Breakthru Advisory Services LLC Makes New Investment in Walmart Inc. $WMT

Breakthru Advisory Services LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 4,486 shares of the retailer’s stock, valued at approximately $462,000.

Several other hedge funds have also made changes to their positions in the stock. Atlas Legacy Advisors LLC raised its holdings in Walmart by 1.1% in the 2nd quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock valued at $851,000 after acquiring an additional 98 shares in the last quarter. Meridian Wealth Partners LLC grew its holdings in shares of Walmart by 2.1% during the 2nd quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock worth $470,000 after purchasing an additional 99 shares in the last quarter. Hickory Point Bank & Trust increased its position in shares of Walmart by 1.3% during the third quarter. Hickory Point Bank & Trust now owns 7,706 shares of the retailer’s stock valued at $794,000 after purchasing an additional 100 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of Walmart by 1.1% in the second quarter. Revolve Wealth Partners LLC now owns 9,830 shares of the retailer’s stock valued at $961,000 after purchasing an additional 103 shares in the last quarter. Finally, Peterson Wealth Advisors LLC lifted its position in Walmart by 1.1% in the third quarter. Peterson Wealth Advisors LLC now owns 9,652 shares of the retailer’s stock worth $997,000 after purchasing an additional 104 shares during the period. Institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on WMT shares. Telsey Advisory Group reissued an “outperform” rating and issued a $135.00 price target on shares of Walmart in a report on Wednesday. The Goldman Sachs Group upped their target price on shares of Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a research note on Friday, August 22nd. Bank of America raised their price target on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 17th. Morgan Stanley reiterated an “overweight” rating and issued a $125.00 price objective (up from $115.00) on shares of Walmart in a research note on Friday, November 21st. Finally, Guggenheim restated a “buy” rating and set a $120.00 target price (up previously from $115.00) on shares of Walmart in a research report on Friday, November 21st. Thirty-one analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, Walmart presently has an average rating of “Moderate Buy” and a consensus target price of $120.54.

Walmart Stock Down 0.4%

Shares of WMT opened at $114.36 on Friday. The company has a market capitalization of $911.47 billion, a P/E ratio of 39.99, a PEG ratio of 5.31 and a beta of 0.64. 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 one year low of $79.81 and a one year high of $117.45. The business’s 50 day simple moving average is $107.61 and its 200-day simple moving average is $102.07.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, beating analysts’ consensus estimates of $0.60 by $0.02. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The firm had revenue of $179.50 billion during the quarter, compared to analysts’ expectations of $175.15 billion. During the same period last year, the firm posted $0.58 EPS. The business’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. As a group, sell-side analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Holiday sales appear to be a win for Walmart versus Target, suggesting stronger same‑store trends and execution into peak season — a near‑term sales catalyst and competitive share gain. Walmart’s Holiday Strength Highlights Target’s Strategic Missteps | TGT WMT
• Positive Sentiment: Analyst consensus remains constructive (average “Moderate Buy”), supporting upside from earnings momentum and the firm’s FY26 guidance. Analyst support can buoy the stock if results stay on track. Walmart Inc. (NASDAQ:WMT) Given Average Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Multiple analyst/commentary pieces highlight Walmart as a longer‑term growth story (ecommerce, Marketplace, fintech/PhonePe exposure), reinforcing investor interest beyond cyclical retail swings. Why Walmart (WMT) is a top growth stock for the long term
• Neutral Sentiment: Major shareholder structure overview — articles summarizing top holders (index funds, Walton family) provide context for liquidity and potential block trades but don’t imply immediate operational change. Useful for assessing long‑term ownership stability. Top Walmart Shareholders
• Neutral Sentiment: An investor group has asked Walmart to disclose impacts from U.S. immigration policy changes — this increases ESG/operational transparency pressure but is mainly a disclosure/regulatory risk to monitor. Exclusive: Amazon, Walmart shareholder pushes firms to report impact of Trump’s immigration policies
• Negative Sentiment: Market concern over potential H‑1B visa fee changes and their incremental cost to payrolls/supply chain has prompted investor questions and a clear near‑term headwind to sentiment. This regulatory/expense uncertainty pressured the stock. Walmart stock dips (WMT) as investors seek answers on H-1b visa fees impact
• Negative Sentiment: Insider selling: EVP Daniel Bartlett sold ~1,425 shares (disclosed SEC Form 4). Small relative to his holdings, but combined insider/major‑holder moves can spook traders. Walmart (NASDAQ:WMT) EVP Daniel Bartlett Sells 1,425 Shares
• Negative Sentiment: Walton Family Holdings Trust reportedly sold about $30.1M of Walmart stock — a meaningful block by ownership value that can increase supply and weigh on price near term. 6WMT : Insider Decision: Walton Family Holdings Trust Offloads $30.10M…

Insider Buying and Selling

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $115.21, for a total value of $460,840.00. Following the completion of the sale, the executive vice president owned 1,031,455 shares in the company, valued at approximately $118,833,930.55. This trade represents a 0.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $109.57, for a total transaction of $2,127,411.12. Following the transaction, the chief executive officer owned 4,334,747 shares in the company, valued at $474,958,228.79. The trade was a 0.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 127,828 shares of company stock valued at $13,745,625 in the last 90 days. 0.10% of the stock is owned by corporate insiders.

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.