Global Assets Advisory LLC Sells 5,527 Shares of Walmart Inc. $WMT

Global Assets Advisory LLC trimmed its position in shares of Walmart Inc. (NASDAQ:WMT) by 23.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 18,082 shares of the retailer’s stock after selling 5,527 shares during the quarter. Global Assets Advisory LLC’s holdings in Walmart were worth $1,864,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Access Investment Management LLC bought a new stake in shares of Walmart during the second quarter valued at approximately $26,000. PFS Partners LLC boosted its stake in Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after buying an additional 233 shares in the last quarter. Roble Belko & Company Inc boosted its stake in Walmart by 212.6% during the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after buying an additional 219 shares in the last quarter. Manning & Napier Advisors LLC acquired a new position in shares of Walmart in the 3rd quarter valued at $39,000. Finally, Harbor Asset Planning Inc. acquired a new position in shares of Walmart in the 2nd quarter valued at $46,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Performance

NASDAQ:WMT opened at $117.73 on Friday. The stock has a market capitalization of $938.33 billion, a P/E ratio of 41.16, a price-to-earnings-growth ratio of 5.02 and a beta of 0.66. 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 1 year low of $79.81 and a 1 year high of $121.62. The firm has a 50 day moving average of $113.07 and a 200-day moving average of $105.26.

Walmart (NASDAQ:WMT) last released its quarterly 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 firm had revenue of $179.50 billion during the quarter, compared to analysts’ expectations of $175.15 billion. During the same period last year, the firm posted $0.58 EPS. The business’s revenue was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, sell-side analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Tigress Financial raised its price target on WMT from $130 to $135 and kept a “buy” rating, implying roughly a mid-teens upside vs. current levels — a catalyst that can attract momentum and fund flows. Tigress price target raise
• Neutral Sentiment: Coverage pieces from Zacks highlight WMT as a growth/retail pick and promote using their Earnings ESP tool to find potential upside ahead of quarters — these pieces can bolster investor interest but are promotional rather than firm-moving. Zacks Earnings ESP article
• Neutral Sentiment: Another Zacks piece profiles Walmart as a “strong growth stock” using its style scores — supportive for longer-term investor narratives but unlikely to move the stock materially on its own. Zacks growth profile
• Neutral Sentiment: A Yahoo video piece outlines three priorities for Walmart’s CEO to maintain momentum — useful context on management focus that may shape execution expectations but not an immediate market mover. Yahoo CEO priorities video
• Negative Sentiment: CEO C. Douglas McMillon sold 19,416 shares for about $2.31M (reported 1/22). The sale reduced his stake by ~0.45% — a modest ownership decline but an optics negative that can weigh on sentiment when combined with near-term weakness. SEC Form 4: McMillon sale
• Negative Sentiment: Market reports note recent short-term share weakness (a daily slide reported on 1/22). That intraday/short-term weakness can amplify selling even as fundamentals remain intact. Zacks: stock slides

Insider Buying and Selling

In related news, EVP Donna Morris sold 9,384 shares of Walmart stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total value of $1,127,862.96. Following the completion of the transaction, the executive vice president directly owned 536,312 shares of the company’s stock, valued at $64,459,339.28. The trade was a 1.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $119.17, for a total transaction of $2,313,804.72. Following the transaction, the chief executive officer owned 4,274,856 shares in the company, valued at approximately $509,434,589.52. This trade represents a 0.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 135,215 shares of company stock valued at $15,304,608 in the last 90 days. 0.10% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research note on Wednesday. DA Davidson set a $130.00 price objective on Walmart and gave the company a “buy” rating in a report on Friday, November 21st. Telsey Advisory Group reiterated an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a research note on Wednesday, January 14th. Mizuho set a $125.00 target price on Walmart and gave the stock an “outperform” rating in a research report on Monday, January 5th. Finally, Evercore ISI set a $120.00 price target on Walmart and gave the company an “outperform” rating in a research report on Tuesday, December 16th. Thirty-two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and an average target price of $123.20.

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.