Core Alternative Capital Has $8.56 Million Stake in Walmart Inc. $WMT

Core Alternative Capital trimmed its stake in shares of Walmart Inc. (NASDAQ:WMT) by 11.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 83,084 shares of the retailer’s stock after selling 11,273 shares during the quarter. Walmart makes up 2.5% of Core Alternative Capital’s investment portfolio, making the stock its 6th largest position. Core Alternative Capital’s holdings in Walmart were worth $8,563,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also bought and sold shares of the company. Brighton Jones LLC grew its holdings in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after acquiring an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of 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 purchasing an additional 485 shares during the last quarter. Peterson Wealth Management increased its holdings in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC increased its holdings in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after purchasing an additional 116 shares during the period. Finally, Moody Lynn & Lieberson LLC raised its position in Walmart by 16.7% during the 2nd quarter. Moody Lynn & Lieberson LLC now owns 15,000 shares of the retailer’s stock valued at $1,467,000 after purchasing an additional 2,150 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

WMT has been the topic of several research analyst reports. KeyCorp reissued an “overweight” rating and set a $128.00 target price on shares of Walmart in a research note on Wednesday, January 7th. Royal Bank Of Canada reissued an “outperform” rating and set a $126.00 price objective (up from $123.00) on shares of Walmart in a research report on Wednesday, January 14th. CICC Research began coverage on shares of Walmart in a report on Friday, December 26th. They issued an “outperform” rating and a $125.00 price objective for the company. UBS Group set a $130.00 target price on shares of Walmart in a research note on Wednesday, December 3rd. Finally, Piper Sandler reiterated an “overweight” rating and set a $123.00 price target (up previously from $111.00) on shares of Walmart in a research report on Friday, November 21st. Thirty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $123.20.

Walmart Trading Down 0.6%

Shares of NASDAQ WMT opened at $116.94 on Wednesday. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $121.62. The stock has a market cap of $932.03 billion, a P/E ratio of 40.89, a price-to-earnings-growth ratio of 5.02 and a beta of 0.66. The firm has a 50-day moving average of $113.67 and a 200 day moving average of $105.63. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24.

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

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: MarketBeat argues Walmart’s re-rating as a tech/advertising hybrid is sustaining buying even as executives sell, citing strong ad growth, AI deployment (Sparky) and durable market-share gains — a constructive fundamental narrative supporting higher valuation. Why Walmart Continues to Rally While Executives Sell the Stock
• Positive Sentiment: Zacks highlights rising AI adoption across Walmart’s tech, e‑commerce and operations, which could drive productivity and margin expansion if automation continues to reduce fulfilment costs. Walmart’s AI Adoption Rises
• Positive Sentiment: Zacks upgraded WMT to a Buy (Zacks Rank #2), which can attract flow from model-driven funds and near-term buyers who follow upgrades. Walmart (WMT) Upgraded to Buy
• Positive Sentiment: Walmart will be the title sponsor of “Walmart Saturday Showdown” for MLS, a marketing tie‑up that boosts brand reach and customer engagement around grocery and e‑commerce promotions. This is a modest but positive commercial initiative. Major League Soccer Unveils Walmart Saturday Showdown
• Neutral Sentiment: Benzinga’s note on options activity highlights increased derivatives flow — useful for sentiment and short‑term volatility signals, but not a standalone reason for a sustained directional move. Decoding Walmart’s Options Activity
• Negative Sentiment: Multiple reports document significant insider selling (including the outgoing CEO’s ~$2.3M sale), which can spook some investors despite management explanations tied to the leadership transition and routine diversification. Insider Selling: Walmart CEO Sells $2,313,804.72 in Stock
• Negative Sentiment: 247WallSt published a negative quality study on Walmart that may feed headlines and short‑term sentiment pressure among retail investors concerned about service/quality metrics. Walmart Hammered in New Quality Study

Insider Activity at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction 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 approximately $482,583,689.39. The trade was a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Daniel Danker sold 4,365 shares of the stock in a transaction 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 completion of the sale, the executive vice president directly owned 238,583 shares in the company, valued at approximately $28,675,290.77. This represents a 1.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 135,215 shares of company stock worth $15,304,608 over the last quarter. 0.10% of the stock is currently owned by company insiders.

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.