Walmart trust sells shares worth $227.8 million

Published 01/03/2025, 00:12
©  Reuters

BENTONVILLE, Ark.—The Walton Family Holdings Trust, a major shareholder in Walmart Inc. (NYSE:WMT), has reported the sale of a significant portion of its holdings in the retail giant, which currently commands a market capitalization of $792 billion. According to a recent SEC filing, the trust disposed of over 2.31 million shares of Walmart stock in two transactions. The sale comes as Walmart’s stock has demonstrated remarkable strength, posting a 64% return over the past year.

The first transaction occurred on February 26, 2025, involving the sale of 20,337 shares at a weighted average price of $98.0314 per share. This sale was executed at prices ranging from $98.00 to $98.17.

The second and more substantial transaction took place on February 28, 2025, with the sale of 2,292,850 shares at a weighted average price of $98.4899 per share. The trades were executed at prices ranging from $98.00 to $98.86.

In total, these sales amounted to $227.8 million. Following these transactions, the Walton Family Holdings Trust retains ownership of approximately 594.7 million shares of Walmart.

In other recent news, Walmart Inc. has been the focus of several analyst updates and strategic developments. The company recently posted fourth-quarter earnings per share (EPS) of 66 cents, narrowly surpassing Wall Street’s expectations of 65 cents. Despite this, Walmart’s conservative guidance for the upcoming fiscal year has led to mixed reactions among analysts. TD Cowen raised its price target for Walmart to $115, maintaining a Buy rating, while RBC Capital Markets lowered its target to $107, citing adjustments in EPS forecasts. UBS also adjusted its price target slightly down to $112 but continued to express confidence in Walmart’s market share gains and business growth.

In addition to financial updates, Walmart and Sam’s Club have launched their annual "Fight Hunger. Spark Change." campaign in collaboration with Feeding America, marking 20 years of partnership. This initiative has contributed to over 2 billion meals for Americans facing hunger, with Walmart and Sam’s Club donating approximately $271 million to the cause since 2005. BMO Capital Markets maintained an Outperform rating with a $110 price target, emphasizing Walmart’s ongoing business momentum and strategic growth in digital and advertising sectors. These developments reflect Walmart’s continued focus on both financial performance and community support initiatives.

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