Alps Advisors Inc. Purchases 12,338 Shares of Walmart Inc. $WMT

Alps Advisors Inc. grew its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 24.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 63,038 shares of the retailer’s stock after buying an additional 12,338 shares during the quarter. Alps Advisors Inc.’s holdings in Walmart were worth $6,497,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Access Investment Management LLC purchased a new stake in Walmart in the 2nd quarter valued at about $26,000. Your Advocates Ltd. LLP bought a new stake in shares of Walmart during the third quarter valued at approximately $28,000. Roble Belko & Company Inc boosted its holdings 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 purchasing an additional 219 shares during the period. Manning & Napier Advisors LLC bought a new position in Walmart in the third quarter worth approximately $39,000. Finally, Harbor Asset Planning Inc. purchased a new position in Walmart during the 2nd quarter worth $46,000. 26.76% of the stock is owned by institutional investors.

Walmart Stock Performance

Shares of Walmart stock opened at $131.18 on Monday. The company has a 50 day moving average price of $116.44 and a 200 day moving average price of $107.23. The firm has a market capitalization of $1.05 trillion, a P/E ratio of 45.87, a PEG ratio of 5.01 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. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $131.70.

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

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart joined the trillion‑dollar market‑cap club, boosting investor confidence that its investments in e‑commerce, tech and higher‑margin services are being rewarded. Walmart Trillion-Dollar Club (Fool)
• Positive Sentiment: Evidence of accelerating Walmart+ paid‑membership adoption supports a path to more recurring, higher‑margin revenue — a key part of the bull thesis. Walmart paid membership growth (Seeking Alpha)
• Positive Sentiment: Large institutional buying (e.g., Alecta boosting its stake) is a vote of confidence from some money managers and can support the stock at higher levels. Alecta boosts stake in Walmart (TipRanks)
• Positive Sentiment: Retail commentator Tim Bohen flagged Walmart among his “Big 3” long‑term AI/retail ideas, reinforcing positive retail investor narratives. The Big 3: BE, WMT, XPO (YouTube)
• Neutral Sentiment: Analyst coverage is tilted positive but consensus targets are near current prices; recent quarterly results beat estimates and FY‑26 EPS guidance is modest — upside now depends on continued execution. Zacks: Earnings ESP for retailers
• Negative Sentiment: Insider selling (EVP Donna Morris and others disclosed multi‑million dollar stock sales this week) can create short‑term selling pressure or be read as executives monetizing gains. Walmart insider selling (InsiderTrades)
• Negative Sentiment: Competitive risk from Amazon’s physical grocery/fulfillment push and Walmart’s elevated multiples mean any slowdown in sales or margin mix could trigger a pullback. Amazon grocery competition (Reuters)

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on WMT shares. JPMorgan Chase & Co. increased their price target on Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a research report on Friday, November 21st. Evercore reiterated an “outperform” rating and set a $130.00 target price (up from $125.00) on shares of Walmart in a report on Tuesday, February 3rd. Wall Street Zen lowered shares of Walmart from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Piper Sandler reaffirmed an “overweight” rating and issued a $130.00 price target (up previously from $123.00) on shares of Walmart in a research report on Tuesday, February 3rd. Finally, Raymond James Financial reiterated an “outperform” rating on shares of Walmart in a research note 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 company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $125.06.

Insider Activity

In other news, EVP John R. Furner sold 13,125 shares of the stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the sale, the executive vice president directly owned 727,155 shares of the company’s stock, valued at $87,251,328.45. This represents a 1.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Daniel J. Bartlett sold 1,388 shares of the stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $120.00, for a total value of $166,560.00. Following the transaction, the executive vice president owned 645,642 shares in the company, valued at $77,477,040. This represents a 0.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 229,196 shares of company stock valued at $26,957,858 over the last 90 days. Company 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.