Walmart Inc. $WMT Stock Position Increased by Sagespring Wealth Partners LLC

Sagespring Wealth Partners LLC grew its position in Walmart Inc. (NASDAQ:WMT) by 7.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 138,177 shares of the retailer’s stock after purchasing an additional 9,988 shares during the period. Sagespring Wealth Partners LLC’s holdings in Walmart were worth $14,240,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the business. Mendel Capital Management LLC grew its holdings in Walmart by 0.4% in the 3rd quarter. Mendel Capital Management LLC now owns 53,230 shares of the retailer’s stock worth $5,486,000 after buying an additional 227 shares in the last quarter. International Assets Investment Management LLC raised its stake in Walmart by 0.5% during the 3rd quarter. International Assets Investment Management LLC now owns 79,146 shares of the retailer’s stock valued at $7,775,000 after acquiring an additional 379 shares in the last quarter. Biltmore Family Office LLC boosted its position in Walmart by 0.6% during the 3rd quarter. Biltmore Family Office LLC now owns 19,338 shares of the retailer’s stock worth $1,993,000 after acquiring an additional 107 shares during the period. GDS Wealth Management grew its stake in shares of Walmart by 3.5% in the third quarter. GDS Wealth Management now owns 294,813 shares of the retailer’s stock worth $30,383,000 after purchasing an additional 9,966 shares in the last quarter. Finally, Kanawha Capital Management LLC increased its holdings in shares of Walmart by 3.9% during the third quarter. Kanawha Capital Management LLC now owns 63,768 shares of the retailer’s stock valued at $6,572,000 after purchasing an additional 2,381 shares during the period. Institutional investors own 26.76% of the company’s stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Tigress Financial raised its price target on WMT from $130 to $135 and kept a “buy” rating, implying roughly a mid-teens upside vs. current levels — a catalyst that can attract momentum and fund flows. Tigress price target raise
• Neutral Sentiment: Coverage pieces from Zacks highlight WMT as a growth/retail pick and promote using their Earnings ESP tool to find potential upside ahead of quarters — these pieces can bolster investor interest but are promotional rather than firm-moving. Zacks Earnings ESP article
• Neutral Sentiment: Another Zacks piece profiles Walmart as a “strong growth stock” using its style scores — supportive for longer-term investor narratives but unlikely to move the stock materially on its own. Zacks growth profile
• Neutral Sentiment: A Yahoo video piece outlines three priorities for Walmart’s CEO to maintain momentum — useful context on management focus that may shape execution expectations but not an immediate market mover. Yahoo CEO priorities video
• Negative Sentiment: CEO C. Douglas McMillon sold 19,416 shares for about $2.31M (reported 1/22). The sale reduced his stake by ~0.45% — a modest ownership decline but an optics negative that can weigh on sentiment when combined with near-term weakness. SEC Form 4: McMillon sale
• Negative Sentiment: Market reports note recent short-term share weakness (a daily slide reported on 1/22). That intraday/short-term weakness can amplify selling even as fundamentals remain intact. Zacks: stock slides

Walmart Trading Down 0.1%

Shares of NASDAQ:WMT opened at $117.73 on Friday. 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 stock has a market capitalization of $938.33 billion, a price-to-earnings ratio of 41.16, a PEG ratio of 5.02 and a beta of 0.66. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $121.62. The company has a 50 day moving average price of $113.07 and a 200 day moving average price of $105.26.

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 company 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 revenue was up 5.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, research analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, SVP David Chojnowski sold 7,000 shares of Walmart stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $106.65, for a total value of $746,550.00. Following the transaction, the senior vice president 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 position. The sale 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 company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $114.91, for a total transaction of $1,508,193.75. Following the sale, the executive vice president directly owned 733,841 shares of the company’s stock, valued at $84,325,669.31. This represents a 1.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 135,215 shares of company stock worth $15,304,608 over the last three months. Company insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Barclays reaffirmed an “overweight” rating and issued a $125.00 price objective (up previously from $108.00) on shares of Walmart in a report on Thursday, January 8th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $129.00 price objective (up from $122.00) on shares of Walmart in a report on Monday, January 5th. Deutsche Bank Aktiengesellschaft lowered 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 restated a “buy (b)” rating on shares of Walmart in a research report on Wednesday. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $135.00 price target (up from $125.00) on shares of Walmart in a research note on Thursday, January 15th. Thirty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, Walmart has an average rating of “Moderate Buy” and an average price target of $123.20.

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.