Homestead Advisers Corp Has $80.21 Million Holdings in Walmart Inc. $WMT

Homestead Advisers Corp decreased its position in Walmart Inc. (NASDAQ:WMT) by 1.9% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 778,300 shares of the retailer’s stock after selling 15,400 shares during the period. Walmart comprises 1.9% of Homestead Advisers Corp’s portfolio, making the stock its 21st biggest position. Homestead Advisers Corp’s holdings in Walmart were worth $80,212,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Access Investment Management LLC bought a new stake in Walmart during the 2nd quarter worth approximately $26,000. Your Advocates Ltd. LLP bought a new position in shares of Walmart in the third quarter valued at $28,000. Roble Belko & Company Inc grew its holdings in Walmart by 212.6% during the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after buying an additional 219 shares in the last quarter. Manning & Napier Advisors LLC bought a new position in shares of Walmart during the third quarter valued at about $39,000. Finally, Harbor Asset Planning Inc. bought a new position in Walmart in the 2nd quarter valued at $46,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on WMT. Barclays restated an “overweight” rating and set a $125.00 target price (up previously from $108.00) on shares of Walmart in a research report on Thursday, January 8th. TD Cowen reaffirmed a “buy” rating on shares of Walmart in a research note on Wednesday, January 14th. Evercore ISI reissued an “outperform” rating and set a $130.00 price target (up previously from $125.00) on shares of Walmart in a research report on Tuesday. Jefferies Financial Group restated a “buy” rating and set a $132.00 target price on shares of Walmart in a report on Tuesday. Finally, CICC Research initiated coverage on Walmart in a report on Friday, December 26th. They set an “outperform” rating and a $125.00 target price on the stock. Thirty-two analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $124.19.

Insider Transactions at Walmart

In other news, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total value of $2,445,400.00. Following the sale, the executive vice president directly owned 506,764 shares of the company’s stock, valued at $61,962,034.28. This represents a 3.80% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $104.75, for a total value of $1,374,843.75. Following the completion of the transaction, the executive vice president owned 879,815 shares of the company’s stock, valued at approximately $92,160,621.25. This represents a 1.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 229,196 shares of company stock worth $26,957,858 over the last 90 days. Insiders own 0.10% of the company’s stock.

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 Price Performance

Walmart stock opened at $128.00 on Thursday. The company has a market cap of $1.02 trillion, a price-to-earnings ratio of 44.76, a PEG ratio of 4.85 and a beta of 0.65. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. The firm’s fifty day moving average is $115.67 and its 200 day moving average is $106.69. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $129.41.

Walmart (NASDAQ:WMT) last posted 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. The company had revenue of $179.50 billion for the quarter, compared to analyst estimates of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The firm’s revenue for the quarter was up 5.8% on a year-over-year basis. During the same period in the prior year, the company posted $0.58 EPS. 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 fiscal year.

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.