Walmart Inc. $WMT Shares Acquired by Financial & Tax Architects LLC

Financial & Tax Architects LLC boosted its position in Walmart Inc. (NASDAQ:WMT) by 5.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 85,130 shares of the retailer’s stock after purchasing an additional 4,094 shares during the period. Walmart comprises 1.9% of Financial & Tax Architects LLC’s investment portfolio, making the stock its 13th biggest position. Financial & Tax Architects LLC’s holdings in Walmart were worth $8,773,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Waterloo Capital L.P. grew its holdings in Walmart by 12.6% in the third quarter. Waterloo Capital L.P. now owns 403,744 shares of the retailer’s stock valued at $41,594,000 after purchasing an additional 45,265 shares during the last quarter. Black Diamond Financial LLC raised its stake in shares of Walmart by 29.1% during the 3rd quarter. Black Diamond Financial LLC now owns 6,074 shares of the retailer’s stock worth $626,000 after buying an additional 1,369 shares during the last quarter. Titleist Asset Management LLC boosted its position in shares of Walmart by 1.4% in the 3rd quarter. Titleist Asset Management LLC now owns 15,470 shares of the retailer’s stock worth $1,594,000 after buying an additional 212 shares in the last quarter. Legacy Financial Group Inc. grew its stake in Walmart by 2.1% in the 3rd quarter. Legacy Financial Group Inc. now owns 13,290 shares of the retailer’s stock valued at $1,370,000 after acquiring an additional 278 shares during the last quarter. Finally, Vantage Financial Partners LLC grew its stake in Walmart by 47.1% in the 3rd quarter. Vantage Financial Partners LLC now owns 4,757 shares of the retailer’s stock valued at $490,000 after acquiring an additional 1,523 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s stock has been re‑rated by the market after reaching a >$1 trillion market capitalization, driven by investor confidence in its e‑commerce, tech/AI initiatives and higher‑margin services. Walmart reaches $1 trillion market value
• Positive Sentiment: Leadership continuity with an internal CEO succession (John Furner) reassures investors that Walmart will continue its digital/fulfillment strategy without disruption. Walmart Names New CEO
• Positive Sentiment: Walmart+ membership and services are accelerating, supporting recurring revenue and a path to higher margins that help justify the premium multiple. Walmart paid membership growth
• Positive Sentiment: Ongoing store openings and product rollouts (new Supercenter, national brand placements) keep brick‑and‑mortar sales and vendor revenue growing alongside digital channels. Walmart Opens Next Generation Supercenter in Jacksonville
• Neutral Sentiment: Analyst coverage is largely positive (many Buy/Moderate Buy ratings), but consensus price targets cluster near current levels, so upside depends on continued execution rather than multiple expansion alone. WMT Joins the 1 Trillion Club
• Negative Sentiment: Insider selling: recent multi‑thousand share sales by EVPs Donna Morris and John Rainey may create near‑term selling pressure or be perceived as executives monetizing gains. Donna Morris insider sale
• Negative Sentiment: Competitive and valuation risk: Amazon’s push into fast grocery/physical stores raises fulfillment and margin pressure, and Walmart now trades at elevated multiples — a slowdown in sales or margins could trigger a pullback. Amazon physical grocery push Staples look frothy (Barron’s)

Insider Buying and Selling

In other news, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $122.27, for a total transaction of $2,445,400.00. Following the completion of the transaction, the executive vice president owned 506,764 shares of the company’s stock, valued at $61,962,034.28. This represents a 3.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the completion of the sale, the executive vice president directly owned 727,155 shares in the company, valued at $87,251,328.45. This represents a 1.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 229,196 shares of company stock worth $26,957,858 over the last ninety days. Insiders own 0.10% of the company’s stock.

Walmart Trading Down 0.8%

Shares of WMT opened at $126.94 on Friday. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $129.60. The company has a market capitalization of $1.01 trillion, a PE ratio of 44.38, a price-to-earnings-growth ratio of 4.89 and a beta of 0.65. The stock has a fifty day moving average of $116.03 and a two-hundred day moving average of $106.83. 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 (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, beating analysts’ consensus estimates 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 business’s revenue for the quarter was up 5.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the stock. UBS Group restated a “buy” rating and set a $135.00 target price on shares of Walmart in a research report on Friday, January 30th. Guggenheim reissued a “buy” rating and set a $120.00 price objective (up from $115.00) on shares of Walmart in a research note on Friday, November 21st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $130.00 target price (up previously from $120.00) on shares of Walmart in a research note on Friday, December 19th. Robert W. Baird increased their target price on Walmart from $110.00 to $121.00 and gave the company an “outperform” rating in a report on Friday, November 21st. Finally, Mizuho set a $125.00 price target on Walmart and gave the stock an “outperform” rating in a report on Monday, January 5th. Thirty-two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Walmart has a consensus rating of “Moderate Buy” and a consensus price target of $124.19.

Walmart Company 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.