Walmart Inc. $WMT Shares Acquired by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC increased its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 8.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,785,399 shares of the retailer’s stock after purchasing an additional 218,632 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Walmart were worth $287,565,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of WMT. Access Investment Management LLC acquired a new stake in shares of Walmart during the second quarter worth about $26,000. PFS Partners LLC raised its stake in Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after acquiring an additional 233 shares during the last quarter. Ridgewood Investments LLC lifted its position in Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after acquiring an additional 115 shares during the period. Roble Belko & Company Inc grew its stake in shares of Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares during the last quarter. Finally, Manning & Napier Advisors LLC acquired a new position in shares of Walmart in the third quarter valued at approximately $39,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Donna Morris sold 9,384 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total value of $1,127,862.96. Following the completion of the transaction, the executive vice president directly owned 536,312 shares of the company’s stock, valued at $64,459,339.28. This trade represents a 1.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $119.99, for a total value of $1,574,868.75. Following the sale, the executive vice president owned 727,155 shares in the company, valued at approximately $87,251,328.45. The trade was a 1.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 135,215 shares of company stock worth $15,071,810. 0.10% of the stock is owned by insiders.

Walmart Stock Performance

Shares of WMT opened at $119.70 on Monday. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $121.24. The company has a 50-day simple moving average of $111.49 and a 200-day simple moving average of $104.59. The company has a market capitalization of $954.03 billion, a PE ratio of 41.85, a P/E/G ratio of 5.10 and a beta of 0.66.

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

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts / commentators note Walmart could boost its dividend if international expansion in China and India accelerates, which would support yield-hungry investors and signal stronger free cash flow prospects. Walmart stock dividend may surge thanks to China, India
• Neutral Sentiment: A Walmart executive outlines “agentic commerce” and AI use cases to simplify shopping and improve operations—this highlights potential long-term revenue/efficiency upside but is largely strategic and speculative in the near term. What ‘Agentic Commerce’ Means—And How a Walmart Exec Thinks AI Could Help You Shop
• Negative Sentiment: Wall Street Zen downgraded Walmart to a “Hold,” which may prompt some short-term selling from momentum or rating-sensitive funds. Walmart (NASDAQ:WMT) Downgraded by Wall Street Zen to “Hold”
• Negative Sentiment: An EVP filed an SEC sale of $1,574,868.75 in Walmart stock — a sizable single sale that can be read as a near-term supply increase in the market or routine diversification, depending on context. Walmart (NASDAQ:WMT) EVP Sells $1,574,868.75 in Stock
• Negative Sentiment: Another EVP sale of $1,127,862.96 was reported, adding to the series of executive disposals and increasing investor scrutiny of insider behavior. Walmart (NASDAQ:WMT) EVP Sells $1,127,862.96 in Stock
• Negative Sentiment: A smaller EVP sale of $166,560.00 was also disclosed; taken together the three filings total roughly $2.87M in insider sales, which is likely weighing on sentiment today. Walmart (NASDAQ:WMT) EVP Sells $166,560.00 in Stock

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. CICC Research assumed coverage on Walmart in a report on Friday, December 26th. They set an “outperform” rating and a $125.00 price target for the company. Evercore ISI set a $120.00 price objective on shares of Walmart and gave the stock an “outperform” rating in a research report on Tuesday, December 16th. BTIG Research restated a “buy” rating and issued a $125.00 target price on shares of Walmart in a research note on Wednesday, January 14th. JPMorgan Chase & Co. boosted their price target on shares of Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a research note on Friday, November 21st. Finally, Oppenheimer reissued an “outperform” rating and set a $125.00 price target (up from $115.00) on shares of Walmart in a report on Thursday, January 8th. Thirty-two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $123.03.

Walmart 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.