Walmart Inc. $WMT Shares Sold by Everett Harris & Co. CA

Everett Harris & Co. CA decreased its stake in shares of Walmart Inc. (NASDAQ:WMT) by 1.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 795,927 shares of the retailer’s stock after selling 15,055 shares during the quarter. Walmart comprises 1.0% of Everett Harris & Co. CA’s holdings, making the stock its 22nd largest position. Everett Harris & Co. CA’s holdings in Walmart were worth $82,028,000 as of its most recent filing with the SEC.

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

Walmart Trading Up 0.7%

NASDAQ WMT opened at $117.41 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24. The firm’s fifty day moving average price is $114.20 and its 200 day moving average price is $105.79. The company has a market capitalization of $935.78 billion, a price-to-earnings ratio of 41.05, a price-to-earnings-growth ratio of 4.97 and a beta of 0.66. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $121.62.

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

Analyst Ratings Changes

WMT has been the topic of a number of recent research reports. Wells Fargo & Company reaffirmed an “overweight” rating and set a $130.00 price objective (up previously from $120.00) on shares of Walmart in a research report on Friday, December 19th. Truist Financial set a $127.00 price target on Walmart in a report on Wednesday, December 17th. DA Davidson set a $130.00 price objective on Walmart and gave the company a “buy” rating in a research note on Friday, November 21st. Deutsche Bank Aktiengesellschaft downgraded Walmart from a “buy” rating to a “hold” rating and set a $119.00 price objective for the company. in a research report on Thursday, January 8th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $126.00 target price (up previously from $123.00) 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 given a Hold rating to the stock. According to MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and an average price target of $123.20.

Insider Transactions at Walmart

In other news, EVP Daniel Danker sold 4,365 shares of the stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total value of $524,629.35. Following the completion of the sale, the executive vice president directly owned 238,583 shares of the company’s stock, valued at approximately $28,675,290.77. This represents a 1.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Daniel J. Bartlett sold 1,388 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $120.00, for a total transaction 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. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 135,215 shares of company stock worth $15,304,608. Insiders own 0.10% of the company’s stock.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is elevating 3,000 pharmacy technician roles to operations team lead and raising average pay from $22 to $28/hour, signaling a material investment in pharmacy and digital health services that can expand higher-margin services and improve customer retention. Walmart boosts pharmacy pay, elevates 3,000 roles (Reuters) Walmart boosting pay potential for pharmacy technicians (Yahoo) Walmart expands health care push (Seeking Alpha)
• Positive Sentiment: Analyst coverage remains constructive — some outlets continue to pitch WMT as a buy on value, scale and omnichannel advantages during weak consumer confidence, supporting upside sentiment among investors. Buy Walmart and 3 retail stocks (Zacks)
• Neutral Sentiment: Walmart vs. Target coverage compares tech upgrades, omnichannel growth and differing customer mixes; investors should watch execution and margin trade-offs as each pursues traffic and digital sales. WMT vs. TGT (Zacks)
• Neutral Sentiment: Coverage on the Amazon–Walmart rivalry stresses intensified competition in grocery and healthcare; that underscores growth opportunity but also potential margin pressure as both invest in services, logistics and pricing. Amazon, Walmart Fight on Grocery and Healthcare (PYMNTS)
• Neutral Sentiment: Leadership news: reports note CEO Doug McMillon is retiring after a long tenure; the company is portrayed as having attracted higher-income shoppers during inflation — leadership transition is a watch item but not an immediate operational shock. Walmart CEO Doug McMillon retiring (Fox Business)

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.