Walmart Inc. $WMT Stake Cut by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG cut its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 6.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 377,024 shares of the retailer’s stock after selling 25,905 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in Walmart were worth $38,856,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the business. Brighton Jones LLC grew its holdings in shares of Walmart by 28.8% during 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 in the last quarter. Revolve Wealth Partners LLC boosted its position in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management grew its stake in Walmart by 3.5% in the first 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 in the last quarter. Sivia Capital Partners LLC increased its position in Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Charles Schwab Trust Co raised its stake in shares of Walmart by 2.4% during the 2nd quarter. Charles Schwab Trust Co now owns 20,775 shares of the retailer’s stock worth $2,031,000 after purchasing an additional 483 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Down 0.1%

Walmart stock opened at $117.64 on Tuesday. 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 Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $121.62. The firm has a fifty day moving average price of $113.36 and a two-hundred day moving average price of $105.47. The firm has a market cap of $937.61 billion, a price-to-earnings ratio of 41.13, a P/E/G ratio of 5.02 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued 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. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The company had revenue of $179.50 billion for the quarter, compared to the consensus estimate of $175.15 billion. During the same period last year, the business posted $0.58 earnings per share. The firm’s 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. As a group, analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: MarketBeat argues Walmart is rallying because core fundamentals (advertising growth, automation, e‑commerce gains), dividend durability and institutional buying are outweighing recent insider sales — a bullish narrative supporting higher valuation. Why Walmart Continues to Rally While Executives Sell the Stock
• Positive Sentiment: Zacks upgraded WMT to a Rank #2 (Buy), signaling improving earnings expectations and giving the stock near-term analyst-driven support. Walmart (WMT) Upgraded to Buy: What Does It Mean for the Stock?
• Positive Sentiment: Analyst commentary and educational pieces (Zacks, MSN) reiterate Walmart’s long‑term value case — trade‑down resilience, consistent dividend increases and a pivot toward higher‑margin ad/tech revenue that can justify a premium multiple. Why Walmart (WMT) is a Top Value Stock for the Long-Term
• Neutral Sentiment: Benzinga flags elevated options activity — this can indicate directional bets or hedging by traders but is ambiguous until large, persistent positioning is confirmed. Decoding Walmart’s Options Activity: What’s the Big Picture?
• Neutral Sentiment: Personal finance pieces (Yahoo/MSN/Fool) highlighting long‑term returns and Walmart vs. Target comparisons keep retail investors focused on WMT as a defensive, stable holding; these stories support steady demand but are unlikely to cause big near‑term moves. If You Invested $1000 in Walmart a Decade Ago, This is How Much It’d Be Worth Now
• Neutral Sentiment: Articles that summarize broker commentary remind investors that sell‑side ratings and writeups can nudge flows, but the market reaction depends on conviction and breadth of analyst changes. Brokers Suggest Investing in Walmart (WMT): Read This Before Placing a Bet
• Negative Sentiment: Insider selling is the main bearish headline: CEO Doug McMillon sold ~19,416 shares (~$2.3M) and other execs have sold recently — this can spook retail investors even if it’s explained by leadership transition or diversification. Insider Selling: Walmart (NASDAQ:WMT) CEO Sells $2,313,804.72 in Stock C Douglas Mcmillon Sells 19,416 Shares of Walmart (NASDAQ:WMT) Stock

Insider Buying and Selling

In other news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $114.91, for a total transaction of $1,508,193.75. Following the completion of the transaction, the executive vice president directly owned 733,841 shares in the company, valued at $84,325,669.31. The trade was a 1.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Daniel Danker sold 4,365 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $120.19, for a total value of $524,629.35. Following the completion of the sale, the executive vice president directly owned 238,583 shares of the company’s stock, valued at $28,675,290.77. This represents a 1.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 135,215 shares of company stock worth $15,304,608. 0.10% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

WMT has been the subject of several recent research reports. KeyCorp reissued an “overweight” rating and issued a $128.00 price target on shares of Walmart in a research note on Wednesday, January 7th. Mizuho set a $125.00 target price on shares of Walmart and gave the stock an “outperform” rating in a research report on Monday, January 5th. Barclays restated an “overweight” rating and set a $125.00 price target (up previously from $108.00) on shares of Walmart in a report on Thursday, January 8th. Tigress Financial lifted their price objective on shares of Walmart from $130.00 to $135.00 and gave the company a “buy” rating in a research note on Friday. Finally, Guggenheim reissued a “buy” rating and set a $120.00 target price (up from $115.00) on shares of Walmart in a research report 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. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target 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.