Walmart Inc. $WMT Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC cut its holdings in Walmart Inc. (NASDAQ:WMT) by 43.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 58,243 shares of the retailer’s stock after selling 45,567 shares during the quarter. Simplicity Wealth LLC’s holdings in Walmart were worth $6,002,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Revolve Wealth Partners LLC grew its position in Walmart by 1.0% during the 3rd 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 during the last quarter. Atlas Legacy Advisors LLC lifted its stake in shares of Walmart by 1.1% during the second 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 period. Meridian Wealth Partners LLC grew its holdings in shares of Walmart by 2.1% during the second 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 during the last quarter. Hemington Wealth Management increased its position in shares of Walmart by 1.8% in the 3rd quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after acquiring an additional 99 shares during the period. Finally, Boomfish Wealth Group LLC raised its stake in Walmart by 2.7% in the 3rd quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock worth $381,000 after acquiring an additional 99 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Activity at Walmart

In other Walmart news, SVP David Chojnowski sold 7,000 shares of the firm’s stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $106.65, for a total value of $746,550.00. Following the sale, the senior vice president directly owned 136,289 shares of the company’s stock, valued at approximately $14,535,221.85. This trade represents a 4.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Donna Morris sold 9,384 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total value of $1,127,862.96. Following the transaction, the executive vice president directly owned 536,312 shares of the company’s stock, valued at approximately $64,459,339.28. The trade was a 1.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 115,799 shares of company stock valued at $12,990,803 in the last ninety days. 0.10% of the stock is currently owned by company insiders.

Walmart Stock Performance

WMT opened at $119.36 on Thursday. The firm has a fifty day moving average price of $112.46 and a 200 day moving average price of $104.98. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $121.62. The stock has a market cap of $951.32 billion, a P/E ratio of 41.73, a P/E/G ratio of 5.06 and a beta of 0.66. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, beating 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 company had revenue of $179.50 billion during the quarter, compared to analysts’ expectations of $175.15 billion. During the same quarter in the previous year, the company earned $0.58 earnings per share. The firm’s revenue for the quarter was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s Marketplace launched a curated Premium Musical Instrument Shop to attract higher-margin brands and broaden its online assortment — a move aimed at improving marketplace mix and digital revenue growth. Walmart Marketplace Expands into Premium Musical Instruments
• Positive Sentiment: Company updates (new leadership and AI initiatives) and a push into premium categories were highlighted, signaling continued investment in digital capabilities and curated offerings that can accelerate online growth. Walmart Expands Marketplace With Premium Music Gear, New Leadership, AI Push
• Positive Sentiment: PhonePe — the Walmart-backed Indian payments firm — reportedly received SEBI approval for its IPO filing, which could unlock significant value for Walmart’s investment and be a longer-term catalyst. Walmart-backed PhonePe gets SEBI approval for India IPO, sources say
• Positive Sentiment: Zacks reports Walmart’s digital sales rose strongly (around 20–27% cited), driven by faster delivery, marketplace growth and membership adoption — supporting revenue growth expectations. WMT Sees Broad-Based Digital Gains
• Positive Sentiment: Truist raised its price target for WMT to $127 (from $119) while keeping a Hold rating, signaling some analyst confidence in the company’s multi-channel performance. Walmart Gets Price Target Hike
• Neutral Sentiment: Viking Revolution expanded into 900 Walmart stores — a distribution win that supports assortment breadth but is a modest near-term revenue contributor. Viking Revolution Launches in 900 Walmart Locations
• Neutral Sentiment: Zacks and other outlets ran broader retail/earnings-tool pieces and earnings previews that mention Walmart in the context of industry-wide screening tools or previews — useful context but not immediate company-specific catalysts. Why Investors Need to Take Advantage of These 2 Retail and Wholesale Stocks Now
• Negative Sentiment: Forbes published a multi-factor sell case, projecting a $83 target and arguing it may be time to divest — a bearish take that increases perceived downside risk, especially given WMT’s elevated valuation (P/E ~41.7). Buy Or Sell Walmart Stock?

Wall Street Analysts Forecast Growth

Several analysts have weighed in on WMT shares. KeyCorp reiterated an “overweight” rating and set a $128.00 price target on shares of Walmart in a research note on Wednesday, January 7th. Telsey Advisory Group reiterated an “outperform” rating and issued a $135.00 price target on shares of Walmart in a report on Wednesday, January 14th. Robert W. Baird lifted their price objective on shares of Walmart from $110.00 to $121.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. JPMorgan Chase & Co. increased their price objective on shares of Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a research note on Friday, November 21st. Finally, Raymond James Financial reissued an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. Thirty-two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and a consensus target price of $123.03.

Walmart 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.