Walmart Inc. $WMT Shares Acquired by Crestwood Advisors Group LLC

Crestwood Advisors Group LLC grew its position in Walmart Inc. (NASDAQ:WMT) by 7.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 60,822 shares of the retailer’s stock after acquiring an additional 3,966 shares during the quarter. Crestwood Advisors Group LLC’s holdings in Walmart were worth $6,268,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in Walmart by 0.9% during the third quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock worth $44,898,368,000 after acquiring an additional 3,835,200 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of 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 purchasing an additional 263,718 shares during the last quarter. Norges Bank acquired a new position in shares of Walmart during the 2nd quarter worth approximately $5,367,770,000. Ameriprise Financial Inc. grew its position in shares of 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 purchasing an additional 1,098,342 shares in the last quarter. Finally, Amundi increased its holdings in shares of Walmart by 23.5% in the second quarter. Amundi now owns 19,493,644 shares of the retailer’s stock valued at $1,902,775,000 after purchasing an additional 3,710,506 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts expect roughly an 11% jump in Q4 earnings, setting up upside if Walmart meets or beats estimates; that consensus optimism is a primary support for the stock into the report. Walmart expected to report an almost 11% gain in Q4 earnings
• Positive Sentiment: Market narratives highlight Walmart’s digital transformation (e‑commerce, ad business, and AI initiatives) and corporate changes (Nasdaq listing, new CEO) that support a higher multiple and longer‑term growth thesis. It’s Time to Get Ready for Walmart’s Earnings
• Neutral Sentiment: Walmart is being used as the retail sector bellwether; its results will influence sentiment across discount and off‑price peers, so the stock’s move also reflects broader retail expectations rather than company‑specific news alone. 3 Discount Retail Stocks to Watch as Earnings Put Valuations to the Test
• Neutral Sentiment: WMT has surged ~20% in 2026, which can both attract momentum buyers and prompt short‑term profit‑taking that increases volatility into earnings. Walmart Stock Surges 20% in 2026
• Negative Sentiment: Valuation concerns are prominent — some analysts and columnists call the shares expensive given current multiples; a conservative or mixed guidance could spark a sharp pullback. Walmart Shares Are Expensive AI Insurance
• Negative Sentiment: Tariff comparisons, margin pressures and sticky costs remain risks — even if comps get easier, higher costs or weaker-than-expected ad/e‑commerce margins could weigh on results and guidance. Walmart Earnings Preview: Tariff Compares Should Get Easier, But Valuation Still Quite Lofty

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. Wall Street Zen lowered Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Morgan Stanley reiterated an “overweight” rating and set a $135.00 price target (up previously from $125.00) on shares of Walmart in a report on Thursday, January 15th. Citigroup reissued a “buy” rating and issued a $147.00 price objective (up previously from $120.00) on shares of Walmart in a report on Thursday, February 5th. Rothschild & Co Redburn set a $150.00 price objective on shares of Walmart in a research report on Tuesday. Finally, JPMorgan Chase & Co. boosted their target price on shares of Walmart from $128.00 to $129.00 and gave the company an “overweight” rating in a report on Friday, November 21st. Thirty-two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $128.44.

Walmart Trading Down 3.8%

NASDAQ WMT opened at $128.85 on Wednesday. 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 stock has a market capitalization of $1.03 trillion, a P/E ratio of 45.05, a PEG ratio of 5.12 and a beta of 0.65. The firm’s 50-day moving average is $118.78 and its two-hundred day moving average is $108.86. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $134.69.

Walmart (NASDAQ:WMT) last released its quarterly 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. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The business had revenue of $179.50 billion for the quarter, compared to the consensus estimate of $175.15 billion. During the same period in the previous year, the firm earned $0.58 EPS. The business’s revenue was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, sell-side analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Activity at Walmart

In other news, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $122.27, for a total value of $2,445,400.00. Following the completion of the sale, the executive vice president directly owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. The trade was a 3.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Friday, November 28th. The stock was sold at an average price of $109.57, for a total value of $2,127,411.12. Following the transaction, the chief executive officer directly owned 4,334,747 shares in the company, valued at approximately $474,958,228.79. The trade was a 0.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 223,566 shares of company stock valued at $26,384,133 over the last ninety days. 0.10% of the stock is owned by insiders.

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.