Callan Family Office LLC Decreases Position in Walmart Inc. $WMT

Callan Family Office LLC lessened its position in Walmart Inc. (NASDAQ:WMT) by 8.7% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 151,276 shares of the retailer’s stock after selling 14,396 shares during the period. Callan Family Office LLC’s holdings in Walmart were worth $15,591,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. CWM LLC raised its holdings in shares of Walmart by 24.2% during the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after acquiring an additional 229,220 shares in the last quarter. Neuberger Berman Group LLC increased its position in Walmart by 0.8% in the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock worth $497,771,000 after purchasing an additional 42,645 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. raised its stake in Walmart by 16.6% during the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after purchasing an additional 9,061 shares in the last quarter. Aviva PLC raised its stake in Walmart by 16.4% during the second quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock valued at $374,861,000 after purchasing an additional 539,504 shares in the last quarter. Finally, World Investment Advisors lifted its position in Walmart by 5.2% during the third 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 last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of Walmart stock opened at $124.06 on Tuesday. 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 fifty day moving average is $114.88 and its two-hundred day moving average is $106.31. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $124.20. The company has a market capitalization of $988.78 billion, a PE ratio of 43.38, a price-to-earnings-growth ratio of 5.08 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.60 by $0.02. The firm 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 business’s revenue was up 5.8% on a year-over-year basis. During the same period in the previous year, the firm earned $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Insiders Place Their Bets

In other news, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $104.75, for a total transaction of $1,374,843.75. Following the transaction, the executive vice president directly owned 879,815 shares of the company’s stock, valued at approximately $92,160,621.25. This trade represents a 1.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Daniel Danker sold 4,365 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $120.19, for a total value of $524,629.35. Following the completion of the sale, the executive vice president owned 238,583 shares of the company’s stock, valued at $28,675,290.77. The trade was a 1.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 133,015 shares of company stock worth $15,082,012. 0.10% of the stock is owned by company insiders.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart+ membership continued double‑digit growth and reached 28.4 million members in January, with ~12% YoY growth on a three‑month rolling basis — a sign of improving recurring revenue and customer engagement. Walmart+ Paid Membership Program Continued Double-Digit Growth in January
• Positive Sentiment: Analysts collectively rate WMT as an average “Moderate Buy,” which can support further buying interest from funds and retail investors. Walmart Inc. (NASDAQ:WMT) Receives Average Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Market commentators single out Walmart as a steady performer — one analyst called WMT a “quiet sleeper” that continues to move higher, which can attract momentum and dividend‑seeking investors. The Big 3: GE, WMT, COF
• Neutral Sentiment: Leadership update: John Furner was promoted to Walmart’s global CEO after running U.S. operations; his internal progression suggests continuity rather than radical strategic shifts. Investors often view internal promotions as lower risk. Who is John Furner, Walmart’s new CEO?
• Neutral Sentiment: Industry coverage contrasts Walmart’s continuation approach with Target’s need for reinvention — placing Walmart in a steadier operational position, though not necessarily implying rapid upside. For the New Walmart and Target CEOs, It’s ‘Continuation’ vs. ‘Reinvention’

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on WMT shares. The Goldman Sachs Group set a $121.00 target price on shares of Walmart and gave the stock a “buy” rating in a report on Tuesday, January 13th. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. CICC Research started coverage on Walmart in a research note on Friday, December 26th. They issued an “outperform” rating and a $125.00 price objective for the company. Piper Sandler reiterated an “overweight” rating and issued a $123.00 target price (up previously from $111.00) on shares of Walmart in a report on Friday, November 21st. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $129.00 price target (up previously from $122.00) on shares of Walmart in a report on Monday, January 5th. Thirty-two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $123.37.

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.