Secure Asset Management LLC Buys 10,139 Shares of Walmart Inc. $WMT

Secure Asset Management LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 26.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 48,380 shares of the retailer’s stock after acquiring an additional 10,139 shares during the period. Walmart makes up about 0.8% of Secure Asset Management LLC’s investment portfolio, making the stock its 26th largest holding. Secure Asset Management LLC’s holdings in Walmart were worth $4,933,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Baker Tilly Wealth Management LLC boosted its stake in Walmart by 10.9% in the 3rd quarter. Baker Tilly Wealth Management LLC now owns 5,169 shares of the retailer’s stock worth $533,000 after purchasing an additional 508 shares during the period. AdvisorNet Financial Inc lifted its holdings in shares of Walmart by 14.9% in the third quarter. AdvisorNet Financial Inc now owns 31,993 shares of the retailer’s stock valued at $3,297,000 after purchasing an additional 4,160 shares in the last quarter. Financial Enhancement Group LLC boosted its position in shares of Walmart by 9.3% during the third quarter. Financial Enhancement Group LLC now owns 3,848 shares of the retailer’s stock worth $396,000 after buying an additional 326 shares during the period. Meadowbrook Wealth Management LLC bought a new position in shares of Walmart during the third quarter worth about $402,000. Finally, Lifestyle Asset Management Inc. raised its position in Walmart by 15.4% in the 3rd quarter. Lifestyle Asset Management Inc. now owns 4,137 shares of the retailer’s stock valued at $426,000 after buying an additional 553 shares during the last quarter. 26.76% of the stock is owned by institutional investors.

Walmart Stock Performance

Shares of WMT opened at $114.36 on Friday. The company has a market cap of $911.47 billion, a PE ratio of 39.99, a price-to-earnings-growth ratio of 5.28 and a beta of 0.64. The firm has a 50-day moving average of $107.61 and a 200-day moving average of $102.08. Walmart Inc. has a one year low of $79.81 and a one year high of $117.45. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.60 by $0.02. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The business had revenue of $179.50 billion during the quarter, compared to the consensus estimate of $175.15 billion. During the same period last year, the business posted $0.58 EPS. Walmart’s revenue was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, equities analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms have weighed in on WMT. UBS Group set a $130.00 price target on Walmart in a research report on Wednesday, December 3rd. Tigress Financial increased their target price on shares of Walmart from $125.00 to $130.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. JPMorgan Chase & Co. lifted their price target on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research note on Friday, November 21st. DA Davidson set a $130.00 price target on shares of Walmart and gave the stock a “buy” rating in a research report on Friday, November 21st. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $122.00 price objective (up previously from $118.00) on shares of Walmart in a report on Friday, November 21st. Thirty-one equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $120.54.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Holiday sales appear to be a win for Walmart versus Target, suggesting stronger same‑store trends and execution into peak season — a near‑term sales catalyst and competitive share gain. Walmart’s Holiday Strength Highlights Target’s Strategic Missteps | TGT WMT
• Positive Sentiment: Analyst consensus remains constructive (average “Moderate Buy”), supporting upside from earnings momentum and the firm’s FY26 guidance. Analyst support can buoy the stock if results stay on track. Walmart Inc. (NASDAQ:WMT) Given Average Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Multiple analyst/commentary pieces highlight Walmart as a longer‑term growth story (ecommerce, Marketplace, fintech/PhonePe exposure), reinforcing investor interest beyond cyclical retail swings. Why Walmart (WMT) is a top growth stock for the long term
• Neutral Sentiment: Major shareholder structure overview — articles summarizing top holders (index funds, Walton family) provide context for liquidity and potential block trades but don’t imply immediate operational change. Useful for assessing long‑term ownership stability. Top Walmart Shareholders
• Neutral Sentiment: An investor group has asked Walmart to disclose impacts from U.S. immigration policy changes — this increases ESG/operational transparency pressure but is mainly a disclosure/regulatory risk to monitor. Exclusive: Amazon, Walmart shareholder pushes firms to report impact of Trump’s immigration policies
• Negative Sentiment: Market concern over potential H‑1B visa fee changes and their incremental cost to payrolls/supply chain has prompted investor questions and a clear near‑term headwind to sentiment. This regulatory/expense uncertainty pressured the stock. Walmart stock dips (WMT) as investors seek answers on H-1b visa fees impact
• Negative Sentiment: Insider selling: EVP Daniel Bartlett sold ~1,425 shares (disclosed SEC Form 4). Small relative to his holdings, but combined insider/major‑holder moves can spook traders. Walmart (NASDAQ:WMT) EVP Daniel Bartlett Sells 1,425 Shares
• Negative Sentiment: Walton Family Holdings Trust reportedly sold about $30.1M of Walmart stock — a meaningful block by ownership value that can increase supply and weigh on price near term. 6WMT : Insider Decision: Walton Family Holdings Trust Offloads $30.10M…

Insider Buying and Selling at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Friday, November 28th. The shares were sold at an average price of $109.57, for a total transaction of $2,127,411.12. Following the completion of the sale, the chief executive officer owned 4,334,747 shares of the company’s stock, valued at approximately $474,958,228.79. The trade was a 0.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP John D. Rainey sold 2,200 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $111.23, for a total transaction of $244,706.00. Following the sale, the executive vice president owned 617,318 shares of the company’s stock, valued at $68,664,281.14. This trade represents a 0.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 127,828 shares of company stock worth $13,745,625. 0.10% of the stock is currently owned by corporate insiders.

Walmart Company 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.