Patriot Financial Group Insurance Agency LLC Sells 10,174 Shares of Walmart Inc. $WMT

Patriot Financial Group Insurance Agency LLC lowered its position in shares of Walmart Inc. (NASDAQ:WMT) by 23.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 33,825 shares of the retailer’s stock after selling 10,174 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in Walmart were worth $3,486,000 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 business. Vanguard Group Inc. boosted its stake in Walmart by 1.4% during the second quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after acquiring an additional 5,856,468 shares in the last quarter. Kingstone Capital Partners Texas LLC boosted its position in shares of Walmart by 397,264.9% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock worth $10,496,702,000 after purchasing an additional 104,488,610 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Walmart by 0.3% in the 2nd quarter. Geode Capital Management LLC now owns 94,557,532 shares of the retailer’s stock worth $9,199,712,000 after buying an additional 263,718 shares during the last quarter. Norges Bank bought a new position in Walmart during the 2nd quarter valued at approximately $5,367,770,000. Finally, Ameriprise Financial Inc. raised its stake in 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 buying an additional 1,098,342 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, SVP David Chojnowski sold 7,000 shares of the firm’s stock in a transaction 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 sale, the senior vice president directly owned 136,289 shares in the company, valued at $14,535,221.85. This trade represents a 4.89% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $107.78, for a total transaction of $1,414,612.50. Following the transaction, the executive vice president owned 892,940 shares in the company, valued at approximately $96,241,073.20. This trade represents a 1.45% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 127,828 shares of company stock valued at $13,745,625. Insiders own 0.10% of the company’s stock.

Walmart Trading Down 0.4%

Shares of Walmart stock opened at $114.36 on Friday. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $117.45. The company’s fifty day simple moving average is $107.61 and its 200-day simple moving average is $102.07. 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 stock has a market capitalization of $911.47 billion, a PE ratio of 39.99, a P/E/G ratio of 5.31 and a beta of 0.64.

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

Analysts Set New Price Targets

A number of research firms have recently commented on WMT. Sanford C. Bernstein reissued an “outperform” rating and issued a $122.00 target price (up from $118.00) on shares of Walmart in a research note on Friday, November 21st. JPMorgan Chase & Co. increased their price objective on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a research report on Friday, November 21st. Evercore ISI set a $120.00 price objective on shares of Walmart and gave the company an “outperform” rating in a research note on Tuesday. Guggenheim reaffirmed a “buy” rating and issued a $120.00 target price (up from $115.00) on shares of Walmart in a report on Friday, November 21st. Finally, Wolfe Research initiated coverage on shares of Walmart in a report on Thursday, September 18th. They set an “outperform” rating and a $129.00 price target on the stock. Thirty-one investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average price target of $120.54.

Key Stores Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Holiday sales appear to be a win for Walmart versus Target, suggesting stronger same‑store trends and execution into peak season — a near‑term sales catalyst and competitive share gain. Walmart’s Holiday Strength Highlights Target’s Strategic Missteps | TGT WMT
• Positive Sentiment: Analyst consensus remains constructive (average “Moderate Buy”), supporting upside from earnings momentum and the firm’s FY26 guidance. Analyst support can buoy the stock if results stay on track. Walmart Inc. (NASDAQ:WMT) Given Average Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Multiple analyst/commentary pieces highlight Walmart as a longer‑term growth story (ecommerce, Marketplace, fintech/PhonePe exposure), reinforcing investor interest beyond cyclical retail swings. Why Walmart (WMT) is a top growth stock for the long term
• Neutral Sentiment: Major shareholder structure overview — articles summarizing top holders (index funds, Walton family) provide context for liquidity and potential block trades but don’t imply immediate operational change. Useful for assessing long‑term ownership stability. Top Walmart Shareholders
• Neutral Sentiment: An investor group has asked Walmart to disclose impacts from U.S. immigration policy changes — this increases ESG/operational transparency pressure but is mainly a disclosure/regulatory risk to monitor. Exclusive: Amazon, Walmart shareholder pushes firms to report impact of Trump’s immigration policies
• Negative Sentiment: Market concern over potential H‑1B visa fee changes and their incremental cost to payrolls/supply chain has prompted investor questions and a clear near‑term headwind to sentiment. This regulatory/expense uncertainty pressured the stock. Walmart stock dips (WMT) as investors seek answers on H-1b visa fees impact
• Negative Sentiment: Insider selling: EVP Daniel Bartlett sold ~1,425 shares (disclosed SEC Form 4). Small relative to his holdings, but combined insider/major‑holder moves can spook traders. Walmart (NASDAQ:WMT) EVP Daniel Bartlett Sells 1,425 Shares
• Negative Sentiment: Walton Family Holdings Trust reportedly sold about $30.1M of Walmart stock — a meaningful block by ownership value that can increase supply and weigh on price near term. 6WMT : Insider Decision: Walton Family Holdings Trust Offloads $30.10M…

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.