FCG Investment Co Lowers Holdings in Walmart Inc. $WMT

FCG Investment Co trimmed its position in Walmart Inc. (NASDAQ:WMT) by 17.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 28,717 shares of the retailer’s stock after selling 6,188 shares during the period. Walmart accounts for 1.4% of FCG Investment Co’s investment portfolio, making the stock its 15th biggest position. FCG Investment Co’s holdings in Walmart were worth $2,960,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. grew its position 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 buying 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% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock valued at $10,496,702,000 after acquiring an additional 104,488,610 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Walmart by 0.3% during the second quarter. Geode Capital Management LLC now owns 94,557,532 shares of the retailer’s stock worth $9,199,712,000 after purchasing an additional 263,718 shares in the last quarter. Norges Bank bought a new position in shares of Walmart in the second quarter worth approximately $5,367,770,000. Finally, Ameriprise Financial Inc. raised its stake in Walmart by 3.6% in 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. Institutional investors own 26.76% of the company’s stock.

Insider Activity

In related news, EVP John D. Rainey sold 2,200 shares of the company’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $111.23, for a total transaction of $244,706.00. Following the completion of the sale, the executive vice president directly owned 617,318 shares in the company, valued at $68,664,281.14. This represents a 0.36% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction 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 completion of the sale, the chief executive officer directly owned 4,334,747 shares in the company, valued at approximately $474,958,228.79. This trade represents a 0.45% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 127,828 shares of company stock valued at $13,745,625. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the stock. Royal Bank Of Canada reissued an “outperform” rating and issued a $123.00 price target on shares of Walmart in a research note on Tuesday, December 9th. Robert W. Baird upped their target price on shares of Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. BMO Capital Markets raised their price target on Walmart from $110.00 to $125.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Cowen reiterated a “buy” rating on shares of Walmart in a report on Tuesday, December 9th. Finally, Guggenheim reiterated a “buy” rating and set a $120.00 price objective (up from $115.00) on shares of Walmart in a research report on Friday, November 21st. Thirty-one equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and a consensus price target of $120.54.

Walmart Stock Down 0.4%

Shares of NASDAQ:WMT opened at $114.36 on Friday. The stock has a market capitalization of $911.47 billion, a P/E ratio of 39.99, a price-to-earnings-growth ratio of 5.31 and a beta of 0.64. The stock’s 50-day moving average price is $107.61 and its 200-day moving average price is $102.07. The company has a current ratio of 0.80, a quick ratio of 0.24 and a debt-to-equity ratio of 0.39. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $117.45.

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

Walmart News Summary

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 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.