Insider Trading February 23, 2026

Walmart Executive Watkins Latriece Disposes $1.2M in Shares as Analysts Raise Targets on Digital Growth

Senior executive sold 10,000 shares on Feb. 20, 2026; company valuation flagged as stretched even as e-commerce momentum draws analyst upgrades

By Ajmal Hussain WMT
Walmart Executive Watkins Latriece Disposes $1.2M in Shares as Analysts Raise Targets on Digital Growth
WMT

Watkins Latriece, an executive vice president at Walmart Inc., sold 10,000 shares of the company's stock on February 20, 2026, for roughly $1.2 million in multiple trades. The stock now trades above the sale price, while valuation metrics and recent analyst price-target increases paint a mixed picture of near-term momentum and stretched valuation.

Key Points

  • Watkins Latriece sold 10,000 Walmart shares on February 20, 2026, for approximately $1.2 million, in several trades at $121.46 to $121.48 per share.
  • Walmart's shares were trading at $125.81 after the sale, though the stock has fallen about 6% over the past week; valuation metrics show the stock as overvalued relative to its Fair Value, with a market cap of $1 trillion and a P/E of 46.12.
  • Analyst firms raised price targets based on strong digital and ecommerce performance: targets cited included $153, $147, $139 and $132, reflecting optimism around Walmart Digital and recent U.S. comparable-sales gains.

Watkins Latriece, who serves as Executive Vice President at Walmart Inc., executed the sale of 10,000 Walmart shares on February 20, 2026, generating approximately $1.2 million in proceeds. The disposition took place across several transactions, with sale prices recorded between $121.46 and $121.48 per share.

At the time of reporting, Walmart shares were trading at $125.81, a level higher than the prices received in the February 20 trades. Nonetheless, the company's shares have declined about 6% over the last week.

Valuation indicators included in recent analysis place the stock as overvalued relative to its calculated Fair Value, positioning the company on what has been characterized as a Most Overvalued list. Walmart carries a market capitalization of $1 trillion and trades at a price-to-earnings ratio of 46.12.

After the sale, Watkins holds 108,294.21 shares directly, an amount adjusted to reflect holdings in the Walmart Inc. 2016 Associate Stock Purchase Plan. In addition to direct ownership, Watkins indirectly holds 1,664.1494 shares through a 401(k) account, adjusted to reflect shares in the Walmart 401(k) Plan.


Analyst commentary and company performance

Recent analyst notes highlight growth in Walmart's digital operations as a core driver of the firm's outlook. One research firm pointed to a 27% increase in Walmart Digital, estimating the business at about $100 billion in the U.S. and roughly $150 billion globally. That view underpinned a raised price target to $153 and a suggestion that the company's guidance of 6% earnings-per-share growth could be conservative.

Other analysts also revised targets upward. A separate firm raised its target to $147, citing robust ecommerce momentum that contributed to sustained comparable sales momentum in the U.S. Truist Securities lifted its price target to $139 and highlighted a strong fourth-quarter result that included a 4.6% gain in U.S. comparable sales. Barclays moved its target to $132, noting unit share gains supported by aggressive price investments.

Collectively, these analyst moves reflect a broader emphasis on Walmart's expanding digital and ecommerce footprint as a meaningful element of company growth and competitive positioning.


Additional offerings and access to research

Further valuation tools and detailed research reports are available via subscription services that provide additional model-driven Fair Value calculations, ProTips, and extended coverage of U.S. equities.


Ownership snapshot and market context

  • Insider sale: 10,000 shares on February 20, 2026, for about $1.2 million.
  • Sale price range: $121.46 to $121.48 per share.
  • Current trading price cited: $125.81; one-week decline: 6%.
  • Market capitalization: $1 trillion; P/E ratio: 46.12.
  • Post-transaction direct holdings for Watkins: 108,294.21 shares; indirect 401(k) holdings: 1,664.1494 shares.

This article presents transaction details, ownership adjustments and recent analyst sentiment surrounding Walmart without offering investment advice. The facts above reflect reported trade details, recent market pricing and a selection of analyst target adjustments tied to Walmart's ecommerce and digital growth trends.

Risks

  • Valuation risk: Analysis indicates the stock is overvalued relative to its Fair Value, which could impact investor returns if market sentiment shifts - this affects equity investors and the broader market perception of retail valuations.
  • Near-term price volatility: The stock has declined 6% over the past week, suggesting short-term volatility that may influence trading and portfolio allocation decisions in retail and consumer staples sectors.
  • Dependence on digital growth assumptions: Analyst upgrades are tied to Walmart's ecommerce and digital expansion; if digital growth slows or fails to meet expectations, projected earnings and price targets may be at risk, affecting retail and technology-enabled retail sectors.

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