Walmart Inc. $WMT Holdings Raised by Triad Wealth Partners LLC

Triad Wealth Partners LLC raised its stake in shares of Walmart Inc. (NASDAQ:WMT) by 39.4% in the third quarter, HoldingsChannel reports. The institutional investor owned 17,414 shares of the retailer’s stock after purchasing an additional 4,918 shares during the period. Triad Wealth Partners LLC’s holdings in Walmart were worth $1,795,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. Access Investment Management LLC purchased a new position in Walmart in the second quarter valued at about $26,000. PFS Partners LLC grew its stake in shares of Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after buying an additional 233 shares in the last quarter. Roble Belko & Company Inc increased 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 buying an additional 219 shares during the last quarter. Manning & Napier Advisors LLC bought a new position in Walmart during the third quarter valued at approximately $39,000. Finally, Harbor Asset Planning Inc. bought a new position in Walmart during the second quarter valued at approximately $46,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Price Performance

NASDAQ:WMT opened at $119.36 on Thursday. 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 Inc. has a one year low of $79.81 and a one year high of $121.62. The company has a fifty day moving average price of $112.46 and a 200 day moving average price of $104.98. The stock has a market cap of $951.32 billion, a P/E ratio of 41.73, a PEG ratio of 5.06 and a beta of 0.66.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $175.15 billion. During the same quarter in the prior year, the business earned $0.58 earnings per share. The firm’s revenue for the quarter was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s Marketplace launched a curated Premium Musical Instrument Shop to attract higher-margin brands and broaden its online assortment — a move aimed at improving marketplace mix and digital revenue growth. Walmart Marketplace Expands into Premium Musical Instruments
• Positive Sentiment: Company updates (new leadership and AI initiatives) and a push into premium categories were highlighted, signaling continued investment in digital capabilities and curated offerings that can accelerate online growth. Walmart Expands Marketplace With Premium Music Gear, New Leadership, AI Push
• Positive Sentiment: PhonePe — the Walmart-backed Indian payments firm — reportedly received SEBI approval for its IPO filing, which could unlock significant value for Walmart’s investment and be a longer-term catalyst. Walmart-backed PhonePe gets SEBI approval for India IPO, sources say
• Positive Sentiment: Zacks reports Walmart’s digital sales rose strongly (around 20–27% cited), driven by faster delivery, marketplace growth and membership adoption — supporting revenue growth expectations. WMT Sees Broad-Based Digital Gains
• Positive Sentiment: Truist raised its price target for WMT to $127 (from $119) while keeping a Hold rating, signaling some analyst confidence in the company’s multi-channel performance. Walmart Gets Price Target Hike
• Neutral Sentiment: Viking Revolution expanded into 900 Walmart stores — a distribution win that supports assortment breadth but is a modest near-term revenue contributor. Viking Revolution Launches in 900 Walmart Locations
• Neutral Sentiment: Zacks and other outlets ran broader retail/earnings-tool pieces and earnings previews that mention Walmart in the context of industry-wide screening tools or previews — useful context but not immediate company-specific catalysts. Why Investors Need to Take Advantage of These 2 Retail and Wholesale Stocks Now
• Negative Sentiment: Forbes published a multi-factor sell case, projecting a $83 target and arguing it may be time to divest — a bearish take that increases perceived downside risk, especially given WMT’s elevated valuation (P/E ~41.7). Buy Or Sell Walmart Stock?

Wall Street Analyst Weigh In

Several research analysts have recently commented on WMT shares. Evercore ISI set a $120.00 price target on shares of Walmart and gave the stock an “outperform” rating in a research note on Tuesday, December 16th. The Goldman Sachs Group set a $121.00 target price on Walmart and gave the company a “buy” rating in a report on Tuesday, January 13th. KeyCorp reissued an “overweight” rating and set a $128.00 price objective on shares of Walmart in a report on Wednesday, January 7th. Barclays reissued an “overweight” rating and issued a $125.00 price objective (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Finally, Wall Street Zen downgraded Walmart from a “buy” rating to a “hold” rating in a report on Sunday. Thirty-two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and an average target price of $123.03.

Insider Buying and Selling at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction on Friday, December 26th. The stock was sold at an average price of $111.83, for a total value of $2,171,291.28. Following the completion of the transaction, the chief executive officer directly owned 4,315,333 shares in the company, valued at approximately $482,583,689.39. This represents a 0.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the sale, the executive vice president owned 727,155 shares in the company, valued at $87,251,328.45. This represents a 1.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 115,799 shares of company stock valued at $12,990,803 in the last quarter. 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.