BAM Wealth Management LLC Acquires Shares of 10,982 Walmart Inc. $WMT

BAM Wealth Management LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 10,982 shares of the retailer’s stock, valued at approximately $1,132,000. Walmart accounts for approximately 0.9% of BAM Wealth Management LLC’s holdings, making the stock its 23rd biggest position.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Access Investment Management LLC purchased a new stake in shares of Walmart during the second quarter worth about $26,000. PFS Partners LLC lifted its stake in Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after buying an additional 233 shares in the last quarter. Roble Belko & Company Inc boosted its holdings in Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after buying an additional 219 shares during the last quarter. Manning & Napier Advisors LLC purchased a new stake in Walmart during the 3rd quarter worth approximately $39,000. Finally, Harbor Asset Planning Inc. acquired a new position in shares of Walmart during the second quarter valued at approximately $46,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Tigress Financial raised its price target on WMT from $130 to $135 and kept a “buy” rating, implying roughly a mid-teens upside vs. current levels — a catalyst that can attract momentum and fund flows. Tigress price target raise
• Neutral Sentiment: Coverage pieces from Zacks highlight WMT as a growth/retail pick and promote using their Earnings ESP tool to find potential upside ahead of quarters — these pieces can bolster investor interest but are promotional rather than firm-moving. Zacks Earnings ESP article
• Neutral Sentiment: Another Zacks piece profiles Walmart as a “strong growth stock” using its style scores — supportive for longer-term investor narratives but unlikely to move the stock materially on its own. Zacks growth profile
• Neutral Sentiment: A Yahoo video piece outlines three priorities for Walmart’s CEO to maintain momentum — useful context on management focus that may shape execution expectations but not an immediate market mover. Yahoo CEO priorities video
• Negative Sentiment: CEO C. Douglas McMillon sold 19,416 shares for about $2.31M (reported 1/22). The sale reduced his stake by ~0.45% — a modest ownership decline but an optics negative that can weigh on sentiment when combined with near-term weakness. SEC Form 4: McMillon sale
• Negative Sentiment: Market reports note recent short-term share weakness (a daily slide reported on 1/22). That intraday/short-term weakness can amplify selling even as fundamentals remain intact. Zacks: stock slides

Insider Buying and Selling at Walmart

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total value of $2,313,804.72. Following the sale, the chief executive officer directly owned 4,274,856 shares of the company’s stock, valued at approximately $509,434,589.52. The trade was a 0.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Donna Morris sold 9,384 shares of the stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total transaction of $1,127,862.96. Following the transaction, the executive vice president directly owned 536,312 shares of the company’s stock, valued at $64,459,339.28. The trade was a 1.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 135,215 shares of company stock valued at $15,304,608. 0.10% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on WMT. Jefferies Financial Group reaffirmed a “buy” rating on shares of Walmart in a research note on Tuesday, December 9th. DA Davidson set a $130.00 target price on shares of Walmart and gave the stock a “buy” rating in a research note on Friday, November 21st. Guggenheim reaffirmed a “buy” rating and set a $120.00 target price (up previously from $115.00) on shares of Walmart in a report on Friday, November 21st. Robert W. Baird raised their price target on shares of Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a research note on Friday, November 21st. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $126.00 price target (up from $123.00) on shares of Walmart in a research report on Wednesday, January 14th. Thirty-two analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $123.20.

Walmart Trading Down 0.1%

Shares of Walmart stock opened at $117.73 on Friday. The stock has a 50 day moving average of $113.07 and a 200 day moving average of $105.20. 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 firm has a market capitalization of $938.33 billion, a price-to-earnings ratio of 41.16, a PEG ratio of 5.02 and a beta of 0.66. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $121.62.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 EPS 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 analyst estimates 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% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current 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.