Owen LaRue LLC Has $3.35 Million Stake in Walmart Inc. $WMT

Owen LaRue LLC reduced its stake in shares of Walmart Inc. (NASDAQ:WMT) by 33.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 32,511 shares of the retailer’s stock after selling 16,054 shares during the period. Walmart accounts for approximately 1.3% of Owen LaRue LLC’s investment portfolio, making the stock its 19th biggest position. Owen LaRue LLC’s holdings in Walmart were worth $3,351,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in WMT. CWM LLC boosted its stake in shares of Walmart by 24.2% in the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock valued at $121,168,000 after purchasing an additional 229,220 shares during the last quarter. Neuberger Berman Group LLC raised its stake in Walmart by 0.8% during the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock worth $497,771,000 after buying an additional 42,645 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. lifted its holdings in Walmart by 16.6% in 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 buying an additional 9,061 shares during the period. Aviva PLC boosted its position 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 acquiring an additional 539,504 shares during the last quarter. Finally, World Investment Advisors grew its holdings in Walmart by 5.2% during the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock worth $30,286,000 after acquiring an additional 14,487 shares during the period. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

NASDAQ WMT opened at $117.73 on Friday. The company has a market cap of $938.33 billion, a P/E ratio of 41.16, a PEG ratio of 5.02 and a beta of 0.66. The company has a fifty day simple moving average of $113.07 and a 200 day simple moving average of $105.26. The company has a current ratio of 0.80, a quick ratio of 0.24 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 $121.62.

Walmart (NASDAQ:WMT) last released its quarterly earnings data 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. The firm had revenue of $179.50 billion for the quarter, compared to the consensus estimate 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 quarter in the prior year, the company posted $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Sell-side analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Tigress Financial raised its price target on WMT from $130 to $135 and kept a “buy” rating, implying roughly a mid-teens upside vs. current levels — a catalyst that can attract momentum and fund flows. Tigress price target raise
• Neutral Sentiment: Coverage pieces from Zacks highlight WMT as a growth/retail pick and promote using their Earnings ESP tool to find potential upside ahead of quarters — these pieces can bolster investor interest but are promotional rather than firm-moving. Zacks Earnings ESP article
• Neutral Sentiment: Another Zacks piece profiles Walmart as a “strong growth stock” using its style scores — supportive for longer-term investor narratives but unlikely to move the stock materially on its own. Zacks growth profile
• Neutral Sentiment: A Yahoo video piece outlines three priorities for Walmart’s CEO to maintain momentum — useful context on management focus that may shape execution expectations but not an immediate market mover. Yahoo CEO priorities video
• Negative Sentiment: CEO C. Douglas McMillon sold 19,416 shares for about $2.31M (reported 1/22). The sale reduced his stake by ~0.45% — a modest ownership decline but an optics negative that can weigh on sentiment when combined with near-term weakness. SEC Form 4: McMillon sale
• Negative Sentiment: Market reports note recent short-term share weakness (a daily slide reported on 1/22). That intraday/short-term weakness can amplify selling even as fundamentals remain intact. Zacks: stock slides

Insiders Place Their Bets

In other Walmart news, EVP Daniel Danker sold 4,365 shares of Walmart stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total transaction of $524,629.35. Following the completion of the transaction, the executive vice president owned 238,583 shares in the company, valued at approximately $28,675,290.77. The trade was a 1.80% 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, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Friday, December 26th. The stock was sold at an average price of $111.83, for a total value of $2,171,291.28. Following the sale, the chief executive officer directly owned 4,315,333 shares of the company’s stock, valued at $482,583,689.39. This represents a 0.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 135,215 shares of company stock worth $15,304,608 in the last 90 days. Company insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on WMT. Barclays reissued an “overweight” rating and issued a $125.00 price objective (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Guggenheim reissued a “buy” rating and issued a $120.00 price target (up from $115.00) on shares of Walmart in a research note on Friday, November 21st. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research note on Wednesday. Finally, Truist Financial set a $127.00 target price on shares of Walmart in a research note on Wednesday, December 17th. Thirty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $123.20.

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.