Walmart Inc. $WMT Shares Bought by Adell Harriman & Carpenter Inc.

Adell Harriman & Carpenter Inc. increased its stake in Walmart Inc. (NASDAQ:WMT) by 5.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 174,730 shares of the retailer’s stock after buying an additional 8,608 shares during the quarter. Walmart comprises 1.1% of Adell Harriman & Carpenter Inc.’s portfolio, making the stock its 27th largest position. Adell Harriman & Carpenter Inc.’s holdings in Walmart were worth $18,008,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of WMT. CWM LLC increased its holdings in Walmart by 24.2% during the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after purchasing an additional 229,220 shares during the last quarter. Neuberger Berman Group LLC grew its position in shares of Walmart by 0.8% during the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock worth $497,771,000 after buying an additional 42,645 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. increased its stake in shares of Walmart by 16.6% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock worth $6,567,000 after buying an additional 9,061 shares during the last quarter. Aviva PLC increased its stake in shares of Walmart by 16.4% in the second quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock worth $374,861,000 after buying an additional 539,504 shares during the last quarter. Finally, World Investment Advisors raised its holdings in Walmart by 5.2% in the third quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock valued at $30,286,000 after acquiring an additional 14,487 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on WMT shares. UBS Group reissued a “buy” rating and issued a $135.00 target price on shares of Walmart in a research report on Friday. Piper Sandler reiterated an “overweight” rating and issued a $130.00 price target (up from $123.00) on shares of Walmart in a research note on Tuesday. Guggenheim restated a “buy” rating and set a $120.00 price objective (up previously from $115.00) on shares of Walmart in a research note on Friday, November 21st. JPMorgan Chase & Co. increased their target price on Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a report on Friday, November 21st. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $129.00 price target (up from $122.00) on shares of Walmart in a report on Monday, January 5th. Thirty-two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $124.19.

Walmart News Roundup

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.

Insider Buying and Selling

In related news, EVP Daniel Danker sold 4,365 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 $524,629.35. Following the sale, the executive vice president directly owned 238,583 shares in the company, valued at $28,675,290.77. This trade represents a 1.80% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Daniel J. Bartlett sold 1,388 shares of Walmart stock in a transaction 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 sale, the executive vice president directly owned 645,642 shares in the company, valued at $77,477,040. The trade was a 0.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 153,015 shares of company stock valued at $17,527,412 in the last ninety days. Insiders own 0.10% of the company’s stock.

Walmart Stock Performance

Shares of WMT opened at $127.71 on Wednesday. The firm has a fifty day moving average of $115.30 and a 200-day moving average of $106.54. The company has a market cap of $1.02 trillion, a price-to-earnings ratio of 44.65, a price-to-earnings-growth ratio of 4.71 and a beta of 0.65. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $128.16.

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

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.