Envestnet Asset Management Inc. Sells 152,071 Shares of Walmart Inc. $WMT

Envestnet Asset Management Inc. lowered its position in Walmart Inc. (NASDAQ:WMT) by 2.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,279,678 shares of the retailer’s stock after selling 152,071 shares during the period. Envestnet Asset Management Inc. owned approximately 0.07% of Walmart worth $544,124,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. Revolve Wealth Partners LLC grew its holdings in shares of Walmart by 1.0% in 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 position in Walmart by 1.1% in the 2nd quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock valued at $851,000 after buying an additional 98 shares during the period. Meridian Wealth Partners LLC grew its stake in Walmart by 2.1% in the 2nd quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock worth $470,000 after acquiring an additional 99 shares in the last quarter. Hemington Wealth Management increased its position in shares of Walmart by 1.8% during the third quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock worth $586,000 after acquiring an additional 99 shares during the period. Finally, Boomfish Wealth Group LLC increased its position in shares of Walmart by 2.7% during the third quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock worth $381,000 after acquiring an additional 99 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Activity

In other news, EVP John D. Rainey sold 20,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total value of $2,445,400.00. Following the completion of the sale, the executive vice president owned 506,764 shares of the company’s stock, valued at $61,962,034.28. This trade represents a 3.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Daniel J. Bartlett sold 1,388 shares of the business’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $120.00, for a total value of $166,560.00. Following the transaction, the executive vice president owned 645,642 shares in the company, valued at approximately $77,477,040. This trade represents a 0.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 153,015 shares of company stock worth $17,527,412. Company insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on WMT. Piper Sandler reiterated an “overweight” rating and issued a $130.00 price target (up previously from $123.00) on shares of Walmart in a report on Tuesday. Oppenheimer reaffirmed an “outperform” rating and set a $125.00 target price (up from $115.00) on shares of Walmart in a research report on Thursday, January 8th. Mizuho set a $125.00 target price on Walmart and gave the stock an “outperform” rating in a report on Monday, January 5th. Tigress Financial raised their price target on Walmart from $130.00 to $135.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, KeyCorp restated an “overweight” rating and issued a $128.00 price objective on shares of Walmart in a report on Wednesday, January 7th. Thirty-two analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $124.19.

Walmart Stock Performance

WMT stock opened at $127.71 on Wednesday. Walmart Inc. has a one year low of $79.81 and a one year high of $128.16. The firm has a market cap of $1.02 trillion, a price-to-earnings ratio of 44.65, a PEG ratio of 4.71 and a beta of 0.65. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. The firm has a 50-day simple moving average of $115.30 and a two-hundred day simple moving average of $106.54.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, topping 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 firm had revenue of $179.50 billion during the quarter, compared to analyst estimates of $175.15 billion. During the same quarter in the previous 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. On average, equities analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart hit a historic >$1 trillion market capitalization as shares rose on enthusiasm for e‑commerce growth, AI integration and strategic investments that have shifted investor perception toward a tech-enabled retailer. Walmart cracks into the $1 trillion club
• Positive Sentiment: Leadership continuity: John Furner’s promotion to CEO (internal hire with a long Walmart track record) reduces execution risk associated with a management transition and reassures investors focused on continuing the company’s digital transformation. Walmart Names New CEO
• Positive Sentiment: Walmart+ membership is accelerating (reported ~28.4M members, double‑digit growth), supporting recurring revenue and higher-margin services that help justify a premium valuation. Walmart+ Paid Membership Growth
• Neutral Sentiment: Analyst coverage is broadly positive (many Buy/Moderate Buy ratings), but consensus 12‑month targets are not far above current levels—suggesting limited near‑term upside in some models. Analyst Ratings
• Neutral Sentiment: Walmart’s defensive retail positioning and status as a Dividend King make it attractive in a sector rotation into staples; that supports steady investor demand but limits rapid re‑rating potential. Dividend stock context
• Negative Sentiment: Competitive pressure: Amazon’s ongoing acceleration of same‑ and next‑day delivery raises the bar on fulfillment speed and could force Walmart to increase investments that compress margins. Amazon delivery pressure
• Negative Sentiment: Valuation risk: Walmart now trades at elevated multiples (high P/E and PEG), so the stock’s upside depends on continued execution; a slowdown in same‑store sales or margin mix could trigger a pullback.

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.