Castlekeep Investment Advisors LLC Has $973,000 Stock Holdings in Walmart Inc. $WMT

Castlekeep Investment Advisors LLC decreased its holdings in Walmart Inc. (NASDAQ:WMT) by 31.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 9,445 shares of the retailer’s stock after selling 4,434 shares during the period. Castlekeep Investment Advisors LLC’s holdings in Walmart were worth $973,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of WMT. CWM LLC boosted its holdings in Walmart by 24.2% during the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after acquiring an additional 229,220 shares during the last quarter. Neuberger Berman Group LLC lifted its position in shares of Walmart by 0.8% during the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock valued at $497,771,000 after purchasing an additional 42,645 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its holdings in Walmart by 16.6% during the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock worth $6,567,000 after purchasing an additional 9,061 shares during the last quarter. Aviva PLC grew its position in Walmart by 16.4% in the 2nd quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock worth $374,861,000 after purchasing an additional 539,504 shares in the last quarter. Finally, World Investment Advisors increased its stake in Walmart by 5.2% in the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock valued at $30,286,000 after buying an additional 14,487 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart crossed the $1 trillion market‑cap mark, lifting sentiment that its investments in e‑commerce, AI and higher‑margin services are re‑rating the stock. Walmart cracks into the $1 trillion club
• Positive Sentiment: Leadership continuity with an internal CEO transition (John Furner) reduces execution risk as management continues the digital/fulfillment strategy. Walmart Names New CEO
• Positive Sentiment: Walmart+ membership appears to be accelerating, supporting recurring revenue and a path to higher margin services that help justify the premium multiple. Walmart paid membership growth
• Positive Sentiment: Brick‑and‑mortar expansion and vendor rollouts (new Supercenter in Jacksonville; national placement for consumer brands) support same‑store footprint and wholesale revenue. Walmart Opens Next Generation Supercenter in Jacksonville
• Neutral Sentiment: Analyst coverage is broadly positive (many Buy/Moderate Buy ratings) but consensus price targets are near current levels — suggesting upside now depends on continued execution rather than multiple expansion alone. WMT Joins the $1 Trillion Club
• Negative Sentiment: Insider selling: EVP Donna Morris and EVP John Rainey both disclosed multi‑thousand share sales this week, which can create short‑term selling pressure or be read as executives monetizing gains. Donna Morris insider sale John Rainey insider sale
• Negative Sentiment: Competitive and valuation risks: Amazon’s ramp in fast grocery/delivery raises fulfillment costs and margin pressure; at the same time Walmart now trades at elevated multiples, so any slowdown in sales/margin mix could prompt a pullback. Amazon physical grocery push Staples look frothy (Barron’s)

Walmart Trading Up 0.2%

Shares of Walmart stock opened at $128.00 on Thursday. The stock has a market capitalization of $1.02 trillion, a P/E ratio of 44.76, a P/E/G ratio of 4.85 and a beta of 0.65. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $129.41. 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 stock’s 50-day simple moving average is $115.67 and its 200 day simple moving average is $106.69.

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

Insider Buying and Selling at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $119.17, for a total transaction of $2,313,804.72. Following the sale, the chief executive officer directly owned 4,274,856 shares in the company, valued at approximately $509,434,589.52. The trade was a 0.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $119.99, for a total value of $1,574,868.75. Following the sale, the executive vice president directly owned 727,155 shares in the company, valued at $87,251,328.45. This trade represents a 1.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 229,196 shares of company stock worth $26,957,858. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Raymond James Financial reaffirmed an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. Telsey Advisory Group restated an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a research note on Wednesday, January 14th. CICC Research initiated coverage on Walmart in a research note on Friday, December 26th. They set an “outperform” rating and a $125.00 target price on the stock. Oppenheimer reissued an “outperform” rating and issued a $125.00 price target (up from $115.00) on shares of Walmart in a report on Thursday, January 8th. Finally, Piper Sandler restated an “overweight” rating and set a $130.00 price objective (up previously from $123.00) on shares of Walmart in a report on Tuesday. Thirty-two 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 a consensus rating of “Moderate Buy” and a consensus price target of $124.19.

Walmart Company 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.