Walmart’s Walton family holdings trust sells shares worth $307.5 million

Published 06/03/2025, 00:04
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In a recent filing with the Securities and Exchange Commission, Walmart Inc. (NYSE:WMT), currently valued at $771 billion, disclosed that the Walton Family Holdings Trust, a significant shareholder, sold a substantial portion of its holdings in the retail giant. The transactions, which occurred over several days from March 3 to March 5, 2025, involved the sale of a total of 2,821,510 shares. The stock has shown remarkable strength, delivering a 62% return over the past year.

The sales were executed at prices ranging from $94.7854 to $99.0056 per share, resulting in a total transaction value of approximately $307.5 million. Following these sales, the Walton Family Holdings Trust continues to hold a significant stake in Walmart, with 591,537,005 shares remaining. According to InvestingPro’s analysis, Walmart maintains a GOOD overall financial health score, suggesting strong operational performance.

These transactions are noteworthy for investors as they reflect changes in the holdings of one of the company’s largest shareholders. The Walton Family, known for its deep ties to Walmart, remains a pivotal figure in the company’s ownership structure. For deeper insights into ownership patterns and comprehensive financial analysis, investors can access detailed Pro Research Reports on InvestingPro, which covers over 1,400 top US stocks.

In other recent news, Walmart has been the focus of several analyst updates and strategic initiatives. The retail giant recently celebrated two decades of partnership with Feeding America, marking this milestone with their annual "Fight Hunger. Spark Change." campaign. Over the years, Walmart and Sam’s Club have contributed approximately $271 million and donated over 9 billion pounds of food to help combat food insecurity in the United States.

On the financial side, UBS has adjusted Walmart’s stock price target to $112 while maintaining a Buy rating, citing the company’s significant market share gains and growth in alternative business ventures. Similarly, TD Cowen raised Walmart’s price target to $115, emphasizing the retailer’s strategic focus on high-margin sectors like marketplace and advertising. RBC Capital, however, lowered its price target to $107, attributing the adjustment to Walmart’s fiscal year 2026 guidance falling short of high expectations, though they maintain an Outperform rating.

Meanwhile, BMO Capital continues to hold an optimistic view, maintaining an Outperform rating with a price target of $110, highlighting Walmart’s growth in digital and advertising sectors and its expansion of same-day services. These recent developments underscore Walmart’s ongoing strategic efforts and the varied analyst perspectives on its future performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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