Crestwood Advisors Group LLC Raises Holdings in Walmart Inc. $WMT

Crestwood Advisors Group LLC boosted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 7.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 60,822 shares of the retailer’s stock after buying an additional 3,966 shares during the period. Crestwood Advisors Group LLC’s holdings in Walmart were worth $6,268,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Collier Financial bought a new stake in shares of Walmart in the 3rd quarter valued at about $25,000. Access Investment Management LLC purchased a new stake in Walmart during the second quarter valued at approximately $26,000. Your Advocates Ltd. LLP acquired a new stake in Walmart in the third quarter valued at approximately $28,000. Roble Belko & Company Inc grew its holdings in Walmart by 212.6% in the third 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 last quarter. Finally, Manning & Napier Advisors LLC acquired a new position in shares of Walmart during the third quarter worth $39,000. Institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on WMT. UBS Group reissued a “buy” rating and issued a $135.00 price objective on shares of Walmart in a research report on Friday, January 30th. Tigress Financial boosted their price target on Walmart from $130.00 to $135.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Citigroup restated a “buy” rating and set a $147.00 price objective (up previously from $120.00) on shares of Walmart in a report on Thursday, February 5th. Guggenheim reiterated a “buy” rating and issued a $120.00 target price (up from $115.00) on shares of Walmart in a research note on Friday, November 21st. Finally, Truist Financial set a $127.00 price target on shares of Walmart in a research note on Wednesday, December 17th. Thirty-two equities 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.com, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $128.44.

Insider Buying and Selling

In other news, EVP John D. Rainey sold 20,000 shares of the company’s 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 completion of the transaction, the executive vice president directly owned 506,764 shares of the company’s stock, valued at $61,962,034.28. This represents a 3.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Donna Morris sold 76,181 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total value of $9,430,445.99. Following the transaction, the executive vice president owned 402,072 shares in the company, valued at $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 223,566 shares of company stock valued at $26,384,133 in the last 90 days. Corporate insiders own 0.10% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts expect roughly an 11% jump in Q4 earnings, setting up upside if Walmart meets or beats estimates; that consensus optimism is a primary support for the stock into the report. Walmart expected to report an almost 11% gain in Q4 earnings
• Positive Sentiment: Market narratives highlight Walmart’s digital transformation (e‑commerce, ad business, and AI initiatives) and corporate changes (Nasdaq listing, new CEO) that support a higher multiple and longer‑term growth thesis. It’s Time to Get Ready for Walmart’s Earnings
• Neutral Sentiment: Walmart is being used as the retail sector bellwether; its results will influence sentiment across discount and off‑price peers, so the stock’s move also reflects broader retail expectations rather than company‑specific news alone. 3 Discount Retail Stocks to Watch as Earnings Put Valuations to the Test
• Neutral Sentiment: WMT has surged ~20% in 2026, which can both attract momentum buyers and prompt short‑term profit‑taking that increases volatility into earnings. Walmart Stock Surges 20% in 2026
• Negative Sentiment: Valuation concerns are prominent — some analysts and columnists call the shares expensive given current multiples; a conservative or mixed guidance could spark a sharp pullback. Walmart Shares Are Expensive AI Insurance
• Negative Sentiment: Tariff comparisons, margin pressures and sticky costs remain risks — even if comps get easier, higher costs or weaker-than-expected ad/e‑commerce margins could weigh on results and guidance. Walmart Earnings Preview: Tariff Compares Should Get Easier, But Valuation Still Quite Lofty

Walmart Stock Performance

NASDAQ WMT opened at $128.85 on Wednesday. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69. The firm has a market capitalization of $1.03 trillion, a P/E ratio of 45.05, a PEG ratio of 5.12 and a beta of 0.65. The stock has a 50-day simple moving average of $118.78 and a two-hundred day simple moving average of $108.86. 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 issued its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. The business had revenue of $179.50 billion for the quarter, compared to analysts’ expectations of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The business’s revenue was up 5.8% on a year-over-year basis. During the same quarter last year, the company earned $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, equities analysts forecast 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.