A4 Wealth Advisors LLC Invests $568,000 in Walmart Inc. $WMT

A4 Wealth Advisors LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 5,516 shares of the retailer’s stock, valued at approximately $568,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Access Investment Management LLC purchased a new position in shares of Walmart during the 2nd quarter valued at approximately $26,000. Your Advocates Ltd. LLP acquired a new position in Walmart during the third quarter worth $28,000. Roble Belko & Company Inc lifted its holdings in Walmart by 212.6% during the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares in the last quarter. Manning & Napier Advisors LLC purchased a new position in Walmart during the third quarter valued at $39,000. Finally, Harbor Asset Planning Inc. acquired a new stake in shares of Walmart in the second quarter valued at about $46,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on WMT. Wells Fargo & Company restated an “overweight” rating and set a $130.00 price target (up previously from $120.00) on shares of Walmart in a research report on Friday, December 19th. Deutsche Bank Aktiengesellschaft cut Walmart from a “buy” rating to a “hold” rating and set a $119.00 target price for the company. in a report on Thursday, January 8th. Raymond James Financial reaffirmed an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. Jefferies Financial Group reiterated a “buy” rating on shares of Walmart in a research report on Tuesday, December 9th. Finally, Robert W. Baird raised their price objective on Walmart from $110.00 to $121.00 and gave the company an “outperform” rating in a report on Friday, November 21st. Thirty-two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $123.37.

Walmart Price Performance

Shares of WMT stock opened at $119.14 on Monday. 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 company has a market capitalization of $949.57 billion, a PE ratio of 41.66, a price-to-earnings-growth ratio of 5.08 and a beta of 0.65. The firm’s 50-day moving average is $114.48 and its two-hundred day moving average is $106.10. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $121.62.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 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 analyst estimates of $175.15 billion. During the same quarter in the previous year, the company earned $0.58 EPS. The business’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. Analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Insiders Place Their Bets

In other news, SVP David Chojnowski sold 7,000 shares of the stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $106.65, for a total transaction of $746,550.00. Following the completion of the transaction, the senior vice president directly owned 136,289 shares in the company, valued at approximately $14,535,221.85. This represents a 4.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Friday, December 26th. The shares were sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the completion of the sale, the chief executive officer owned 4,315,333 shares in the company, valued at approximately $482,583,689.39. This trade represents a 0.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 133,015 shares of company stock worth $15,082,012. Corporate 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: Leadership change signals digital focus — John Furner will become CEO of Walmart Inc. on Feb. 1, a move markets interpret as a deliberate shift to accelerate Walmart’s digital footprint and omnichannel execution, which could support long?term revenue and margin expansion. Walmart’s Choice for New CEO Signals Intent to Expand Digital Footprint
• Positive Sentiment: Scale and top-line strength — a recent review highlights Walmart generated roughly $681 billion in revenue in fiscal 2025 (about $1.87B/day), underscoring the company’s dominant scale that supports bargaining power, assortment investment, and steady cash flow. Walmart’s $611 Billion Annual Revenue: Breaking Down $1.7 Billion Per Day
• Positive Sentiment: Front?line investment in pharmacy staff — Walmart is boosting pay and elevating about 3,000 pharmacy roles, which should help reduce turnover, improve service in a high?margin category, and support healthcare strategy. That operational investment is viewed positively for execution and customer experience. Walmart boosting pay potential for pharmacy technicians, elevates 3,000 roles
• Neutral Sentiment: Competitive landscape remains intense — coverage highlights ongoing competition between Walmart and Amazon across grocery and healthcare, a reminder that pricing and logistics arms races could pressure margins even as Walmart scales services. Amazon, Walmart Fight War on 2 Fronts: Grocery and Healthcare
• Neutral Sentiment: Merchandising promotions — brands like Cate & Chloe are featuring product assortments on Walmart.com for seasonal gifting (Valentine’s), which supports e?commerce assortment and marketing but is not material alone. Cate & Chloe Highlights Valentine’s Day Hoop Earrings Available at Walmart
• Neutral Sentiment: Broader retail PR and community efforts — unrelated consumer goods relief efforts (e.g., P&G storm relief) reflect sector-wide CSR activity; positive for brand but limited direct impact on Walmart’s near?term financials. PROCTER & GAMBLE BRINGS RELIEF TO MISSISSIPPI RESIDENTS AFFECTED BY SEVERE WINTER STORM

Walmart 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.