Alphinity Investment Management Pty Ltd Buys 12,123 Shares of Walmart Inc. $WMT

Alphinity Investment Management Pty Ltd grew its stake in shares of Walmart Inc. (NASDAQ:WMT) by 36.8% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 45,055 shares of the retailer’s stock after buying an additional 12,123 shares during the period. Walmart makes up 0.0% of Alphinity Investment Management Pty Ltd’s investment portfolio, making the stock its 27th biggest holding. Alphinity Investment Management Pty Ltd’s holdings in Walmart were worth $4,643,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in WMT. Nikulski Financial Inc. increased its stake in Walmart by 0.7% during the third quarter. Nikulski Financial Inc. now owns 34,733 shares of the retailer’s stock valued at $3,580,000 after acquiring an additional 225 shares during the period. Kinsale Capital Group Inc. lifted its position in shares of Walmart by 6.8% in the 3rd quarter. Kinsale Capital Group Inc. now owns 158,037 shares of the retailer’s stock worth $16,287,000 after acquiring an additional 10,026 shares during the period. Signature Estate & Investment Advisors LLC grew its holdings in shares of Walmart by 0.6% during the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 336,967 shares of the retailer’s stock worth $34,728,000 after purchasing an additional 2,079 shares in the last quarter. Trivant Custom Portfolio Group LLC increased its position in shares of Walmart by 0.4% during the third quarter. Trivant Custom Portfolio Group LLC now owns 50,898 shares of the retailer’s stock valued at $5,246,000 after purchasing an additional 187 shares during the period. Finally, First Dallas Securities Inc. raised its stake in shares of Walmart by 1.7% in the third quarter. First Dallas Securities Inc. now owns 29,604 shares of the retailer’s stock valued at $3,051,000 after purchasing an additional 503 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction 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 owned 4,315,333 shares of the company’s stock, valued at approximately $482,583,689.39. The trade was a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $104.75, for a total value of $1,374,843.75. Following the sale, the executive vice president owned 879,815 shares in the company, valued at $92,160,621.25. The trade was a 1.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 229,196 shares of company stock worth $26,957,858. 0.10% of the stock is owned by company insiders.

Walmart Price Performance

NASDAQ:WMT opened at $131.18 on Friday. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. The firm has a market cap of $1.05 trillion, a PE ratio of 45.87, a price-to-earnings-growth ratio of 5.01 and a beta of 0.65. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $131.70. The company’s 50-day moving average price is $116.44 and its two-hundred day moving average price is $107.15.

Walmart (NASDAQ:WMT) last posted its earnings results 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. The company had revenue of $179.50 billion during the quarter, compared to analysts’ expectations of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. Walmart’s quarterly revenue was up 5.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, equities analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart joined the trillion‑dollar market‑cap club, boosting investor confidence that its investments in e‑commerce, tech and higher‑margin services are being rewarded. Walmart Trillion-Dollar Club (Fool)
• Positive Sentiment: Evidence of accelerating Walmart+ paid‑membership adoption supports a path to more recurring, higher‑margin revenue — a key part of the bull thesis. Walmart paid membership growth (Seeking Alpha)
• Positive Sentiment: Large institutional buying (e.g., Alecta boosting its stake) is a vote of confidence from some money managers and can support the stock at higher levels. Alecta boosts stake in Walmart (TipRanks)
• Positive Sentiment: Retail commentator Tim Bohen flagged Walmart among his “Big 3” long‑term AI/retail ideas, reinforcing positive retail investor narratives. The Big 3: BE, WMT, XPO (YouTube)
• Neutral Sentiment: Analyst coverage is tilted positive but consensus targets are near current prices; recent quarterly results beat estimates and FY‑26 EPS guidance is modest — upside now depends on continued execution. Zacks: Earnings ESP for retailers
• Negative Sentiment: Insider selling (EVP Donna Morris and others disclosed multi‑million dollar stock sales this week) can create short‑term selling pressure or be read as executives monetizing gains. Walmart insider selling (InsiderTrades)
• Negative Sentiment: Competitive risk from Amazon’s physical grocery/fulfillment push and Walmart’s elevated multiples mean any slowdown in sales or margin mix could trigger a pullback. Amazon grocery competition (Reuters)

Analyst Ratings Changes

A number of equities research analysts have weighed in on WMT shares. Jefferies Financial Group reiterated a “buy” rating and set a $132.00 price target on shares of Walmart in a research note on Tuesday. BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. Robert W. Baird increased their price target on shares of Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Wells Fargo & Company restated an “overweight” rating and set a $130.00 price target (up previously from $120.00) on shares of Walmart in a research note on Friday, December 19th. Finally, Raymond James Financial reiterated an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. Thirty-two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Walmart has an average rating of “Moderate Buy” and an average target price of $125.06.

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.