Atria Investments Inc Reduces Position in Walmart Inc. $WMT

Atria Investments Inc trimmed its stake in Walmart Inc. (NASDAQ:WMT) by 6.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 305,904 shares of the retailer’s stock after selling 21,167 shares during the quarter. Atria Investments Inc’s holdings in Walmart were worth $31,526,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the stock. Collier Financial purchased a new stake in shares of Walmart during the third quarter worth about $25,000. Access Investment Management LLC acquired a new position in Walmart in the 2nd quarter valued at $26,000. Your Advocates Ltd. LLP acquired a new position in Walmart in the 3rd quarter valued at $28,000. Roble Belko & Company Inc lifted its stake in shares of Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares during the period. Finally, Manning & Napier Advisors LLC acquired a new stake in shares of Walmart during the third quarter worth $39,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Up 1.6%

NASDAQ WMT opened at $128.77 on Thursday. 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 fifty-two week low of $79.81 and a fifty-two week high of $131.79. The business has a 50 day moving average price of $117.36 and a two-hundred day moving average price of $107.82. The stock has a market cap of $1.03 trillion, a PE ratio of 45.02, a P/E/G ratio of 4.84 and a beta of 0.65.

Walmart (NASDAQ:WMT) last announced its 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 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 business’s quarterly revenue was up 5.8% compared to the same quarter last year. During the same period in the prior 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, sell-side analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Insider Activity

In other news, EVP John R. Furner sold 13,125 shares of the stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $104.75, for a total transaction of $1,374,843.75. Following the sale, the executive vice president directly owned 879,815 shares in the company, valued at approximately $92,160,621.25. This represents a 1.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Donna Morris sold 76,181 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total value of $9,430,445.99. Following the completion of the sale, the executive vice president directly owned 402,072 shares in the company, valued at approximately $49,772,492.88. This trade represents a 15.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 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 News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst upgrades and higher targets: BTIG raised its price target from $125 to $140 and reiterated a buy rating, and other outlets report recent analyst upgrades that helped push WMT to a new 52‑week high — a driver of near‑term upside as momentum and analyst sentiment attract buyers. BTIG price target raise
• Positive Sentiment: Institutional buying: Fisher Asset Management materially increased its Walmart stake, signaling confidence from a large investor and supporting share demand. Institutional flows can sustain rallies and validate valuation at higher multiples. Fisher stake boost
• Positive Sentiment: Analyst bullishness on long‑term growth/valuation: Mizuho and other analysts published bullish forecasts and pieces arguing WMT’s steady sales growth, market‑share gains and higher‑margin businesses justify a premium multiple — supporting investor conviction at current levels. Mizuho forecast
• Neutral Sentiment: Omnichannel and next‑gen stores: Coverage of Walmart’s Jacksonville Supercenter highlights execution on faster delivery, improved store layouts and digital integration — long‑term positives but benefits will play out over quarters. These initiatives underpin the growth story but don’t remove near‑term volatility. Jacksonville Supercenter report
• Neutral Sentiment: Macro retail data mixed: December retail sales were flat, which is a caution for consumer spending trends; analysts still list Walmart among value winners if shoppers “trade down,” so macro data is a watch item rather than an immediate verdict. Retail sales stall
• Neutral Sentiment: Competitive landscape: Kroger’s hiring of Greg Foran (ex‑Walmart U.S.) adds a credible competitor focused on store execution; this raises the strategic stakes but is a longer‑term competitive dynamic. Kroger leadership change
• Negative Sentiment: Estée Lauder lawsuit over counterfeit marketplace listings: Estée Lauder sued Walmart alleging third‑party sellers sold counterfeit premium beauty brands and that Walmart facilitated those sales. Legal exposure, potential damages, and reputational risk could pressure shares if the case leads to material liability or forces costly marketplace changes. Estée Lauder lawsuit

Analyst Ratings Changes

WMT has been the subject of several analyst reports. Tigress Financial upped their target price on Walmart from $130.00 to $135.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. BTIG Research lifted their price target on Walmart from $125.00 to $140.00 and gave the company a “buy” rating in a report on Wednesday. Royal Bank Of Canada reiterated an “outperform” rating and set a $140.00 price objective (up from $126.00) on shares of Walmart in a report on Wednesday. JPMorgan Chase & Co. boosted their target price on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a report on Friday, November 21st. Finally, KeyCorp reaffirmed an “overweight” rating and set a $128.00 price target on shares of Walmart in a research report on Wednesday, January 7th. Thirty-two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $127.19.

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.