LLC boosted its stake in shares of Walmart by 35.9% in the third quarter. Florida Financial Advisors LLC now owns 35,098 shares of the retailer’s stock valued at $3,618,000 after purchasing an additional 9,267 shares during the period. Finally, Pennsylvania Capital Management Inc. ADV acquired a new stake in Walmart in the third quarter worth $216,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Transactions at Walmart

In other news, SVP David Chojnowski sold 7,000 shares of the stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $106.65, for a total transaction of $746,550.00. Following the sale, the senior vice president owned 136,289 shares in the company, valued at $14,535,221.85. This represents a 4.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the sale, the chief executive officer directly owned 4,315,333 shares of the company’s stock, valued at $482,583,689.39. This trade represents a 0.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 229,196 shares of company stock worth $26,957,858 over the last quarter. Corporate insiders own 0.10% of the company’s stock.

Walmart News Summary

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 Stock Performance

Shares of Walmart stock opened at $133.89 on Friday. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $134.65. The company has a current ratio of 0.80, a quick ratio of 0.24 and a debt-to-equity ratio of 0.39. The business has a fifty day simple moving average of $118.11 and a two-hundred day simple moving average of $108.32. The firm has a market capitalization 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 (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The firm had revenue of $179.50 billion for the quarter, compared to analysts’ expectations of $175.15 billion. During the same period in the previous year, the firm posted $0.58 EPS. The business’s revenue for the quarter was up 5.8% compared to the same quarter last year. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, equities analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on WMT. Deutsche Bank Aktiengesellschaft downgraded shares of Walmart from a “buy” rating to a “hold” rating and set a $119.00 price objective on the stock. in a research note on Thursday, January 8th. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Wednesday, January 21st. BTIG Research increased their price target on Walmart from $125.00 to $140.00 and gave the stock a “buy” rating in a research report on Wednesday. KeyCorp restated an “overweight” rating and set a $145.00 price target (up previously from $128.00) on shares of Walmart in a report on Friday. Finally, Mizuho increased their price objective on shares of Walmart from $125.00 to $137.00 and gave the stock an “outperform” rating in a research report on Monday, February 9th. Thirty-two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $127.74.

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.