Walmart Inc. $WMT Shares Sold by Syverson Strege & Co

Syverson Strege & Co lessened its stake in shares of Walmart Inc. (NASDAQ:WMT) by 19.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 24,503 shares of the retailer’s stock after selling 6,051 shares during the quarter. Walmart comprises about 0.6% of Syverson Strege & Co’s investment portfolio, making the stock its 21st biggest position. Syverson Strege & Co’s holdings in Walmart were worth $2,525,000 as of its most recent filing with the SEC.

Several other hedge funds also recently bought and sold shares of WMT. Norges Bank purchased a new stake in shares of Walmart in the second quarter valued at $5,367,770,000. Laurel Wealth Advisors LLC increased its position in Walmart by 9,648.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,486,374 shares of the retailer’s stock worth $1,123,138,000 after purchasing an additional 11,368,549 shares in the last quarter. AQR Capital Management LLC increased its position in Walmart by 188.1% during the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares in the last quarter. Amundi raised its stake in Walmart by 20.5% in the 3rd quarter. Amundi now owns 23,497,921 shares of the retailer’s stock valued at $2,413,236,000 after purchasing an additional 4,004,277 shares during the last quarter. Finally, Vanguard Group Inc. raised its stake in Walmart by 0.9% in the 3rd quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock valued at $44,898,368,000 after purchasing an additional 3,835,200 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart won U.S. patents for two machine‑learning systems to inform item pricing — a potential margin and competitive improvement if deployed at scale for dynamic pricing and promotions. Walmart Secures Machine Learning Patents for Pricing Items
• Positive Sentiment: Walmart Marketplace expands capabilities via a verified Doba integration, speeding onboarding and automated dropshipping for sellers — supports marketplace assortment and low‑capital inventory expansion. Doba Announces Verified Technical Integration with Walmart Marketplace to Empower Dropshipping Sellers
• Positive Sentiment: Analyst/media pieces highlight Walmart’s faster‑growing e‑commerce and advertising businesses and its AI initiatives — reinforcing the view of higher‑margin revenue streams beyond physical retail. 1 Stock I Plan to Load Up On in 2026
• Neutral Sentiment: Commentary notes Walmart as a recession‑resilient consumer staple, which supports defensive demand for shares in macro uncertainty — a structural positive but not an immediate catalyst. Predictions Markets Are Pointing to a Potential Recession. 3 Stocks to Buy.
• Negative Sentiment: A shareholder law firm launched an investigation into Walmart’s board over alleged deceptive pay practices for Spark drivers — raises governance, litigation and reputational risk that can pressure the stock until resolved. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)
• Negative Sentiment: Amazon rolled out 1‑hour and 3‑hour shipping in major U.S. markets — intensifying delivery competition and potentially pressuring Walmart’s value proposition and margins on rapid fulfillment. Amazon launches 1-hour shipping in US cities to challenge Walmart
• Negative Sentiment: Walmart‑backed PhonePe paused IPO plans amid Middle East market volatility — delays potential monetization/valuation realization and is a reminder external market conditions can affect Walmart’s non‑core asset strategies. Walmart-backed PhonePe pauses IPO plans as Middle East conflict fuels market volatility
• Negative Sentiment: Analysts warn WMT’s valuation looks rich given the premium multiple assigned for e‑commerce and advertising growth — valuation concerns can amplify downside on disappointing news. Walmart’s Valuation Looks Rich: Should You Stay Invested in the Stock?

Analyst Ratings Changes

Several research firms have issued reports on WMT. Truist Financial raised their price target on shares of Walmart from $127.00 to $139.00 and gave the stock a “buy” rating in a research note on Friday, February 20th. Argus raised shares of Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Wells Fargo & Company restated an “overweight” rating and set a $140.00 target price (up from $130.00) on shares of Walmart in a research report on Tuesday, February 10th. Robert W. Baird lifted their target price on shares of Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a research note on Friday, November 21st. Finally, UBS Group reiterated a “buy” rating and issued a $147.00 price target (up from $135.00) 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 have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $135.76.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Latriece Watkins sold 10,000 shares of the company’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the completion of the sale, the executive vice president directly owned 108,294 shares in the company, valued at $13,153,389.24. This represents a 8.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $126.71, for a total value of $2,460,201.36. Following the completion of the transaction, the director owned 4,023,209 shares in the company, valued at approximately $509,780,812.39. This trade represents a 0.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 265,153 shares of company stock worth $32,465,924. 0.10% of the stock is currently owned by company insiders.

Walmart Trading Down 2.5%

Shares of WMT stock opened at $121.98 on Thursday. The firm’s 50-day simple moving average is $123.83 and its 200-day simple moving average is $112.53. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $134.69. The firm has a market cap of $972.47 billion, a P/E ratio of 44.52, a PEG ratio of 4.66 and a beta of 0.66.

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

Walmart Announces Dividend

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

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.