J.W. Cole Advisors Inc. Lowers Stock Holdings in Walmart Inc. $WMT

Posted by Stanley Muller on Jun 5th, 2026

Walmart logo J.W. Cole Advisors Inc. trimmed its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 246,115 shares of the retailer’s stock after selling 40,063 shares during the period. Walmart comprises 0.5% of J.W. Cole Advisors Inc.’s holdings, making the stock its 27th biggest holding. J.W. Cole Advisors Inc.’s holdings in Walmart were worth $27,420,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Collier Financial purchased a new stake in shares of Walmart in the 3rd quarter worth approximately $25,000. Entrust Financial LLC purchased a new stake in shares of Walmart in the 4th quarter worth approximately $27,000. Redmont Wealth Advisors LLC purchased a new stake in shares of Walmart in the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP purchased a new stake in shares of Walmart in the 4th quarter worth approximately $30,000. Finally, Bay Harbor Wealth Management LLC lifted its position in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

WMT has been the subject of several research reports. Evercore reaffirmed an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $140.00 price target (up from $130.00) on shares of Walmart in a research report on Tuesday, February 10th. UBS Group set a $141.00 price target on shares of Walmart and gave the stock a “buy” rating in a research report on Friday, May 22nd. Erste Group Bank raised shares of Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 2nd. Finally, BNP Paribas Exane lowered their price target on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a research report on Friday, May 22nd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $138.85.

Get Our Latest Stock Analysis on Walmart

Insider Buying and Selling at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 1,335 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total transaction of $166,381.05. Following the transaction, the executive vice president owned 636,843 shares in the company, valued at approximately $79,369,743.09. This represents a 0.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the transaction, the chief executive officer owned 687,287 shares in the company, valued at $83,821,522.52. The trade was a 1.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 117,008 shares of company stock worth $14,492,704 in the last three months. 0.09% of the stock is owned by company insiders.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart expanded its express delivery offering to include Subway meals, giving shoppers a new fast-delivery option and strengthening its omnichannel and marketplace strategy. Article Title
Positive Sentiment: BTIG reaffirmed a buy rating on Walmart and raised its price target to $145, signaling continued analyst confidence in the company’s growth and digital expansion. Article Title
Positive Sentiment: Tigress Financial also lifted its price target, citing Walmart’s AI-driven platform and digital investments as key drivers of longer-term value. Article Title
Neutral Sentiment: Walmart announced preliminary voting results from its 2026 annual shareholders’ meeting, with 89.88% of outstanding shares represented; management highlighted strong FY26 performance and its omnichannel model. Article Title
Neutral Sentiment: Broader commentary remains mixed, with some analysts and media noting skepticism about consumer health and Walmart’s valuation after recent earnings. Article Title
Negative Sentiment: Amazon overtaking Walmart as the top company in the Fortune 500 is a symbolic competitive setback and underscores intensifying pressure in e-commerce and retail scale. Article Title

Walmart Trading Up 0.7%

Shares of Walmart stock opened at $117.74 on Friday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 12-month low of $93.43 and a 12-month high of $135.15. The firm has a market capitalization of $936.98 billion, a price-to-earnings ratio of 41.31, a PEG ratio of 4.36 and a beta of 0.59. The firm’s 50 day simple moving average is $125.70 and its two-hundred day simple moving average is $121.09.

Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same quarter in the prior year, the business posted $0.61 EPS. Walmart’s revenue for the quarter was up 7.4% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts predict that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Company Profile

(Free Report)

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.