SMART Wealth LLC Reduces Position in Walmart Inc. $WMT

SMART Wealth LLC decreased its position in Walmart Inc. (NASDAQ:WMT) by 73.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,105 shares of the retailer’s stock after selling 14,386 shares during the period. SMART Wealth LLC’s holdings in Walmart were worth $526,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in WMT. Collier Financial purchased a new position in shares of Walmart during the third quarter worth $25,000. Access Investment Management LLC purchased a new stake in shares of Walmart in the second quarter worth about $26,000. Your Advocates Ltd. LLP acquired a new stake in Walmart during the third quarter worth about $28,000. Roble Belko & Company Inc raised its position in Walmart by 212.6% during the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after acquiring an additional 219 shares in the last quarter. Finally, Manning & Napier Advisors LLC acquired a new position in Walmart in the third quarter valued at approximately $39,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Price Performance

Walmart stock opened at $133.89 on Monday. 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 stock has a market cap of $1.07 trillion, a P/E ratio of 46.81, a PEG ratio of 5.12 and a beta of 0.65. The company has a 50-day moving average price of $118.11 and a 200 day moving average price of $108.39. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $134.65.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 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 business had revenue of $179.50 billion for the quarter, compared to analyst estimates of $175.15 billion. During the same quarter in the prior year, the company posted $0.58 EPS. The company’s quarterly revenue was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Sell-side analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Buying and Selling

In other Walmart news, SVP David Chojnowski sold 7,000 shares of the business’s stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $106.65, for a total transaction of $746,550.00. Following the completion of the transaction, the senior vice president owned 136,289 shares in the company, valued at $14,535,221.85. The trade was a 4.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP John D. Rainey sold 20,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the completion of the sale, the executive vice president owned 506,764 shares in the company, valued at $61,962,034.28. The trade was a 3.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 227,566 shares of company stock worth $26,790,653 over the last three months. 0.10% of the stock is owned by insiders.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on WMT shares. TD Cowen reaffirmed a “buy” rating on shares of Walmart in a report on Wednesday, January 14th. BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. CICC Research initiated coverage on Walmart in a research note on Friday, December 26th. They issued an “outperform” rating and a $125.00 price target for the company. Jefferies Financial Group reaffirmed a “buy” rating and issued a $132.00 price target on shares of Walmart in a report on Tuesday, February 3rd. Finally, Deutsche Bank Aktiengesellschaft downgraded shares of Walmart from a “buy” rating to a “hold” rating and set a $119.00 price target for the company. in a research report on Thursday, January 8th. Thirty-two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and an average target price of $127.74.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Oppenheimer raised its price target to $140 and kept an Outperform stance, citing a solid Q4 outlook — this helped underpin investor optimism. Oppenheimer price target increased
• Positive Sentiment: Coverage-driven buying: reports noted WMT trading higher after analyst upgrades, which can attract short-term flows ahead of earnings. Walmart trading higher after upgrade
• Positive Sentiment: Telsey Advisory reaffirmed an Outperform and set a $135 target, reinforcing the buy-side narrative that execution improvements (esp. e?commerce/AI) justify support. Telsey reaffirmation
• Neutral Sentiment: Analyst projections and previews (Zacks) suggest key metrics point to a likely beat on some lines, but they highlight modest growth — expectations are elevated going into Q4. Zacks analyst projections
• Neutral Sentiment: Walmart will host its Q4 earnings call on Feb. 19 — this event is the immediate catalyst for volatility as investors weigh AI-driven margin commentary against guidance. Earnings call announcement
• Neutral Sentiment: PRIMECAP trimmed its stake slightly — notable as an institutional action but not large enough to indicate a major shift in ownership stance. PRIMECAP trims stake
• Neutral Sentiment: Market commentary (Reuters) frames Walmart amid broader AI-driven volatility — investors are watchful for any guidance or AI-related execution risks discussed on the call. Wall St week ahead
• Negative Sentiment: A Seeking Alpha piece downgraded WMT, arguing the stock trades at a rich ~50x blended P/E despite execution gains from AI — valuation concerns could cap upside if growth disappoints. Seeking Alpha downgrade
• Negative Sentiment: Estée Lauder filed suit alleging counterfeit products sold via Walmart’s marketplace — potential reputational, legal, and marketplace-control implications that investors will watch closely. Estée Lauder sues Walmart

About Walmart

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.