Csenge Advisory Group Reduces Position in Walmart Inc. $WMT

Csenge Advisory Group lessened its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 6.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 108,391 shares of the retailer’s stock after selling 7,136 shares during the quarter. Csenge Advisory Group’s holdings in Walmart were worth $11,171,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of WMT. Brighton Jones LLC lifted its holdings in Walmart by 28.8% during the 4th 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 increased its position in shares of Walmart by 5.8% during the fourth 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 lifted its holdings in shares of Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after buying an additional 1,715 shares in the last quarter. Financiere des Professionnels Fonds d investissement inc. bought a new position in shares of Walmart in the second quarter valued at approximately $333,000. Finally, Pallas Capital Advisors LLC grew its stake in Walmart by 8.4% during the second quarter. Pallas Capital Advisors LLC now owns 14,891 shares of the retailer’s stock valued at $1,456,000 after acquiring an additional 1,149 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Trending Headlines about 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.

Insider Transactions at Walmart

In other Walmart news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the completion of the sale, the executive vice president directly owned 727,155 shares in the company, valued at $87,251,328.45. This represents a 1.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Donna Morris sold 9,384 shares of Walmart stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total value of $1,127,862.96. Following the completion of the transaction, the executive vice president owned 536,312 shares in the company, valued at approximately $64,459,339.28. This represents a 1.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 139,215 shares of company stock worth $15,502,810. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on WMT. Evercore ISI set a $120.00 target price on shares of Walmart and gave the stock an “outperform” rating in a research note on Tuesday, December 16th. Tigress Financial increased their price objective on Walmart from $125.00 to $130.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Sanford C. Bernstein restated an “outperform” rating and set a $129.00 target price (up from $122.00) on shares of Walmart in a research report on Monday, January 5th. UBS Group set a $130.00 target price on Walmart in a research note on Wednesday, December 3rd. Finally, Robert W. Baird raised their price target on Walmart from $110.00 to $121.00 and gave the company an “outperform” rating in a report on Friday, November 21st. Thirty-two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $123.03.

Walmart Trading Up 0.4%

NASDAQ WMT opened at $119.70 on Friday. 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’s 50-day simple moving average is $111.49 and its two-hundred day simple moving average is $104.49. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $121.24. The company has a market capitalization of $954.03 billion, a price-to-earnings ratio of 41.85, a PEG ratio of 5.08 and a beta of 0.66.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, beating the consensus estimate of $0.60 by $0.02. The firm had revenue of $179.50 billion for the quarter, compared to analyst estimates of $175.15 billion. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The company’s revenue was up 5.8% on a year-over-year basis. During the same period in the prior year, the company earned $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. 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.