TFB Advisors LLC Lowers Holdings in Walmart Inc. $WMT

TFB Advisors LLC lowered its position in shares of Walmart Inc. (NASDAQ:WMT) by 82.1% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,878 shares of the retailer’s stock after selling 13,202 shares during the quarter. TFB Advisors LLC’s holdings in Walmart were worth $309,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Gimbal Financial increased its stake in shares of Walmart by 13.1% during the third quarter. Gimbal Financial now owns 8,262 shares of the retailer’s stock worth $851,000 after acquiring an additional 955 shares during the period. Atlatl Advisers LLC purchased a new stake in Walmart in the 3rd quarter valued at approximately $294,000. Prostatis Group LLC increased its position in Walmart by 11.1% during the 3rd quarter. Prostatis Group LLC now owns 13,519 shares of the retailer’s stock worth $1,393,000 after purchasing an additional 1,347 shares during the period. AXS Investments LLC raised its stake in shares of Walmart by 35.3% during the 3rd quarter. AXS Investments LLC now owns 5,577 shares of the retailer’s stock worth $575,000 after buying an additional 1,456 shares in the last quarter. Finally, Mediolanum International Funds Ltd lifted its holdings in shares of Walmart by 68.6% in the 3rd quarter. Mediolanum International Funds Ltd now owns 741,486 shares of the retailer’s stock valued at $76,432,000 after buying an additional 301,706 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart+ membership continued double‑digit growth and reached 28.4 million members in January, with ~12% YoY growth on a three‑month rolling basis — a sign of improving recurring revenue and customer engagement. Walmart+ Paid Membership Program Continued Double-Digit Growth in January
• Positive Sentiment: Analysts collectively rate WMT as an average “Moderate Buy,” which can support further buying interest from funds and retail investors. Walmart Inc. (NASDAQ:WMT) Receives Average Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Market commentators single out Walmart as a steady performer — one analyst called WMT a “quiet sleeper” that continues to move higher, which can attract momentum and dividend‑seeking investors. The Big 3: GE, WMT, COF
• Neutral Sentiment: Leadership update: John Furner was promoted to Walmart’s global CEO after running U.S. operations; his internal progression suggests continuity rather than radical strategic shifts. Investors often view internal promotions as lower risk. Who is John Furner, Walmart’s new CEO?
• Neutral Sentiment: Industry coverage contrasts Walmart’s continuation approach with Target’s need for reinvention — placing Walmart in a steadier operational position, though not necessarily implying rapid upside. For the New Walmart and Target CEOs, It’s ‘Continuation’ vs. ‘Reinvention’

Walmart Stock Up 4.1%

WMT stock opened at $124.06 on Tuesday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24. The company’s 50 day simple moving average is $114.88 and its 200-day simple moving average is $106.31. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $124.20. The firm has a market capitalization of $988.78 billion, a PE ratio of 43.38, a P/E/G ratio of 5.08 and a beta of 0.66.

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 the consensus estimate of $0.60 by $0.02. The business had revenue of $179.50 billion for the quarter, compared to the consensus estimate of $175.15 billion. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The business’s revenue was up 5.8% on a year-over-year basis. During the same period in the prior year, the business earned $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction on Friday, December 26th. The stock was sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the completion of the sale, the chief executive officer directly owned 4,315,333 shares in the company, valued at $482,583,689.39. This represents a 0.45% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Donna Morris sold 9,384 shares of the company’s 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 sale, the executive vice president owned 536,312 shares of the company’s stock, valued at $64,459,339.28. This represents a 1.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 133,015 shares of company stock valued at $15,082,012 in the last three months. Company insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. The Goldman Sachs Group set a $121.00 price objective on Walmart and gave the stock a “buy” rating in a report on Tuesday, January 13th. UBS Group reiterated a “buy” rating and issued a $135.00 price target on shares of Walmart in a report on Friday. Piper Sandler reiterated an “overweight” rating and issued a $123.00 price objective (up previously from $111.00) on shares of Walmart in a research note on Friday, November 21st. Morgan Stanley restated an “overweight” rating and set a $135.00 target price (up from $125.00) on shares of Walmart in a research report on Thursday, January 15th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Walmart in a research report on Tuesday, December 9th. Thirty-two analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $123.37.

About Walmart

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.