Nisa Investment Advisors LLC Cuts Holdings in Walmart Inc. $WMT

Nisa Investment Advisors LLC trimmed its stake in Walmart Inc. (NASDAQ:WMT) by 0.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,213,892 shares of the retailer’s stock after selling 5,963 shares during the period. Walmart accounts for 0.5% of Nisa Investment Advisors LLC’s portfolio, making the stock its 21st largest position. Nisa Investment Advisors LLC’s holdings in Walmart were worth $125,104,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of WMT. Brighton Jones LLC lifted its holdings in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the period. Peterson Wealth Management raised its stake in shares of Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Jones Financial Companies Lllp raised its position in Walmart by 40.5% during the 1st quarter. Jones Financial Companies Lllp now owns 461,806 shares of the retailer’s stock worth $39,419,000 after buying an additional 133,134 shares during the last quarter. Finally, Nova Wealth Management Inc. raised its holdings in shares of Walmart by 93.1% during the first quarter. Nova Wealth Management Inc. now owns 585 shares of the retailer’s stock worth $51,000 after purchasing an additional 282 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Up 1.3%

Shares of WMT opened at $114.53 on Friday. 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 $912.82 billion, a PE ratio of 40.05, a P/E/G ratio of 5.22 and a beta of 0.66. The company’s 50-day simple moving average is $109.73 and its 200-day simple moving average is $103.73. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $117.45.

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

Insider Buying and Selling

In related news, 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 sale, the chief executive officer directly owned 4,334,747 shares in the company, valued at approximately $474,958,228.79. This represents a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP John R. Furner sold 13,125 shares of the 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 directly owned 892,940 shares in the company, valued at approximately $96,241,073.20. This represents a 1.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 125,628 shares of company stock valued at $13,690,065. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have issued reports on the company. Robert W. Baird boosted their price target on Walmart from $110.00 to $121.00 and gave the company an “outperform” rating in a report on Friday, November 21st. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $129.00 price target (up from $122.00) on shares of Walmart in a research note on Monday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research note on Wednesday, October 8th. Wells Fargo & Company restated an “overweight” rating and issued a $130.00 price target (up from $120.00) on shares of Walmart in a research report on Friday, December 19th. Finally, Telsey Advisory Group restated an “outperform” rating and set a $135.00 price objective on shares of Walmart in a research report on Wednesday, December 17th. Thirty-two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, Walmart presently has an average rating of “Moderate Buy” and a consensus target price of $122.37.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Barclays reiterated its Buy rating on WMT, reinforcing institutional confidence in Walmart’s outlook and supporting demand for the stock. Read More.
• Positive Sentiment: Mizuho raised its price target to $125 (from $115) and kept an Outperform/Overweight view, signaling upward analyst momentum that can boost buying interest. Read More.
• Positive Sentiment: Wells Fargo also lifted its target to $130 and remains constructive on Walmart, adding to the analyst support narrative behind the rally. Read More.
• Positive Sentiment: Walmart launched “Better Care Services,” a digital healthcare platform and lowered prices on some health items — a strategic push that could expand margins and services revenue over time. Analysts are re-assessing valuation with this new health push in mind. Read More.
• Positive Sentiment: Walmart added Shishir Mehrotra (ex-Grammarly/Superhuman) to its board — a governance move emphasizing AI and e‑commerce expertise that investors view as strengthening Walmart’s tech roadmap. Read More.
• Neutral Sentiment: Walmart launched a celebrity fashion line (Millie Bobby Brown) aimed at teens and young women — a branding/merchandising boost but likely modest near-term financial impact. Read More.
• Neutral Sentiment: Market coverage notes (Zacks, Kalkine, AmericanBankingNews) show elevated investor attention and a consensus “moderate buy,” which keeps the stock in focus but doesn’t single-handedly move fundamentals. Read More.
• Negative Sentiment: Amazon received approval to build a 225,000 sq ft Walmart-style supercenter near Chicago that would blend in-store shopping with fulfillment — a clear competitive threat to Walmart’s grocery and omnichannel footprint in key markets. Read More.
• Negative Sentiment: Deutsche Bank downgraded Walmart from Buy to Hold with a $119 target, signaling some analyst caution (limits upside relative to recent price moves) and adding selling pressure for more risk‑sensitive investors. Read More.

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.