Trust Point Inc. Lowers Stock Holdings in Walmart Inc. $WMT

Trust Point Inc. decreased its position in shares of Walmart Inc. (NASDAQ:WMT) by 8.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 55,487 shares of the retailer’s stock after selling 4,857 shares during the period. Trust Point Inc.’s holdings in Walmart were worth $5,718,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Access Investment Management LLC acquired a new stake in shares of Walmart during the second quarter worth about $26,000. PFS Partners LLC grew its holdings in shares of Walmart by 267.8% in the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after purchasing an additional 233 shares in the last quarter. Ridgewood Investments LLC increased its stake in Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after buying an additional 115 shares during the period. Livelsberger Financial Advisory acquired a new stake in Walmart during the 2nd quarter worth approximately $44,000. Finally, Harbor Asset Planning Inc. acquired a new stake in Walmart during the 2nd quarter worth approximately $46,000. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Holiday sales appear to be a win for Walmart versus Target, suggesting stronger same‑store trends and execution into peak season — a near‑term sales catalyst and competitive share gain. Walmart’s Holiday Strength Highlights Target’s Strategic Missteps | TGT WMT
• Positive Sentiment: Analyst consensus remains constructive (average “Moderate Buy”), supporting upside from earnings momentum and the firm’s FY26 guidance. Analyst support can buoy the stock if results stay on track. Walmart Inc. (NASDAQ:WMT) Given Average Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Multiple analyst/commentary pieces highlight Walmart as a longer‑term growth story (ecommerce, Marketplace, fintech/PhonePe exposure), reinforcing investor interest beyond cyclical retail swings. Why Walmart (WMT) is a top growth stock for the long term
• Neutral Sentiment: Major shareholder structure overview — articles summarizing top holders (index funds, Walton family) provide context for liquidity and potential block trades but don’t imply immediate operational change. Useful for assessing long‑term ownership stability. Top Walmart Shareholders
• Neutral Sentiment: An investor group has asked Walmart to disclose impacts from U.S. immigration policy changes — this increases ESG/operational transparency pressure but is mainly a disclosure/regulatory risk to monitor. Exclusive: Amazon, Walmart shareholder pushes firms to report impact of Trump’s immigration policies
• Negative Sentiment: Market concern over potential H‑1B visa fee changes and their incremental cost to payrolls/supply chain has prompted investor questions and a clear near‑term headwind to sentiment. This regulatory/expense uncertainty pressured the stock. Walmart stock dips (WMT) as investors seek answers on H-1b visa fees impact
• Negative Sentiment: Insider selling: EVP Daniel Bartlett sold ~1,425 shares (disclosed SEC Form 4). Small relative to his holdings, but combined insider/major‑holder moves can spook traders. Walmart (NASDAQ:WMT) EVP Daniel Bartlett Sells 1,425 Shares
• Negative Sentiment: Walton Family Holdings Trust reportedly sold about $30.1M of Walmart stock — a meaningful block by ownership value that can increase supply and weigh on price near term. 6WMT : Insider Decision: Walton Family Holdings Trust Offloads $30.10M…

Insider Transactions at Walmart

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the company’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $115.21, for a total value of $460,840.00. Following the completion of the transaction, the executive vice president owned 1,031,455 shares in the company, valued at $118,833,930.55. This represents a 0.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Friday, November 28th. The stock was sold at an average price of $109.57, for a total value of $2,127,411.12. Following the transaction, the chief executive officer directly owned 4,334,747 shares in the company, valued at approximately $474,958,228.79. The trade was a 0.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 127,828 shares of company stock valued at $13,745,625 over the last quarter. 0.10% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of analysts have recently weighed in on WMT shares. Bank of America upped their price objective on Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, September 17th. Truist Financial set a $127.00 price target on Walmart in a report on Wednesday. BTIG Research reiterated a “buy” rating and issued a $125.00 price objective (up previously from $120.00) on shares of Walmart in a research note on Friday, November 21st. UBS Group set a $130.00 price objective on Walmart in a research report on Wednesday, December 3rd. Finally, Telsey Advisory Group restated an “outperform” rating and set a $135.00 target price on shares of Walmart in a research note on Wednesday. Thirty-one equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and an average target price of $120.54.

Walmart Price Performance

Shares of NASDAQ WMT opened at $114.36 on Monday. The stock’s 50-day simple moving average is $107.61 and its 200-day simple moving average is $102.10. The firm has a market capitalization of $911.47 billion, a PE ratio of 39.99, a price-to-earnings-growth ratio of 5.28 and a beta of 0.64. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $117.45. 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 (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.60 by $0.02. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The firm had revenue of $179.50 billion during the quarter, compared to the consensus estimate of $175.15 billion. During the same period in the prior year, the company posted $0.58 earnings per share. The firm’s quarterly 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. As a group, equities research analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

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.