Walmart Inc. $WMT Holdings Reduced by Lynch & Associates IN

Lynch & Associates IN trimmed its holdings in Walmart Inc. (NASDAQ:WMT) by 4.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 181,038 shares of the retailer’s stock after selling 8,498 shares during the quarter. Walmart makes up approximately 3.8% of Lynch & Associates IN’s holdings, making the stock its 4th biggest position. Lynch & Associates IN’s holdings in Walmart were worth $20,169,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in WMT. Fox Run Management L.L.C. bought a new position in shares of Walmart during the 3rd quarter valued at about $1,709,000. CWM LLC increased its holdings in shares of 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 last quarter. Neuberger Berman Group LLC increased its holdings in shares of 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. lifted its position in shares of Walmart by 16.6% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock worth $6,567,000 after buying an additional 9,061 shares in the last quarter. Finally, World Investment Advisors lifted its position in shares of Walmart by 5.2% in the third quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock worth $30,286,000 after buying an additional 14,487 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Walmart

In related news, EVP Donna Morris sold 76,181 shares of Walmart stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the completion of the transaction, the executive vice president directly owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. The trade was a 15.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the transaction, the executive vice president owned 533,466 shares in the company, valued at $65,082,852. The trade was a 6.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 274,278 shares of company stock valued at $33,605,809. Insiders own 0.10% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Growing AI narrative and modest analyst upside: coverage notes that Walmart’s AI investments (supply-chain, store ops) are reshaping its growth story and one valuation model nudged fair value slightly higher to ~$136, supporting longer-term upside. This bolsters bullish investor interest in WMT as a tech-enabled retailer. How Walmart (WMT) Is Rewriting Its Story With AI Hype And Valuation Questions
• Positive Sentiment: Analyst/technical support for defensive retail: coverage from Barron’s highlights Walmart alongside other defensive retail names on both technical and fundamental grounds, which can attract risk-off flows and relative-strength buyers in uncertain markets. Walmart, Ross Stores, and Other ‘Defensive’ Retail Stocks
• Positive Sentiment: Market narrative that Walmart is an AI play: features arguing Walmart (and Target) are meaningful AI plays could lift investor conviction around margin improvement and efficiency gains over time. Forget Chipmakers: Walmart and Target Are the Real AI Plays
• Neutral Sentiment: Higher-than-usual call buying: intraday activity showed a ~42% increase in call option volume, which signals bullish positioning but could be speculative or short-term. Watch whether this leads to sustained buying or just short-term gamma flow.
• Neutral Sentiment: CEO transition focus: commentary on managing and positioning around CEO transitions notes both risk and opportunity — transitions can create volatility but also potential strategic shifts. Investors should watch messaging and execution from leadership. How to Play 3 Major CEO Transitions in Early 2026 (WMT)
• Negative Sentiment: Insider selling by CEO: CEO John R. Furner sold 13,125 shares (~1.87% reduction in his position) in a disclosed SEC filing — insider sales can be interpreted negatively by some investors even if part of routine diversification. Insider Sale SEC Filing

Analysts Set New Price Targets

WMT has been the subject of several research analyst reports. DA Davidson set a $150.00 price target on Walmart and gave the company a “buy” rating in a report on Friday, February 20th. Mizuho upped their price objective on Walmart from $125.00 to $137.00 and gave the stock an “outperform” rating in a report on Monday, February 9th. Wall Street Zen cut Walmart from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Wells Fargo & Company reissued an “overweight” rating and issued a $140.00 target price (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Finally, Barclays restated an “overweight” rating and issued a $125.00 price target (up from $108.00) on shares of Walmart in a research report on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and a consensus price target of $135.76.

Walmart Trading Down 1.7%

Shares of WMT stock opened at $119.02 on Friday. The company has a market cap of $948.88 billion, a PE ratio of 43.44, a price-to-earnings-growth ratio of 4.43 and a beta of 0.66. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.69. The stock’s 50 day simple moving average is $124.08 and its two-hundred day simple moving average is $112.85. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company’s quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.66 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be paid a dividend of $0.2475 per share. This represents a $0.99 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart’s payout ratio is presently 34.31%.

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.