Walmart Inc. $WMT Stock: WealthCare Asset Management LLC Cuts Position

WealthCare Asset Management LLC cut its holdings in Walmart Inc. (NASDAQ:WMT) by 49.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,960 shares of the retailer’s stock after selling 21,834 shares during the period. Walmart comprises approximately 2.0% of WealthCare Asset Management LLC’s portfolio, making the stock its 17th biggest holding. WealthCare Asset Management LLC’s holdings in Walmart were worth $2,282,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Bell & Brown Wealth Advisors LLC purchased a new stake in Walmart during the 2nd quarter valued at about $6,451,000. Advisortrust Partners LLC increased its stake in Walmart by 20.2% during the 1st quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock valued at $8,344,000 after purchasing an additional 11,283 shares in the last quarter. Bank of America Corp DE bought a new stake in Walmart during the 2nd quarter valued at about $7,455,131,000. Union Bancaire Privee UBP SA raised its holdings in Walmart by 253.3% in the first quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock worth $47,728,000 after buying an additional 275,337 shares during the last quarter. Finally, Janney Montgomery Scott LLC raised its holdings in Walmart by 2.9% in the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after buying an additional 68,632 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Holiday event could support near-term sales. Walmart announced three major holiday shopping events, giving investors a potential catalyst for stronger seasonal traffic, e-commerce activity and market-share gains. The upbeat outlook is particularly important because WMT’s valuation already reflects substantial future growth. Walmart Just Announced Its Triple Holiday Event
• Positive Sentiment: AI and e-commerce initiatives could expand digital growth. Walmart is joining Meta’s AI-commerce push and is developing agent-based shopping tools intended to improve product discovery, personalization and customer engagement. Analysts also see continued e-commerce momentum as a driver of longer-term growth. Can Walmart’s AI Strategy Unlock the Next Phase of Digital Growth?
• Positive Sentiment: New services broaden Walmart’s ecosystem. Lower-cost delivery partnerships with Subway, Dunkin’ and Papa John’s, expanded Better Care Services, and an exclusive Affirm buy-now-pay-later arrangement at Sam’s Club could increase customer convenience, engagement and recurring transaction opportunities ahead of the holidays. Walmart Makes Sam’s Club Its Exclusive Buy Now Pay Later Checkout Option
• Neutral Sentiment: Trading data offers limited directional information. A report lists short interest at zero shares and a zero-day days-to-cover ratio, which may indicate a data-quality issue rather than a meaningful change in investor positioning. Walmart also lined up U.S. and Canadian debt issuance, potentially supporting funding needs but increasing leverage.
• Negative Sentiment: Valuation and investor selling are key risks. WMT’s reported P/E near 42 and PEG ratio above 4 leave limited room for execution disappointments. Michael Burry said he may sell, reduce or donate long-held positions whose valuations appear stretched, potentially adding sentiment pressure. Michael Burry Eyes the Exit on Walmart

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. Cantor Fitzgerald upgraded shares of Walmart to a “buy” rating in a research note on Friday, August 21st. Guggenheim set a $130.00 price target on shares of Walmart and gave the company a “buy” rating in a research report on Friday, August 21st. DA Davidson restated a “buy” rating and issued a $132.00 price objective on shares of Walmart in a report on Thursday, September 10th. Deutsche Bank Aktiengesellschaft upgraded shares of Walmart from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $113.00 to $136.00 in a report on Thursday, October 15th. Finally, BNP Paribas Exane reaffirmed an “outperform” rating and issued a $137.00 price objective (down from $146.00) on shares of Walmart in a research report on Friday, August 21st. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Buy” and an average price target of $132.41.

Insider Activity at Walmart

In other Walmart news, EVP Christopher Nicholas sold 2,900 shares of the company’s stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $120.60, for a total value of $349,740.00. Following the completion of the sale, the executive vice president owned 563,353 shares in the company, valued at $67,940,371.80. This represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, September 17th. The stock was sold at an average price of $106.66, for a total value of $1,399,912.50. Following the completion of the transaction, the chief executive officer directly owned 647,912 shares in the company, valued at $69,106,293.92. This trade represents a 1.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 102,244 shares of company stock valued at $11,112,044 in the last ninety days. Corporate insiders own 0.09% of the company’s stock.

Walmart Stock Up 0.3%

WMT opened at $120.29 on Tuesday. The firm’s 50 day simple moving average is $109.43 and its two-hundred day simple moving average is $118.25. The company has a market capitalization of $954.35 billion, a PE ratio of 43.43, a PEG ratio of 4.33 and a beta of 0.58. Walmart Inc. has a 1-year low of $98.88 and a 1-year high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. The firm had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.68 EPS. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. As a group, equities analysts forecast that Walmart Inc. will post 2.88 EPS for the current year.

About Walmart

Walmart Inc (NASDAQ:WMT) operates a global retail business through a network of supercenters, supermarkets, discount stores, neighborhood markets, warehouse clubs and e-commerce platforms. Its stores and websites sell a broad assortment of merchandise, including groceries, consumables, health and wellness products, apparel, electronics, home goods, toys and other general merchandise.

The company organizes its operations into Walmart U.S., Walmart International and Sam’s Club U.S. Walmart U.S.