Walmart Inc. $WMT Shares Acquired by Harel Insurance Investments & Financial Services Ltd.

Harel Insurance Investments & Financial Services Ltd. boosted its position in shares of Walmart Inc. (NASDAQ:WMT) by 16.6% in the third quarter, Holdings Channel.com reports. The firm owned 63,782 shares of the retailer’s stock after acquiring an additional 9,061 shares during the period. Harel Insurance Investments & Financial Services Ltd.’s holdings in Walmart were worth $6,567,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC lifted its stake in shares of Walmart by 1.0% in the third quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock worth $1,023,000 after acquiring an additional 96 shares in the last quarter. Atlas Legacy Advisors LLC grew its stake in Walmart by 1.1% during the 2nd quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock valued at $851,000 after purchasing an additional 98 shares in the last quarter. Meridian Wealth Partners LLC increased its holdings in Walmart by 2.1% during the 2nd quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock worth $470,000 after purchasing an additional 99 shares during the last quarter. Hemington Wealth Management boosted its stake in shares of Walmart by 1.8% during the 3rd quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after buying an additional 99 shares during the last quarter. Finally, Hickory Point Bank & Trust grew its position in shares of Walmart by 1.3% during the third quarter. Hickory Point Bank & Trust now owns 7,706 shares of the retailer’s stock worth $794,000 after buying an additional 100 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Daniel J. Bartlett sold 1,388 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $120.00, for a total value of $166,560.00. Following the completion of the transaction, the executive vice president directly owned 645,642 shares in the company, valued at $77,477,040. This trade represents a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Daniel Danker sold 4,365 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $120.19, for a total transaction of $524,629.35. Following the transaction, the executive vice president owned 238,583 shares in the company, valued at $28,675,290.77. This represents a 1.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 139,215 shares of company stock valued at $15,502,810. Corporate insiders own 0.10% of the company’s stock.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $119.70 on Friday. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $121.24. The company has a market cap of $954.03 billion, a PE ratio of 41.85, a P/E/G ratio of 5.10 and a beta of 0.66. The stock has a 50 day simple moving average of $111.49 and a 200-day simple moving average of $104.54. 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 (NASDAQ:WMT) last announced its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share 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 for the quarter, compared to the consensus estimate of $175.15 billion. During the same quarter in the previous year, the business earned $0.58 EPS. The firm’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 research analysts forecast 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: Executive succession clarified: John Furner will become CEO next month and promoted longtime insider David Guggina to CEO of Walmart U.S., a move investors interpret as continuity-focused and supportive for execution on omnichannel and AI strategies. Read More.
• Positive Sentiment: AI/digital momentum: Coverage highlights Walmart’s AI initiatives and partnerships (Google/Alphabet, OpenAI/ChatGPT) as starting to produce sales/efficiency upside — a strategic story driving valuation premium and analyst optimism. Read More.
• Positive Sentiment: Fintech and ancillary growth: Walmart‑backed OnePay reached a $4B valuation milestone, signaling potential non‑retail upside from financial-services partnerships. Read More.
• Positive Sentiment: Analyst support: Multiple firms recently reiterated/raised Buy/Outperform views and targets, reinforcing short‑term institutional demand. Read More.
• Neutral Sentiment: Competitive positioning: Analysts note Walmart is narrowing Amazon’s online lead — a positive strategic trend but one that still leaves intense competition and execution requirements. Read More.
• Negative Sentiment: Insider selling: Several senior execs disclosed share sales (combined millions), which can be interpreted as routine diversification but may pressure sentiment short term. Read More.
• Negative Sentiment: International leadership turnover: Walmart International CEO Kathryn McLay will depart (staying through transition), raising near‑term succession and execution questions for overseas growth. Read More.
• Negative Sentiment: Legal/tax uncertainty: India’s top court is set to rule on tax treatment of the 2018 Flipkart stake sale (Tiger Global → Walmart), a potential precedent with financial or reputational implications. Read More.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. JPMorgan Chase & Co. upped their price target on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a report on Friday, November 21st. Raymond James Financial restated an “outperform” rating on shares of Walmart in a research note on Wednesday. Morgan Stanley reaffirmed an “overweight” rating and set a $135.00 price target (up previously from $125.00) on shares of Walmart in a research report on Thursday. DA Davidson set a $130.00 price objective on Walmart and gave the company a “buy” rating in a report on Friday, November 21st. Finally, Tigress Financial increased their target price on Walmart from $125.00 to $130.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Thirty-two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Walmart currently has an average rating of “Moderate Buy” and a consensus price target of $123.03.

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.