Walmart Inc. $WMT Shares Acquired by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. lifted its stake in Walmart Inc. (NASDAQ:WMT) by 4.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 182,454 shares of the retailer’s stock after purchasing an additional 7,443 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Walmart were worth $18,804,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in WMT. Vanguard Group Inc. raised its holdings in Walmart by 1.4% during the second quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after purchasing an additional 5,856,468 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Walmart by 0.3% in the second quarter. Geode Capital Management LLC now owns 94,557,532 shares of the retailer’s stock valued at $9,199,712,000 after buying an additional 263,718 shares in the last quarter. Norges Bank acquired a new position in shares of Walmart during the 2nd quarter worth $5,367,770,000. Ameriprise Financial Inc. boosted its position in shares of Walmart by 3.6% in the 2nd quarter. Ameriprise Financial Inc. now owns 31,973,329 shares of the retailer’s stock worth $3,126,775,000 after buying an additional 1,098,342 shares in the last quarter. Finally, Amundi grew its stake in Walmart by 23.5% in the 2nd quarter. Amundi now owns 19,493,644 shares of the retailer’s stock valued at $1,902,775,000 after acquiring an additional 3,710,506 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Trading Up 3.3%

Shares of WMT opened at $131.18 on Monday. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $131.70. The company has a market capitalization of $1.05 trillion, a PE ratio of 45.87, a price-to-earnings-growth ratio of 5.01 and a beta of 0.65. The stock has a fifty day moving average of $116.44 and a two-hundred day moving average of $107.23. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, beating analysts’ consensus estimates of $0.60 by $0.02. The business had revenue of $179.50 billion during 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 business’s revenue for the quarter was up 5.8% on a year-over-year basis. During the same quarter in the previous year, the business 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 Analysts Forecast Growth

A number of equities analysts have issued reports on WMT shares. Robert W. Baird lifted their target price on shares of Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Oppenheimer restated an “outperform” rating and set a $125.00 price objective (up from $115.00) on shares of Walmart in a research report on Thursday, January 8th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. DA Davidson set a $130.00 price target on Walmart and gave the stock a “buy” rating in a research report on Friday, November 21st. Finally, Wall Street Zen downgraded Walmart from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Thirty-two analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $125.06.

Key Stories 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)

Insider Buying and Selling

In related news, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $119.99, for a total value of $1,574,868.75. Following the completion of the sale, the executive vice president directly owned 727,155 shares in the company, valued at approximately $87,251,328.45. The trade was a 1.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the transaction, the executive vice president directly owned 506,764 shares in the company, valued at approximately $61,962,034.28. This represents a 3.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 229,196 shares of company stock worth $26,957,858 over the last ninety days. Insiders own 0.10% of the company’s stock.

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.