Concurrent Investment Advisors LLC Has $39.24 Million Holdings in Walmart Inc. $WMT

Concurrent Investment Advisors LLC decreased its stake in Walmart Inc. (NASDAQ:WMT) by 3.5% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 380,790 shares of the retailer’s stock after selling 13,994 shares during the period. Walmart accounts for approximately 0.7% of Concurrent Investment Advisors LLC’s holdings, making the stock its 24th largest position. Concurrent Investment Advisors LLC’s holdings in Walmart were worth $39,244,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Access Investment Management LLC acquired a new stake in shares of Walmart during the 2nd quarter worth about $26,000. PFS Partners LLC grew its stake in Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after buying an additional 233 shares during the last quarter. Ridgewood Investments LLC increased its holdings in shares of Walmart by 55.3% during the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after buying an additional 115 shares in the last quarter. Roble Belko & Company Inc raised its stake in shares of Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after acquiring an additional 219 shares during the last quarter. Finally, Livelsberger Financial Advisory acquired a new position in shares of Walmart in the 2nd quarter worth approximately $44,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

WMT has been the subject of a number of recent analyst reports. Bank of America raised their price target on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 17th. Truist Financial set a $127.00 target price on Walmart in a research note on Wednesday, December 17th. Wells Fargo & Company reiterated an “overweight” rating and set a $130.00 price target (up previously from $120.00) on shares of Walmart in a research report on Friday, December 19th. Sanford C. Bernstein reissued an “outperform” rating and set a $129.00 price objective (up previously from $122.00) on shares of Walmart in a report on Monday, January 5th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a research note on Friday, November 21st. Thirty-two investment 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 currently has an average rating of “Moderate Buy” and an average target price of $122.37.

Insider Buying and Selling

In related news, EVP Kathryn J. Mclay sold 4,000 shares of Walmart 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 of the company’s stock, valued at $105,741,441.65. This trade represents a 0.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on Friday, November 28th. The shares were sold at an average price of $109.57, for a total transaction of $2,127,411.12. Following the completion of the sale, the chief executive officer directly owned 4,334,747 shares of the company’s stock, valued at $474,958,228.79. The trade was a 0.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 125,628 shares of company stock worth $13,690,065. Corporate insiders own 0.10% of the company’s stock.

Walmart Stock Up 3.0%

Shares of NASDAQ:WMT opened at $117.97 on Tuesday. 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 cap of $940.24 billion, a price-to-earnings ratio of 41.25, a P/E/G ratio of 5.29 and a beta of 0.66. The company has a 50 day moving average of $110.06 and a 200-day moving average of $103.96. Walmart Inc. has a one year low of $79.81 and a one year high of $118.84.

Walmart (NASDAQ:WMT) last released 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 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%. The business’s quarterly revenue was up 5.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Nasdaq‑100 inclusion — confirmation that Walmart will be added to the Nasdaq‑100 is pushing flows into the stock and signaling recognition of its e‑commerce transformation. This is a primary mechanical and sentiment catalyst. Stock Market Today, Jan. 12: Walmart Jumps on Nasdaq 100 Inclusion
• Positive Sentiment: Google/Alphabet (Gemini) partnership — Walmart and Sam’s Club product catalogs will be integrated into Google’s Gemini/Universal Commerce Protocol, increasing discoverability and enabling “agent‑led” purchases via AI assistants — a structural win for online sales and customer acquisition. Walmart and Google Turn AI Discovery Into Effortless Shopping Experiences
• Positive Sentiment: Drone delivery scale‑up — Walmart plans to expand aerial deliveries to many more stores, which could lower last‑mile costs and improve same‑day convenience, supporting higher e‑commerce margins over time. Walmart Expanding Drone Delivery to Hundreds More Stores
• Positive Sentiment: Options and institutional signals — unusual call buying (roughly 142k calls) and a recent analyst price‑target increase from Bernstein indicate short‑term bullish positioning and growing analyst conviction. Bernstein Raises Walmart Price Target
• Neutral Sentiment: Sam’s Club membership strength — membership income and renewal trends are healthy, which is supportive for recurring revenue but already baked into estimates. Sam’s Club membership article
• Neutral Sentiment: OnePay employee buyback / valuation — Walmart‑backed fintech OnePay’s higher valuation signals fintech upside in Walmart’s ecosystem but it’s a secondary, longer‑term value driver. OnePay valuation report
• Negative Sentiment: Valuation and macro risks — Walmart trades at an elevated multiple for a retailer (PE ~41); the stock’s run is partly mechanical (index inclusion) so it may be vulnerable to profit‑taking or broader market rotation. Ongoing macro or regulatory headlines could pressure the name. No direct article

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.