Walmart Inc. $WMT Shares Sold by Homestead Advisers Corp

Homestead Advisers Corp reduced its position in Walmart Inc. (NASDAQ:WMT) by 1.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 778,300 shares of the retailer’s stock after selling 15,400 shares during the period. Walmart makes up approximately 1.9% of Homestead Advisers Corp’s holdings, making the stock its 21st largest holding. Homestead Advisers Corp’s holdings in Walmart were worth $80,212,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management lifted its position in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares in the last quarter. Finally, Drake & Associates LLC raised its holdings in shares of Walmart by 24.5% during the second quarter. Drake & Associates LLC now owns 7,884 shares of the retailer’s stock worth $771,000 after acquiring an additional 1,552 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Price Performance

Shares of NASDAQ WMT opened at $128.00 on Thursday. 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 $129.41. The firm has a market capitalization of $1.02 trillion, a P/E ratio of 44.76, a P/E/G ratio of 4.85 and a beta of 0.65. The firm’s 50-day moving average price is $115.67 and its 200-day moving average price is $106.69.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.60 by $0.02. The firm had revenue of $179.50 billion during the quarter, compared to analyst estimates of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The business’s revenue was up 5.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on WMT. Tigress Financial boosted their price objective on shares of Walmart from $130.00 to $135.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Oppenheimer reiterated an “outperform” rating and issued a $125.00 price objective (up from $115.00) on shares of Walmart in a research report on Thursday, January 8th. Guggenheim reissued a “buy” rating and set a $120.00 price objective (up previously from $115.00) on shares of Walmart in a research note on Friday, November 21st. Wells Fargo & Company reaffirmed an “overweight” rating and set a $130.00 price objective (up from $120.00) on shares of Walmart in a research report on Friday, December 19th. Finally, Truist Financial set a $127.00 target price on shares of Walmart in a research note on Wednesday, December 17th. Thirty-two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $124.19.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart crossed the $1 trillion market‑cap mark, lifting sentiment that its investments in e‑commerce, AI and higher‑margin services are re‑rating the stock. Walmart cracks into the $1 trillion club
• Positive Sentiment: Leadership continuity with an internal CEO transition (John Furner) reduces execution risk as management continues the digital/fulfillment strategy. Walmart Names New CEO
• Positive Sentiment: Walmart+ membership appears to be accelerating, supporting recurring revenue and a path to higher margin services that help justify the premium multiple. Walmart paid membership growth
• Positive Sentiment: Brick‑and‑mortar expansion and vendor rollouts (new Supercenter in Jacksonville; national placement for consumer brands) support same‑store footprint and wholesale revenue. Walmart Opens Next Generation Supercenter in Jacksonville
• Neutral Sentiment: Analyst coverage is broadly positive (many Buy/Moderate Buy ratings) but consensus price targets are near current levels — suggesting upside now depends on continued execution rather than multiple expansion alone. WMT Joins the $1 Trillion Club
• Negative Sentiment: Insider selling: EVP Donna Morris and EVP John Rainey both disclosed multi‑thousand share sales this week, which can create short‑term selling pressure or be read as executives monetizing gains. Donna Morris insider sale John Rainey insider sale
• Negative Sentiment: Competitive and valuation risks: Amazon’s ramp in fast grocery/delivery raises fulfillment costs and margin pressure; at the same time Walmart now trades at elevated multiples, so any slowdown in sales/margin mix could prompt a pullback. Amazon physical grocery push Staples look frothy (Barron’s)

Insider Activity

In other news, EVP Daniel J. Bartlett sold 1,388 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $120.00, for a total transaction of $166,560.00. Following the transaction, the executive vice president directly owned 645,642 shares in the company, valued at approximately $77,477,040. This represents a 0.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $119.99, for a total value of $1,574,868.75. Following the completion of the transaction, the executive vice president owned 727,155 shares in the company, valued at approximately $87,251,328.45. This represents a 1.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 229,196 shares of company stock valued at $26,957,858. 0.10% of the stock is currently owned by insiders.

Walmart 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.