Stenger Family Office LLC Boosts Stake in Walmart Inc. $WMT

Stenger Family Office LLC raised its stake in Walmart Inc. (NASDAQ:WMT) by 21.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 33,761 shares of the retailer’s stock after buying an additional 5,853 shares during the quarter. Stenger Family Office LLC’s holdings in Walmart were worth $3,527,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after buying an additional 485 shares during the period. Peterson Wealth Management raised its holdings in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after buying an additional 1,715 shares during the period. Financiere des Professionnels Fonds d investissement inc. acquired a new position in Walmart during the 2nd quarter worth about $333,000. Finally, Sivia Capital Partners LLC boosted its holdings in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

WMT stock opened at $119.70 on Friday. The business has a 50 day moving average price of $111.49 and a 200 day moving average price of $104.54. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. The stock has a market cap of $954.03 billion, a price-to-earnings ratio of 41.85, a PEG ratio of 5.10 and a beta of 0.66. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $121.24.

Walmart (NASDAQ:WMT) last released 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 company had revenue of $179.50 billion for the quarter, compared to analysts’ expectations of $175.15 billion. During the same quarter last year, the company earned $0.58 earnings per share. The firm’s revenue for the quarter was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, EVP Donna Morris sold 9,384 shares of the firm’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 transaction of $1,127,862.96. Following the transaction, the executive vice president directly owned 536,312 shares in the company, valued at approximately $64,459,339.28. This trade represents a 1.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction on Friday, December 26th. The stock was sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the sale, the chief executive officer 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. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 139,215 shares of company stock valued at $15,502,810. 0.10% of the stock is owned by insiders.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Executive succession clarified: John Furner will become CEO next month and promoted longtime insider David Guggina to CEO of Walmart U.S., a move investors interpret as continuity-focused and supportive for execution on omnichannel and AI strategies. Read More.
• Positive Sentiment: AI/digital momentum: Coverage highlights Walmart’s AI initiatives and partnerships (Google/Alphabet, OpenAI/ChatGPT) as starting to produce sales/efficiency upside — a strategic story driving valuation premium and analyst optimism. Read More.
• Positive Sentiment: Fintech and ancillary growth: Walmart?backed OnePay reached a $4B valuation milestone, signaling potential non?retail upside from financial-services partnerships. Read More.
• Positive Sentiment: Analyst support: Multiple firms recently reiterated/raised Buy/Outperform views and targets, reinforcing short?term institutional demand. Read More.
• Neutral Sentiment: Competitive positioning: Analysts note Walmart is narrowing Amazon’s online lead — a positive strategic trend but one that still leaves intense competition and execution requirements. Read More.
• Negative Sentiment: Insider selling: Several senior execs disclosed share sales (combined millions), which can be interpreted as routine diversification but may pressure sentiment short term. Read More.
• Negative Sentiment: International leadership turnover: Walmart International CEO Kathryn McLay will depart (staying through transition), raising near?term succession and execution questions for overseas growth. Read More.
• Negative Sentiment: Legal/tax uncertainty: India’s top court is set to rule on tax treatment of the 2018 Flipkart stake sale (Tiger Global ? Walmart), a potential precedent with financial or reputational implications. Read More.

Analyst Upgrades and Downgrades

WMT has been the topic of a number of recent research reports. JPMorgan Chase & Co. boosted their price target on shares of Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a research note on Friday, November 21st. Guggenheim reaffirmed a “buy” rating and set a $120.00 target price (up from $115.00) on shares of Walmart in a research note on Friday, November 21st. Oppenheimer reissued an “outperform” rating and issued a $125.00 price target (up previously from $115.00) on shares of Walmart in a research report on Thursday, January 8th. Evercore ISI set a $120.00 price objective on Walmart and gave the stock an “outperform” rating in a research report on Tuesday, December 16th. Finally, Mizuho set a $125.00 price objective on Walmart and gave the company an “outperform” rating in a research note on Monday, January 5th. Thirty-two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $123.03.

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.