Sonoma Allocations LLC Takes $937,000 Position in Walmart Inc. $WMT

Sonoma Allocations LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT) during the third quarter, HoldingsChannel reports. The firm bought 8,797 shares of the retailer’s stock, valued at approximately $937,000.

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

Trending Headlines about Walmart

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 Analyst Weigh In

A number of analysts recently weighed in on the stock. Deutsche Bank Aktiengesellschaft cut shares of Walmart from a “buy” rating to a “hold” rating and set a $119.00 target price on the stock. in a research note on Thursday. Bank of America upped their price objective on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research note on Wednesday, September 17th. Jefferies Financial Group reissued a “buy” rating on shares of Walmart in a report on Tuesday, December 9th. BTIG Research restated a “buy” rating and set a $125.00 target price (up previously from $120.00) on shares of Walmart in a research report on Friday, November 21st. Finally, Evercore ISI set a $120.00 price target on Walmart and gave the company an “outperform” rating in a research report on Tuesday, December 16th. Thirty-two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $122.37.

Insider Activity

In other Walmart news, EVP Daniel J. Bartlett sold 1,425 shares of the firm’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $117.00, for a total value of $166,725.00. Following the completion of the sale, the executive vice president owned 641,363 shares in the company, valued at approximately $75,039,471. This trade represents a 0.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Friday, December 26th. The stock was sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the completion of the transaction, the chief executive officer directly owned 4,315,333 shares of the company’s stock, valued at approximately $482,583,689.39. This represents a 0.45% 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. 0.10% of the stock is currently owned by insiders.

Walmart Stock Up 1.3%

NASDAQ WMT opened at $114.53 on Friday. The stock’s 50 day simple moving average is $109.73 and its 200 day simple moving average is $103.77. Walmart Inc. has a one year low of $79.81 and a one year high of $117.45. The firm has a market cap of $912.82 billion, a PE ratio of 40.05, a price-to-earnings-growth ratio of 5.29 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 posted its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. The company had revenue of $179.50 billion for the quarter, compared to analyst estimates of $175.15 billion. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The business’s revenue was up 5.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share 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.