Jackson Thornton Wealth Management LLC Boosts Holdings in Walmart Inc. $WMT

Jackson Thornton Wealth Management LLC raised its position in Walmart Inc. (NASDAQ:WMT) by 258.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 13,881 shares of the retailer’s stock after purchasing an additional 10,007 shares during the period. Jackson Thornton Wealth Management LLC’s holdings in Walmart were worth $1,428,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in WMT. CWM LLC grew its position in Walmart by 24.2% during the third quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock valued at $121,168,000 after acquiring an additional 229,220 shares during the last quarter. Neuberger Berman Group LLC lifted its holdings in shares of Walmart by 0.8% in the 2nd quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock worth $497,771,000 after acquiring an additional 42,645 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its stake in shares of Walmart by 16.6% in the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after purchasing an additional 9,061 shares in the last quarter. Aviva PLC grew its holdings in shares of Walmart by 16.4% during the 2nd quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock valued at $374,861,000 after purchasing an additional 539,504 shares during the last quarter. Finally, World Investment Advisors raised its position in Walmart by 5.2% in the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock worth $30,286,000 after purchasing an additional 14,487 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

WMT has been the subject of several analyst reports. JPMorgan Chase & Co. upped their price target on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research report on Friday, November 21st. Wall Street Zen lowered Walmart from a “buy” rating to a “hold” rating in a research note on Sunday. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a report on Wednesday, October 8th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Walmart in a research note on Tuesday, December 9th. Finally, Deutsche Bank Aktiengesellschaft downgraded Walmart from a “buy” rating to a “hold” rating and set a $119.00 price objective for the company. in a research report on Thursday, January 8th. Thirty-two analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and a consensus target price of $123.03.

Walmart Trading Up 0.4%

NASDAQ WMT opened at $119.70 on Tuesday. The stock has a market cap of $954.03 billion, a P/E ratio of 41.85, a price-to-earnings-growth ratio of 5.10 and a beta of 0.66. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $121.24. The stock has a 50 day simple moving average of $111.83 and a two-hundred day simple moving average of $104.74. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80.

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

Insider Buying and Selling at Walmart

In other news, EVP Daniel Danker sold 4,365 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total value of $524,629.35. Following the sale, the executive vice president directly owned 238,583 shares of the company’s stock, valued at $28,675,290.77. The trade was a 1.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $114.91, for a total value of $1,508,193.75. Following the transaction, the executive vice president owned 733,841 shares of the company’s stock, valued at $84,325,669.31. The trade was a 1.76% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 135,215 shares of company stock valued at $15,071,810. 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: RBC Capital retained an Outperform rating and raised its price target to $126, reinforcing analyst confidence that Walmart’s growth initiatives and margin mix justify further upside. RBC Capital Retains an Outperform Rating on Walmart Inc. (WMT)
• Positive Sentiment: Analysis notes accelerating revenue growth, with particularly strong momentum in e-commerce and advertising — two higher-margin businesses that can lift overall profitability and investor sentiment. Walmart Stock Has Been a Big Winner Recently. But Is It Overvalued Now?
• Positive Sentiment: Walmart is improving its home‑goods assortment (including higher‑end items) to attract wealthier customers and better compete with Amazon for non‑grocery spending — a strategic move that could expand basket sizes and margins over time. Can a $1,699 Espresso Machine Help Walmart Challenge Amazon?
• Positive Sentiment: Commentary suggests Walmart could boost its dividend in the medium term thanks to growth opportunities in large international markets like China and India, which supports the income investor thesis. Walmart stock dividend may surge thanks to China, India
• Neutral Sentiment: A sector/ETF piece flags macro and policy shifts that could reshuffle retail and healthcare winners — useful context but not an immediate, company‑specific catalyst for Walmart. Winners & Losers: The ETF Playbook to Glide Trump’s Great Healthcare Plan
• Negative Sentiment: Several filings show large EVP insider sales over the past days (multiple transactions totaling several million dollars), which can create short‑term selling pressure or raise governance questions for some investors. Walmart (NASDAQ:WMT) EVP Sells $166,560.00 in Stock Walmart (NASDAQ:WMT) EVP Sells $1,574,868.75 in Stock Walmart (NASDAQ:WMT) EVP Sells $1,127,862.96 in Stock
• Negative Sentiment: Wall Street Zen downgraded Walmart to “Hold,” which may temper some momentum from bullish analyst notes and can pressure sentiment among短‑term traders. Walmart (NASDAQ:WMT) Downgraded by Wall Street Zen to “Hold”

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.