SVB Wealth LLC Has $11 Million Position in Walmart Inc. $WMT

SVB Wealth LLC trimmed its position in Walmart Inc. (NASDAQ:WMT) by 8.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 106,774 shares of the retailer’s stock after selling 10,020 shares during the period. SVB Wealth LLC’s holdings in Walmart were worth $11,004,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of WMT. Brighton Jones LLC raised its stake 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 buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after acquiring an additional 485 shares in the last quarter. Peterson Wealth Management raised its position in shares of Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC raised its position in shares of Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares during the period. Finally, waypoint wealth counsel lifted its holdings in shares of Walmart by 16.7% during the 2nd quarter. waypoint wealth counsel now owns 6,489 shares of the retailer’s stock valued at $634,000 after purchasing an additional 930 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Performance

WMT opened at $129.02 on Tuesday. The business’s 50-day simple moving average is $116.79 and its 200 day simple moving average is $107.46. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $131.79. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. The firm has a market capitalization of $1.03 trillion, a PE ratio of 45.11, a PEG ratio of 5.01 and a beta of 0.65.

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

Insider Activity

In other news, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the transaction, the executive vice president directly owned 506,764 shares in the company, valued at $61,962,034.28. The trade was a 3.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Daniel J. Bartlett sold 1,388 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president owned 645,642 shares of the company’s stock, valued at $77,477,040. This trade represents a 0.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 229,196 shares of company stock valued at $26,957,858. 0.10% of the stock is owned by corporate insiders.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Mizuho raised its price target on WMT to $137 and put an “outperform” rating on the stock, implying upside from current levels — a direct bullish signal that can drive buying interest from funds that follow analyst guidance. Mizuho raises WMT price target
• Positive Sentiment: DBS initiated/maintained a buy on WMT (press coverage), adding third‑party validation that could support inflows from Asia‑focused or model‑driven investors. DBS buys WMT
• Positive Sentiment: Coverage highlighting WMT’s rise to a ~$1 trillion market cap frames the company’s omnichannel and automation progress as a growth story — a sentiment boost for investors focused on structural earnings improvement. Walmart reaches $1T valuation
• Positive Sentiment: A Barron’s piece argues Walmart can benefit from big‑tech AI investment without matching their huge capex, suggesting Walmart could capture AI-driven gains (better supply chain, personalization, automation) while preserving capital — a potentially margin‑supportive narrative. Walmart letting big tech foot AI bill
• Neutral Sentiment: Kroger naming ex‑Walmart executive Greg Foran as CEO is notable for talent flow in the grocery sector; it could sharpen competition execution but is not an immediate direct negative for Walmart’s core omnichannel thesis. Kroger names ex‑Walmart exec CEO
• Negative Sentiment: Macro risk: commentary on the bond market and potential Fed policy shifts (yield curve moves, Fed chair nomination coverage) raises recession/inflation volatility concerns — a headwind for broad equity multiples and highly valued consumer names. Bond market warning / macro risk

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on WMT. Sanford C. Bernstein reissued an “outperform” rating and set a $129.00 target price (up from $122.00) on shares of Walmart in a research note on Monday, January 5th. DA Davidson set a $130.00 price objective on shares of Walmart and gave the stock a “buy” rating in a research report on Friday, November 21st. Jefferies Financial Group reaffirmed a “buy” rating and issued a $132.00 price objective on shares of Walmart in a research report on Tuesday, February 3rd. Oppenheimer reiterated an “outperform” rating and set a $140.00 target price (up previously from $125.00) on shares of Walmart in a report on Monday. Finally, Evercore reissued an “outperform” rating and issued a $130.00 price target (up previously from $125.00) on shares of Walmart in a research note on Tuesday, February 3rd. Thirty-two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and a consensus target price of $125.94.

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.