Pallas Capital Advisors LLC Increases Holdings in Walmart Inc. $WMT

Pallas Capital Advisors LLC increased its stake in Walmart Inc. (NASDAQ:WMT) by 99.6% during the third quarter, according to its most recent filing with the SEC. The fund owned 29,728 shares of the retailer’s stock after buying an additional 14,837 shares during the quarter. Pallas Capital Advisors LLC’s holdings in Walmart were worth $3,064,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Petra Financial Advisors Inc. raised its position in Walmart by 1.2% in the third quarter. Petra Financial Advisors Inc. now owns 11,655 shares of the retailer’s stock worth $1,201,000 after acquiring an additional 141 shares during the period. State of New Jersey Common Pension Fund D increased its stake in shares of Walmart by 3.5% during the 3rd quarter. State of New Jersey Common Pension Fund D now owns 1,546,632 shares of the retailer’s stock worth $159,396,000 after purchasing an additional 52,119 shares during the last quarter. Calton & Associates Inc. raised its holdings in shares of Walmart by 5.2% in the 3rd quarter. Calton & Associates Inc. now owns 27,136 shares of the retailer’s stock worth $2,797,000 after purchasing an additional 1,337 shares during the period. Hardy Reed LLC lifted its stake in Walmart by 6.7% in the third quarter. Hardy Reed LLC now owns 13,740 shares of the retailer’s stock valued at $1,416,000 after purchasing an additional 863 shares during the last quarter. Finally, Shell Asset Management Co. grew its holdings in Walmart by 98.1% during the third quarter. Shell Asset Management Co. now owns 28,216 shares of the retailer’s stock valued at $2,908,000 after purchasing an additional 13,976 shares during the period. Institutional investors own 26.76% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: WMT has rallied ~20% so far in 2026 and recently hit an all‑time high, drawing attention from momentum and large‑cap investors. Walmart Stock Surges 20% in 2026
• Positive Sentiment: Major funds have added to WMT stakes (Maverick Capital and Soros Fund Management), signalling institutional conviction and providing buying support. Maverick Capital Boosts Walmart Stake Soros Fund Management Boosts Walmart Stake
• Positive Sentiment: Analysts note Walmart’s defensive positioning — value pricing, e‑commerce strength and disciplined inventory — which could sustain resilience if consumer spending remains uneven. Walmart Holds the Edge in an Uncertain Retail Environment
• Neutral Sentiment: Market consensus and previews are focused on the Feb. 19 earnings print (est. Q4 EPS ~$0.73; revenue ~$188.5B), with attention on same‑store sales, ad revenue and AI/e‑commerce traction; results and guidance will likely drive near‑term moves. Wall Street Brunch: Walmart Weighs In As Q4 GDP Hits
• Neutral Sentiment: Multiple previews and market calendars flag WMT as a headline event this week alongside macro data (inflation, PCE); expect volatility around macro prints and the earnings call. What to Expect in Markets This Week
• Negative Sentiment: Some coverage highlights structural shopper shifts and valuation concerns despite the rally — warnings that elevated multiples and changing customer behavior could pressure upside if growth softens. Walmart shopper shift is a brutal reality check for retail
• Negative Sentiment: Some market lists and commentators flag WMT as a potential sell or caution trade given stretched valuation after the run‑up, suggesting profit‑taking risk ahead of earnings. 1 Stock to Buy, 1 Stock to Sell This Week: Analog Devices, Walmart

Analysts Set New Price Targets

A number of analysts have issued reports on the company. DA Davidson set a $130.00 target price on Walmart and gave the stock a “buy” rating in a research report on Friday, November 21st. Wells Fargo & Company reissued an “overweight” rating and issued a $140.00 price objective (up previously from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Jefferies Financial Group restated a “buy” rating and issued a $132.00 price objective on shares of Walmart in a research note on Tuesday, February 3rd. Raymond James Financial reiterated an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. Finally, Tigress Financial increased their target price on shares of Walmart from $130.00 to $135.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Thirty-two investment 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, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $127.74.

Walmart Stock Up 0.2%

WMT stock opened at $133.89 on Tuesday. The stock has a 50-day simple moving average of $118.51 and a two-hundred day simple moving average of $108.65. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $134.65. The firm has a market capitalization of $1.07 trillion, a PE ratio of 46.81, a PEG ratio of 5.12 and a beta of 0.65. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39.

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

Insider Activity

In other news, SVP David Chojnowski sold 7,000 shares of the company’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $106.65, for a total value of $746,550.00. Following the transaction, the senior vice president owned 136,289 shares of the company’s stock, valued at approximately $14,535,221.85. This represents a 4.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $104.75, for a total value of $1,374,843.75. Following the completion of the sale, the executive vice president owned 879,815 shares in the company, valued at $92,160,621.25. This trade represents a 1.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 227,566 shares of company stock worth $26,790,653. Company insiders own 0.10% of the company’s stock.

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.