Walmart Inc. $WMT Shares Acquired by Prime Capital Investment Advisors LLC

Prime Capital Investment Advisors LLC increased its position in shares of Walmart Inc. (NASDAQ:WMT) by 1.2% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 587,231 shares of the retailer’s stock after purchasing an additional 7,235 shares during the quarter. Prime Capital Investment Advisors LLC’s holdings in Walmart were worth $60,520,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of WMT. Access Investment Management LLC purchased a new stake in shares of Walmart in the second quarter valued at about $26,000. Your Advocates Ltd. LLP purchased a new position in shares of Walmart during the 3rd quarter worth approximately $28,000. Roble Belko & Company Inc raised its position in shares of Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares during the last quarter. Manning & Napier Advisors LLC purchased a new stake in Walmart in the 3rd quarter valued at approximately $39,000. Finally, Harbor Asset Planning Inc. purchased a new stake in Walmart in the 2nd quarter valued at approximately $46,000. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president directly owned 879,815 shares in the company, valued at $92,160,621.25. This trade represents a 1.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $122.27, for a total value of $2,445,400.00. Following the completion of the transaction, the executive vice president directly owned 506,764 shares in the company, valued at $61,962,034.28. This represents a 3.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 229,196 shares of company stock worth $26,957,858. Corporate insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. KeyCorp reissued an “overweight” rating and issued a $128.00 price target on shares of Walmart in a report on Wednesday, January 7th. Tigress Financial boosted their target price on shares of Walmart from $130.00 to $135.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Oppenheimer restated an “outperform” rating and issued a $125.00 target price (up from $115.00) on shares of Walmart in a report on Thursday, January 8th. Robert W. Baird lifted their price target on shares of Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Finally, CICC Research initiated coverage on shares of Walmart in a research report on Friday, December 26th. They issued an “outperform” rating and a $125.00 price objective for the company. Thirty-two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $124.19.

Walmart Trading Down 0.8%

Shares of WMT stock opened at $126.94 on Friday. The firm’s 50-day simple moving average is $116.03 and its 200-day simple moving average is $106.83. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $129.60. The firm has a market cap of $1.01 trillion, a P/E ratio of 44.38, a PEG ratio of 4.89 and a beta of 0.65.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 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%. Walmart’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 business posted $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, equities analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s stock has been re‑rated by the market after reaching a >$1 trillion market capitalization, driven by investor confidence in its e‑commerce, tech/AI initiatives and higher‑margin services. Walmart reaches $1 trillion market value
• Positive Sentiment: Leadership continuity with an internal CEO succession (John Furner) reassures investors that Walmart will continue its digital/fulfillment strategy without disruption. Walmart Names New CEO
• Positive Sentiment: Walmart+ membership and services are accelerating, supporting recurring revenue and a path to higher margins that help justify the premium multiple. Walmart paid membership growth
• Positive Sentiment: Ongoing store openings and product rollouts (new Supercenter, national brand placements) keep brick‑and‑mortar sales and vendor revenue growing alongside digital channels. Walmart Opens Next Generation Supercenter in Jacksonville
• Neutral Sentiment: Analyst coverage is largely positive (many Buy/Moderate Buy ratings), but consensus price targets cluster near current levels, so upside depends on continued execution rather than multiple expansion alone. WMT Joins the 1 Trillion Club
• Negative Sentiment: Insider selling: recent multi‑thousand share sales by EVPs Donna Morris and John Rainey may create near‑term selling pressure or be perceived as executives monetizing gains. Donna Morris insider sale
• Negative Sentiment: Competitive and valuation risk: Amazon’s push into fast grocery/physical stores raises fulfillment and margin pressure, and Walmart now trades at elevated multiples — a slowdown in sales or margins could trigger a pullback. Amazon physical grocery push Staples look frothy (Barron’s)

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.