Walmart Inc. $WMT Stake Boosted by Compass Wealth Management LLC

Compass Wealth Management LLC boosted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 31.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 78,342 shares of the retailer’s stock after buying an additional 18,575 shares during the period. Walmart comprises 1.2% of Compass Wealth Management LLC’s investment portfolio, making the stock its 24th largest holding. Compass Wealth Management LLC’s holdings in Walmart were worth $8,074,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in WMT. Access Investment Management LLC purchased a new stake in shares of Walmart in the 2nd quarter valued at approximately $26,000. Roble Belko & Company Inc grew its position in Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares in the last quarter. Manning & Napier Advisors LLC acquired a new stake in Walmart during the 3rd quarter valued at $39,000. Harbor Asset Planning Inc. purchased a new stake in shares of Walmart in the second quarter valued at $46,000. Finally, Quaker Wealth Management LLC boosted its position in shares of Walmart by 200.0% in the second quarter. Quaker Wealth Management LLC now owns 486 shares of the retailer’s stock worth $48,000 after buying an additional 972 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Walmart

In related news, EVP Donna Morris sold 9,384 shares of the firm’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 $1,127,862.96. Following the transaction, the executive vice president directly owned 536,312 shares of the company’s stock, valued at approximately $64,459,339.28. This trade represents a 1.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on Friday, December 26th. The stock was sold at an average price of $111.83, for a total value of $2,171,291.28. Following the sale, the chief executive officer directly owned 4,315,333 shares of the company’s stock, valued at $482,583,689.39. The trade was a 0.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 135,215 shares of company stock valued at $15,304,608. 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: MarketBeat argues Walmart is rallying because core fundamentals (advertising growth, automation, e‑commerce gains), dividend durability and institutional buying are outweighing recent insider sales — a bullish narrative supporting higher valuation. Why Walmart Continues to Rally While Executives Sell the Stock
• Positive Sentiment: Zacks upgraded WMT to a Rank #2 (Buy), signaling improving earnings expectations and giving the stock near-term analyst-driven support. Walmart (WMT) Upgraded to Buy: What Does It Mean for the Stock?
• Positive Sentiment: Analyst commentary and educational pieces (Zacks, MSN) reiterate Walmart’s long‑term value case — trade‑down resilience, consistent dividend increases and a pivot toward higher‑margin ad/tech revenue that can justify a premium multiple. Why Walmart (WMT) is a Top Value Stock for the Long-Term
• Neutral Sentiment: Benzinga flags elevated options activity — this can indicate directional bets or hedging by traders but is ambiguous until large, persistent positioning is confirmed. Decoding Walmart’s Options Activity: What’s the Big Picture?
• Neutral Sentiment: Personal finance pieces (Yahoo/MSN/Fool) highlighting long‑term returns and Walmart vs. Target comparisons keep retail investors focused on WMT as a defensive, stable holding; these stories support steady demand but are unlikely to cause big near‑term moves. If You Invested $1000 in Walmart a Decade Ago, This is How Much It’d Be Worth Now
• Neutral Sentiment: Articles that summarize broker commentary remind investors that sell‑side ratings and writeups can nudge flows, but the market reaction depends on conviction and breadth of analyst changes. Brokers Suggest Investing in Walmart (WMT): Read This Before Placing a Bet
• Negative Sentiment: Insider selling is the main bearish headline: CEO Doug McMillon sold ~19,416 shares (~$2.3M) and other execs have sold recently — this can spook retail investors even if it’s explained by leadership transition or diversification. Insider Selling: Walmart (NASDAQ:WMT) CEO Sells $2,313,804.72 in Stock C Douglas Mcmillon Sells 19,416 Shares of Walmart (NASDAQ:WMT) Stock

Walmart Trading Down 0.1%

NASDAQ:WMT opened at $117.64 on Tuesday. The company has a market capitalization of $937.61 billion, a P/E ratio of 41.13, a P/E/G ratio of 5.02 and a beta of 0.66. The stock’s 50 day moving average price is $113.36 and its 200 day moving average price is $105.47. 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 Inc. has a 52 week low of $79.81 and a 52 week high of $121.62.

Walmart (NASDAQ:WMT) last announced its quarterly 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 company had revenue of $179.50 billion for the quarter, compared to analyst estimates of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. Walmart’s quarterly revenue was up 5.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, research analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on WMT. Evercore ISI set a $120.00 price target on Walmart and gave the company an “outperform” rating in a research report on Tuesday, December 16th. JPMorgan Chase & Co. lifted their target price on Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research note on Friday, November 21st. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. UBS Group set a $130.00 price target on shares of Walmart in a report on Wednesday, December 3rd. Finally, Telsey Advisory Group reiterated an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a research note on Wednesday, January 14th. Thirty-two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $123.20.

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.