SageGuard Financial Group LLC Trims Stake in Walmart Inc. $WMT

Posted by George Bondi on Jul 1st, 2026

Walmart logo SageGuard Financial Group LLC decreased its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 5.1% in the 1st quarter, Holdings Channel reports. The firm owned 195,038 shares of the retailer’s stock after selling 10,447 shares during the quarter. Walmart accounts for about 3.8% of SageGuard Financial Group LLC’s portfolio, making the stock its 2nd largest holding. SageGuard Financial Group LLC’s holdings in Walmart were worth $24,239,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Entrust Financial LLC acquired a new stake in shares of Walmart during the fourth quarter worth $27,000. Merkkuri Wealth Advisors LLC acquired a new position in Walmart in the first quarter valued at $29,000. Beacon Financial Strategies CORP bought a new stake in Walmart during the fourth quarter valued at $30,000. Bay Harbor Wealth Management LLC boosted its position in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after acquiring an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC grew its holdings in Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after acquiring an additional 193 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart said usage of its AI assistant Sparky has doubled, and the tool appears to be helping drive larger digital baskets, which supports the company’s omnichannel growth story. Walmart’s Sparky Usage Doubles: Is AI Driving Bigger Orders?
Positive Sentiment: Walmart+ fuel discounts remain a popular membership perk, highlighting continued engagement with the subscription program and potential support for retention and recurring revenue. Walmart+ Executive Says Fuel Discounts Supercharge Member Engagement
Positive Sentiment: Walmart is expanding in-house career pathways to train opticians, a move that could ease labor shortages in its Vision Center and Sam’s Club optical businesses while supporting service expansion. Walmart Expands In-House Career Pathways to Train Opticians
Neutral Sentiment: Walmart is drawing elevated investor attention, but the coverage mainly reflects renewed interest rather than a clear new fundamental driver. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
Neutral Sentiment: Recent commentary notes Walmart’s shares are being compared with peers like Costco, underscoring that investors are still debating the best retail valuation and growth mix rather than reacting to a company-specific shock. Walmart vs Costco: This Is The Better Stock To Buy
Negative Sentiment: One article says Walmart’s valuation remains rich relative to its growth outlook, which may be pressuring the stock as investors question how much upside is left at current levels. Walmart (WMT) Stock Weighs Rich Valuation Against E-Commerce And Store Investment Potential
Negative Sentiment: The stock also slipped in the latest session despite a broader market uptick, reinforcing near-term selling pressure. Walmart (WMT) Stock Falls Amid Market Uptick: What Investors Need to Know

Walmart Stock Down 1.2%

NASDAQ:WMT opened at $113.26 on Wednesday. The firm’s 50-day moving average price is $123.25 and its 200-day moving average price is $122.22. The company has a market capitalization of $901.33 billion, a PE ratio of 39.74, a P/E/G ratio of 4.27 and a beta of 0.59. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a 1-year low of $94.23 and a 1-year high of $135.15.

Walmart (NASDAQ:WMT – Get Free Report) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same period last year, the company posted $0.61 earnings per share. Walmart’s quarterly revenue was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, equities analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have weighed in on WMT shares. BNP Paribas Exane cut their target price on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a research report on Friday, May 22nd. Evercore reissued an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. TD Cowen restated a “buy” rating and set a $150.00 price target (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Morgan Stanley raised their price objective on shares of Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Finally, Freedom Capital upgraded shares of Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Read Our Latest Research Report on WMT

Insider Transactions at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $118.19, for a total transaction of $342,751.00. Following the transaction, the executive vice president owned 574,953 shares in the company, valued at $67,953,695.07. The trade was a 0.50% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,385 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $119.83, for a total value of $165,964.55. Following the completion of the sale, the executive vice president directly owned 633,784 shares of the company’s stock, valued at $75,946,336.72. The trade was a 0.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 100,730 shares of company stock worth $12,444,624. 0.09% of the stock is currently owned by corporate insiders.

About Walmart

(Free Report)

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.