GLOBALT Investments LLC GA Has $10.75 Million Stock Position in Walmart Inc. $WMT

GLOBALT Investments LLC GA grew its stake in Walmart Inc. (NASDAQ:WMT) by 22.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 104,258 shares of the retailer’s stock after buying an additional 18,909 shares during the quarter. GLOBALT Investments LLC GA’s holdings in Walmart were worth $10,745,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Neuberger Berman Group LLC grew its stake in 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 purchasing an additional 42,645 shares in the last quarter. Aviva PLC grew its stake in shares of Walmart by 16.4% in the second quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock valued at $374,861,000 after buying an additional 539,504 shares in the last quarter. Weatherly Asset Management L. P. increased its holdings in Walmart by 7.0% during the second quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock worth $5,489,000 after buying an additional 3,696 shares during the last quarter. Gerber Kawasaki Wealth & Investment Management increased its holdings in Walmart by 34.6% during the first quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock worth $3,355,000 after buying an additional 9,831 shares during the last quarter. Finally, Willis Johnson & Associates Inc. raised its position in Walmart by 76.6% during the second quarter. Willis Johnson & Associates Inc. now owns 42,626 shares of the retailer’s stock worth $4,168,000 after acquiring an additional 18,485 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: WMT’s advertising revenue jumped ~53% in the quarter, indicating retail‑media is beginning to boost margins and diversify earnings beyond brick‑and‑mortar sales — a potential long‑term profit driver for the stock. Walmart’s Ad Sales Jump 53%: Is Advertising Becoming a Profit Engine?
• Positive Sentiment: Analysts and commentators are bullish on WMT’s e‑commerce growth and strategic investments, reinforcing the view that Walmart can take share online and remain Amazon’s main mass‑market competitor. WMT: Bullish E-Commerce Growth and Strategic Investments
• Positive Sentiment: A Yahoo piece argues an FDA infant‑formula warning could shift consumer purchasing patterns and benefit retailers with strong logistics and tech‑driven supply chains — a potential short‑term advantage for Walmart’s scale and inventory systems. FDA Infant Formula Warning Could Be A Game Changer For Walmart’s (WMT) Tech-Driven Retail Strategy
• Positive Sentiment: Commentary on holiday demand and Walmart’s AI expansion highlights operational initiatives that could improve assortment, pricing and fulfillment during peak season — supportive for near‑term sales and longer‑term productivity. Holiday Season Demand at WMT & AMZN
• Neutral Sentiment: Broader retail tailwinds: analysts expect holiday sales to top $1T, which could lift Walmart alongside other large retailers, though competition will determine share gains. Holiday Sales Boom: 4 Retail Stocks Ready for 2026 Gains
• Neutral Sentiment: Competitive landscape: analysts compare Walmart to Costco, underscoring that scale, membership models and digital execution will determine who wins consumer spending — outcome uncertain for near‑term share shifts. Walmart vs. Costco: Which Retail Giant Wins Today’s Consumer Race?
• Neutral Sentiment: Short‑interest data posted an anomalous increase but showed 0 shares on record (data appears to be a glitch), so there’s no clear short‑pressure signal from this report.
• Negative Sentiment: Insider selling was reported and has been cited as a catalyst for downward pressure; while one or a few filings don’t change fundamentals, they can dent sentiment and trigger short‑term selling. Walmart (NASDAQ:WMT) Shares Down 1.5% on Insider Selling
• Negative Sentiment: A new lawsuit is being cited as a driver of recent share weakness — legal exposure and potential costs/reputational risk are negative near‑term catalysts until resolved. Walmart Stock Is Falling — New Lawsuit Is Hurting The Most

Analyst Ratings Changes

WMT has been the subject of a number of analyst reports. Piper Sandler reissued an “overweight” rating and issued a $123.00 price objective (up previously from $111.00) on shares of Walmart in a research report on Friday, November 21st. Wolfe Research assumed coverage on Walmart in a report on Thursday, September 18th. They set an “outperform” rating and a $129.00 price target for the company. BMO Capital Markets boosted their price target on Walmart from $110.00 to $125.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. KeyCorp reaffirmed an “overweight” rating and issued a $120.00 price objective (up from $110.00) on shares of Walmart in a research report on Friday, November 21st. Finally, DA Davidson set a $130.00 target price on Walmart and gave the stock a “buy” rating in a research note on Friday, November 21st. Thirty-one research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $120.54.

Walmart Price Performance

Walmart stock opened at $111.56 on Thursday. The company has a market capitalization of $889.15 billion, a price-to-earnings ratio of 39.01, a PEG ratio of 5.12 and a beta of 0.64. The company has a current ratio of 0.80, a quick ratio of 0.24 and a debt-to-equity ratio of 0.39. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $117.45. The stock’s 50 day moving average is $107.94 and its 200-day moving average is $102.36.

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 the consensus estimate of $0.60 by $0.02. The business had revenue of $179.50 billion during 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 firm’s quarterly revenue was up 5.8% on a year-over-year basis. During the same period in the previous year, the company posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities research analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Insiders Place Their Bets

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $101.63, for a total transaction of $406,520.00. Following the transaction, the executive vice president owned 1,040,455 shares in the company, valued at $105,741,441.65. This represents a 0.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $107.78, for a total transaction of $1,414,612.50. Following the completion of the sale, the executive vice president owned 892,940 shares of the company’s stock, valued at approximately $96,241,073.20. The trade was a 1.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 108,412 shares of company stock valued at $11,741,699 in the last three months. Insiders own 0.10% of the company’s stock.

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.