Rothschild Investment LLC Buys 7,196 Shares of Walmart Inc. $WMT

Rothschild Investment LLC boosted its stake in Walmart Inc. (NASDAQ:WMT) by 8.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 92,603 shares of the retailer’s stock after purchasing an additional 7,196 shares during the period. Rothschild Investment LLC’s holdings in Walmart were worth $9,544,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in shares of Walmart by 0.9% during the 3rd quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock valued at $44,898,368,000 after acquiring an additional 3,835,200 shares in the last quarter. Geode Capital Management LLC raised its position in Walmart by 0.3% in the second quarter. Geode Capital Management LLC now owns 94,557,532 shares of the retailer’s stock valued at $9,199,712,000 after purchasing an additional 263,718 shares during the last quarter. Norges Bank bought a new position in Walmart in the second quarter valued at about $5,367,770,000. Ameriprise Financial Inc. boosted its stake in shares of Walmart by 3.6% during the second quarter. Ameriprise Financial Inc. now owns 31,973,329 shares of the retailer’s stock valued at $3,126,775,000 after purchasing an additional 1,098,342 shares in the last quarter. Finally, Amundi grew its holdings in shares of Walmart by 23.5% during the second quarter. Amundi now owns 19,493,644 shares of the retailer’s stock worth $1,902,775,000 after purchasing an additional 3,710,506 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. Deutsche Bank Aktiengesellschaft downgraded shares of Walmart from a “buy” rating to a “hold” rating and set a $119.00 target price on the stock. in a research report on Thursday, January 8th. Oppenheimer reiterated an “outperform” rating and set a $140.00 price target (up previously from $125.00) on shares of Walmart in a report on Monday, February 9th. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. Tigress Financial increased their price objective on Walmart from $130.00 to $135.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $135.00 target price (up from $125.00) on shares of Walmart in a report on Thursday, January 15th. Thirty-two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $127.74.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: WMT has rallied ~20% so far in 2026 and recently hit an all‑time high, drawing attention from momentum and large‑cap investors. Walmart Stock Surges 20% in 2026
• Positive Sentiment: Major funds have added to WMT stakes (Maverick Capital and Soros Fund Management), signalling institutional conviction and providing buying support. Maverick Capital Boosts Walmart Stake Soros Fund Management Boosts Walmart Stake
• Positive Sentiment: Analysts note Walmart’s defensive positioning — value pricing, e‑commerce strength and disciplined inventory — which could sustain resilience if consumer spending remains uneven. Walmart Holds the Edge in an Uncertain Retail Environment
• Neutral Sentiment: Market consensus and previews are focused on the Feb. 19 earnings print (est. Q4 EPS ~$0.73; revenue ~$188.5B), with attention on same‑store sales, ad revenue and AI/e‑commerce traction; results and guidance will likely drive near‑term moves. Wall Street Brunch: Walmart Weighs In As Q4 GDP Hits
• Neutral Sentiment: Multiple previews and market calendars flag WMT as a headline event this week alongside macro data (inflation, PCE); expect volatility around macro prints and the earnings call. What to Expect in Markets This Week
• Negative Sentiment: Some coverage highlights structural shopper shifts and valuation concerns despite the rally — warnings that elevated multiples and changing customer behavior could pressure upside if growth softens. Walmart shopper shift is a brutal reality check for retail
• Negative Sentiment: Some market lists and commentators flag WMT as a potential sell or caution trade given stretched valuation after the run‑up, suggesting profit‑taking risk ahead of earnings. 1 Stock to Buy, 1 Stock to Sell This Week: Analog Devices, Walmart

Insiders Place Their Bets

In other news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the transaction, the executive vice president directly owned 727,155 shares of the company’s stock, valued at $87,251,328.45. This represents a 1.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Donna Morris sold 76,181 shares of the stock in a transaction on Tuesday, February 3rd. The stock was 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 approximately $49,772,492.88. This represents a 15.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 227,566 shares of company stock worth $26,790,653 over the last three months. Insiders own 0.10% of the company’s stock.

Walmart Stock Up 0.2%

Shares of Walmart stock opened at $133.89 on Tuesday. The stock’s 50-day moving average is $118.51 and its 200 day moving average is $108.65. Walmart Inc. has a one year low of $79.81 and a one year high of $134.65. The firm has a market cap of $1.07 trillion, a price-to-earnings ratio of 46.81, a PEG ratio of 5.12 and a beta of 0.65. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, beating the consensus estimate of $0.60 by $0.02. The company had revenue of $179.50 billion during 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%. Walmart’s revenue for the quarter was up 5.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities research analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

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.