Concurrent Investment Advisors LLC Has $39.24 Million Stake in Walmart Inc. $WMT

Concurrent Investment Advisors LLC reduced its position in shares of Walmart Inc. (NASDAQ:WMT) by 3.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 380,790 shares of the retailer’s stock after selling 13,994 shares during the quarter. Walmart accounts for 0.7% of Concurrent Investment Advisors LLC’s investment portfolio, making the stock its 24th biggest holding. Concurrent Investment Advisors LLC’s holdings in Walmart were worth $39,244,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Smith Shellnut Wilson LLC ADV boosted its position in Walmart by 9.1% during the 3rd quarter. Smith Shellnut Wilson LLC ADV now owns 13,790 shares of the retailer’s stock worth $1,421,000 after acquiring an additional 1,151 shares during the period. Financial Network Wealth Advisors LLC lifted its position in shares of Walmart by 3.5% in the third quarter. Financial Network Wealth Advisors LLC now owns 3,097 shares of the retailer’s stock worth $319,000 after purchasing an additional 106 shares in the last quarter. Liberty One Investment Management LLC boosted its holdings in shares of Walmart by 31.6% during the third quarter. Liberty One Investment Management LLC now owns 73,746 shares of the retailer’s stock worth $7,600,000 after purchasing an additional 17,727 shares during the period. CPC Advisors LLC grew its position in Walmart by 6.0% during the third quarter. CPC Advisors LLC now owns 119,457 shares of the retailer’s stock valued at $12,311,000 after purchasing an additional 6,715 shares in the last quarter. Finally, Randolph Co Inc acquired a new position in Walmart in the 3rd quarter valued at approximately $210,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Ratings Changes

WMT has been the subject of a number of research reports. Guggenheim reissued a “buy” rating and set a $120.00 target price (up previously from $115.00) on shares of Walmart in a research note on Friday, November 21st. DA Davidson set a $130.00 price objective on Walmart and gave the company a “buy” rating in a research report on Friday, November 21st. Wolfe Research assumed coverage on Walmart in a research report on Thursday, September 18th. They issued an “outperform” rating and a $129.00 target price on the stock. KeyCorp reaffirmed an “overweight” rating and set a $128.00 price target on shares of Walmart in a research note on Wednesday, January 7th. Finally, Wall Street Zen raised Walmart from a “hold” rating to a “buy” rating in a research note on Saturday. Thirty-two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $122.37.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Nasdaq‑100 inclusion — confirmation that Walmart will be added to the Nasdaq‑100 is pushing flows into the stock and signaling recognition of its e‑commerce transformation. This is a primary mechanical and sentiment catalyst. Stock Market Today, Jan. 12: Walmart Jumps on Nasdaq 100 Inclusion
• Positive Sentiment: Google/Alphabet (Gemini) partnership — Walmart and Sam’s Club product catalogs will be integrated into Google’s Gemini/Universal Commerce Protocol, increasing discoverability and enabling “agent‑led” purchases via AI assistants — a structural win for online sales and customer acquisition. Walmart and Google Turn AI Discovery Into Effortless Shopping Experiences
• Positive Sentiment: Drone delivery scale‑up — Walmart plans to expand aerial deliveries to many more stores, which could lower last‑mile costs and improve same‑day convenience, supporting higher e‑commerce margins over time. Walmart Expanding Drone Delivery to Hundreds More Stores
• Positive Sentiment: Options and institutional signals — unusual call buying (roughly 142k calls) and a recent analyst price‑target increase from Bernstein indicate short‑term bullish positioning and growing analyst conviction. Bernstein Raises Walmart Price Target
• Neutral Sentiment: Sam’s Club membership strength — membership income and renewal trends are healthy, which is supportive for recurring revenue but already baked into estimates. Sam’s Club membership article
• Neutral Sentiment: OnePay employee buyback / valuation — Walmart‑backed fintech OnePay’s higher valuation signals fintech upside in Walmart’s ecosystem but it’s a secondary, longer‑term value driver. OnePay valuation report
• Negative Sentiment: Valuation and macro risks — Walmart trades at an elevated multiple for a retailer (PE ~41); the stock’s run is partly mechanical (index inclusion) so it may be vulnerable to profit‑taking or broader market rotation. Ongoing macro or regulatory headlines could pressure the name. No direct article

Insider Activity at Walmart

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $101.63, for a total value of $406,520.00. Following the completion of the transaction, the executive vice president owned 1,040,455 shares of the company’s stock, valued at $105,741,441.65. This represents a 0.38% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP David Chojnowski sold 7,000 shares of the firm’s stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $106.65, for a total value of $746,550.00. Following the completion of the sale, the senior vice president owned 136,289 shares of the company’s stock, valued at $14,535,221.85. This represents a 4.89% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 125,628 shares of company stock worth $13,690,065. 0.10% of the stock is owned by company insiders.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $117.97 on Tuesday. The business’s 50-day simple moving average is $110.06 and its 200-day simple moving average is $103.96. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $118.84. The firm has a market cap of $940.24 billion, a price-to-earnings ratio of 41.25, a P/E/G ratio of 5.29 and a beta of 0.66.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.60 by $0.02. The business had revenue of $179.50 billion for the quarter, compared to analyst estimates of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. Walmart’s revenue was up 5.8% compared to the same quarter last year. During the same period last year, the business posted $0.58 EPS. 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.

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.