Walmart Inc. $WMT Holdings Decreased by Arizona State Retirement System

Arizona State Retirement System cut its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 0.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,281,931 shares of the retailer’s stock after selling 7,087 shares during the quarter. Walmart accounts for about 0.7% of Arizona State Retirement System’s investment portfolio, making the stock its 18th largest holding. Arizona State Retirement System’s holdings in Walmart were worth $132,116,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Brighton Jones LLC grew its holdings in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management grew its stake in Walmart by 3.5% in the first 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 in the last quarter. Sivia Capital Partners LLC increased its position in Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Powers Advisory Group LLC raised its stake in shares of Walmart by 0.3% during the 2nd quarter. Powers Advisory Group LLC now owns 32,628 shares of the retailer’s stock worth $3,190,000 after purchasing an additional 111 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart News Roundup

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)

Insider Buying and Selling

In other 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 transaction of $2,171,291.28. Following the completion of the sale, the chief executive officer owned 4,315,333 shares in the company, valued at $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 is available through this link. Also, 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 transaction of $524,629.35. Following the sale, the executive vice president directly owned 238,583 shares of the company’s stock, valued at approximately $28,675,290.77. This trade represents a 1.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 135,215 shares of company stock valued at $15,304,608 in the last ninety days. 0.10% of the stock is owned by corporate insiders.

Walmart Stock Performance

WMT opened at $117.41 on Friday. The stock’s 50 day simple moving average is $114.20 and its 200-day simple moving average is $105.79. 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 stock 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. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $121.62.

Walmart (NASDAQ:WMT) last posted 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. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The business had revenue of $179.50 billion during the quarter, compared to the consensus estimate of $175.15 billion. During the same quarter last year, the company earned $0.58 EPS. Walmart’s revenue was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Sell-side analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. Jefferies Financial Group reissued a “buy” rating on shares of Walmart in a research note on Tuesday, December 9th. Truist Financial set a $127.00 target price on shares of Walmart in a research report on Wednesday, December 17th. Telsey Advisory Group restated an “outperform” rating and set a $135.00 price target on shares of Walmart in a research note on Wednesday, January 14th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $126.00 price objective (up previously from $123.00) on shares of Walmart in a research note on Wednesday, January 14th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. Thirty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $123.20.

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.