Signal Advisors Wealth LLC Has $10.75 Million Stake in Walmart Inc. $WMT

Signal Advisors Wealth LLC grew its position in Walmart Inc. (NASDAQ:WMT) by 36.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 104,307 shares of the retailer’s stock after purchasing an additional 27,649 shares during the quarter. Walmart makes up about 1.0% of Signal Advisors Wealth LLC’s portfolio, making the stock its 23rd largest position. Signal Advisors Wealth LLC’s holdings in Walmart were worth $10,750,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the company. Atlas Legacy Advisors LLC grew its holdings in Walmart by 1.1% during the 2nd quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock worth $851,000 after acquiring an additional 98 shares during the period. Meridian Wealth Partners LLC boosted its position in shares of Walmart by 2.1% during the 2nd quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock valued at $470,000 after purchasing an additional 99 shares in the last quarter. Hickory Point Bank & Trust grew its stake in Walmart by 1.3% during the third quarter. Hickory Point Bank & Trust now owns 7,706 shares of the retailer’s stock worth $794,000 after purchasing an additional 100 shares during the period. Revolve Wealth Partners LLC increased its holdings in Walmart by 1.1% in the second quarter. Revolve Wealth Partners LLC now owns 9,830 shares of the retailer’s stock worth $961,000 after purchasing an additional 103 shares in the last quarter. Finally, Peterson Wealth Advisors LLC lifted its stake in Walmart by 1.1% in the third quarter. Peterson Wealth Advisors LLC now owns 9,652 shares of the retailer’s stock valued at $997,000 after buying an additional 104 shares during the period. Institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In related news, EVP Daniel J. Bartlett sold 1,425 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $117.00, for a total value of $166,725.00. Following the completion of the sale, the executive vice president directly owned 641,363 shares of the company’s stock, valued at approximately $75,039,471. This represents a 0.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction on Friday, December 19th. The stock was sold at an average price of $115.21, for a total transaction of $460,840.00. Following the transaction, the executive vice president directly owned 1,031,455 shares in the company, valued at $118,833,930.55. This represents a 0.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 127,828 shares of company stock valued at $13,745,625 in the last three months. Insiders own 0.10% of the company’s stock.

Walmart News Summary

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…

Walmart Trading Down 0.4%

WMT opened at $114.36 on Friday. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $117.45. The firm has a market capitalization of $911.47 billion, a PE ratio of 39.99, a P/E/G ratio of 5.28 and a beta of 0.64. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24. The company’s 50-day moving average is $107.61 and its 200 day moving average is $102.08.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company’s quarterly revenue was up 5.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $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 fiscal year.

Analysts Set New Price Targets

Several brokerages have recently commented on WMT. KeyCorp reaffirmed an “overweight” rating and set a $120.00 price objective (up previously from $110.00) on shares of Walmart in a research report on Friday, November 21st. Evercore ISI set a $120.00 price target on shares of Walmart and gave the stock an “outperform” rating in a report on Tuesday. Bank of America upped their price objective on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 17th. Jefferies Financial Group restated a “buy” rating on shares of Walmart in a research note on Tuesday, December 9th. Finally, BTIG Research reaffirmed a “buy” rating and set a $125.00 price target (up from $120.00) on shares of Walmart in a research note on Friday, November 21st. Thirty-one investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $120.54.

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.