RFG Advisory LLC Sells 13,496 Shares of Walmart Inc. $WMT

RFG Advisory LLC lowered its stake in Walmart Inc. (NASDAQ:WMT) by 12.1% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 98,216 shares of the retailer’s stock after selling 13,496 shares during the quarter. RFG Advisory LLC’s holdings in Walmart were worth $10,122,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in WMT. CWM LLC grew its holdings in shares of Walmart by 24.2% in the third quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock valued at $121,168,000 after purchasing an additional 229,220 shares in the last quarter. Neuberger Berman Group LLC raised its stake in Walmart by 0.8% during the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock valued at $497,771,000 after purchasing an additional 42,645 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. lifted its position in Walmart by 16.6% during the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after purchasing an additional 9,061 shares during the last quarter. Aviva PLC grew its stake in shares of Walmart by 16.4% in the 2nd quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock worth $374,861,000 after buying an additional 539,504 shares in the last quarter. Finally, World Investment Advisors increased its holdings in shares of Walmart by 5.2% in the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock worth $30,286,000 after buying an additional 14,487 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling

In other news, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the completion of the sale, the executive vice president owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. The trade was a 3.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible 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 completion of the transaction, the executive vice president directly owned 645,642 shares in the company, valued at approximately $77,477,040. This trade represents a 0.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 229,196 shares of company stock worth $26,957,858 over the last 90 days. Corporate insiders own 0.10% of the company’s stock.

Walmart Stock Performance

Shares of Walmart stock opened at $131.18 on Monday. 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 stock’s fifty day moving average is $116.44 and its two-hundred day moving average is $107.23. Walmart Inc. has a 52 week low of $79.81 and a 52 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.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, topping 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 return on equity of 21.31% and a net margin of 3.26%.The business’s revenue for the quarter was up 5.8% compared to the same quarter last year. During the same period last year, the company earned $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

More Walmart News

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)

Analyst Ratings Changes

A number of brokerages recently commented on WMT. Oppenheimer reaffirmed an “outperform” rating and issued a $125.00 price target (up previously from $115.00) on shares of Walmart in a report on Thursday, January 8th. CICC Research began coverage on Walmart in a report on Friday, December 26th. They issued an “outperform” rating and a $125.00 target price for the company. Truist Financial set a $127.00 target price on Walmart in a research report on Wednesday, December 17th. BTIG Research restated a “buy” rating and issued a $125.00 price target on shares of Walmart in a research report on Wednesday, January 14th. Finally, KeyCorp reiterated an “overweight” rating and set a $128.00 price objective on shares of Walmart in a research report on Wednesday, January 7th. Thirty-two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $125.06.

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.