Walmart Inc. $WMT Shares Acquired by Investment Partners LTD.

Posted by Geri Gentry on Nov 1st, 2026

Walmart logo Investment Partners LTD. lifted its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 38.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,419 shares of the retailer’s stock after buying an additional 6,495 shares during the period. Investment Partners LTD.’s holdings in Walmart were worth $2,434,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Cidel Asset Management Inc. grew its stake in shares of Walmart by 3.7% in the third quarter. Cidel Asset Management Inc. now owns 37,255 shares of the retailer’s stock valued at $3,872,000 after acquiring an additional 1,345 shares in the last quarter. Summit Global Investments lifted its stake in Walmart by 8.4% during the third quarter. Summit Global Investments now owns 8,091 shares of the retailer’s stock worth $841,000 after purchasing an additional 630 shares during the last quarter. Opinicus Capital Inc. boosted its stake in Walmart by 5.2% in the third quarter. Opinicus Capital Inc. now owns 2,971 shares of the retailer’s stock valued at $309,000 after buying an additional 146 shares in the last quarter. Invera Wealth Advisors LLC boosted its stake in shares of Walmart by 8.6% in the 3rd quarter. Invera Wealth Advisors LLC now owns 7,415 shares of the retailer’s stock valued at $771,000 after purchasing an additional 586 shares in the last quarter. Finally, Kassira Wealth Management LLC grew its stake in shares of Walmart by 0.8% during the third quarter. Kassira Wealth Management LLC now owns 11,538 shares of the retailer’s stock worth $1,199,000 after buying an additional 88 shares during the last quarter. 26.76% of the stock is owned by institutional investors.

Walmart Trading Up 1.9%

Shares of Walmart stock opened at $123.51 on Friday. The stock has a fifty day simple moving average of $110.23 and a 200 day simple moving average of $118.40. The company has a market capitalization of $979.90 billion, a P/E ratio of 44.59, a price-to-earnings-growth ratio of 4.46 and a beta of 0.58. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. 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 released its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. The firm had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company’s revenue was up 5.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.68 EPS. 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, sell-side analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Insider Activity at Walmart

In related news, EVP Daniel Danker sold 50,644 shares of the company’s stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total value of $5,335,345.40. Following the sale, the executive vice president directly owned 201,672 shares of the company’s stock, valued at $21,246,145.20. This represents a 20.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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. Also, CEO John Furner sold 13,125 shares of the firm’s stock in a transaction on Thursday, September 17th. The shares were sold at an average price of $106.66, for a total value of $1,399,912.50. Following the transaction, the chief executive officer owned 647,912 shares of the company’s stock, valued at $69,106,293.92. The trade was a 1.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 102,244 shares of company stock valued at $11,112,044 over the last three months. Corporate insiders own 0.09% of the company’s stock.

Walmart News Summary

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 research analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft raised Walmart from a “hold” rating to a “buy” rating and raised their target price for the stock from $113.00 to $136.00 in a research report on Thursday, October 15th. UBS Group decreased their price target on Walmart from $141.00 to $130.00 and set a “buy” rating for the company in a report on Friday, August 21st. Cantor Fitzgerald raised Walmart to a “buy” rating in a research report on Friday, August 21st. Evercore reissued an “outperform” rating on shares of Walmart in a research note on Tuesday, October 20th. Finally, 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. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $132.41.

View Our Latest Stock Report 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.