GenTrust LLC Acquires New Holdings in Walmart Inc. $WMT

GenTrust LLC bought a new position in Walmart Inc. (NASDAQ:WMT) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 15,246 shares of the retailer’s stock, valued at approximately $1,571,000.

Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in Walmart by 1.4% in the second 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. Geode Capital Management LLC grew its stake in Walmart by 0.3% during the 2nd quarter. Geode Capital Management LLC now owns 94,557,532 shares of the retailer’s stock worth $9,199,712,000 after buying an additional 263,718 shares during the last quarter. Norges Bank acquired a new position in Walmart during the 2nd quarter valued at about $5,367,770,000. Ameriprise Financial Inc. raised its stake in Walmart by 3.6% in the second quarter. Ameriprise Financial Inc. now owns 31,973,329 shares of the retailer’s stock valued at $3,126,775,000 after buying an additional 1,098,342 shares during the last quarter. Finally, Amundi boosted its holdings in Walmart by 23.5% in the second quarter. Amundi now owns 19,493,644 shares of the retailer’s stock worth $1,902,775,000 after acquiring an additional 3,710,506 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on WMT shares. Barclays restated an “overweight” rating and set a $125.00 price objective (up previously from $108.00) on shares of Walmart in a report on Thursday, January 8th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $140.00 price target (up previously from $126.00) on shares of Walmart in a report on Wednesday. Truist Financial set a $127.00 price objective on shares of Walmart in a research note on Wednesday, December 17th. KeyCorp reissued an “overweight” rating and issued a $145.00 target price (up from $128.00) on shares of Walmart in a research report on Friday. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $135.00 price target (up previously from $125.00) on shares of Walmart in a research report on Thursday, January 15th. Thirty-two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $127.74.

Insider Buying and Selling at Walmart

In related news, EVP John R. Furner sold 13,125 shares of the business’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 completion of the transaction, the executive vice president directly owned 727,155 shares in the company, valued at $87,251,328.45. The trade was a 1.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Donna Morris sold 76,181 shares of Walmart stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the completion of the transaction, the executive vice president directly owned 402,072 shares of the company’s stock, valued at $49,772,492.88. The trade was a 15.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 229,196 shares of company stock worth $26,957,858. 0.10% of the stock is currently owned by insiders.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Oppenheimer raised its price target to $140 and kept an Outperform stance, citing a solid Q4 outlook — this helped underpin investor optimism. Oppenheimer price target increased
• Positive Sentiment: Coverage-driven buying: reports noted WMT trading higher after analyst upgrades, which can attract short-term flows ahead of earnings. Walmart trading higher after upgrade
• Positive Sentiment: Telsey Advisory reaffirmed an Outperform and set a $135 target, reinforcing the buy-side narrative that execution improvements (esp. e‑commerce/AI) justify support. Telsey reaffirmation
• Neutral Sentiment: Analyst projections and previews (Zacks) suggest key metrics point to a likely beat on some lines, but they highlight modest growth — expectations are elevated going into Q4. Zacks analyst projections
• Neutral Sentiment: Walmart will host its Q4 earnings call on Feb. 19 — this event is the immediate catalyst for volatility as investors weigh AI-driven margin commentary against guidance. Earnings call announcement
• Neutral Sentiment: PRIMECAP trimmed its stake slightly — notable as an institutional action but not large enough to indicate a major shift in ownership stance. PRIMECAP trims stake
• Neutral Sentiment: Market commentary (Reuters) frames Walmart amid broader AI-driven volatility — investors are watchful for any guidance or AI-related execution risks discussed on the call. Wall St week ahead
• Negative Sentiment: A Seeking Alpha piece downgraded WMT, arguing the stock trades at a rich ~50x blended P/E despite execution gains from AI — valuation concerns could cap upside if growth disappoints. Seeking Alpha downgrade
• Negative Sentiment: Estée Lauder filed suit alleging counterfeit products sold via Walmart’s marketplace — potential reputational, legal, and marketplace-control implications that investors will watch closely. Estée Lauder sues Walmart

Walmart Price Performance

Shares of WMT opened at $133.89 on Friday. The business’s 50-day moving average is $118.11 and its two-hundred day moving average is $108.32. The company has a market capitalization of $1.07 trillion, a P/E ratio of 46.81, a P/E/G ratio of 5.12 and a beta of 0.65. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.65. 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 (NASDAQ:WMT) last issued its earnings results on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. The firm 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 company’s revenue was up 5.8% compared to the same quarter last year. During the same quarter 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. Research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

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.