Patriot Financial Group Insurance Agency LLC Decreases Stock Position in Walmart Inc. $WMT

Patriot Financial Group Insurance Agency LLC lessened its stake in shares of Walmart Inc. (NASDAQ:WMT) by 23.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 33,825 shares of the retailer’s stock after selling 10,174 shares during the period. Patriot Financial Group Insurance Agency LLC’s holdings in Walmart were worth $3,486,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in WMT. Kingstone Capital Partners Texas LLC increased its stake in Walmart by 397,264.9% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock worth $10,496,702,000 after acquiring an additional 104,488,610 shares during the last quarter. Norges Bank bought a new position in shares of Walmart during the 2nd quarter valued at approximately $5,367,770,000. Laurel Wealth Advisors LLC grew its holdings in shares of Walmart by 9,648.7% in the second quarter. Laurel Wealth Advisors LLC now owns 11,486,374 shares of the retailer’s stock valued at $1,123,138,000 after purchasing an additional 11,368,549 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of Walmart by 1.4% in the second quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock valued at $42,223,116,000 after purchasing an additional 5,856,468 shares in the last quarter. Finally, Amundi increased its position in Walmart by 23.5% in the second quarter. Amundi now owns 19,493,644 shares of the retailer’s stock worth $1,902,775,000 after purchasing an additional 3,710,506 shares during the last quarter. 26.76% of the stock is owned by institutional investors.

Insider Buying and Selling at Walmart

In related news, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $111.23, for a total transaction of $244,706.00. Following the completion of the sale, the executive vice president owned 617,318 shares in the company, valued at $68,664,281.14. This trade represents a 0.36% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Friday, November 28th. The shares were sold at an average price of $109.57, for a total transaction of $2,127,411.12. Following the completion of the sale, the chief executive officer directly owned 4,334,747 shares of the company’s stock, valued at approximately $474,958,228.79. This trade represents a 0.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 127,828 shares of company stock valued at $13,745,625. 0.10% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms have commented on WMT. JPMorgan Chase & Co. increased their price objective on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research report on Friday, November 21st. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $135.00 price target on shares of Walmart in a report on Wednesday. Evercore ISI set a $120.00 price objective on Walmart and gave the stock an “outperform” rating in a research note on Tuesday. Sanford C. Bernstein restated an “outperform” rating and set a $122.00 price objective (up from $118.00) on shares of Walmart in a research report on Friday, November 21st. Finally, Tigress Financial raised their price objective on Walmart from $125.00 to $130.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Thirty-one equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $120.54.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Holiday sales appear to be a win for Walmart versus Target, suggesting stronger same‑store trends and execution into peak season — a near‑term sales catalyst and competitive share gain. Walmart’s Holiday Strength Highlights Target’s Strategic Missteps | TGT WMT
• Positive Sentiment: Analyst consensus remains constructive (average “Moderate Buy”), supporting upside from earnings momentum and the firm’s FY26 guidance. Analyst support can buoy the stock if results stay on track. Walmart Inc. (NASDAQ:WMT) Given Average Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Multiple analyst/commentary pieces highlight Walmart as a longer‑term growth story (ecommerce, Marketplace, fintech/PhonePe exposure), reinforcing investor interest beyond cyclical retail swings. Why Walmart (WMT) is a top growth stock for the long term
• Neutral Sentiment: Major shareholder structure overview — articles summarizing top holders (index funds, Walton family) provide context for liquidity and potential block trades but don’t imply immediate operational change. Useful for assessing long‑term ownership stability. Top Walmart Shareholders
• Neutral Sentiment: An investor group has asked Walmart to disclose impacts from U.S. immigration policy changes — this increases ESG/operational transparency pressure but is mainly a disclosure/regulatory risk to monitor. Exclusive: Amazon, Walmart shareholder pushes firms to report impact of Trump’s immigration policies
• Negative Sentiment: Market concern over potential H‑1B visa fee changes and their incremental cost to payrolls/supply chain has prompted investor questions and a clear near‑term headwind to sentiment. This regulatory/expense uncertainty pressured the stock. Walmart stock dips (WMT) as investors seek answers on H-1b visa fees impact
• Negative Sentiment: Insider selling: EVP Daniel Bartlett sold ~1,425 shares (disclosed SEC Form 4). Small relative to his holdings, but combined insider/major‑holder moves can spook traders. Walmart (NASDAQ:WMT) EVP Daniel Bartlett Sells 1,425 Shares
• Negative Sentiment: Walton Family Holdings Trust reportedly sold about $30.1M of Walmart stock — a meaningful block by ownership value that can increase supply and weigh on price near term. 6WMT : Insider Decision: Walton Family Holdings Trust Offloads $30.10M…

Walmart Stock Down 0.4%

Shares of NASDAQ:WMT opened at $114.36 on Friday. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $117.45. The business has a 50 day simple moving average of $107.61 and a two-hundred day simple moving average of $102.07. The firm has a market capitalization of $911.47 billion, a PE ratio of 39.99, a price-to-earnings-growth ratio of 5.31 and a beta of 0.64. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, topping the consensus estimate of $0.60 by $0.02. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The firm had revenue of $179.50 billion for the quarter, compared to the consensus estimate of $175.15 billion. During the same period in the prior year, the business posted $0.58 earnings per share. The company’s revenue for the quarter was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, equities analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Company Profile

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.