QTR Family Wealth LLC Buys 6,116 Shares of Walmart Inc. $WMT

QTR Family Wealth LLC grew its stake in Walmart Inc. (NASDAQ:WMT) by 65.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,526 shares of the retailer’s stock after buying an additional 6,116 shares during the period. Walmart accounts for about 0.8% of QTR Family Wealth LLC’s holdings, making the stock its 27th biggest holding. QTR Family Wealth LLC’s holdings in Walmart were worth $1,600,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in WMT. Access Investment Management LLC bought a new position in Walmart during the 2nd quarter worth approximately $26,000. PFS Partners LLC increased its position in shares of 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 period. Ridgewood Investments LLC raised its stake in 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 during the last quarter. Roble Belko & Company Inc lifted its holdings in 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 buying an additional 219 shares during the period. Finally, Manning & Napier Advisors LLC acquired a new position in Walmart in the third quarter valued at $39,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, SVP David Chojnowski sold 7,000 shares of the company’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $106.65, for a total value of $746,550.00. Following the sale, the senior vice president owned 136,289 shares in the company, valued at $14,535,221.85. This represents a 4.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $114.91, for a total transaction of $1,508,193.75. Following the completion of the transaction, the executive vice president directly owned 733,841 shares in the company, valued at approximately $84,325,669.31. The trade was a 1.76% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 135,215 shares of company stock valued at $15,071,810. 0.10% of the stock is currently owned by insiders.

Walmart Stock Up 0.4%

Shares of NASDAQ:WMT opened at $119.70 on Tuesday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $121.24. The business’s 50 day simple moving average is $111.83 and its two-hundred day simple moving average is $104.74. The firm has a market cap of $954.03 billion, a P/E ratio of 41.85, a PEG ratio of 5.10 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. Walmart had a return on equity of 21.31% and a net margin of 3.26%.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 firm earned $0.58 earnings per share. Walmart’s revenue for the quarter was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, research analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: RBC Capital retained an Outperform rating and lifted its price target (to $126), providing fresh analyst support that can help push the stock higher. RBC Capital Retains an Outperform Rating on Walmart Inc. (WMT)
• Positive Sentiment: Coverage arguing Walmart is built to withstand an economic downturn highlights durable traffic driven by low prices, supporting the thesis that Walmart’s sales and margins are more recession-resilient than peers. Is Walmart Stock Built to Withstand the Next Economic Downturn?
• Positive Sentiment: Analysis suggests Walmart’s dividend could rise materially over time as growth in China and India boosts cash flow — a potential catalyst for income-focused investors. Walmart stock dividend may surge thanks to China, India
• Positive Sentiment: WSJ reports Walmart is expanding higher-end home goods (e.g., a $1,699 espresso machine) to attract wealthier customers and better compete with Amazon — a strategy that could lift average ticket and margins in key categories. Can a $1,699 Espresso Machine Help Walmart Challenge Amazon?
• Neutral Sentiment: Macro/sector ETF commentary (Zacks) touches on retail winners/losers but does not provide a direct, company-specific catalyst for Walmart. Winners & Losers: The ETF Playbook to Glide Trump’s Great Healthcare Plan
• Negative Sentiment: A separate Fool piece warns Walmart may be richly valued after its recent run, raising concern that upside could be limited if growth expectations cool; valuation is a near-term risk for the stock. Walmart Stock Has Been a Big Winner Recently. But Is It Overvalued Now?
• Negative Sentiment: Walmart EVP sold about $1.575M in stock recently; sizable insider sales can be interpreted negatively by the market even if they are routine diversification. Walmart (NASDAQ:WMT) EVP Sells $1,574,868.75 in Stock
• Negative Sentiment: A separate EVP sale of $166,560 was also reported, adding to the short-term headline risk around insider activity. Walmart (NASDAQ:WMT) EVP Sells $166,560.00 in Stock

Analyst Ratings Changes

A number of analysts have weighed in on the company. Wall Street Zen downgraded Walmart from a “buy” rating to a “hold” rating in a report on Sunday. Tigress Financial upped their target price on Walmart from $125.00 to $130.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. The Goldman Sachs Group set a $121.00 target price on Walmart and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Barclays reissued an “overweight” rating and issued a $125.00 price target (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Finally, Raymond James Financial restated an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. Thirty-two analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $123.03.

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.