Walmart Inc. $WMT Stock Holdings Lessened by GWN Securities Inc.

GWN Securities Inc. lessened its stake in Walmart Inc. (NASDAQ:WMT) by 48.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 12,749 shares of the retailer’s stock after selling 12,023 shares during the quarter. GWN Securities Inc.’s holdings in Walmart were worth $1,320,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of WMT. Brighton Jones LLC raised its stake in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after buying an additional 485 shares during the last quarter. Peterson Wealth Management raised its position in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Apella Capital LLC lifted its stake in Walmart by 5.8% in the second quarter. Apella Capital LLC now owns 17,183 shares of the retailer’s stock valued at $1,707,000 after acquiring an additional 945 shares during the last quarter. Finally, Goldstone Financial Group LLC lifted its stake in Walmart by 7.8% in the second quarter. Goldstone Financial Group LLC now owns 6,150 shares of the retailer’s stock valued at $605,000 after acquiring an additional 443 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Nasdaq-100 inclusion should trigger index and ETF buying and has been cited as a primary reason for recent upside in WMT shares. Walmart Stock Gaining Steam Ahead of Debut on Nasdaq-100
• Positive Sentiment: Partnership with Google/Alphabet to integrate Walmart and Sam’s Club assortments into Gemini AI (agent‑led commerce) boosts WMT’s e‑commerce credibility and long‑term growth narrative. Walmart Stock Jumps on Google AI Partnership
• Positive Sentiment: Drone delivery expansion to ~150 locations accelerates last‑mile capabilities and shows execution on cost and service improvements that investors reward. Walmart Drone Delivery Service Surges
• Positive Sentiment: Unusually large call‑option activity and a disclosed insider buy (Shishir Mehrotra acquired about $93k of WMT) suggest speculative and insider confidence in near‑term upside. Shishir Mehrotra’s Recent Buy: Acquires $93K In Walmart Stock
• Neutral Sentiment: Positive media/analyst commentary (e.g., Jim Cramer) highlights management execution and merchandising improvements, supporting sentiment but not necessarily changing fundamentals. Jim Cramer on Walmart CEO
• Neutral Sentiment: Macro piece on rotation to value argues consumer staples (including Walmart) are beneficiaries of a shift away from high‑duration tech, which is supportive but depends on broader rate/Fed developments. Tech Wreck or Valuation Reset? Rotating to Value in 2026
• Negative Sentiment: Critical takes argue Walmart may be overvalued after the run and that some holders are trimming — investor caution on multiples could cap further gains. Walmart Is Overvalued – I’ve Just Sold My Shares
• Negative Sentiment: Forbes and other outlets highlight what could push WMT lower (macro risk, margin pressure, execution missteps); these reminders add caution for more risk‑averse investors. What Can Send Walmart Stock Price Down?

Walmart Trading Up 2.0%

Shares of NASDAQ:WMT opened at $120.36 on Wednesday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. The stock’s 50-day moving average is $110.42 and its 200-day moving average is $104.13. The company has a market cap of $959.29 billion, a P/E ratio of 42.08, a P/E/G ratio of 5.03 and a beta of 0.66. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $120.51.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share 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 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 for the quarter was up 5.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Insiders Place Their Bets

In related news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $114.91, for a total transaction of $1,508,193.75. Following the completion of the transaction, the executive vice president directly owned 733,841 shares in the company, valued at $84,325,669.31. This represents a 1.76% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction on 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 of the company’s stock, valued at approximately $118,833,930.55. This trade represents a 0.39% 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 124,078 shares of company stock valued at $13,523,502 in the last 90 days. 0.10% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several brokerages have recently commented on WMT. Oppenheimer restated an “outperform” rating and set a $125.00 price target (up previously from $115.00) on shares of Walmart in a research note on Thursday, January 8th. Guggenheim reissued a “buy” rating and set a $120.00 target price (up from $115.00) on shares of Walmart in a research report on Friday, November 21st. Mizuho set a $125.00 price target on Walmart and gave the stock an “outperform” rating in a research report on Monday, January 5th. Barclays reiterated an “overweight” rating and set a $125.00 price target (up previously from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Finally, Telsey Advisory Group reissued an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a research note on Wednesday, December 17th. Thirty-two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, Walmart has a consensus rating of “Moderate Buy” and an average target price of $122.60.

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.