Walmart Inc. $WMT Shares Sold by Sound Financial Strategies Group LLC

Sound Financial Strategies Group LLC lessened its holdings in Walmart Inc. (NASDAQ:WMT) by 62.3% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 3,095 shares of the retailer’s stock after selling 5,123 shares during the period. Sound Financial Strategies Group LLC’s holdings in Walmart were worth $319,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC raised its stake in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after purchasing an additional 485 shares during the period. Peterson Wealth Management increased its holdings in Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Jones Financial Companies Lllp raised its position in Walmart by 40.5% in the first quarter. Jones Financial Companies Lllp now owns 461,806 shares of the retailer’s stock valued at $39,419,000 after purchasing an additional 133,134 shares during the period. Finally, Nova Wealth Management Inc. lifted its stake in Walmart by 93.1% during the first quarter. Nova Wealth Management Inc. now owns 585 shares of the retailer’s stock worth $51,000 after purchasing an additional 282 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Barclays reiterated its Buy rating on WMT, reinforcing institutional confidence in Walmart’s outlook and supporting demand for the stock. Read More.
• Positive Sentiment: Mizuho raised its price target to $125 (from $115) and kept an Outperform/Overweight view, signaling upward analyst momentum that can boost buying interest. Read More.
• Positive Sentiment: Wells Fargo also lifted its target to $130 and remains constructive on Walmart, adding to the analyst support narrative behind the rally. Read More.
• Positive Sentiment: Walmart launched “Better Care Services,” a digital healthcare platform and lowered prices on some health items — a strategic push that could expand margins and services revenue over time. Analysts are re-assessing valuation with this new health push in mind. Read More.
• Positive Sentiment: Walmart added Shishir Mehrotra (ex-Grammarly/Superhuman) to its board — a governance move emphasizing AI and e‑commerce expertise that investors view as strengthening Walmart’s tech roadmap. Read More.
• Neutral Sentiment: Walmart launched a celebrity fashion line (Millie Bobby Brown) aimed at teens and young women — a branding/merchandising boost but likely modest near-term financial impact. Read More.
• Neutral Sentiment: Market coverage notes (Zacks, Kalkine, AmericanBankingNews) show elevated investor attention and a consensus “moderate buy,” which keeps the stock in focus but doesn’t single-handedly move fundamentals. Read More.
• Negative Sentiment: Amazon received approval to build a 225,000 sq ft Walmart-style supercenter near Chicago that would blend in-store shopping with fulfillment — a clear competitive threat to Walmart’s grocery and omnichannel footprint in key markets. Read More.
• Negative Sentiment: Deutsche Bank downgraded Walmart from Buy to Hold with a $119 target, signaling some analyst caution (limits upside relative to recent price moves) and adding selling pressure for more risk‑sensitive investors. Read More.

Wall Street Analysts Forecast Growth

WMT has been the subject of several research analyst reports. DA Davidson set a $130.00 price target on Walmart and gave the stock a “buy” rating in a research report on Friday, November 21st. Truist Financial set a $127.00 target price on Walmart in a research note on Wednesday, December 17th. Tigress Financial raised their target price on Walmart from $125.00 to $130.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Oppenheimer reiterated an “outperform” rating and set a $125.00 price target (up from $115.00) on shares of Walmart in a research note on Thursday. Finally, BMO Capital Markets increased their price target on shares of Walmart from $110.00 to $125.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Thirty-two analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $122.37.

Insider Activity

In other Walmart news, EVP John R. Furner sold 13,125 shares of the stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $107.78, for a total value of $1,414,612.50. Following the sale, the executive vice president directly owned 892,940 shares of the company’s stock, valued at approximately $96,241,073.20. This represents a 1.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $101.63, for a total transaction of $406,520.00. Following the completion of the sale, the executive vice president owned 1,040,455 shares in the company, valued at $105,741,441.65. The trade was a 0.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 125,628 shares of company stock worth $13,690,065. Insiders own 0.10% of the company’s stock.

Walmart Price Performance

Shares of NASDAQ WMT opened at $114.53 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 market cap of $912.82 billion, a price-to-earnings ratio of 40.05, a price-to-earnings-growth ratio of 5.22 and a beta of 0.66. The stock’s 50-day moving average is $109.73 and its two-hundred day moving average is $103.73. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $117.45.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data 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. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The business had revenue of $179.50 billion during the quarter, compared to analysts’ expectations of $175.15 billion. During the same quarter last year, the business posted $0.58 EPS. The business’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. Analysts forecast that Walmart Inc. will post 2.55 EPS 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.