Compass Wealth Management LLC Acquires 18,575 Shares of Walmart Inc. $WMT

Compass Wealth Management LLC boosted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 31.1% in the 3rd quarter, Holdings Channel.com reports. The firm owned 78,342 shares of the retailer’s stock after purchasing an additional 18,575 shares during the quarter. Walmart makes up about 1.2% of Compass Wealth Management LLC’s portfolio, making the stock its 24th largest position. Compass Wealth Management LLC’s holdings in Walmart were worth $8,074,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in WMT. Norges Bank bought a new position in Walmart during the second quarter worth $5,367,770,000. Laurel Wealth Advisors LLC boosted its holdings in Walmart by 9,648.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,486,374 shares of the retailer’s stock valued at $1,123,138,000 after purchasing an additional 11,368,549 shares during the period. Vanguard Group Inc. grew its position in Walmart by 1.4% in the 2nd quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after purchasing an additional 5,856,468 shares during the last quarter. Amundi increased its holdings in shares of Walmart by 23.5% during the 2nd quarter. Amundi now owns 19,493,644 shares of the retailer’s stock worth $1,902,775,000 after purchasing an additional 3,710,506 shares during the period. Finally, AGF Management Ltd. raised its position in shares of Walmart by 1,176.6% during the second quarter. AGF Management Ltd. now owns 3,317,487 shares of the retailer’s stock valued at $324,384,000 after buying an additional 3,057,612 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: MarketBeat argues Walmart is rallying because core fundamentals (advertising growth, automation, e‑commerce gains), dividend durability and institutional buying are outweighing recent insider sales — a bullish narrative supporting higher valuation. Why Walmart Continues to Rally While Executives Sell the Stock
• Positive Sentiment: Zacks upgraded WMT to a Rank #2 (Buy), signaling improving earnings expectations and giving the stock near-term analyst-driven support. Walmart (WMT) Upgraded to Buy: What Does It Mean for the Stock?
• Positive Sentiment: Analyst commentary and educational pieces (Zacks, MSN) reiterate Walmart’s long‑term value case — trade‑down resilience, consistent dividend increases and a pivot toward higher‑margin ad/tech revenue that can justify a premium multiple. Why Walmart (WMT) is a Top Value Stock for the Long-Term
• Neutral Sentiment: Benzinga flags elevated options activity — this can indicate directional bets or hedging by traders but is ambiguous until large, persistent positioning is confirmed. Decoding Walmart’s Options Activity: What’s the Big Picture?
• Neutral Sentiment: Personal finance pieces (Yahoo/MSN/Fool) highlighting long‑term returns and Walmart vs. Target comparisons keep retail investors focused on WMT as a defensive, stable holding; these stories support steady demand but are unlikely to cause big near‑term moves. If You Invested $1000 in Walmart a Decade Ago, This is How Much It’d Be Worth Now
• Neutral Sentiment: Articles that summarize broker commentary remind investors that sell‑side ratings and writeups can nudge flows, but the market reaction depends on conviction and breadth of analyst changes. Brokers Suggest Investing in Walmart (WMT): Read This Before Placing a Bet
• Negative Sentiment: Insider selling is the main bearish headline: CEO Doug McMillon sold ~19,416 shares (~$2.3M) and other execs have sold recently — this can spook retail investors even if it’s explained by leadership transition or diversification. Insider Selling: Walmart (NASDAQ:WMT) CEO Sells $2,313,804.72 in Stock C Douglas Mcmillon Sells 19,416 Shares of Walmart (NASDAQ:WMT) Stock

Walmart Price Performance

Shares of WMT stock opened at $117.64 on Tuesday. The stock’s fifty day simple moving average is $113.36 and its 200 day simple moving average is $105.47. Walmart Inc. has a one year low of $79.81 and a one year high of $121.62. The firm has a market cap of $937.61 billion, a price-to-earnings ratio of 41.13, a P/E/G ratio of 5.02 and a beta of 0.66. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data 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. 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 analysts’ expectations of $175.15 billion. During the same period last year, the business earned $0.58 earnings per share. 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. On average, analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Transactions at Walmart

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Friday, December 26th. The stock was sold at an average price of $111.83, for a total value of $2,171,291.28. Following the transaction, the chief executive officer directly owned 4,315,333 shares of the company’s stock, valued at $482,583,689.39. The trade was a 0.45% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP David Chojnowski sold 7,000 shares of the firm’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $106.65, for a total value of $746,550.00. Following the sale, the senior vice president directly owned 136,289 shares of the company’s stock, valued at $14,535,221.85. This represents a 4.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 135,215 shares of company stock valued at $15,304,608. 0.10% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on WMT shares. CICC Research started coverage on Walmart in a research report on Friday, December 26th. They set an “outperform” rating and a $125.00 target price on the stock. Tigress Financial raised their price objective on Walmart from $130.00 to $135.00 and gave the stock a “buy” rating in a research report on Friday. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a report on Wednesday, January 21st. Morgan Stanley restated an “overweight” rating and issued a $135.00 target price (up from $125.00) on shares of Walmart in a research note on Thursday, January 15th. Finally, Barclays reaffirmed an “overweight” rating and issued a $125.00 target price (up from $108.00) on shares of Walmart in a research report on Thursday, January 8th. Thirty-two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target 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.