Strategic Planning Group LLC Acquires 61,438 Shares of Walmart Inc. $WMT

Strategic Planning Group LLC boosted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 37.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 226,012 shares of the retailer’s stock after purchasing an additional 61,438 shares during the period. Walmart makes up approximately 3.1% of Strategic Planning Group LLC’s holdings, making the stock its 8th biggest position. Strategic Planning Group LLC’s holdings in Walmart were worth $23,293,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Access Investment Management LLC bought a new stake in shares of Walmart during the 2nd quarter worth $26,000. PFS Partners LLC boosted its position in shares of Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after purchasing an additional 233 shares during the period. Ridgewood Investments LLC boosted its position in shares of Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after purchasing an additional 115 shares during the period. Livelsberger Financial Advisory purchased a new position in Walmart in the 2nd quarter worth about $44,000. Finally, Harbor Asset Planning Inc. acquired a new stake in Walmart during the 2nd quarter worth about $46,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

WMT has been the subject of several recent analyst reports. Sanford C. Bernstein reiterated an “outperform” rating and issued a $129.00 target price (up from $122.00) on shares of Walmart in a report on Monday. DA Davidson set a $130.00 price objective on shares of Walmart and gave the stock a “buy” rating in a research note on Friday, November 21st. Robert W. Baird boosted their target price on shares of Walmart from $110.00 to $121.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Truist Financial set a $127.00 target price on Walmart in a report on Wednesday, December 17th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Wednesday, October 8th. Thirty-two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $122.37.

Insider Buying and Selling at Walmart

In related news, EVP John D. Rainey sold 2,200 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $111.23, for a total value of $244,706.00. Following the completion of the sale, the executive vice president owned 617,318 shares of the company’s stock, valued at approximately $68,664,281.14. The trade was a 0.36% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $115.21, for a total value of $460,840.00. Following the completion of the transaction, the executive vice president owned 1,031,455 shares in the company, valued at $118,833,930.55. This represents a 0.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 125,628 shares of company stock worth $13,690,065 over the last quarter. 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: Appointment of Shishir Mehrotra to the board — Mehrotra (CEO of Superhuman, ex-Grammarly) adds AI/tech product experience and will join the Technology & eCommerce committee, signaling stronger governance and capability for Walmart’s digital and AI initiatives, which investors view as key to e-commerce and supply-chain improvements. Walmart names Shishir Mehrotra to Board of Directors
• Positive Sentiment: New youth fashion line (Mills by Millie Bobby Brown) — Walmart launched an exclusive teen/young-women apparel brand, a low-cost, high-traffic assortment that can drive store/online visits and margins in private brands. It’s a low-capex way to boost traffic and demographic reach. Millie Bobby Brown Debuts Exclusive Fashion Line for Teens and Young Women at Walmart
• Positive Sentiment: Launch of Better Care Services digital healthcare platform — Walmart expanded into a digital healthcare network and cut prices on some wellness items; this broadens Walmart’s services revenue mix and leverages scale in health/wellness, a potential traffic and loyalty driver over time. Walmart Launches Digital Healthcare Platform, to Cut Prices on Some Health Items
• Neutral Sentiment: Analyst/consensus views mixed but constructive — Wells Fargo kept an Overweight rating and lifted its price target to $130, and broader analyst consensus remains around a “moderate buy,” supporting a positive medium-term view despite some caution. Wells Fargo Sees Opportunity at Walmart (WMT) Walmart Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market mentions & technical chatter — Several outlets flagged WMT among stocks to watch and technical bullish narratives (Elliott Wave / fair-value discussions). These are interest drivers but lower-impact than company strategy or analyst changes. 4 stocks to watch on Thursday: GOOG, TD, ARM, WMT
• Negative Sentiment: Deutsche Bank downgrade to Hold — Deutsche Bank cut WMT from Buy to Hold and set a $119 target, which is modestly above current levels; downgrades can weigh on near-term momentum and cap upside until execution or guidance clears. Walmart resumed with a Hold at Deutsche Bank

Walmart Trading Up 0.3%

Shares of NASDAQ:WMT opened at $113.07 on Friday. The firm has a fifty day moving average of $109.47 and a two-hundred day moving average of $103.61. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $117.45. The firm has a market capitalization of $901.19 billion, a P/E ratio of 39.53, a price-to-earnings-growth ratio of 5.20 and a beta of 0.66.

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

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.