Lee Danner & Bass Inc. Sells 4,920 Shares of Walmart Inc. $WMT

Lee Danner & Bass Inc. reduced its position in Walmart Inc. (NASDAQ:WMT) by 3.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 123,091 shares of the retailer’s stock after selling 4,920 shares during the period. Walmart makes up 0.9% of Lee Danner & Bass Inc.’s investment portfolio, making the stock its 26th largest holding. Lee Danner & Bass Inc.’s holdings in Walmart were worth $12,686,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of WMT. Access Investment Management LLC bought a new position in shares of Walmart in the second quarter valued at $26,000. PFS Partners LLC increased its position in shares of Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after acquiring an additional 233 shares in the last quarter. Ridgewood Investments LLC raised its holdings in shares of Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after acquiring an additional 115 shares during the last quarter. Roble Belko & Company Inc lifted its position in Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after acquiring an additional 219 shares in the last quarter. Finally, Manning & Napier Advisors LLC acquired a new position in Walmart during the 3rd quarter valued at about $39,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: RBC Capital retained an Outperform rating and lifted its price target (to $126), providing fresh analyst support that can help push the stock higher. RBC Capital Retains an Outperform Rating on Walmart Inc. (WMT)
• Positive Sentiment: Coverage arguing Walmart is built to withstand an economic downturn highlights durable traffic driven by low prices, supporting the thesis that Walmart’s sales and margins are more recession-resilient than peers. Is Walmart Stock Built to Withstand the Next Economic Downturn?
• Positive Sentiment: Analysis suggests Walmart’s dividend could rise materially over time as growth in China and India boosts cash flow — a potential catalyst for income-focused investors. Walmart stock dividend may surge thanks to China, India
• Positive Sentiment: WSJ reports Walmart is expanding higher-end home goods (e.g., a $1,699 espresso machine) to attract wealthier customers and better compete with Amazon — a strategy that could lift average ticket and margins in key categories. Can a $1,699 Espresso Machine Help Walmart Challenge Amazon?
• Neutral Sentiment: Macro/sector ETF commentary (Zacks) touches on retail winners/losers but does not provide a direct, company-specific catalyst for Walmart. Winners & Losers: The ETF Playbook to Glide Trump’s Great Healthcare Plan
• Negative Sentiment: A separate Fool piece warns Walmart may be richly valued after its recent run, raising concern that upside could be limited if growth expectations cool; valuation is a near-term risk for the stock. Walmart Stock Has Been a Big Winner Recently. But Is It Overvalued Now?
• Negative Sentiment: Walmart EVP sold about $1.575M in stock recently; sizable insider sales can be interpreted negatively by the market even if they are routine diversification. Walmart (NASDAQ:WMT) EVP Sells $1,574,868.75 in Stock
• Negative Sentiment: A separate EVP sale of $166,560 was also reported, adding to the short-term headline risk around insider activity. Walmart (NASDAQ:WMT) EVP Sells $166,560.00 in Stock

Insider Transactions at Walmart

In related news, EVP Daniel Danker sold 4,365 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total value of $524,629.35. Following the transaction, the executive vice president owned 238,583 shares in the company, valued at approximately $28,675,290.77. This represents a 1.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $114.91, for a total value of $1,508,193.75. Following the completion of the sale, the executive vice president directly owned 733,841 shares of the company’s stock, valued at $84,325,669.31. This represents a 1.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 135,215 shares of company stock valued at $15,071,810. Corporate insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on WMT shares. Telsey Advisory Group reissued an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a research note on Wednesday, January 14th. Royal Bank Of Canada reiterated an “outperform” rating and set a $126.00 price target (up previously from $123.00) on shares of Walmart in a report on Wednesday, January 14th. The Goldman Sachs Group set a $121.00 price objective on Walmart and gave the company a “buy” rating in a research note on Tuesday, January 13th. UBS Group set a $130.00 price objective on shares of Walmart in a report on Wednesday, December 3rd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research note on Wednesday, October 8th. Thirty-two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $123.03.

Walmart Stock Up 0.4%

Shares of NASDAQ:WMT opened at $119.70 on Tuesday. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $121.24. The company has a market capitalization of $954.03 billion, a PE ratio of 41.85, a price-to-earnings-growth ratio of 5.10 and a beta of 0.66. The business has a fifty day moving average price of $111.83 and a two-hundred day moving average price of $104.74. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24.

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

Walmart 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.