Walmart Inc. $WMT Shares Bought by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC raised its position in Walmart Inc. (NASDAQ:WMT) by 99.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 38,158 shares of the retailer’s stock after acquiring an additional 19,020 shares during the period. Turtle Creek Wealth Advisors LLC’s holdings in Walmart were worth $3,933,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in WMT. CWM LLC raised its holdings in Walmart by 24.2% during the third quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after purchasing an additional 229,220 shares during the last quarter. Neuberger Berman Group LLC increased its position in shares of Walmart by 0.8% in the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock valued at $497,771,000 after buying an additional 42,645 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. increased its position in shares of Walmart by 16.6% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after buying an additional 9,061 shares in the last quarter. Aviva PLC raised its stake in shares of Walmart by 16.4% during the 2nd quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock worth $374,861,000 after buying an additional 539,504 shares during the last quarter. Finally, World Investment Advisors boosted its position in shares of Walmart by 5.2% in the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock worth $30,286,000 after buying an additional 14,487 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on WMT. Deutsche Bank Aktiengesellschaft downgraded shares of Walmart from a “buy” rating to a “hold” rating and set a $119.00 target price for the company. in a report on Thursday, January 8th. The Goldman Sachs Group set a $121.00 price objective on shares of Walmart and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $135.00 target price on shares of Walmart in a research note on Wednesday, January 14th. Oppenheimer reiterated an “outperform” rating and set a $125.00 target price (up previously from $115.00) on shares of Walmart in a report on Thursday, January 8th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $126.00 price target (up from $123.00) on shares of Walmart in a report on Wednesday, January 14th. Thirty-two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $123.03.

Walmart Stock Up 0.4%

WMT stock opened at $119.70 on Tuesday. The company has a 50 day moving average price of $111.83 and a two-hundred day moving average price of $104.74. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. The stock has a market capitalization of $954.03 billion, a P/E ratio of 41.85, a PEG ratio of 5.10 and a beta of 0.66. Walmart Inc. has a one year low of $79.81 and a one year high of $121.24.

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

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: RBC Capital retained an Outperform rating and lifted its price target (to $126), providing fresh analyst support that can help push the stock higher. RBC Capital Retains an Outperform Rating on Walmart Inc. (WMT)
• Positive Sentiment: Coverage arguing Walmart is built to withstand an economic downturn highlights durable traffic driven by low prices, supporting the thesis that Walmart’s sales and margins are more recession-resilient than peers. Is Walmart Stock Built to Withstand the Next Economic Downturn?
• Positive Sentiment: Analysis suggests Walmart’s dividend could rise materially over time as growth in China and India boosts cash flow — a potential catalyst for income-focused investors. Walmart stock dividend may surge thanks to China, India
• Positive Sentiment: WSJ reports Walmart is expanding higher-end home goods (e.g., a $1,699 espresso machine) to attract wealthier customers and better compete with Amazon — a strategy that could lift average ticket and margins in key categories. Can a $1,699 Espresso Machine Help Walmart Challenge Amazon?
• Neutral Sentiment: Macro/sector ETF commentary (Zacks) touches on retail winners/losers but does not provide a direct, company-specific catalyst for Walmart. Winners & Losers: The ETF Playbook to Glide Trump’s Great Healthcare Plan
• Negative Sentiment: A separate Fool piece warns Walmart may be richly valued after its recent run, raising concern that upside could be limited if growth expectations cool; valuation is a near-term risk for the stock. Walmart Stock Has Been a Big Winner Recently. But Is It Overvalued Now?
• Negative Sentiment: Walmart EVP sold about $1.575M in stock recently; sizable insider sales can be interpreted negatively by the market even if they are routine diversification. Walmart (NASDAQ:WMT) EVP Sells $1,574,868.75 in Stock
• Negative Sentiment: A separate EVP sale of $166,560 was also reported, adding to the short-term headline risk around insider activity. Walmart (NASDAQ:WMT) EVP Sells $166,560.00 in Stock

Insider Buying and Selling

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $111.83, for a total value 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 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 the SEC website. Also, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the transaction, the executive vice president directly owned 727,155 shares of the company’s stock, valued at $87,251,328.45. This trade represents a 1.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 135,215 shares of company stock worth $15,071,810 over the last ninety days. Insiders own 0.10% of the company’s stock.

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.