Foster Victor Wealth Advisors LLC Raises Holdings in Walmart Inc. $WMT

Foster Victor Wealth Advisors LLC boosted its position in Walmart Inc. (NASDAQ:WMT) by 6.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 142,630 shares of the retailer’s stock after acquiring an additional 8,684 shares during the quarter. Foster Victor Wealth Advisors LLC’s holdings in Walmart were worth $14,558,000 as of its most recent filing with the Securities and Exchange Commission.

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

Walmart Stock Down 0.4%

Shares of Walmart stock opened at $114.36 on Monday. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $117.45. The company has a market capitalization of $911.47 billion, a PE ratio of 39.99, a P/E/G ratio of 5.28 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. The business has a 50-day moving average of $107.61 and a 200-day moving average of $102.10.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 EPS 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 the consensus estimate of $175.15 billion. During the same quarter in the prior year, the business posted $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. As a group, equities analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms recently weighed in on WMT. Guggenheim restated a “buy” rating and set a $120.00 target price (up previously from $115.00) on shares of Walmart in a report on Friday, November 21st. Truist Financial set a $127.00 price target on Walmart in a report on Wednesday. JPMorgan Chase & Co. boosted their price objective on Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a research note on Friday, November 21st. Bank of America upped their target price on Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, September 17th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $123.00 target price (up previously from $111.00) on shares of Walmart in a research note on Friday, November 21st. Thirty-one research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Walmart has an average rating of “Moderate Buy” and a consensus price target of $120.54.

Insiders Place Their Bets

In other Walmart news, EVP John R. Furner sold 13,125 shares of the 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 transaction, the executive vice president directly owned 892,940 shares in the company, valued at $96,241,073.20. This represents a 1.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $101.63, for a total transaction of $406,520.00. Following the transaction, the executive vice president directly owned 1,040,455 shares of the company’s stock, valued at approximately $105,741,441.65. This represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 127,828 shares of company stock valued at $13,745,625. Corporate insiders own 0.10% of the company’s stock.

Walmart News Roundup

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.