Seizert Capital Partners LLC Reduces Holdings in Walmart Inc. $WMT

Seizert Capital Partners LLC cut its position in Walmart Inc. (NASDAQ:WMT) by 2.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 445,584 shares of the retailer’s stock after selling 13,068 shares during the quarter. Walmart accounts for 2.0% of Seizert Capital Partners LLC’s portfolio, making the stock its 21st largest position. Seizert Capital Partners LLC’s holdings in Walmart were worth $45,922,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. CWM LLC lifted its holdings in Walmart by 24.2% in the third quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after acquiring an additional 229,220 shares during the last quarter. Neuberger Berman Group LLC boosted its stake in Walmart by 0.8% during the 2nd quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock valued at $497,771,000 after purchasing an additional 42,645 shares during the period. Harel Insurance Investments & Financial Services Ltd. increased its stake in shares of Walmart by 16.6% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after purchasing an additional 9,061 shares during the period. Aviva PLC raised its stake in Walmart by 16.4% during the 2nd quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock valued at $374,861,000 after acquiring an additional 539,504 shares in the last quarter. Finally, World Investment Advisors grew its stake in shares of Walmart by 5.2% in the third quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock worth $30,286,000 after purchasing an additional 14,487 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research 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 price objective on the stock. in a research note on Thursday, January 8th. Oppenheimer reissued an “outperform” rating and set a $125.00 target price (up previously from $115.00) on shares of Walmart in a report on Thursday, January 8th. Raymond James Financial restated an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. UBS Group set a $130.00 price target on shares of Walmart in a report on Wednesday, December 3rd. Finally, Telsey Advisory Group reiterated an “outperform” rating and issued a $135.00 target price on shares of Walmart in a report on Wednesday, January 14th. Thirty-two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus price target of $123.03.

Walmart Stock Up 1.2%

NASDAQ:WMT opened at $121.15 on Tuesday. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $121.24. The firm has a market capitalization of $965.60 billion, a price-to-earnings ratio of 42.35, a PEG ratio of 5.10 and a beta of 0.66. The company has a current ratio of 0.80, a quick ratio of 0.24 and a debt-to-equity ratio of 0.39. The business’s fifty day moving average price is $111.83 and its 200 day moving average price is $104.74.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, beating the consensus estimate of $0.60 by $0.02. The company had revenue of $179.50 billion for the quarter, compared to analysts’ expectations of $175.15 billion. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The business’s revenue for the quarter was up 5.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Buying and Selling at Walmart

In related news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the completion of the sale, the executive vice president owned 727,155 shares of the company’s stock, valued at approximately $87,251,328.45. This trade represents a 1.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Donna Morris sold 9,384 shares of the business’s 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 $1,127,862.96. Following the completion of the sale, the executive vice president directly owned 536,312 shares of the company’s stock, valued at approximately $64,459,339.28. The trade was a 1.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 135,215 shares of company stock valued at $15,071,810 in the last quarter. Corporate insiders own 0.10% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: PhonePe regulatory approval moves closer to an IPO in India — this could let Walmart monetize or revalue its stake, strengthen international growth narrative, and boost sentiment around WMT’s India exposure. Walmart’s PhonePe Gets Regulatory OK for Indian IPO
• Positive Sentiment: RBC Capital kept an Outperform rating and nudged the price target higher to $126 — a corroborating buy-side signal that may support upside momentum. RBC Capital Retains an Outperform Rating on Walmart Inc. (WMT)
• Positive Sentiment: Analysts/coverage suggest Walmart’s dividend could rise as international (China, India) growth and higher-margin businesses (ad, e‑commerce) expand — supports the income/total-return thesis for long-term investors. Walmart stock dividend may surge thanks to China, India
• Neutral Sentiment: Quarterly earnings preview: market will watch comps, margin guidance and the company’s FY26 EPS range — the report can amplify moves in either direction depending on beats/guide. Walmart earnings preview: What to expect
• Neutral Sentiment: WSJ notes Walmart is upgrading higher-end home goods to attract wealthier shoppers and compete with Amazon — strategic diversification that may lift average transaction values over time but is a longer-term play. Can a $1,699 Espresso Machine Help Walmart Challenge Amazon?
• Neutral Sentiment: Industry/ETF commentary is circulating but not directly company-specific; may influence sector flows rather than WMT fundamentals. Winners & Losers: The ETF Playbook to Glide Trump’s Great Healthcare Plan
• Negative Sentiment: Insider selling reported (EVP sales of ~$166k and ~$1.57M) — while insider sales can be routine, multiple recent disposals can spook short-term traders. Walmart (NASDAQ:WMT) EVP Sells $166,560.00 in Stock Walmart (NASDAQ:WMT) EVP Sells $1,574,868.75 in Stock
• Negative Sentiment: Valuation concerns: commentary that WMT may be overvalued amid recent gains could temper further upside and invite profit-taking if growth expectations slip. Walmart Stock Has Been a Big Winner Recently. But Is It Overvalued Now?

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.