4,486 Shares in Walmart Inc. $WMT Purchased by Breakthru Advisory Services LLC

Breakthru Advisory Services LLC bought a new stake in shares of Walmart Inc. (NASDAQ:WMT) during the third quarter, HoldingsChannel reports. The institutional investor bought 4,486 shares of the retailer’s stock, valued at approximately $462,000.

Several other institutional investors also recently modified their holdings of the business. Access Investment Management LLC bought a new position in Walmart in the second quarter valued at approximately $26,000. PFS Partners LLC lifted its stake in shares of Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after purchasing an additional 233 shares during the period. Ridgewood Investments LLC boosted its position in shares of Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after purchasing an additional 115 shares during the last quarter. Livelsberger Financial Advisory acquired a new stake in shares of Walmart during the second quarter worth $44,000. Finally, Harbor Asset Planning Inc. bought a new stake in Walmart in the second quarter valued at about $46,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Down 0.4%

Shares of WMT stock opened at $114.36 on Friday. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $117.45. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. The firm has a fifty day moving average of $107.61 and a 200-day moving average of $102.07. The company has a market capitalization of $911.47 billion, a price-to-earnings ratio of 39.99, a P/E/G ratio of 5.31 and a beta of 0.64.

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. The business had revenue of $179.50 billion for 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 firm’s revenue was up 5.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, equities research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, EVP John D. Rainey sold 2,200 shares of the company’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $111.23, for a total transaction of $244,706.00. Following the completion of the transaction, the executive vice president directly owned 617,318 shares of the company’s stock, valued at $68,664,281.14. This represents a 0.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Daniel J. Bartlett sold 1,425 shares of Walmart stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $117.00, for a total value of $166,725.00. Following the completion of the sale, the executive vice president directly owned 641,363 shares in the company, valued at approximately $75,039,471. This represents a 0.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 127,828 shares of company stock valued at $13,745,625. Corporate insiders own 0.10% of the company’s stock.

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…

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Evercore ISI set a $120.00 target price on Walmart and gave the stock an “outperform” rating in a report on Tuesday. Robert W. Baird lifted their price objective on shares of Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a research note on Friday, November 21st. DA Davidson set a $130.00 target price on shares of Walmart and gave the company a “buy” rating in a research note on Friday, November 21st. Wolfe Research started coverage on shares of Walmart in a report on Thursday, September 18th. They issued an “outperform” rating and a $129.00 target price on the stock. Finally, Piper Sandler reissued an “overweight” rating and issued a $123.00 price target (up previously from $111.00) on shares of Walmart in a report on Friday, November 21st. Thirty-one research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus price target of $120.54.

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.