SGL Investment Advisors Inc. Purchases 11,916 Shares of Walmart Inc. $WMT

SGL Investment Advisors Inc. boosted its position in shares of Walmart Inc. (NASDAQ:WMT) by 37.0% in the third quarter, Holdings Channel.com reports. The institutional investor owned 44,102 shares of the retailer’s stock after acquiring an additional 11,916 shares during the period. Walmart comprises approximately 1.9% of SGL Investment Advisors Inc.’s investment portfolio, making the stock its 20th biggest holding. SGL Investment Advisors Inc.’s holdings in Walmart were worth $4,480,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in WMT. Access Investment Management LLC purchased a new position in shares of Walmart in the 2nd quarter worth $26,000. Your Advocates Ltd. LLP bought a new position in shares of Walmart in the 3rd quarter valued at about $28,000. Roble Belko & Company Inc grew its position in Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after acquiring an additional 219 shares in the last quarter. Manning & Napier Advisors LLC purchased a new position in Walmart in the third quarter worth about $39,000. Finally, Harbor Asset Planning Inc. bought a new stake in Walmart during the second quarter worth approximately $46,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart hit a historic >$1 trillion market capitalization as shares rose on enthusiasm for e‑commerce growth, AI integration and strategic investments that have shifted investor perception toward a tech-enabled retailer. Walmart cracks into the $1 trillion club
• Positive Sentiment: Leadership continuity: John Furner’s promotion to CEO (internal hire with a long Walmart track record) reduces execution risk associated with a management transition and reassures investors focused on continuing the company’s digital transformation. Walmart Names New CEO
• Positive Sentiment: Walmart+ membership is accelerating (reported ~28.4M members, double‑digit growth), supporting recurring revenue and higher-margin services that help justify a premium valuation. Walmart+ Paid Membership Growth
• Neutral Sentiment: Analyst coverage is broadly positive (many Buy/Moderate Buy ratings), but consensus 12‑month targets are not far above current levels—suggesting limited near‑term upside in some models. Analyst Ratings
• Neutral Sentiment: Walmart’s defensive retail positioning and status as a Dividend King make it attractive in a sector rotation into staples; that supports steady investor demand but limits rapid re‑rating potential. Dividend stock context
• Negative Sentiment: Competitive pressure: Amazon’s ongoing acceleration of same‑ and next‑day delivery raises the bar on fulfillment speed and could force Walmart to increase investments that compress margins. Amazon delivery pressure
• Negative Sentiment: Valuation risk: Walmart now trades at elevated multiples (high P/E and PEG), so the stock’s upside depends on continued execution; a slowdown in same‑store sales or margin mix could trigger a pullback.

Walmart Stock Performance

WMT stock opened at $127.71 on Wednesday. The business has a 50-day moving average price of $115.30 and a 200 day moving average price of $106.54. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $128.16. The company has a market capitalization of $1.02 trillion, a P/E ratio of 44.65, a PEG ratio of 4.71 and a beta of 0.65. 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 data on Thursday, November 20th. The retailer reported $0.62 earnings per share (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%. Walmart’s revenue was up 5.8% compared to the same quarter last year. During the same period last year, the company posted $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, equities research analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Insider Activity at Walmart

In other news, EVP Daniel J. Bartlett sold 1,388 shares of Walmart stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $120.00, for a total value of $166,560.00. Following the transaction, the executive vice president owned 645,642 shares of the company’s stock, valued at $77,477,040. The trade was a 0.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP John D. Rainey sold 20,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the sale, the executive vice president directly owned 506,764 shares of the company’s stock, valued at $61,962,034.28. The trade was a 3.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 153,015 shares of company stock valued at $17,527,412 over the last 90 days. Company insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on WMT shares. Truist Financial set a $127.00 target price on Walmart in a report on Wednesday, December 17th. Wells Fargo & Company restated an “overweight” rating and issued a $130.00 price target (up from $120.00) on shares of Walmart in a research report on Friday, December 19th. Robert W. Baird boosted their price objective on shares of Walmart from $110.00 to $121.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Raymond James Financial reissued an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. Finally, KeyCorp reaffirmed an “overweight” rating and set a $128.00 price target on shares of Walmart in a research note on Wednesday, January 7th. Thirty-two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $124.19.

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.