Whittier Trust Co. Has $41.01 Million Holdings in Walmart Inc. $WMT

Whittier Trust Co. decreased its holdings in Walmart Inc. (NASDAQ:WMT) by 1.2% during the 3rd quarter, Holdings Channel.com reports. The fund owned 401,773 shares of the retailer’s stock after selling 4,933 shares during the quarter. Whittier Trust Co.’s holdings in Walmart were worth $41,009,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Access Investment Management LLC bought a new stake in Walmart during the second quarter worth $26,000. PFS Partners LLC grew its stake in shares of Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after acquiring an additional 233 shares in the last quarter. Roble Belko & Company Inc raised its holdings in shares of Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares during the last quarter. Manning & Napier Advisors LLC bought a new position in shares of Walmart during the third quarter valued at about $39,000. Finally, Harbor Asset Planning Inc. bought a new position in shares of Walmart during the second quarter valued at about $46,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Tigress Financial raised its price target on WMT from $130 to $135 and kept a “buy” rating, implying roughly a mid-teens upside vs. current levels — a catalyst that can attract momentum and fund flows. Tigress price target raise
• Neutral Sentiment: Coverage pieces from Zacks highlight WMT as a growth/retail pick and promote using their Earnings ESP tool to find potential upside ahead of quarters — these pieces can bolster investor interest but are promotional rather than firm-moving. Zacks Earnings ESP article
• Neutral Sentiment: Another Zacks piece profiles Walmart as a “strong growth stock” using its style scores — supportive for longer-term investor narratives but unlikely to move the stock materially on its own. Zacks growth profile
• Neutral Sentiment: A Yahoo video piece outlines three priorities for Walmart’s CEO to maintain momentum — useful context on management focus that may shape execution expectations but not an immediate market mover. Yahoo CEO priorities video
• Negative Sentiment: CEO C. Douglas McMillon sold 19,416 shares for about $2.31M (reported 1/22). The sale reduced his stake by ~0.45% — a modest ownership decline but an optics negative that can weigh on sentiment when combined with near-term weakness. SEC Form 4: McMillon sale
• Negative Sentiment: Market reports note recent short-term share weakness (a daily slide reported on 1/22). That intraday/short-term weakness can amplify selling even as fundamentals remain intact. Zacks: stock slides

Wall Street Analyst Weigh In

WMT has been the subject of several analyst reports. KeyCorp reiterated an “overweight” rating and issued a $128.00 price objective on shares of Walmart in a research note on Wednesday, January 7th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. Robert W. Baird lifted their price target on Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Wall Street Zen downgraded Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and set a $129.00 target price (up from $122.00) on shares of Walmart 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 stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $123.20.

Walmart Stock Performance

Shares of WMT opened at $117.73 on Friday. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $121.62. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24. The stock’s fifty day moving average price is $113.07 and its two-hundred day moving average price is $105.26. The firm has a market cap of $938.33 billion, a PE ratio of 41.16, a PEG ratio of 5.02 and a beta of 0.66.

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 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 company had revenue of $179.50 billion during the quarter, compared to analyst estimates of $175.15 billion. During the same quarter last year, the firm posted $0.58 EPS. 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. On average, equities research analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Insider Transactions at Walmart

In other 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 value of $746,550.00. Following the sale, the senior vice president owned 136,289 shares of the company’s stock, valued at $14,535,221.85. The trade was a 4.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Daniel Danker sold 4,365 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total transaction of $524,629.35. Following the completion of the transaction, the executive vice president directly owned 238,583 shares of the company’s stock, valued at approximately $28,675,290.77. This trade represents a 1.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 135,215 shares of company stock valued at $15,304,608. 0.10% of the stock is currently owned by insiders.

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.