Brookwood Investment Group LLC Cuts Stock Holdings in Walmart Inc. $WMT

Brookwood Investment Group LLC cut its position in shares of Walmart Inc. (NASDAQ:WMT) by 21.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 28,950 shares of the retailer’s stock after selling 7,927 shares during the period. Brookwood Investment Group LLC’s holdings in Walmart were worth $2,984,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Kingstone Capital Partners Texas LLC increased its stake in shares of Walmart by 397,264.9% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock valued at $10,496,702,000 after purchasing an additional 104,488,610 shares in the last quarter. Norges Bank purchased a new stake in shares of Walmart in the second quarter valued at approximately $5,367,770,000. Laurel Wealth Advisors LLC raised its stake in shares of Walmart by 9,648.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,486,374 shares of the retailer’s stock worth $1,123,138,000 after buying an additional 11,368,549 shares during the period. Vanguard Group Inc. raised its stake in shares of Walmart by 1.4% during the 2nd quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after buying an additional 5,856,468 shares during the period. Finally, Amundi lifted its position in shares of Walmart by 23.5% during the 2nd quarter. Amundi now owns 19,493,644 shares of the retailer’s stock valued at $1,902,775,000 after buying an additional 3,710,506 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Zacks notes WMT settled higher on the session, reflecting positive investor reaction to recent company performance and the market’s appetite for defensive retail names. Walmart (WMT) Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: The Motley Fool’s “7 Reasons to Buy WMT” highlights Walmart’s grocery-led revenue ( >50% of sales) and double-digit e-commerce growth — factors supporting durable, predictable cash flow and upside to market share in retail. 7 Reasons to Buy WMT Stock Like There’s No Tomorrow
• Positive Sentiment: A separate Fool piece reiterates Walmart’s diversified retail footprint and low-price positioning as long-term competitive advantages that support steady performance and dividend durability. 3 Reasons to Buy Walmart Stock Like There’s No Tomorrow
• Positive Sentiment: Benzinga’s retrospective on a $100 investment over five years underscores strong long-term shareholder returns, reinforcing buy-and-hold sentiment among income and value investors. Here’s How Much $100 Invested In Walmart 5 Years Ago Would Be Worth Today
• Neutral Sentiment: MarketBeat flags that defensive names (including WMT) may be “crowded” entering 2026 — a reminder that some upside is already priced in and that macro shifts could swing performance. Are These 3 Leading Defensive Stocks Too Crowded Heading Into 2026?
• Neutral Sentiment: A MarketBeat roundup and a Motley Fool list that mention WMT among dividend/defensive picks reinforce its income/defensive appeal but don’t add fresh catalysts beyond valuation and yield considerations. Bullseye Bounce: Toms Capital Takes a Stake in Target (WMT)
• Negative Sentiment: Activist activity at peer Target (Toms Capital stake) could intensify competition or prompt industry consolidation moves; that dynamic is a downside risk for Walmart’s market-share and margin outlook if it leads to more aggressive pricing or capital allocation by rivals. Bullseye Bounce: Toms Capital Takes a Stake in Target (WMT)

Walmart Price Performance

WMT stock opened at $112.76 on Friday. 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 simple moving average of $108.66 and a 200-day simple moving average of $103.17. The firm has a market capitalization of $898.72 billion, a PE ratio of 39.43, a price-to-earnings-growth ratio of 5.21 and a beta of 0.66. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $117.45.

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

Analysts Set New Price Targets

A number of equities analysts have weighed in on WMT shares. CICC Research assumed coverage on shares of Walmart in a research report on Friday, December 26th. They set an “outperform” rating and a $125.00 price objective for the company. DA Davidson set a $130.00 price target on shares of Walmart and gave the stock a “buy” rating in a research report on Friday, November 21st. Morgan Stanley reiterated an “overweight” rating and issued a $125.00 price objective (up from $115.00) on shares of Walmart in a report on Friday, November 21st. KeyCorp reissued an “overweight” rating and set a $120.00 target price (up previously from $110.00) on shares of Walmart in a report on Friday, November 21st. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $123.00 target price on shares of Walmart in a research report on Tuesday, December 9th. Thirty-two equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Walmart presently has an average rating of “Moderate Buy” and an average target price of $120.69.

Insider Transactions at Walmart

In related 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 transaction of $460,840.00. Following the completion of the sale, the executive vice president directly owned 1,031,455 shares in the company, valued at approximately $118,833,930.55. This trade represents a 0.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Friday, December 26th. The shares were sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the completion of the transaction, the chief executive officer owned 4,315,333 shares in the company, valued at $482,583,689.39. The trade was a 0.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 125,628 shares of company stock valued at $13,690,065 in the last three months. 0.10% of the stock is currently owned by corporate insiders.

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.