Walmart Inc. $WMT Holdings Lifted by Sagespring Wealth Partners LLC

Sagespring Wealth Partners LLC increased its holdings in Walmart Inc. (NASDAQ:WMT) by 7.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 138,177 shares of the retailer’s stock after acquiring an additional 9,988 shares during the period. Sagespring Wealth Partners LLC’s holdings in Walmart were worth $14,240,000 at the end of the most recent reporting period.

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

More Walmart News

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 Price Performance

Shares of NASDAQ:WMT opened at $117.73 on Friday. The company has a market cap of $938.33 billion, a price-to-earnings ratio of 41.16, a PEG ratio of 5.02 and a beta of 0.66. The business has a 50 day moving average price of $113.07 and a 200 day moving average price of $105.26. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $121.62.

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 company had revenue of $179.50 billion during the quarter, compared to analyst estimates of $175.15 billion. During the same period in the previous year, the company earned $0.58 earnings per share. The company’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. Research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Activity

In other news, EVP Donna Morris sold 9,384 shares of the business’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $120.19, for a total transaction of $1,127,862.96. Following the transaction, the executive vice president owned 536,312 shares in the company, valued at approximately $64,459,339.28. The trade was a 1.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 4,315,333 shares of the company’s stock, valued at $482,583,689.39. This represents a 0.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 135,215 shares of company stock worth $15,304,608. Corporate insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on WMT. Sanford C. Bernstein restated an “outperform” rating and set a $129.00 price target (up from $122.00) on shares of Walmart in a report on Monday, January 5th. Telsey Advisory Group restated an “outperform” rating and issued a $135.00 target price on shares of Walmart in a research note on Wednesday, January 14th. TD Cowen reaffirmed a “buy” rating on shares of Walmart in a research report on Wednesday, January 14th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $130.00 price target (up from $120.00) on shares of Walmart in a research note on Friday, December 19th. Finally, Piper Sandler reissued an “overweight” rating and issued a $123.00 price target (up previously from $111.00) on shares of Walmart in a research note on Friday, November 21st. Thirty-two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and an average target price of $123.20.

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.