Federated Hermes Inc. Has $59.34 Million Stake in Walmart Inc. $WMT

Federated Hermes Inc. raised its stake in shares of Walmart Inc. (NASDAQ:WMT) by 12.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 575,773 shares of the retailer’s stock after buying an additional 63,401 shares during the quarter. Federated Hermes Inc.’s holdings in Walmart were worth $59,339,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Access Investment Management LLC acquired a new stake in Walmart in the second quarter worth $26,000. Roble Belko & Company Inc increased its position in shares of Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after buying an additional 219 shares in the last quarter. Manning & Napier Advisors LLC bought a new position in Walmart during the third quarter worth about $39,000. Harbor Asset Planning Inc. bought a new position in Walmart during the second quarter worth about $46,000. Finally, Quaker Wealth Management LLC grew its stake in Walmart by 200.0% in the second quarter. Quaker Wealth Management LLC now owns 486 shares of the retailer’s stock valued at $48,000 after acquiring an additional 972 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Performance

Shares of WMT stock opened at $117.41 on Friday. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $121.62. The company’s fifty day simple moving average is $114.20 and its 200-day simple moving average is $105.79. The firm has a market cap of $935.78 billion, a PE ratio of 41.05, a P/E/G ratio of 4.97 and a beta of 0.66. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39.

Walmart (NASDAQ:WMT) last issued 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. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The firm had revenue of $179.50 billion for the quarter, compared to analysts’ expectations of $175.15 billion. During the same period in the previous year, the firm posted $0.58 EPS. The company’s revenue for the quarter was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities research analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is elevating 3,000 pharmacy technician roles to operations team lead and raising average pay from $22 to $28/hour, signaling a material investment in pharmacy and digital health services that can expand higher-margin services and improve customer retention. Walmart boosts pharmacy pay, elevates 3,000 roles (Reuters) Walmart boosting pay potential for pharmacy technicians (Yahoo) Walmart expands health care push (Seeking Alpha)
• Positive Sentiment: Analyst coverage remains constructive — some outlets continue to pitch WMT as a buy on value, scale and omnichannel advantages during weak consumer confidence, supporting upside sentiment among investors. Buy Walmart and 3 retail stocks (Zacks)
• Neutral Sentiment: Walmart vs. Target coverage compares tech upgrades, omnichannel growth and differing customer mixes; investors should watch execution and margin trade-offs as each pursues traffic and digital sales. WMT vs. TGT (Zacks)
• Neutral Sentiment: Coverage on the Amazon–Walmart rivalry stresses intensified competition in grocery and healthcare; that underscores growth opportunity but also potential margin pressure as both invest in services, logistics and pricing. Amazon, Walmart Fight on Grocery and Healthcare (PYMNTS)
• Neutral Sentiment: Leadership news: reports note CEO Doug McMillon is retiring after a long tenure; the company is portrayed as having attracted higher-income shoppers during inflation — leadership transition is a watch item but not an immediate operational shock. Walmart CEO Doug McMillon retiring (Fox Business)

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. Mizuho set a $125.00 target price on shares of Walmart and gave the stock an “outperform” rating in a report on Monday, January 5th. UBS Group set a $130.00 price target on shares of Walmart in a report on Wednesday, December 3rd. Morgan Stanley reissued an “overweight” rating and set a $135.00 price objective (up previously from $125.00) on shares of Walmart in a research report on Thursday, January 15th. Finally, Jefferies Financial Group restated a “buy” rating on shares of Walmart in a report on Tuesday, December 9th. Thirty-two equities 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, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $123.20.

Insider Activity

In other Walmart 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 completion of the transaction, the executive vice president directly owned 536,312 shares in the company, valued at $64,459,339.28. This trade represents a 1.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business’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 transaction, the chief executive officer directly owned 4,315,333 shares in the company, valued at $482,583,689.39. This trade represents a 0.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 135,215 shares of company stock valued at $15,304,608. Corporate insiders own 0.10% of the company’s stock.

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.