SlateStone Wealth LLC Sells 6,814 Shares of Walmart Inc. $WMT

SlateStone Wealth LLC lowered its position in Walmart Inc. (NASDAQ:WMT) by 9.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 63,754 shares of the retailer’s stock after selling 6,814 shares during the period. SlateStone Wealth LLC’s holdings in Walmart were worth $6,571,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Capital Investment Advisory Services LLC lifted its holdings in Walmart by 1.5% during the third quarter. Capital Investment Advisory Services LLC now owns 52,730 shares of the retailer’s stock worth $5,434,000 after acquiring an additional 762 shares during the period. Financial & Tax Architects LLC increased its position in shares of Walmart by 5.1% during the 3rd quarter. Financial & Tax Architects LLC now owns 85,130 shares of the retailer’s stock valued at $8,773,000 after purchasing an additional 4,094 shares during the last quarter. Waterloo Capital L.P. raised its stake in shares of Walmart by 12.6% during the 3rd quarter. Waterloo Capital L.P. now owns 403,744 shares of the retailer’s stock worth $41,594,000 after purchasing an additional 45,265 shares during the period. Black Diamond Financial LLC boosted its holdings in shares of Walmart by 29.1% in the 3rd quarter. Black Diamond Financial LLC now owns 6,074 shares of the retailer’s stock worth $626,000 after buying an additional 1,369 shares during the last quarter. Finally, Titleist Asset Management LLC increased its holdings in Walmart by 1.4% during the third quarter. Titleist Asset Management LLC now owns 15,470 shares of the retailer’s stock worth $1,594,000 after buying an additional 212 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on WMT shares. KeyCorp restated an “overweight” rating and set a $128.00 price target on shares of Walmart in a research note on Wednesday, January 7th. Morgan Stanley restated an “overweight” rating and issued a $135.00 target price (up previously from $125.00) on shares of Walmart in a research note on Thursday, January 15th. Raymond James Financial reaffirmed an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. Evercore ISI reissued an “outperform” rating and issued a $130.00 price target (up from $125.00) on shares of Walmart in a report on Tuesday. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $129.00 price target (up previously from $122.00) on shares of Walmart in a report on Monday, January 5th. Thirty-two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $124.19.

Walmart Stock Up 1.4%

Shares of WMT traded up $1.81 on Friday, reaching $128.75. The stock had a trading volume of 3,382,373 shares, compared to its average volume of 41,297,801. The company has a 50-day simple moving average of $116.03 and a 200-day simple moving average of $106.83. The firm has a market capitalization of $1.03 trillion, a price-to-earnings ratio of 44.75, a price-to-earnings-growth ratio of 4.89 and a beta of 0.65. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $129.60.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The business had revenue of $179.50 billion for the quarter, compared to analysts’ expectations of $175.15 billion. During the same quarter in the prior year, the company earned $0.58 earnings per share. The business’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. Sell-side analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart joined the trillion‑dollar market‑cap club, a symbolic re‑rating that reflects investor confidence in its omnichannel strategy, technology investments and higher‑margin services. Walmart Just Became the Newest Member of the Trillion-Dollar Club
• Positive Sentiment: Analyses and think‑pieces (Yahoo/Finbold/Zacks coverage) are spotlighting Walmart’s mix shift toward memberships, ads and digital fulfillment as reasons the rally can continue, supporting multiple expansion. Is Walmart Stock a Buy at $1 Trillion?
• Positive Sentiment: Institutional buying: Alecta Pensionsforsakring reported boosting its stake in Walmart, which signals confidence from a large investor. Institutional inflows and ETF rebalances tied to the market‑cap milestone can provide further demand. Alecta Pensionsforsakring boosts stake in Walmart
• Positive Sentiment: Store expansion and vendor rollouts continue (new Next‑Gen Supercenter openings and national product placements), supporting same‑store sales and omni fulfillment capacity. These are steady operational tailwinds. Walmart Opens Next Generation Supercenter in Jacksonville
• Neutral Sentiment: Analyst coverage is broadly positive but consensus price targets sit near current levels; continued upside depends more on execution (membership/ads/margin mix) than multiple expansion alone. WMT Joins the $1 Trillion Club
• Negative Sentiment: Insider selling: EVP Donna Morris disclosed large sales (76,181 shares at ~ $123.79; other filings note ~$2.45M transactions), which can introduce short‑term selling pressure or be read as executives taking gains. Watch for follow‑up filings or patterns. Donna Morris sells 76,181 shares EVP Sells $2,445,400 in Stock
• Negative Sentiment: Valuation and competition risks: Walmart now trades at elevated multiples; Amazon’s push into fast grocery/delivery and commentary that staples stocks may be frothy increase downside risk if execution or margins slip. Amazon intensifies physical grocery push Staples stocks may look frothy (Barron’s)

Insider Buying and Selling at Walmart

In other Walmart news, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $104.75, for a total value of $1,374,843.75. Following the sale, the executive vice president directly owned 879,815 shares of the company’s stock, valued at approximately $92,160,621.25. The trade was a 1.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Friday, December 26th. The stock was sold at an average price of $111.83, for a total value of $2,171,291.28. Following the completion of the transaction, the chief executive officer directly owned 4,315,333 shares of the company’s stock, valued at approximately $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. Insiders have sold 229,196 shares of company stock valued at $26,957,858 in the last ninety days. Corporate insiders own 0.10% of the company’s stock.

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.