Retirement Planning Group LLC Buys 79,233 Shares of Walmart Inc. $WMT

Retirement Planning Group LLC increased its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 236.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 112,768 shares of the retailer’s stock after purchasing an additional 79,233 shares during the period. Retirement Planning Group LLC’s holdings in Walmart were worth $11,622,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Revolve Wealth Partners LLC lifted its stake in Walmart by 1.0% during the third quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock worth $1,023,000 after purchasing an additional 96 shares during the last quarter. Atlas Legacy Advisors LLC boosted its holdings in Walmart by 1.1% in the second quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock worth $851,000 after acquiring an additional 98 shares in the last quarter. Meridian Wealth Partners LLC raised its holdings in Walmart by 2.1% in the second quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock worth $470,000 after buying an additional 99 shares during the last quarter. Hemington Wealth Management boosted its holdings in shares of Walmart by 1.8% during the 3rd quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after acquiring an additional 99 shares during the last quarter. Finally, Hickory Point Bank & Trust boosted its holdings in Walmart by 1.3% in 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 last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Goldman highlights upside to Walmart’s sales as AI integrations start to show results; the report frames AI (Google Gemini + ChatGPT) tie‑ups as revenue catalysts that could lift e‑commerce sales and margins. Walmart’s AI push with Google Gemini and ChatGPT is starting to pay off: Goldman flags sales upside ahead
• Positive Sentiment: Partnerships with Alphabet (Google/Gemini) and expanded drone deliveries position Walmart to improve search/checkout conversion and last‑mile economics—directly supporting digital sales growth. Walmart Partners With Alphabet On New A.I. Shopping Platform
• Positive Sentiment: Inclusion in the Nasdaq‑100 is mechanically attracting index and ETF flows and has helped drive recent record highs, reinforcing momentum and institutional interest. Walmart Stock Gaining Steam Ahead of Debut on Nasdaq-100
• Positive Sentiment: Industry research notes Walmart is closing the online gap with Amazon — faster structural change in its omnichannel model supports a sustainable e‑commerce tailwind. Walmart’s Closing the Amazon Online Sales Gap
• Positive Sentiment: Insider buying (Shishir Mehrotra purchased roughly $93K of WMT shares) and unusually large call‑option volume signal bullish conviction from some insiders and traders. Shishir Mehrotra’s Recent Buy: Acquires $93K In Walmart Stock
• Neutral Sentiment: Market commentary about a rotation into value names frames Walmart as a defensive beneficiary (steady cash flow, dividend) if growth stocks face rate‑sensitivity headwinds. Tech Wreck or Valuation Reset? Rotating to Value in 2026
• Negative Sentiment: Valuation concerns: some analysts and retail commentators argue WMT looks rich (high P/E relative to staples history) and have trimmed or sold positions, which could cap upside if macro growth slows. Walmart Is Overvalued – I’ve Just Sold My Shares (Rating Downgrade)
• Negative Sentiment: Macro and execution risks remain (Fed/rates uncertainty, competition, margin pressure); commentators outline scenarios that could pull WMT lower if e‑commerce investments don’t accelerate margin gains. What Can Send Walmart Stock Price Down?

Insider Buying and Selling

In other news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $101.63, for a total value of $406,520.00. Following the completion of the sale, the executive vice president directly owned 1,040,455 shares of the company’s stock, valued at approximately $105,741,441.65. This represents a 0.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on 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 transaction, the chief executive officer owned 4,334,747 shares in the company, valued at approximately $474,958,228.79. This trade represents a 0.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 124,078 shares of company stock worth $13,523,502. 0.10% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Cowen reiterated a “buy” rating on shares of Walmart in a research note on Tuesday, December 9th. Morgan Stanley reissued an “overweight” rating and issued a $125.00 price objective (up from $115.00) on shares of Walmart in a research note on Friday, November 21st. Wells Fargo & Company restated an “overweight” rating and issued a $130.00 price target (up from $120.00) on shares of Walmart in a research note on Friday, December 19th. Deutsche Bank Aktiengesellschaft lowered Walmart from a “buy” rating to a “hold” rating and set a $119.00 price objective for the company. in a research report on Thursday, January 8th. Finally, JPMorgan Chase & Co. raised their target price on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a report on Friday, November 21st. 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.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $122.60.

Walmart Trading Up 2.0%

NASDAQ:WMT opened at $120.36 on Wednesday. The stock has a market capitalization of $959.29 billion, a price-to-earnings ratio of 42.08, a PEG ratio of 5.03 and a beta of 0.66. 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 firm has a 50 day moving average of $110.42 and a 200 day moving average of $104.13. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $120.51.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share 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 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% compared to the same quarter last year. 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, sell-side analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

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.