4,365 Shares in Walmart Inc. $WMT Acquired by BlueChip Wealth Advisors LLC

BlueChip Wealth Advisors LLC purchased a new stake in Walmart Inc. (NASDAQ:WMT) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 4,365 shares of the retailer’s stock, valued at approximately $450,000.

Several other institutional investors have also modified their holdings of the business. Brighton Jones LLC grew its position in shares of Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after buying an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after acquiring an additional 485 shares during the last quarter. Peterson Wealth Management grew its holdings in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after acquiring an additional 116 shares in the last quarter. Finally, Yarger Wealth Strategies LLC grew its holdings in Walmart by 11.1% during the 2nd quarter. Yarger Wealth Strategies LLC now owns 3,899 shares of the retailer’s stock worth $381,000 after acquiring an additional 390 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Trading Down 1.8%

WMT opened at $126.76 on Wednesday. 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 Inc. has a 52 week low of $79.81 and a 52 week high of $131.79. The business’s 50 day moving average is $117.07 and its two-hundred day moving average is $107.67. The firm has a market cap of $1.01 trillion, a price-to-earnings ratio of 44.32, a price-to-earnings-growth ratio of 4.93 and a beta of 0.65.

Walmart (NASDAQ:WMT) last announced its 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 business had revenue of $179.50 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period last year, the firm posted $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Next‑gen stores: Walmart’s Jacksonville Supercenter rollout highlights faster delivery, improved store layouts and deeper digital integration — evidence the company can drive omnichannel sales and margins over time. Read More.
• Positive Sentiment: Analyst upgrade: Mizuho raised its WMT price target (to $137) and continues to rate the stock outperform — a catalyst that can support sentiment and attract buyers into any weakness. Read More.
• Neutral Sentiment: AI/tech strategy: Coverage notes Walmart is partnering with big tech (Amazon/Meta/Alphabet-led AI activity) to accelerate digital capabilities without matching their mega capex — potential long‑term benefit but uncertain timing and economics. Read More.
• Negative Sentiment: Major legal risk — Estée Lauder lawsuit: Estée Lauder sued Walmart alleging counterfeit La Mer, Le Labo, Clinique, Aveda and Tom Ford products were sold via Walmart’s online marketplace and accuses Walmart of facilitating those sales. The suit seeks injunctions and damages; the case raises reputational, liability and potential marketplace‑oversight costs. Read More.
• Negative Sentiment: Soft retail data: December retail sales were flat (missing expectations), a sign consumer spending momentum cooled — a macro headwind that could pressure Walmart’s comps and margin leverage in the near term. Read More.
• Negative Sentiment: Competitive risk — Kroger hires ex‑Walmart CEO for U.S. Greg Foran: Kroger’s leadership hire could sharpen competition in grocery and store execution, putting incremental pressure on Walmart’s U.S. share and margins if Kroger executes well. Read More.

Insider Activity at Walmart

In related news, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $104.75, for a total transaction of $1,374,843.75. Following the transaction, the executive vice president owned 879,815 shares of the company’s stock, valued at $92,160,621.25. This trade represents a 1.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Donna Morris sold 76,181 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total value of $9,430,445.99. Following the completion of the transaction, the executive vice president owned 402,072 shares in the company, valued at $49,772,492.88. This trade represents a 15.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 229,196 shares of company stock worth $26,957,858 in the last three months. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

WMT has been the topic of a number of analyst reports. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a report on Wednesday, January 21st. 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. JPMorgan Chase & Co. lifted their price target on Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a report on Friday, November 21st. Guggenheim reaffirmed a “buy” rating and set a $120.00 price objective (up from $115.00) on shares of Walmart in a research report on Friday, November 21st. Finally, BTIG Research reiterated a “buy” rating and issued a $125.00 price objective on shares of Walmart in a report on Wednesday, January 14th. Thirty-two analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $126.26.

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.