Ferguson Wellman Capital Management Inc. Trims Holdings in Walmart Inc. $WMT

Ferguson Wellman Capital Management Inc. decreased its position in shares of Walmart Inc. (NASDAQ:WMT) by 1.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,115,714 shares of the retailer’s stock after selling 12,855 shares during the quarter. Walmart accounts for approximately 1.9% of Ferguson Wellman Capital Management Inc.’s investment portfolio, making the stock its 16th largest holding. Ferguson Wellman Capital Management Inc.’s holdings in Walmart were worth $114,985,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of WMT. tru Independence LLC acquired a new stake in shares of Walmart in the third quarter worth $215,000. Baker Ellis Asset Management LLC grew its position in Walmart by 1.0% during the 3rd quarter. Baker Ellis Asset Management LLC now owns 17,363 shares of the retailer’s stock worth $1,789,000 after purchasing an additional 166 shares during the period. Clear Harbor Asset Management LLC raised its stake in shares of Walmart by 3.0% during the 3rd quarter. Clear Harbor Asset Management LLC now owns 6,802 shares of the retailer’s stock valued at $701,000 after buying an additional 200 shares during the last quarter. Beaumont Financial Advisors LLC lifted its holdings in shares of Walmart by 12.5% in the 3rd quarter. Beaumont Financial Advisors LLC now owns 18,641 shares of the retailer’s stock valued at $1,921,000 after buying an additional 2,066 shares during the period. Finally, Vision Capital Management Inc. boosted its stake in shares of Walmart by 1.6% in the third quarter. Vision Capital Management Inc. now owns 7,468 shares of the retailer’s stock worth $770,000 after buying an additional 120 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Activity at Walmart

In related news, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $101.63, for a total value of $406,520.00. Following the transaction, the executive vice president directly owned 1,040,455 shares of the company’s stock, valued at approximately $105,741,441.65. This trade represents a 0.38% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart 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 completion of the sale, the chief executive officer owned 4,334,747 shares in the company, valued at approximately $474,958,228.79. The trade was a 0.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 125,628 shares of company stock worth $13,690,065 in the last quarter. Company insiders own 0.10% of the company’s stock.

Walmart Trading Up 0.3%

Shares of NASDAQ:WMT opened at $113.07 on Friday. The business’s 50 day moving average price is $109.47 and its 200-day moving average price is $103.61. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $117.45. The firm has a market capitalization of $901.19 billion, a price-to-earnings ratio of 39.53, a price-to-earnings-growth ratio of 5.20 and a beta of 0.66. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, topping the consensus estimate of $0.60 by $0.02. The company had revenue of $179.50 billion during the quarter, compared to analyst estimates of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The firm’s revenue was up 5.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.58 EPS. 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 earnings per share for the current fiscal year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Appointment of Shishir Mehrotra to the board — Mehrotra (CEO of Superhuman, ex-Grammarly) adds AI/tech product experience and will join the Technology & eCommerce committee, signaling stronger governance and capability for Walmart’s digital and AI initiatives, which investors view as key to e-commerce and supply-chain improvements. Walmart names Shishir Mehrotra to Board of Directors
• Positive Sentiment: New youth fashion line (Mills by Millie Bobby Brown) — Walmart launched an exclusive teen/young-women apparel brand, a low-cost, high-traffic assortment that can drive store/online visits and margins in private brands. It’s a low-capex way to boost traffic and demographic reach. Millie Bobby Brown Debuts Exclusive Fashion Line for Teens and Young Women at Walmart
• Positive Sentiment: Launch of Better Care Services digital healthcare platform — Walmart expanded into a digital healthcare network and cut prices on some wellness items; this broadens Walmart’s services revenue mix and leverages scale in health/wellness, a potential traffic and loyalty driver over time. Walmart Launches Digital Healthcare Platform, to Cut Prices on Some Health Items
• Neutral Sentiment: Analyst/consensus views mixed but constructive — Wells Fargo kept an Overweight rating and lifted its price target to $130, and broader analyst consensus remains around a “moderate buy,” supporting a positive medium-term view despite some caution. Wells Fargo Sees Opportunity at Walmart (WMT) Walmart Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market mentions & technical chatter — Several outlets flagged WMT among stocks to watch and technical bullish narratives (Elliott Wave / fair-value discussions). These are interest drivers but lower-impact than company strategy or analyst changes. 4 stocks to watch on Thursday: GOOG, TD, ARM, WMT
• Negative Sentiment: Deutsche Bank downgrade to Hold — Deutsche Bank cut WMT from Buy to Hold and set a $119 target, which is modestly above current levels; downgrades can weigh on near-term momentum and cap upside until execution or guidance clears. Walmart resumed with a Hold at Deutsche Bank

Wall Street Analyst Weigh In

Several research analysts recently weighed in on WMT shares. Mizuho set a $125.00 price target on Walmart and gave the company an “outperform” rating in a research report on Monday. Sanford C. Bernstein restated an “outperform” rating and issued a $129.00 price objective (up previously from $122.00) on shares of Walmart in a research report on Monday. Guggenheim reaffirmed a “buy” rating and set a $120.00 target price (up from $115.00) on shares of Walmart in a report on Friday, November 21st. Morgan Stanley reiterated an “overweight” rating and issued a $125.00 target price (up from $115.00) on shares of Walmart in a research note on Friday, November 21st. Finally, BMO Capital Markets increased their price target on shares of Walmart from $110.00 to $125.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Thirty-two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $122.37.

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.