Insider Trading February 25, 2026

Walton Family Holdings Trust Disposes $159.8 Million in Walmart Shares Over Three Days

Trust trimmed stake with multiple block sales as analysts continue to raise price targets on the retailer

By Nina Shah WMT
Walton Family Holdings Trust Disposes $159.8 Million in Walmart Shares Over Three Days
WMT

Walton Family Holdings Trust, which owns roughly 10% of Walmart Inc., executed a series of sales between February 23 and February 25, 2026, disposing of common stock totaling $159.8 million. The transactions, recorded on a Form 4 filing, included four blocks sold at average prices from $125.6253 to $127.171. After the disposals, the trust continues to hold 524,607,185 shares. The stock trades near its 52-week high amid strong six-month performance and a diverse set of analyst upgrades and maintained buy recommendations.

Key Points

  • Walton Family Holdings Trust sold $159.8 million of Walmart shares between February 23 and February 25, 2026, as reported on a Form 4 filing.
  • The trust disposed of four blocks of shares at average prices ranging from $125.6253 to $127.171 and still holds 524,607,185 shares after the sales.
  • Walmart shares traded at $125.79 at the time of the filing, near a 52-week high, with multiple analysts raising price targets or reiterating positive ratings based on digital and omnichannel growth.

Walton Family Holdings Trust, identified in regulatory filings as a roughly ten percent owner of Walmart Inc. (NYSE: WMT), reduced its direct holdings in the retailer through a sequence of sales executed over three days in late February 2026, according to a Form 4 disclosure.

The trust completed transactions between February 23 and February 25, 2026, that cumulatively totaled $159.8 million in proceeds. The disposition schedule listed four separate blocks of shares sold at slightly different average prices:

  • February 23, 2026 - 844,309 shares sold at an average price of $125.6253;
  • February 23, 2026 - 355,691 shares sold at an average price of $126.4016;
  • February 24, 2026 - 3,734 shares sold at an average price of $127.0144;
  • February 25, 2026 - 65,537 shares sold at an average price of $127.171.

Following these transactions the Walton Family Holdings Trust is recorded as directly owning 524,607,185 shares of Walmart Inc.

At the time of the filing, Walmart shares were trading at $125.79, which the filing notes is close to the stock's 52-week high of $134.69. The share price has advanced about 31% over the past six months. An InvestingPro analysis cited in the filing characterizes the stock as appearing overvalued at current levels, reporting a price-to-earnings ratio of 46.16. The filing also points investors to a comprehensive Pro Research Report that covers Walmart and more than 1,400 other U.S. equities for additional valuation and performance detail.

Walmart remains a long-standing dividend payer, with 54 consecutive years of dividend payments and a current yield of 0.79%, as noted in the disclosure.


Alongside the disclosure of insider activity, the filing recaps a string of analyst actions and observations on Walmart's outlook and valuation. A number of brokerages have either raised price targets or reiterated positive ratings in recent commentary:

  • Tigress Financial Partners raised its price target to $150 and kept a Buy rating, highlighting Walmart's shift toward a tech-enabled omnichannel model and the expectation that this transformation will drive revenue, cash flow growth, and margin expansion.
  • Piper Sandler reiterated an Overweight rating with a $130 price target, pointing to business momentum and roughly 10% consistent EBIT growth over the past three years.
  • Evercore ISI increased its price target to $135 and maintained an Outperform rating, citing 27% digital growth and suggesting Walmart's 6% earnings per share growth guidance may be conservative given expansion in higher-margin segments.
  • Barclays raised its price target to $132 while keeping an Overweight rating, noting strong unit share gains as a factor behind the higher target.

These analyst notes, included alongside the filing data, emphasize investors' attention on Walmart's strategic investments in digital channels and omnichannel capabilities as drivers of revenue and margin outcomes. The filings do not attach any commentary from the Walton Family Holdings Trust itself explaining the rationale behind the sales.

The regulatory disclosure provides a snapshot of insider activity and contemporaneous market context: a significant block of indexable shares sold over multiple days while the stock trades near its higher recent levels and while several research firms have adjusted price targets upward or maintained positive stances. Investors seeking deeper valuation and performance metrics are directed in the filing to the referenced Pro Research Report for expanded analysis.

Risks

  • Insider sales occurred while the stock traded near recent highs - this timing may raise questions for investors relying on insider transactions as signals for valuation or sentiment. (Impacts equity markets and investor sentiment.)
  • InvestingPro analysis cited a P/E ratio of 46.16 and described the stock as appearing overvalued at current levels, indicating valuation risk for new buyers at current prices. (Impacts equity valuation assessments and portfolio allocation decisions.)
  • The filing contains no explanation from the Walton Family Holdings Trust for the disposals, leaving uncertainty about whether the sales reflect portfolio rebalancing, liquidity needs, or other motives. (Impacts interpretation of insider activity for shareholders and market observers.)

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