Foundations Investment Advisors LLC Lowers Stock Position in Walmart Inc. $WMT

Foundations Investment Advisors LLC cut its position in shares of Walmart Inc. (NASDAQ:WMT) by 39.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 96,858 shares of the retailer’s stock after selling 63,872 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Walmart were worth $9,982,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Access Investment Management LLC purchased a new stake in shares of Walmart during the second quarter valued at approximately $26,000. Roble Belko & Company Inc grew its stake in Walmart by 212.6% in the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares during the period. Manning & Napier Advisors LLC purchased a new stake in shares of Walmart during the 3rd quarter valued at $39,000. Harbor Asset Planning Inc. bought a new stake in shares of Walmart during the 2nd quarter worth $46,000. Finally, Quaker Wealth Management LLC boosted its holdings in shares of Walmart by 200.0% in the 2nd quarter. Quaker Wealth Management LLC now owns 486 shares of the retailer’s stock worth $48,000 after buying an additional 972 shares during the last quarter. 26.76% of the stock is owned by institutional investors.

Insider Buying and Selling at Walmart

In other news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $119.99, for a total value of $1,574,868.75. Following the transaction, the executive vice president owned 727,155 shares of the company’s stock, valued at approximately $87,251,328.45. This represents a 1.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Donna Morris sold 9,384 shares of the stock in a transaction on 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 sale, the executive vice president owned 536,312 shares in the company, valued at $64,459,339.28. This trade represents a 1.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 135,215 shares of company stock worth $15,304,608 in the last ninety days. Insiders own 0.10% of the company’s stock.

Walmart Stock Performance

NASDAQ:WMT opened at $117.41 on Friday. The business’s fifty day moving average is $114.20 and its 200 day moving average is $105.79. The firm has a market cap of $935.78 billion, a price-to-earnings ratio of 41.05, a PEG ratio of 4.97 and a beta of 0.66. 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 $121.62.

Walmart (NASDAQ:WMT) last posted 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 business 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 firm earned $0.58 EPS. The company’s quarterly revenue was up 5.8% compared to the same quarter last year. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on WMT. Jefferies Financial Group restated a “buy” rating on shares of Walmart in a report on Tuesday, December 9th. DA Davidson set a $130.00 price target on shares of Walmart and gave the stock a “buy” rating in a research note on Friday, November 21st. Sanford C. Bernstein reiterated an “outperform” rating and issued a $129.00 price objective (up previously from $122.00) on shares of Walmart in a research note on Monday, January 5th. Wall Street Zen lowered Walmart from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Finally, UBS Group set a $130.00 target price on Walmart in a research note on Wednesday, December 3rd. Thirty-two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $123.20.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is elevating 3,000 pharmacy technician roles to operations team lead and raising average pay from $22 to $28/hour, signaling a material investment in pharmacy and digital health services that can expand higher-margin services and improve customer retention. Walmart boosts pharmacy pay, elevates 3,000 roles (Reuters) Walmart boosting pay potential for pharmacy technicians (Yahoo) Walmart expands health care push (Seeking Alpha)
• Positive Sentiment: Analyst coverage remains constructive — some outlets continue to pitch WMT as a buy on value, scale and omnichannel advantages during weak consumer confidence, supporting upside sentiment among investors. Buy Walmart and 3 retail stocks (Zacks)
• Neutral Sentiment: Walmart vs. Target coverage compares tech upgrades, omnichannel growth and differing customer mixes; investors should watch execution and margin trade-offs as each pursues traffic and digital sales. WMT vs. TGT (Zacks)
• Neutral Sentiment: Coverage on the Amazon–Walmart rivalry stresses intensified competition in grocery and healthcare; that underscores growth opportunity but also potential margin pressure as both invest in services, logistics and pricing. Amazon, Walmart Fight on Grocery and Healthcare (PYMNTS)
• Neutral Sentiment: Leadership news: reports note CEO Doug McMillon is retiring after a long tenure; the company is portrayed as having attracted higher-income shoppers during inflation — leadership transition is a watch item but not an immediate operational shock. Walmart CEO Doug McMillon retiring (Fox Business)

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.