LSV Asset Management Lowers Stock Holdings in Walmart Inc. $WMT

LSV Asset Management lessened its stake in Walmart Inc. (NASDAQ:WMT) by 27.0% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,300 shares of the retailer’s stock after selling 4,540 shares during the period. LSV Asset Management’s holdings in Walmart were worth $1,268,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Collier Financial purchased a new position in Walmart in the 3rd quarter valued at $25,000. Access Investment Management LLC acquired a new position in shares of Walmart during the 2nd quarter worth $26,000. Your Advocates Ltd. LLP purchased a new stake in shares of Walmart in the third quarter valued at about $28,000. Roble Belko & Company Inc lifted its stake 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 buying an additional 219 shares in the last quarter. Finally, Manning & Napier Advisors LLC purchased a new stake in shares of Walmart in the third quarter valued at $39,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: WMT has rallied ~20% so far in 2026 and recently hit an all‑time high, drawing attention from momentum and large‑cap investors. Walmart Stock Surges 20% in 2026
• Positive Sentiment: Major funds have added to WMT stakes (Maverick Capital and Soros Fund Management), signalling institutional conviction and providing buying support. Maverick Capital Boosts Walmart Stake Soros Fund Management Boosts Walmart Stake
• Positive Sentiment: Analysts note Walmart’s defensive positioning — value pricing, e‑commerce strength and disciplined inventory — which could sustain resilience if consumer spending remains uneven. Walmart Holds the Edge in an Uncertain Retail Environment
• Neutral Sentiment: Market consensus and previews are focused on the Feb. 19 earnings print (est. Q4 EPS ~$0.73; revenue ~$188.5B), with attention on same‑store sales, ad revenue and AI/e‑commerce traction; results and guidance will likely drive near‑term moves. Wall Street Brunch: Walmart Weighs In As Q4 GDP Hits
• Neutral Sentiment: Multiple previews and market calendars flag WMT as a headline event this week alongside macro data (inflation, PCE); expect volatility around macro prints and the earnings call. What to Expect in Markets This Week
• Negative Sentiment: Some coverage highlights structural shopper shifts and valuation concerns despite the rally — warnings that elevated multiples and changing customer behavior could pressure upside if growth softens. Walmart shopper shift is a brutal reality check for retail
• Negative Sentiment: Some market lists and commentators flag WMT as a potential sell or caution trade given stretched valuation after the run‑up, suggesting profit‑taking risk ahead of earnings. 1 Stock to Buy, 1 Stock to Sell This Week: Analog Devices, Walmart

Walmart Price Performance

WMT opened at $133.89 on Tuesday. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $134.65. The company has a 50 day moving average of $118.51 and a two-hundred day moving average of $108.65. The company has a market cap of $1.07 trillion, a P/E ratio of 46.81, a P/E/G ratio of 5.12 and a beta of 0.65. 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 (NASDAQ:WMT) last posted its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, beating the consensus estimate of $0.60 by $0.02. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The business 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 business posted $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. On average, analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. BTIG Research lifted their target price on shares of Walmart from $125.00 to $140.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. TD Cowen reissued a “buy” rating on shares of Walmart in a research report on Wednesday, January 14th. JPMorgan Chase & Co. boosted their target price on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a report on Friday, November 21st. Deutsche Bank Aktiengesellschaft lowered shares of Walmart from a “buy” rating to a “hold” rating and set a $119.00 price target for the company. in a research report on Thursday, January 8th. Finally, Guggenheim reiterated a “buy” rating and issued a $120.00 price target (up previously from $115.00) on shares of Walmart in a report on Friday, November 21st. Thirty-two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $127.74.

Insider Transactions at Walmart

In other news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $104.75, for a total value of $1,374,843.75. Following the completion of the transaction, the executive vice president directly owned 879,815 shares in the company, valued at approximately $92,160,621.25. This represents a 1.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP David Chojnowski sold 7,000 shares of the firm’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $106.65, for a total transaction of $746,550.00. Following the sale, the senior vice president directly owned 136,289 shares of the company’s stock, valued at approximately $14,535,221.85. The trade was a 4.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 227,566 shares of company stock worth $26,790,653 over the last 90 days. 0.10% of the stock is owned by corporate insiders.

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.