Walmart Inc. $WMT Shares Purchased by Independent Advisor Alliance

Independent Advisor Alliance raised its holdings in Walmart Inc. (NASDAQ:WMT) by 1.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 331,784 shares of the retailer’s stock after acquiring an additional 5,338 shares during the quarter. Walmart accounts for about 0.9% of Independent Advisor Alliance’s holdings, making the stock its 16th biggest position. Independent Advisor Alliance’s holdings in Walmart were worth $34,194,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Access Investment Management LLC acquired a new stake in shares of Walmart in the 2nd quarter worth approximately $26,000. Your Advocates Ltd. LLP acquired a new stake in Walmart in the third quarter valued at $28,000. Roble Belko & Company Inc increased its position in shares of 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 buying an additional 219 shares in the last quarter. Manning & Napier Advisors LLC acquired a new position in shares of Walmart during the 3rd quarter worth $39,000. Finally, Harbor Asset Planning Inc. purchased a new stake in shares of Walmart in the 2nd quarter worth about $46,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Trading Up 1.5%

Shares of WMT opened at $119.14 on Friday. The stock has a fifty day moving average of $114.48 and a two-hundred day moving average of $106.03. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. The company has a market capitalization of $949.57 billion, a PE ratio of 41.66, a price-to-earnings-growth ratio of 5.01 and a beta of 0.66. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $121.62.

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

Wall Street Analyst Weigh In

WMT has been the subject of several recent research reports. Piper Sandler restated an “overweight” rating and set a $123.00 target price (up from $111.00) on shares of Walmart in a report on Friday, November 21st. Wells Fargo & Company reiterated an “overweight” rating and issued a $130.00 price target (up from $120.00) on shares of Walmart in a research report on Friday, December 19th. TD Cowen restated a “buy” rating on shares of Walmart in a research report on Wednesday, January 14th. Wall Street Zen lowered Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, Deutsche Bank Aktiengesellschaft downgraded Walmart from a “buy” rating to a “hold” rating and set a $119.00 price target for the company. in a research report on Thursday, January 8th. Thirty-two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $123.37.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Leadership change signals digital focus — John Furner will become CEO of Walmart Inc. on Feb. 1, a move markets interpret as a deliberate shift to accelerate Walmart’s digital footprint and omnichannel execution, which could support long‑term revenue and margin expansion. Walmart’s Choice for New CEO Signals Intent to Expand Digital Footprint
• Positive Sentiment: Scale and top-line strength — a recent review highlights Walmart generated roughly $681 billion in revenue in fiscal 2025 (about $1.87B/day), underscoring the company’s dominant scale that supports bargaining power, assortment investment, and steady cash flow. Walmart’s $611 Billion Annual Revenue: Breaking Down $1.7 Billion Per Day
• Positive Sentiment: Front‑line investment in pharmacy staff — Walmart is boosting pay and elevating about 3,000 pharmacy roles, which should help reduce turnover, improve service in a high‑margin category, and support healthcare strategy. That operational investment is viewed positively for execution and customer experience. Walmart boosting pay potential for pharmacy technicians, elevates 3,000 roles
• Neutral Sentiment: Competitive landscape remains intense — coverage highlights ongoing competition between Walmart and Amazon across grocery and healthcare, a reminder that pricing and logistics arms races could pressure margins even as Walmart scales services. Amazon, Walmart Fight War on 2 Fronts: Grocery and Healthcare
• Neutral Sentiment: Merchandising promotions — brands like Cate & Chloe are featuring product assortments on Walmart.com for seasonal gifting (Valentine’s), which supports e‑commerce assortment and marketing but is not material alone. Cate & Chloe Highlights Valentine’s Day Hoop Earrings Available at Walmart
• Neutral Sentiment: Broader retail PR and community efforts — unrelated consumer goods relief efforts (e.g., P&G storm relief) reflect sector-wide CSR activity; positive for brand but limited direct impact on Walmart’s near‑term financials. PROCTER & GAMBLE BRINGS RELIEF TO MISSISSIPPI RESIDENTS AFFECTED BY SEVERE WINTER STORM

Insider Buying and Selling

In other news, EVP Daniel J. Bartlett sold 1,388 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $120.00, for a total transaction of $166,560.00. Following the completion of the transaction, the executive vice president owned 645,642 shares of the company’s stock, valued at $77,477,040. This represents a 0.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Donna Morris sold 9,384 shares of the stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total transaction of $1,127,862.96. Following the transaction, the executive vice president owned 536,312 shares in the company, valued at approximately $64,459,339.28. The trade was a 1.72% 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 ninety days. Insiders own 0.10% of the company’s stock.

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.