Sfmg LLC Sells 7,500 Shares of Walmart Inc. $WMT

Sfmg LLC lessened its stake in shares of Walmart Inc. (NASDAQ:WMT) by 6.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 109,619 shares of the retailer’s stock after selling 7,500 shares during the period. Walmart accounts for approximately 0.8% of Sfmg LLC’s holdings, making the stock its 20th biggest position. Sfmg LLC’s holdings in Walmart were worth $12,213,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in WMT. Fox Run Management L.L.C. bought a new position in shares of Walmart in the 3rd quarter valued at about $1,709,000. Van ECK Associates Corp lifted its holdings in shares of Walmart by 2.9% in the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock valued at $104,182,000 after acquiring an additional 28,026 shares during the last quarter. Life Cycle Investment Partners Ltd bought a new position in shares of Walmart in the 4th quarter valued at about $40,855,000. Tennessee Valley Asset Management Partners lifted its holdings in shares of Walmart by 466.6% in the 3rd quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer’s stock valued at $1,375,000 after acquiring an additional 10,988 shares during the last quarter. Finally, King Luther Capital Management Corp lifted its holdings in shares of Walmart by 8.8% in the 4th quarter. King Luther Capital Management Corp now owns 1,415,423 shares of the retailer’s stock valued at $157,692,000 after acquiring an additional 113,952 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently commented on the stock. HSBC downgraded shares of Walmart from a “buy” rating to a “hold” rating and increased their price target for the company from $122.00 to $131.00 in a report on Friday, February 20th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $137.00 price target (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Rothschild & Co Redburn set a $150.00 price objective on shares of Walmart in a research report on Tuesday, February 17th. Craig Hallum set a $150.00 price objective on shares of Walmart in a research note on Friday, March 6th. Finally, Argus raised shares of Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $138.85.

Insider Buying and Selling at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the transaction, the executive vice president directly owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. This trade represents a 0.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares in the company, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 137,008 shares of company stock valued at $17,048,504. 0.10% of the stock is owned by corporate insiders.

Walmart Stock Down 2.6%

Shares of NASDAQ WMT opened at $115.75 on Friday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The company has a market cap of $922.64 billion, a P/E ratio of 40.61, a PEG ratio of 4.32 and a beta of 0.65. Walmart Inc. has a 1 year low of $93.43 and a 1 year high of $135.15. The firm has a 50-day simple moving average of $126.11 and a two-hundred day simple moving average of $120.61.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.66. The business had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter last year, the firm earned $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Research analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Sam’s Club reported strong member engagement, with its Member’s Mark community topping 150,000 participants, highlighting growth in Walmart’s warehouse-club business and its ability to build loyalty around private-label products. Sam’s Club’s Member’s Mark Community Surges to Over 150000 Participants
• Positive Sentiment: Commentary from market watchers suggested Walmart’s recent pullback could be a buying opportunity, with analysts still pointing to meaningful upside versus current trading levels. Why the Walmart Dip Is the Best Buying Opportunity of 2026
• Neutral Sentiment: Walmart was highlighted in a value-comparison piece versus Kroger, reinforcing ongoing investor interest in the stock as a defensive retail name rather than signaling a clear catalyst. KR vs. WMT Which Stock Is the Better Value Option
• Neutral Sentiment: Walmart’s name came up in broader coverage about slower consumer spending and inflation, which may support its value-oriented positioning but also underscores a cautious macro backdrop. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
• Negative Sentiment: Reports of executive departures during Walmart’s leadership transition may raise concerns about stability as the company prepares for a CEO change. Walmart Faces Executive Departures Amid Leadership Transition
• Negative Sentiment: Two senior insiders sold shares, including EVP Latriece Watkins and Director C. Douglas McMillon, which can weigh on sentiment even though McMillon’s sale was made under a pre-arranged trading plan. Insider trade: Latriece Watkins Insider trade: C Douglas Mcmillon

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.