Walmart Inc. $WMT Holdings Increased by Modera Wealth Management LLC

Posted by on Oct 31st, 2026

Modera Wealth Management LLC grew its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 2.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 192,275 shares of the retailer’s stock after purchasing an additional 4,308 shares during the quarter. Modera Wealth Management LLC’s holdings in Walmart were worth $19,981,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Bank of America Corp DE acquired a new stake in shares of Walmart during the second quarter worth $7,455,131,000. Legal & General Group Plc acquired a new position in Walmart in the second quarter valued at about $2,905,655,000. Canada Pension Plan Investment Board acquired a new position in Walmart in the second quarter valued at about $796,677,000. Deutsche Bank AG lifted its stake in Walmart by 54.0% in the second quarter. Deutsche Bank AG now owns 18,607,297 shares of the retailer’s stock valued at $2,107,462,000 after buying an additional 6,525,224 shares during the period. Finally, Amundi boosted its holdings in Walmart by 44.4% during the second quarter. Amundi now owns 20,796,957 shares of the retailer’s stock worth $2,355,463,000 after buying an additional 6,393,326 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Walmart

In related news, EVP Christopher Nicholas sold 2,900 shares of the stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $120.60, for a total transaction of $349,740.00. Following the completion of the sale, the executive vice president directly owned 563,353 shares of the company’s stock, valued at approximately $67,940,371.80. This represents a 0.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the sale, the executive vice president owned 201,672 shares in the company, valued at $21,246,145.20. This trade represents a 20.07% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 102,244 shares of company stock worth $11,112,044 over the last three months. Company insiders own 0.09% of the company’s stock.

Walmart Stock Performance

Shares of Walmart stock opened at $123.51 on Friday. The stock’s fifty day simple moving average is $110.23 and its 200 day simple moving average is $118.40. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The company has a market capitalization of $979.90 billion, a PE ratio of 44.59, a PEG ratio of 4.38 and a beta of 0.58. Walmart Inc. has a 12 month low of $98.88 and a 12 month high of $135.15.

Walmart (NASDAQ:WMT – Get Free Report) last posted its earnings results 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. Walmart had a return on equity of 21.83% and a net margin of 3.00%. The firm had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. During the same period in the previous year, the firm earned $0.68 earnings per share. The company’s revenue was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. On average, research analysts predict that Walmart Inc. will post 2.88 EPS for the current year.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

  • Positive Sentiment: Energy investment expands Walmart’s customer offerings: Walmart is making a strategic investment in Base Power and will offer the company’s home battery systems to Walmart customers and Sam’s Club members beginning in November. The systems are designed to reduce energy costs and provide backup power, creating a potential new customer benefit while expanding Walmart’s ecosystem beyond traditional retail. Walmart and Base Power announce strategic agreement
  • Positive Sentiment: Major automation agreement with Symbotic: Walmart expanded its commercial relationship with warehouse-automation provider Symbotic in a deal valued at approximately $6 billion. Greater automation could improve fulfillment capacity, labor efficiency and inventory management, although the investment also carries execution and capital-spending risks. Symbotic stock jumps on Walmart automation deal
  • Positive Sentiment: Strong fundamentals continue to support the stock: Walmart’s latest quarterly results exceeded consensus estimates for both earnings and revenue, with revenue rising year over year. Analysts and market commentary continue to highlight earnings growth and price strength as reasons to remain constructive on WMT. Earnings growth and price strength make Walmart a stock to watch
  • Neutral Sentiment: Healthcare expansion offers a longer-term growth avenue: Walmart has broadened its Better Care Services platform into a healthcare marketplace connecting customers with third-party providers. The initiative could increase customer engagement, but its financial contribution is not yet clear. Walmart launched a healthcare services marketplace
  • Negative Sentiment: Competitive and regulatory concerns remain: DoorDash’s proposed $17 billion acquisition of Instacart is intended partly to strengthen competition with Walmart and Amazon in local commerce and grocery delivery. Separately, the FTC is seeking information from Walmart about the use of personal data in personalized pricing, creating potential compliance and reputational risks. FTC orders Walmart and others to share pricing data information
  • Negative Sentiment: Valuation comparisons could limit upside: Walmart trades at a substantially higher earnings multiple than Target, while commentary suggests Walmart’s comparable-sales growth may be moderating. That premium leaves the stock more exposed if growth expectations weaken. Target trades at a fraction of Walmart’s valuation

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. BMO Capital Markets restated an “outperform” rating and set a $126.00 target price on shares of Walmart in a research report on Friday, August 21st. JPMorgan Chase & Co. lowered their price target on Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a research note on Friday, August 21st. Deutsche Bank Aktiengesellschaft upgraded shares of Walmart from a “hold” rating to a “buy” rating and increased their price target for the company from $113.00 to $136.00 in a research report on Thursday, October 15th. The Goldman Sachs Group reissued a “buy” rating and set a $130.00 price objective on shares of Walmart in a research note on Friday, August 21st. Finally, Truist Financial set a $114.00 price objective on shares of Walmart and gave the company a “buy” rating in a report on Friday, August 21st. Four investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Walmart has a consensus rating of “Buy” and an average target price of $132.41.

Read Our Latest Stock Analysis on Walmart

Walmart Company Profile

(Free Report)

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.

Featured Articles

Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NASDAQ:WMT – Free Report).

Institutional Ownership by Quarter for Walmart (NASDAQ:WMT)

Receive News & Ratings for Walmart Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Walmart and related companies with MarketBeat.com's FREE daily email newsletter.