Walmart Inc. $WMT Shares Acquired by Mmbg Investment Advisors CO.

Mmbg Investment Advisors CO. lifted its holdings in Walmart Inc. (NASDAQ:WMT) by 6.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 168,056 shares of the retailer’s stock after acquiring an additional 10,675 shares during the quarter. Walmart accounts for 1.5% of Mmbg Investment Advisors CO.’s holdings, making the stock its 14th biggest position. Mmbg Investment Advisors CO.’s holdings in Walmart were worth $17,320,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Collier Financial acquired a new position in shares of Walmart in the 3rd quarter valued at about $25,000. Access Investment Management LLC purchased a new position in Walmart during the second quarter valued at approximately $26,000. Your Advocates Ltd. LLP purchased a new position in Walmart during the third quarter valued at approximately $28,000. Roble Belko & Company Inc lifted its holdings in Walmart by 212.6% in 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 purchased a new stake in Walmart in the 3rd quarter worth approximately $39,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Performance

Shares of NASDAQ:WMT opened at $133.89 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. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.65. The firm has a market capitalization of $1.07 trillion, a PE ratio of 46.81, a P/E/G ratio of 5.12 and a beta of 0.65. The business’s 50 day moving average price is $118.11 and its 200-day moving average price is $108.39.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data 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 return on equity of 21.31% and a net margin of 3.26%.The firm had revenue of $179.50 billion during the quarter, compared to the consensus estimate of $175.15 billion. During the same period in the prior year, the company earned $0.58 EPS. The firm’s revenue was up 5.8% compared to the same quarter last year. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, equities research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Oppenheimer raised its price target to $140 and kept an Outperform stance, citing a solid Q4 outlook — this helped underpin investor optimism. Oppenheimer price target increased
• Positive Sentiment: Coverage-driven buying: reports noted WMT trading higher after analyst upgrades, which can attract short-term flows ahead of earnings. Walmart trading higher after upgrade
• Positive Sentiment: Telsey Advisory reaffirmed an Outperform and set a $135 target, reinforcing the buy-side narrative that execution improvements (esp. e‑commerce/AI) justify support. Telsey reaffirmation
• Neutral Sentiment: Analyst projections and previews (Zacks) suggest key metrics point to a likely beat on some lines, but they highlight modest growth — expectations are elevated going into Q4. Zacks analyst projections
• Neutral Sentiment: Walmart will host its Q4 earnings call on Feb. 19 — this event is the immediate catalyst for volatility as investors weigh AI-driven margin commentary against guidance. Earnings call announcement
• Neutral Sentiment: PRIMECAP trimmed its stake slightly — notable as an institutional action but not large enough to indicate a major shift in ownership stance. PRIMECAP trims stake
• Neutral Sentiment: Market commentary (Reuters) frames Walmart amid broader AI-driven volatility — investors are watchful for any guidance or AI-related execution risks discussed on the call. Wall St week ahead
• Negative Sentiment: A Seeking Alpha piece downgraded WMT, arguing the stock trades at a rich ~50x blended P/E despite execution gains from AI — valuation concerns could cap upside if growth disappoints. Seeking Alpha downgrade
• Negative Sentiment: Estée Lauder filed suit alleging counterfeit products sold via Walmart’s marketplace — potential reputational, legal, and marketplace-control implications that investors will watch closely. Estée Lauder sues Walmart

Insider Transactions at Walmart

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $109.57, for a total transaction of $2,127,411.12. Following the transaction, the chief executive officer directly owned 4,334,747 shares in the company, valued at $474,958,228.79. The trade was a 0.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP John D. Rainey sold 20,000 shares of the company’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 value of $2,445,400.00. Following the completion of the sale, the executive vice president owned 506,764 shares of the company’s stock, valued at $61,962,034.28. This trade represents a 3.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 227,566 shares of company stock valued at $26,790,653. Company insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several analysts recently commented on the stock. JPMorgan Chase & Co. raised their price target 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. Robert W. Baird lifted their price target on Walmart from $110.00 to $121.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $140.00 price target (up previously from $126.00) on shares of Walmart in a report on Wednesday. Truist Financial set a $127.00 price objective on Walmart in a report on Wednesday, December 17th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $129.00 target price (up from $122.00) on shares of Walmart in a research note on Monday, January 5th. Thirty-two analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, Walmart has a consensus rating of “Moderate Buy” and a consensus price target of $127.74.

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.