Walmart Inc. $WMT Position Reduced by AGP Franklin LLC

AGP Franklin LLC trimmed its position in Walmart Inc. (NASDAQ:WMT) by 44.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,318 shares of the retailer’s stock after selling 10,733 shares during the quarter. AGP Franklin LLC’s holdings in Walmart were worth $1,373,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in WMT. DSG Capital Advisors LLC grew its position in Walmart by 5.7% during the 3rd quarter. DSG Capital Advisors LLC now owns 64,554 shares of the retailer’s stock worth $6,653,000 after purchasing an additional 3,487 shares in the last quarter. Braun Bostich & Associates Inc. grew its holdings in shares of Walmart by 2.0% during the third quarter. Braun Bostich & Associates Inc. now owns 8,544 shares of the retailer’s stock valued at $881,000 after buying an additional 169 shares in the last quarter. Little House Capital LLC raised its position in Walmart by 5.8% during the third quarter. Little House Capital LLC now owns 84,997 shares of the retailer’s stock valued at $8,760,000 after buying an additional 4,665 shares during the period. Stablepoint Partners LLC lifted its stake in Walmart by 1.1% in the 3rd quarter. Stablepoint Partners LLC now owns 67,205 shares of the retailer’s stock worth $6,926,000 after acquiring an additional 763 shares in the last quarter. Finally, Clarus Group Inc. grew its position in Walmart by 4.3% during the third quarter. Clarus Group Inc. now owns 14,283 shares of the retailer’s stock valued at $1,472,000 after purchasing an additional 587 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Price Performance

Shares of Walmart stock opened at $116.94 on Wednesday. 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 company has a market cap of $932.03 billion, a PE ratio of 40.89, a price-to-earnings-growth ratio of 5.02 and a beta of 0.66. The firm has a fifty day moving average price of $113.67 and a two-hundred day moving average price of $105.63. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $121.62.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, beating the consensus estimate of $0.60 by $0.02. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The business had revenue of $179.50 billion during the quarter, compared to analysts’ expectations of $175.15 billion. During the same quarter last year, the company earned $0.58 earnings per share. The firm’s revenue was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts recently commented on WMT shares. Sanford C. Bernstein reissued an “outperform” rating and issued a $129.00 price target (up previously from $122.00) on shares of Walmart in a research note on Monday, January 5th. UBS Group set a $130.00 price target on Walmart in a research note on Wednesday, December 3rd. Mizuho set a $125.00 price objective on Walmart and gave the company an “outperform” rating in a research note on Monday, January 5th. Royal Bank Of Canada restated an “outperform” rating and issued a $126.00 target price (up from $123.00) on shares of Walmart in a report on Wednesday, January 14th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Wednesday, January 21st. Thirty-two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $123.20.

Insider Buying and Selling at Walmart

In related news, EVP Donna Morris sold 9,384 shares of the company’s stock in a transaction on 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 directly owned 536,312 shares in the company, valued at approximately $64,459,339.28. This represents a 1.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Daniel J. Bartlett sold 1,388 shares of Walmart stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $120.00, for a total transaction of $166,560.00. Following the sale, the executive vice president owned 645,642 shares in the company, valued at $77,477,040. This represents a 0.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 135,215 shares of company stock valued at $15,304,608 in the last quarter. 0.10% of the stock is currently owned by corporate insiders.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: MarketBeat argues Walmart’s re-rating as a tech/advertising hybrid is sustaining buying even as executives sell, citing strong ad growth, AI deployment (Sparky) and durable market-share gains — a constructive fundamental narrative supporting higher valuation. Why Walmart Continues to Rally While Executives Sell the Stock
• Positive Sentiment: Zacks highlights rising AI adoption across Walmart’s tech, e‑commerce and operations, which could drive productivity and margin expansion if automation continues to reduce fulfilment costs. Walmart’s AI Adoption Rises
• Positive Sentiment: Zacks upgraded WMT to a Buy (Zacks Rank #2), which can attract flow from model-driven funds and near-term buyers who follow upgrades. Walmart (WMT) Upgraded to Buy
• Positive Sentiment: Walmart will be the title sponsor of “Walmart Saturday Showdown” for MLS, a marketing tie‑up that boosts brand reach and customer engagement around grocery and e‑commerce promotions. This is a modest but positive commercial initiative. Major League Soccer Unveils Walmart Saturday Showdown
• Neutral Sentiment: Benzinga’s note on options activity highlights increased derivatives flow — useful for sentiment and short‑term volatility signals, but not a standalone reason for a sustained directional move. Decoding Walmart’s Options Activity
• Negative Sentiment: Multiple reports document significant insider selling (including the outgoing CEO’s ~$2.3M sale), which can spook some investors despite management explanations tied to the leadership transition and routine diversification. Insider Selling: Walmart CEO Sells $2,313,804.72 in Stock
• Negative Sentiment: 247WallSt published a negative quality study on Walmart that may feed headlines and short‑term sentiment pressure among retail investors concerned about service/quality metrics. Walmart Hammered in New Quality Study

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.