BridgePort Financial Solutions LLC Invests $556,000 in Walmart Inc. $WMT

BridgePort Financial Solutions LLC acquired a new position in Walmart Inc. (NASDAQ:WMT) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 5,398 shares of the retailer’s stock, valued at approximately $556,000.

A number of other large investors also recently added to or reduced their stakes in WMT. CWM LLC raised its holdings in Walmart by 24.2% in the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after purchasing an additional 229,220 shares in the last quarter. Neuberger Berman Group LLC boosted its position in shares of Walmart by 0.8% in the 2nd quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock worth $497,771,000 after purchasing an additional 42,645 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its holdings in Walmart by 16.6% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock worth $6,567,000 after acquiring an additional 9,061 shares in the last quarter. Aviva PLC grew its position in Walmart by 16.4% during the 2nd quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock valued at $374,861,000 after purchasing an additional 539,504 shares during the last quarter. Finally, World Investment Advisors grew its holdings in shares of Walmart by 5.2% during the third quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock valued at $30,286,000 after buying an additional 14,487 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insiders Place Their Bets

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total value of $2,313,804.72. Following the sale, the chief executive officer owned 4,274,856 shares in the company, valued at $509,434,589.52. This represents a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Daniel J. Bartlett sold 1,388 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $120.00, for a total value of $166,560.00. Following the sale, the executive vice president directly owned 645,642 shares in the company, valued at $77,477,040. This represents a 0.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 229,196 shares of company stock worth $26,957,858. Company insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Piper Sandler reiterated an “overweight” rating and issued a $130.00 price objective (up from $123.00) on shares of Walmart in a report on Tuesday, February 3rd. Raymond James Financial reaffirmed an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. The Goldman Sachs Group set a $121.00 price objective on Walmart and gave the stock a “buy” rating in a report on Tuesday, January 13th. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a report on Wednesday, January 21st. Finally, Barclays reiterated an “overweight” rating and issued a $125.00 price target (up from $108.00) on shares of Walmart in a report on Thursday, January 8th. Thirty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $125.94.

Walmart Stock Performance

Shares of WMT opened at $129.02 on Tuesday. The company has a current ratio of 0.80, a quick ratio of 0.24 and a debt-to-equity ratio of 0.39. The firm has a market cap of $1.03 trillion, a PE ratio of 45.11, a P/E/G ratio of 5.01 and a beta of 0.65. The stock has a fifty day moving average price of $116.79 and a 200-day moving average price of $107.46. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $131.79.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to the consensus estimate of $175.15 billion. During the same quarter in the prior year, the company posted $0.58 earnings per share. The company’s revenue for the quarter was up 5.8% compared to the same quarter last year. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Mizuho raised its price target on WMT to $137 and put an “outperform” rating on the stock, implying upside from current levels — a direct bullish signal that can drive buying interest from funds that follow analyst guidance. Mizuho raises WMT price target
• Positive Sentiment: DBS initiated/maintained a buy on WMT (press coverage), adding third‑party validation that could support inflows from Asia‑focused or model‑driven investors. DBS buys WMT
• Positive Sentiment: Coverage highlighting WMT’s rise to a ~$1 trillion market cap frames the company’s omnichannel and automation progress as a growth story — a sentiment boost for investors focused on structural earnings improvement. Walmart reaches $1T valuation
• Positive Sentiment: A Barron’s piece argues Walmart can benefit from big‑tech AI investment without matching their huge capex, suggesting Walmart could capture AI-driven gains (better supply chain, personalization, automation) while preserving capital — a potentially margin‑supportive narrative. Walmart letting big tech foot AI bill
• Neutral Sentiment: Kroger naming ex‑Walmart executive Greg Foran as CEO is notable for talent flow in the grocery sector; it could sharpen competition execution but is not an immediate direct negative for Walmart’s core omnichannel thesis. Kroger names ex‑Walmart exec CEO
• Negative Sentiment: Macro risk: commentary on the bond market and potential Fed policy shifts (yield curve moves, Fed chair nomination coverage) raises recession/inflation volatility concerns — a headwind for broad equity multiples and highly valued consumer names. Bond market warning / macro risk

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.