Global Assets Advisory LLC Has $1.86 Million Stake in Walmart Inc. $WMT

Global Assets Advisory LLC reduced its stake in shares of Walmart Inc. (NASDAQ:WMT) by 23.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 18,082 shares of the retailer’s stock after selling 5,527 shares during the quarter. Global Assets Advisory LLC’s holdings in Walmart were worth $1,864,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have 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 second quarter worth $26,000. PFS Partners LLC boosted 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 purchasing an additional 233 shares during the last quarter. Roble Belko & Company Inc grew its stake in Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares in the last quarter. Manning & Napier Advisors LLC acquired a new position in Walmart in the 3rd quarter worth about $39,000. Finally, Harbor Asset Planning Inc. acquired a new position in Walmart in the 2nd quarter worth about $46,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

WMT has been the subject of several research reports. Oppenheimer reiterated an “outperform” rating and set a $125.00 price target (up from $115.00) on shares of Walmart in a report on Thursday, January 8th. Tigress Financial lifted their target price on shares of Walmart from $130.00 to $135.00 and gave the company a “buy” rating in a research note on Friday. UBS Group set a $130.00 target price on shares of Walmart in a research report on Wednesday, December 3rd. TD Cowen restated a “buy” rating on shares of Walmart in a report on Wednesday, January 14th. Finally, Mizuho set a $125.00 price objective on shares of Walmart and gave the company an “outperform” rating in a research note on Monday, January 5th. Thirty-two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $123.20.

Insiders Place Their Bets

In other Walmart news, EVP Donna Morris sold 9,384 shares of Walmart 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 $1,127,862.96. Following the transaction, the executive vice president directly owned 536,312 shares of the company’s stock, valued at $64,459,339.28. The trade was a 1.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The stock was 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 approximately $84,325,669.31. This trade represents a 1.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 135,215 shares of company stock valued at $15,304,608 in the last ninety days. Company insiders own 0.10% of the company’s stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Tigress Financial raised its price target on WMT from $130 to $135 and kept a “buy” rating, implying roughly a mid-teens upside vs. current levels — a catalyst that can attract momentum and fund flows. Tigress price target raise
• Neutral Sentiment: Coverage pieces from Zacks highlight WMT as a growth/retail pick and promote using their Earnings ESP tool to find potential upside ahead of quarters — these pieces can bolster investor interest but are promotional rather than firm-moving. Zacks Earnings ESP article
• Neutral Sentiment: Another Zacks piece profiles Walmart as a “strong growth stock” using its style scores — supportive for longer-term investor narratives but unlikely to move the stock materially on its own. Zacks growth profile
• Neutral Sentiment: A Yahoo video piece outlines three priorities for Walmart’s CEO to maintain momentum — useful context on management focus that may shape execution expectations but not an immediate market mover. Yahoo CEO priorities video
• Negative Sentiment: CEO C. Douglas McMillon sold 19,416 shares for about $2.31M (reported 1/22). The sale reduced his stake by ~0.45% — a modest ownership decline but an optics negative that can weigh on sentiment when combined with near-term weakness. SEC Form 4: McMillon sale
• Negative Sentiment: Market reports note recent short-term share weakness (a daily slide reported on 1/22). That intraday/short-term weakness can amplify selling even as fundamentals remain intact. Zacks: stock slides

Walmart Price Performance

Shares of Walmart stock opened at $117.73 on Friday. The company has a current ratio of 0.80, a quick ratio of 0.24 and a debt-to-equity ratio of 0.39. The firm has a fifty day simple moving average of $113.07 and a 200-day simple moving average of $105.26. The stock has a market capitalization of $938.33 billion, a price-to-earnings ratio of 41.16, a PEG ratio of 5.02 and a beta of 0.66. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $121.62.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, topping the consensus estimate 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 net margin of 3.26% and a return on equity of 21.31%. The business’s quarterly revenue was up 5.8% on a year-over-year basis. During the same quarter last year, the firm posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, sell-side analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

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.