Evergreen Capital Management LLC Grows Position in Walmart Inc. $WMT

Evergreen Capital Management LLC boosted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 13.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 56,626 shares of the retailer’s stock after acquiring an additional 6,856 shares during the period. Evergreen Capital Management LLC’s holdings in Walmart were worth $5,836,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the stock. Access Investment Management LLC bought a new position in Walmart during the second quarter valued at $26,000. PFS Partners LLC boosted its holdings in Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after acquiring an additional 233 shares during the period. Roble Belko & Company Inc boosted its stake in shares of Walmart by 212.6% during 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 period. Ridgewood Investments LLC raised its stake in shares of Walmart by 55.3% during the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after acquiring an additional 115 shares in the last quarter. Finally, Manning & Napier Advisors LLC purchased a new stake in Walmart in the third quarter worth about $39,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Key Walmart News

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.

Walmart Stock Up 0.4%

WMT stock opened at $119.70 on Friday. The company’s 50 day moving average price is $111.49 and its 200 day moving average price is $104.54. The firm has a market capitalization 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. 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 posted 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 analysts’ expectations 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% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, equities research analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

WMT has been the subject of a number of analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Wednesday, October 8th. Raymond James Financial restated an “outperform” rating on shares of Walmart in a research report on Wednesday. Wells Fargo & Company reiterated an “overweight” rating and issued a $130.00 target price (up from $120.00) on shares of Walmart in a research report on Friday, December 19th. DA Davidson set a $130.00 price objective on Walmart and gave the stock a “buy” rating in a research report on Friday, November 21st. Finally, Telsey Advisory Group reissued an “outperform” rating and issued a $135.00 price target on shares of Walmart in a research note on Wednesday. Thirty-two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average target price of $123.03.

Insider Activity at Walmart

In other news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $119.99, for a total value of $1,574,868.75. Following the completion of the transaction, the executive vice president owned 727,155 shares in the company, valued at approximately $87,251,328.45. This represents a 1.77% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Daniel J. Bartlett sold 1,388 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $120.00, for a total transaction of $166,560.00. Following the completion of the transaction, the executive vice president owned 645,642 shares of the company’s stock, valued at $77,477,040. This represents a 0.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 139,215 shares of company stock valued at $15,502,810 in the last quarter. Company insiders own 0.10% of the company’s stock.

Walmart Company Profile

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.