Waterloo Capital L.P. Purchases 45,265 Shares of Walmart Inc. $WMT

Waterloo Capital L.P. increased its position in shares of Walmart Inc. (NASDAQ:WMT) by 12.6% during the third quarter, HoldingsChannel.com reports. The firm owned 403,744 shares of the retailer’s stock after buying an additional 45,265 shares during the period. Walmart accounts for about 3.1% of Waterloo Capital L.P.’s investment portfolio, making the stock its 3rd largest holding. Waterloo Capital L.P.’s holdings in Walmart were worth $41,594,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Access Investment Management LLC bought a new position in Walmart during the 2nd quarter valued at about $26,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart during the third quarter worth approximately $28,000. Roble Belko & Company Inc raised its stake in shares of 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 last quarter. Manning & Napier Advisors LLC acquired a new position in shares of Walmart in the 3rd quarter worth approximately $39,000. Finally, Harbor Asset Planning Inc. bought a new stake in Walmart during the 2nd quarter worth approximately $46,000. 26.76% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on WMT shares. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. Wall Street Zen downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Piper Sandler restated an “overweight” rating and issued a $130.00 price objective (up previously from $123.00) on shares of Walmart in a research report on Tuesday. JPMorgan Chase & Co. upped their target price on shares of Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a research report on Friday, November 21st. Finally, Truist Financial set a $127.00 price target on shares of Walmart in a report on Wednesday, December 17th. Thirty-two analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus price target of $124.19.

Walmart Trading Down 0.8%

Shares of NASDAQ WMT opened at $126.94 on Friday. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $129.60. The firm has a market capitalization of $1.01 trillion, a P/E ratio of 44.38, a P/E/G ratio of 4.89 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. The company’s 50 day simple moving average is $116.03 and its 200 day simple moving average is $106.83.

Walmart (NASDAQ:WMT) last issued its 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. The company had revenue of $179.50 billion during the quarter, compared to analysts’ expectations of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The business’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 company posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart joined the trillion‑dollar market‑cap club, a symbolic re‑rating that reflects investor confidence in its omnichannel strategy, technology investments and higher‑margin services. Walmart Just Became the Newest Member of the Trillion-Dollar Club
• Positive Sentiment: Analyses and think‑pieces (Yahoo/Finbold/Zacks coverage) are spotlighting Walmart’s mix shift toward memberships, ads and digital fulfillment as reasons the rally can continue, supporting multiple expansion. Is Walmart Stock a Buy at $1 Trillion?
• Positive Sentiment: Institutional buying: Alecta Pensionsforsakring reported boosting its stake in Walmart, which signals confidence from a large investor. Institutional inflows and ETF rebalances tied to the market‑cap milestone can provide further demand. Alecta Pensionsforsakring boosts stake in Walmart
• Positive Sentiment: Store expansion and vendor rollouts continue (new Next‑Gen Supercenter openings and national product placements), supporting same‑store sales and omni fulfillment capacity. These are steady operational tailwinds. Walmart Opens Next Generation Supercenter in Jacksonville
• Neutral Sentiment: Analyst coverage is broadly positive but consensus price targets sit near current levels; continued upside depends more on execution (membership/ads/margin mix) than multiple expansion alone. WMT Joins the $1 Trillion Club
• Negative Sentiment: Insider selling: EVP Donna Morris disclosed large sales (76,181 shares at ~ $123.79; other filings note ~$2.45M transactions), which can introduce short‑term selling pressure or be read as executives taking gains. Watch for follow‑up filings or patterns. Donna Morris sells 76,181 shares EVP Sells $2,445,400 in Stock
• Negative Sentiment: Valuation and competition risks: Walmart now trades at elevated multiples; Amazon’s push into fast grocery/delivery and commentary that staples stocks may be frothy increase downside risk if execution or margins slip. Amazon intensifies physical grocery push Staples stocks may look frothy (Barron’s)

Insider Transactions at Walmart

In related news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $104.75, for a total transaction of $1,374,843.75. Following the transaction, the executive vice president owned 879,815 shares of the company’s stock, valued at $92,160,621.25. This trade represents a 1.47% 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 Donna Morris sold 76,181 shares of the business’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the transaction, the executive vice president owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. This represents a 15.93% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 229,196 shares of company stock valued at $26,957,858. Corporate insiders own 0.10% of the company’s stock.

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.