Transcend Capital Advisors LLC Grows Holdings in Walmart Inc. $WMT

Transcend Capital Advisors LLC lifted its position in Walmart Inc. (NASDAQ:WMT) by 27.7% in the third quarter, HoldingsChannel.com reports. The firm owned 40,938 shares of the retailer’s stock after purchasing an additional 8,892 shares during the quarter. Transcend Capital Advisors LLC’s holdings in Walmart were worth $4,219,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the business. Vanguard Group Inc. lifted its stake in Walmart by 1.4% in the 2nd quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after purchasing an additional 5,856,468 shares in the last quarter. Geode Capital Management LLC increased its stake in Walmart by 0.3% during the second quarter. Geode Capital Management LLC now owns 94,557,532 shares of the retailer’s stock worth $9,199,712,000 after acquiring an additional 263,718 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. Ameriprise Financial Inc. increased its position in Walmart by 3.6% during the second quarter. Ameriprise Financial Inc. now owns 31,973,329 shares of the retailer’s stock valued at $3,126,775,000 after acquiring an additional 1,098,342 shares during the last quarter. Finally, Amundi grew its holdings in Walmart by 23.5% during the 2nd quarter. Amundi now owns 19,493,644 shares of the retailer’s stock valued at $1,902,775,000 after purchasing an additional 3,710,506 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Leadership change signals digital focus — John Furner will become CEO of Walmart Inc. on Feb. 1, a move markets interpret as a deliberate shift to accelerate Walmart’s digital footprint and omnichannel execution, which could support long‑term revenue and margin expansion. Walmart’s Choice for New CEO Signals Intent to Expand Digital Footprint
• Positive Sentiment: Scale and top-line strength — a recent review highlights Walmart generated roughly $681 billion in revenue in fiscal 2025 (about $1.87B/day), underscoring the company’s dominant scale that supports bargaining power, assortment investment, and steady cash flow. Walmart’s $611 Billion Annual Revenue: Breaking Down $1.7 Billion Per Day
• Positive Sentiment: Front‑line investment in pharmacy staff — Walmart is boosting pay and elevating about 3,000 pharmacy roles, which should help reduce turnover, improve service in a high‑margin category, and support healthcare strategy. That operational investment is viewed positively for execution and customer experience. Walmart boosting pay potential for pharmacy technicians, elevates 3,000 roles
• Neutral Sentiment: Competitive landscape remains intense — coverage highlights ongoing competition between Walmart and Amazon across grocery and healthcare, a reminder that pricing and logistics arms races could pressure margins even as Walmart scales services. Amazon, Walmart Fight War on 2 Fronts: Grocery and Healthcare
• Neutral Sentiment: Merchandising promotions — brands like Cate & Chloe are featuring product assortments on Walmart.com for seasonal gifting (Valentine’s), which supports e‑commerce assortment and marketing but is not material alone. Cate & Chloe Highlights Valentine’s Day Hoop Earrings Available at Walmart
• Neutral Sentiment: Broader retail PR and community efforts — unrelated consumer goods relief efforts (e.g., P&G storm relief) reflect sector-wide CSR activity; positive for brand but limited direct impact on Walmart’s near‑term financials. PROCTER & GAMBLE BRINGS RELIEF TO MISSISSIPPI RESIDENTS AFFECTED BY SEVERE WINTER STORM

Walmart Stock Up 1.5%

NASDAQ:WMT opened at $119.14 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24. The company’s fifty day moving average price is $114.48 and its 200-day moving average price is $106.03. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $121.62. The firm has a market capitalization of $949.57 billion, a P/E ratio of 41.66, a PEG ratio of 5.01 and a beta of 0.66.

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

Insider Activity

In other news, EVP Donna Morris sold 9,384 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $120.19, for a total transaction of $1,127,862.96. Following the sale, the executive vice president 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Daniel Danker sold 4,365 shares of Walmart stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $120.19, for a total transaction of $524,629.35. Following the transaction, the executive vice president directly owned 238,583 shares of the company’s stock, valued at approximately $28,675,290.77. This trade represents a 1.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 135,215 shares of company stock valued at $15,304,608 over the last 90 days. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on WMT. Sanford C. Bernstein reiterated an “outperform” rating and issued a $129.00 target price (up previously from $122.00) on shares of Walmart in a research note on Monday, January 5th. Royal Bank Of Canada reissued an “outperform” rating and issued a $126.00 price objective (up previously from $123.00) on shares of Walmart in a research note on Wednesday, January 14th. Tigress Financial boosted their target price on shares of Walmart from $130.00 to $135.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Guggenheim reiterated a “buy” rating and set a $120.00 price objective (up previously from $115.00) on shares of Walmart in a report on Friday, November 21st. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $125.00 price objective (up from $115.00) on shares of Walmart in a research 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 data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $123.37.

About Walmart

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.