FCG Investment Co Sells 6,188 Shares of Walmart Inc. $WMT

FCG Investment Co reduced its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 17.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,717 shares of the retailer’s stock after selling 6,188 shares during the quarter. Walmart accounts for about 1.4% of FCG Investment Co’s holdings, making the stock its 15th biggest position. FCG Investment Co’s holdings in Walmart were worth $2,960,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Access Investment Management LLC purchased a new stake in shares of Walmart in the second quarter worth approximately $26,000. PFS Partners LLC grew its holdings in Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after buying an additional 233 shares in the last quarter. Ridgewood Investments LLC raised its position in Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after buying an additional 115 shares during the last quarter. Livelsberger Financial Advisory bought a new position in Walmart during the 2nd quarter valued at $44,000. Finally, Harbor Asset Planning Inc. purchased a new position in Walmart during the 2nd quarter worth $46,000. 26.76% of the stock is owned by institutional investors.

Walmart Trading Down 0.4%

Shares of WMT stock opened at $114.36 on Friday. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. The firm has a market cap 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 50 day moving average of $107.61 and a 200-day moving average of $102.07. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $117.45.

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

Analyst Upgrades and Downgrades

Several analysts have recently commented on WMT shares. Sanford C. Bernstein reiterated an “outperform” rating and issued a $122.00 target price (up previously from $118.00) on shares of Walmart in a report on Friday, November 21st. Truist Financial set a $127.00 price objective on shares of Walmart in a research note on Wednesday. Wolfe Research assumed coverage on shares of Walmart in a research report on Thursday, September 18th. They set an “outperform” rating and a $129.00 target price on the stock. Cowen restated a “buy” rating on shares of Walmart in a research note on Tuesday, December 9th. Finally, JPMorgan Chase & Co. increased their price target on Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research report on Friday, November 21st. Thirty-one investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $120.54.

Insider Buying and Selling at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Thursday, September 25th. The shares were sold at an average price of $103.21, for a total value of $2,003,925.36. Following the completion of the transaction, the chief executive officer directly owned 4,373,576 shares of the company’s stock, valued at approximately $451,396,778.96. This trade represents a 0.44% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $107.78, for a total transaction of $1,414,612.50. Following the sale, the executive vice president directly owned 892,940 shares in the company, valued at $96,241,073.20. The trade was a 1.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 127,828 shares of company stock worth $13,745,625 over the last ninety days. Company insiders own 0.10% of the company’s stock.

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…

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.