Rhumbline Advisers Has $793.19 Million Stock Position in Walmart Inc. $WMT

Rhumbline Advisers lowered its stake in Walmart Inc. (NASDAQ:WMT) by 0.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,696,387 shares of the retailer’s stock after selling 49,270 shares during the period. Walmart makes up approximately 0.6% of Rhumbline Advisers’ holdings, making the stock its 18th biggest position. Rhumbline Advisers’ holdings in Walmart were worth $793,190,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Collier Financial bought a new stake in shares of Walmart in the third quarter valued at approximately $25,000. Access Investment Management LLC acquired a new position in Walmart in the second quarter worth about $26,000. Your Advocates Ltd. LLP bought a new position in shares of Walmart during the 3rd quarter worth approximately $28,000. Roble Belko & Company Inc lifted its holdings in shares of 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 acquiring an additional 219 shares during the period. Finally, Manning & Napier Advisors LLC acquired a new position in Walmart in the third quarter valued at about $39,000. 26.76% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Mizuho raised their target price on Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a research note on Monday. CICC Research assumed coverage on shares of Walmart in a research note on Friday, December 26th. They set an “outperform” rating and a $125.00 price target on the stock. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. Tigress Financial upped their price objective on Walmart from $130.00 to $135.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $135.00 price objective (up from $125.00) on shares of Walmart in a research report on Thursday, January 15th. Thirty-two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $126.26.

Insider Activity

In related news, SVP David Chojnowski sold 7,000 shares of Walmart stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $106.65, for a total transaction of $746,550.00. Following the transaction, the senior vice president owned 136,289 shares of the company’s stock, valued at $14,535,221.85. This trade represents a 4.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the transaction, the executive vice president owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. This represents a 3.80% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 229,196 shares of company stock valued at $26,957,858. Insiders own 0.10% of the company’s stock.

Walmart Price Performance

WMT opened at $126.76 on Wednesday. The company has a fifty day moving average price of $117.07 and a two-hundred day moving average price of $107.67. The firm has a market capitalization of $1.01 trillion, a PE ratio of 44.32, a P/E/G ratio of 4.93 and a beta of 0.65. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $131.79. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80.

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

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Mizuho raised its price target and reiterated an outperform rating, signaling further upside expectations from analysts. Read More.
• Positive Sentiment: Another analyst upgrade helped push WMT to a 52‑week high, supporting momentum and analyst-driven buying. Read More.
• Positive Sentiment: Fisher Asset Management added roughly 328,229 shares, a vote of confidence from a large institutional investor that can support the share price. Read More.
• Positive Sentiment: Walmart is testing “next‑gen” Supercenters (Jacksonville) that combine faster digital fulfilment and improved store layouts — a tangible execution story for long‑term growth. Read More.
• Neutral Sentiment: Coverage on Walmart’s AI and tech strategy positions it to benefit indirectly from big‑tech AI investments, but the payoff is longer term and capital‑intensive. Read More.
• Neutral Sentiment: Valuation commentary notes strong short‑ and medium‑term share gains; elevated multiples (P/E ~44.3, PEG ~4.9) make the stock sensitive to profit‑taking and any disappointment. Read More.
• Negative Sentiment: Estée Lauder sued Walmart alleging counterfeit luxury beauty products sold via third‑party sellers on Walmart’s marketplace — the suit seeks injunctive relief and damages, creating legal, reputational and potential compliance costs. Read More.
• Negative Sentiment: December retail sales came in flat (vs. expectations for growth), a data point that weakens near‑term retail demand expectations and can pressure Walmart’s trading multiple. Read More.
• Negative Sentiment: Kroger’s hiring of Greg Foran (ex‑Walmart U.S.) re‑energizes a key competitor and could intensify grocery share battles, a strategic headwind for Walmart’s U.S. grocery margins. Read More.

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.