IMA Advisory Services Inc. Has $5.63 Million Holdings in Walmart Inc. $WMT

IMA Advisory Services Inc. increased its position in shares of Walmart Inc. (NASDAQ:WMT) by 28.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 54,577 shares of the retailer’s stock after purchasing an additional 12,134 shares during the quarter. IMA Advisory Services Inc.’s holdings in Walmart were worth $5,625,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Columbia Bank lifted its holdings in shares of Walmart by 4.2% during the 3rd quarter. Columbia Bank now owns 10,842 shares of the retailer’s stock worth $1,182,000 after acquiring an additional 436 shares during the period. Tacita Capital Inc increased its stake in Walmart by 6.8% in the third quarter. Tacita Capital Inc now owns 1,650 shares of the retailer’s stock valued at $170,000 after acquiring an additional 105 shares during the last quarter. Abich Financial Wealth Management LLC acquired a new position in Walmart during the third quarter valued at approximately $343,000. Assetmark Inc. lifted its stake in Walmart by 7.3% during the third quarter. Assetmark Inc. now owns 328,072 shares of the retailer’s stock worth $33,811,000 after purchasing an additional 22,332 shares during the last quarter. Finally, ICW Investment Advisors LLC boosted its holdings in shares of Walmart by 0.5% in the 3rd quarter. ICW Investment Advisors LLC now owns 39,951 shares of the retailer’s stock valued at $4,117,000 after purchasing an additional 206 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Insider Activity

In related news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Friday, December 26th. The stock was sold at an average price of $111.83, for a total value of $2,171,291.28. Following the transaction, the chief executive officer directly owned 4,315,333 shares of the company’s stock, valued at $482,583,689.39. The trade was a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Donna Morris sold 76,181 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the sale, the executive vice president directly owned 402,072 shares of the company’s stock, valued at $49,772,492.88. This represents a 15.93% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 229,196 shares of company stock worth $26,957,858. 0.10% of the stock is owned by corporate insiders.

Walmart Stock Up 3.8%

Shares of NASDAQ WMT opened at $133.66 on Friday. The company has a 50 day simple moving average of $117.73 and a 200 day simple moving average of $108.00. 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 Inc. has a 1 year low of $79.81 and a 1 year high of $134.49. The firm has a market cap of $1.07 trillion, a PE ratio of 46.73, a price-to-earnings-growth ratio of 4.92 and a beta of 0.65.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results 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 firm had revenue of $179.50 billion during 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 was up 5.8% on a year-over-year basis. During the same period in the prior year, the company posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, research analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts raising price targets and ratings — Oppenheimer bumped its WMT target to $140 and kept an Outperform rating, and BTIG also raised its target to $140, supporting upside expectations. Walmart Inc. (WMT) Price Target Increased at Oppenheimer as Firm Eyes Solid Q4
• Positive Sentiment: Additional analyst momentum — Telsey Advisory Group reaffirmed an Outperform with a $135 target and other firms (Mizuho, BTIG) have issued bullish commentary, lending broad sell‑side support. Analyst coverage (Benzinga)
• Positive Sentiment: Institutional buying — Fisher Asset Management boosted its Walmart stake, signaling confidence from a major asset manager and providing structural demand for the shares. Fisher Asset Management Boosts Walmart Stake
• Positive Sentiment: Expectations for earnings growth — previews from Zacks and coverage around likely beats/guidance have reinforced a buy thesis ahead of the Feb. 19 report. Walmart (WMT) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Earnings event scheduled — Walmart will host its Q4 earnings call on Feb. 19; execution/guidance from that call is the near-term catalyst investors are watching. Walmart To Host Fourth Quarter Earnings Conference Call February 19, 2026
• Neutral Sentiment: Dividend/long-term stories and sector context — pieces highlighting dividend aristocrats and retail winners (including WMT) contribute to steady investor interest but are lower-impact near-term. 3 Dividend Aristocrat Stocks To Buy for Reliable Income In 2026
• Neutral Sentiment: Competitive landscape note — Kroger’s management shakeup got attention this week; a revitalized competitor is a strategic watch but not an immediate earnings shock to Walmart. Kroger’s New CEO: A Turnaround Play in Aisle 4?
• Negative Sentiment: Legal/marketplace risk — Estée Lauder sued Walmart alleging counterfeit products sold via Walmart’s marketplace; this raises reputational and potential remediation costs and keeps marketplace controls under investor scrutiny. Estée Lauder sues Walmart for selling counterfeits

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on WMT shares. DA Davidson set a $130.00 price target on Walmart and gave the stock a “buy” rating in a report on Friday, November 21st. Wells Fargo & Company reissued an “overweight” rating and set a $140.00 target price (up previously from $130.00) on shares of Walmart in a research note on Tuesday. Guggenheim reissued a “buy” rating and issued a $120.00 target price (up previously from $115.00) on shares of Walmart in a report on Friday, November 21st. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $140.00 price target (up from $126.00) on shares of Walmart in a report on Wednesday. Finally, Evercore reissued an “outperform” rating and issued a $130.00 price objective (up previously from $125.00) on shares of Walmart in a research note on Tuesday, February 3rd. Thirty-two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $127.19.

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.