Walmart Inc. $WMT Shares Sold by Cresset Asset Management LLC

Cresset Asset Management LLC lessened its stake in shares of Walmart Inc. (NASDAQ:WMT) by 0.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 738,576 shares of the retailer’s stock after selling 6,836 shares during the quarter. Cresset Asset Management LLC’s holdings in Walmart were worth $76,118,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Collier Financial bought a new position in Walmart during the third quarter valued at about $25,000. Access Investment Management LLC acquired a new stake in Walmart in the 2nd quarter valued at about $26,000. Your Advocates Ltd. LLP acquired a new stake in Walmart in the 3rd quarter valued at about $28,000. Redmont Wealth Advisors LLC bought a new position in shares of Walmart during the 3rd quarter valued at about $30,000. Finally, Roble Belko & Company Inc grew its stake in shares of Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts recently commented on the stock. TD Cowen reissued a “buy” rating and set a $145.00 target price (up from $136.00) on shares of Walmart in a research note on Friday, February 20th. Guggenheim reaffirmed a “buy” rating and issued a $120.00 price target (up from $115.00) on shares of Walmart in a report on Friday, November 21st. Royal Bank Of Canada set a $145.00 price objective on Walmart in a research note on Friday, February 20th. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $134.00 target price (up from $129.00) on shares of Walmart in a report on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $134.42.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Bank of America reinstated coverage with a Buy rating and a $150 price target, arguing Walmart is well positioned as a consumer hedge in a bifurcated economy, which supports upside to the stock. The Great Divide: Is Walmart the Ultimate Hedge for 2026?
• Positive Sentiment: Walmart’s Sam’s Club reported a 2.9% sales rise, +5.3% traffic and e‑commerce growth of 23%, signaling membership and digital momentum that should help margins and comps. Walmart’s Sam’s Club Sales Rise 2.9%
• Positive Sentiment: Walmart expanded its grocery/CPG assortment as brands (e.g., Liquid Youth) roll out at select Walmart stores — incremental SKU additions can modestly boost grocery sales and private‑label/commercial partnerships. Liquid Youth™ Expands Retail Footprint with Launch at Target and Walmart
• Neutral Sentiment: Analyst/press pieces highlight Walmart’s durable same‑store sales, wide moat, growth in e‑commerce, digital advertising and AI initiatives — positive fundamentals but already partly reflected in the rally. 3 Things to Know About Walmart Stock Before You Buy
• Neutral Sentiment: Coverage notes and valuation checks question whether the stock has run ahead of fundamentals after a ~32% one‑year rally — investors are debating growth vs. stretched multiples. Is Walmart (WMT) Still Attractive After 32% One Year Share Price Rally?
• Negative Sentiment: Major shareholders sold large blocks: reports show the Walton family trust sold roughly $380M of stock over five days and another report says Walmart’s largest shareholder offloaded about $220M — heavy insider selling can create near‑term supply pressure and raise investor concern. Walton Family Trust Dumps $380 Million in Walmart Stock Over Five Days
• Negative Sentiment: Additional reporting highlights another large ~$220M block sale by a major shareholder, reinforcing the headline risk from concentrated selling. Walmart’s Largest Shareholder Dumps $220 Million in Shares

Walmart Price Performance

Shares of WMT opened at $127.91 on Wednesday. The business’s 50-day moving average is $121.07 and its 200-day moving average is $110.56. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. The company has a market capitalization of $1.02 trillion, a price-to-earnings ratio of 46.68, a P/E/G ratio of 4.73 and a beta of 0.66. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm’s revenue was up 5.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.66 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Equities research analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be issued a dividend of $0.2475 per share. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is currently 34.31%.

Insider Buying and Selling at Walmart

In other news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $129.10, for a total transaction of $1,694,437.50. Following the completion of the sale, the chief executive officer directly owned 591,084 shares in the company, valued at $76,308,944.40. The trade was a 2.17% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Latriece Watkins sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $121.46, for a total value of $1,214,600.00. Following the completion of the sale, the executive vice president directly owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. The trade was a 8.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 259,703 shares of company stock valued at $31,585,043 in the last quarter. Corporate insiders own 0.10% of the company’s stock.

Walmart Company 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.