Csenge Advisory Group Sells 7,136 Shares of Walmart Inc. $WMT

Csenge Advisory Group trimmed its stake in Walmart Inc. (NASDAQ:WMT) by 6.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 108,391 shares of the retailer’s stock after selling 7,136 shares during the period. Csenge Advisory Group’s holdings in Walmart were worth $11,171,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. CWM LLC grew its holdings in Walmart by 24.2% in the third quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after purchasing an additional 229,220 shares during the period. Neuberger Berman Group LLC lifted its position in Walmart by 0.8% during the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock valued at $497,771,000 after purchasing an additional 42,645 shares in the last quarter. Aviva PLC increased its stake in shares of Walmart by 16.4% in the second quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock worth $374,861,000 after purchasing an additional 539,504 shares in the last quarter. Weatherly Asset Management L. P. raised its holdings in Walmart by 7.0% during the second quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock valued at $5,489,000 after acquiring an additional 3,696 shares during the period. Finally, World Investment Advisors raised its stake in Walmart by 5.2% during the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock valued at $30,286,000 after purchasing an additional 14,487 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently commented on WMT. Truist Financial set a $127.00 price target on Walmart in a research note on Wednesday, December 17th. Barclays reiterated an “overweight” rating and issued a $125.00 price target (up from $108.00) on shares of Walmart in a report on Thursday, January 8th. UBS Group set a $130.00 price target on shares of Walmart in a research note on Wednesday, December 3rd. Sanford C. Bernstein reissued an “outperform” rating and issued a $129.00 price objective (up from $122.00) on shares of Walmart in a research report on Monday, January 5th. Finally, Jefferies Financial Group restated a “buy” rating on shares of Walmart in a research note on Tuesday, December 9th. Thirty-two investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Walmart presently has an average rating of “Moderate Buy” and a consensus target price of $123.03.

Walmart News Summary

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 Activity at Walmart

In other news, EVP Donna Morris sold 9,384 shares of the business’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 of the company’s stock, valued at approximately $64,459,339.28. The trade was a 1.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Daniel Danker sold 4,365 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 $524,629.35. Following the sale, the executive vice president owned 238,583 shares of the company’s stock, valued at $28,675,290.77. This trade represents a 1.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 139,215 shares of company stock valued at $15,502,810 over the last 90 days. Insiders own 0.10% of the company’s stock.

Walmart Stock Up 0.4%

NASDAQ:WMT opened at $119.70 on Friday. 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 Inc. has a 1-year low of $79.81 and a 1-year high of $121.24. The company has a 50-day moving average of $111.49 and a 200 day moving average of $104.49. The firm has a market cap of $954.03 billion, a PE ratio of 41.85, a price-to-earnings-growth ratio of 5.08 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 EPS 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 analyst estimates of $175.15 billion. During the same quarter in the previous year, the business posted $0.58 EPS. The company’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, research analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

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.