Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Lowers Holdings in Walmart Inc. $WMT

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA reduced its stake in shares of Walmart Inc. (NASDAQ:WMT) by 12.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 72,200 shares of the retailer’s stock after selling 9,861 shares during the quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in Walmart were worth $7,715,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of WMT. Revolve Wealth Partners LLC boosted its holdings in Walmart by 1.0% during the third quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock worth $1,023,000 after buying an additional 96 shares in the last quarter. Atlas Legacy Advisors LLC raised its holdings in shares of Walmart by 1.1% during the 2nd quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock worth $851,000 after acquiring an additional 98 shares during the period. Meridian Wealth Partners LLC boosted its position in shares of Walmart by 2.1% during the 2nd quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock valued at $470,000 after acquiring an additional 99 shares during the last quarter. Hemington Wealth Management grew its holdings in shares of Walmart by 1.8% in the third quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock valued at $586,000 after purchasing an additional 99 shares during the period. Finally, Hickory Point Bank & Trust increased its position in Walmart by 1.3% during the third quarter. Hickory Point Bank & Trust now owns 7,706 shares of the retailer’s stock worth $794,000 after purchasing an additional 100 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart announced a direct integration with Google’s Gemini using the Universal Commerce Protocol to allow shoppers to discover and buy Walmart and Sam’s Club items inside Gemini — this expands Walmart’s digital distribution and could boost online sales and traffic. Walmart and Google Turn AI Discovery Into Effortless Shopping Experiences
• Positive Sentiment: Multiple outlets report the Google tie-up (Gemini) will make Walmart’s assortment available inside AI chat interfaces — increasing customer touchpoints and reducing friction for discovery-to-purchase. This follows Walmart’s earlier ChatGPT/OpenAI work, reinforcing its AI commerce strategy. Walmart teams up with Google’s Gemini to make it easier for shoppers to find and buy products
• Positive Sentiment: Bernstein raised its WMT price target to $129 (from $122) and kept an Outperform rating, citing stronger 2026 consumer spending — analyst upgrades can attract buyers and lift sentiment. Bernstein Raises Walmart (WMT) Price Target on 2026 Consumer Spending Expectations
• Positive Sentiment: Walmart plans to expand drone delivery to ~270 stores by the end of next year — faster last-mile delivery can lower costs, improve service and support e‑commerce growth. Walmart Expanding Drone Delivery to Hundreds More Stores
• Positive Sentiment: OnePay, a Walmart-backed fintech, repurchased employee shares and is now reportedly valued at ~$4B (up from $2.5B in 2024) — this boosts the potential value of Walmart’s fintech ecosystem and signals investor/private-market confidence. Walmart’s OnePay Employee Share Repurchase Hints at $4 Billion Valuation
• Neutral Sentiment: Walmart is set to replace AstraZeneca on the Nasdaq‑100 (effective Jan. 20) — index inclusion generally brings passive inflows but is a one‑time rebalancing effect rather than ongoing operational improvement. Walmart to replace AstraZeneca on Nasdaq 100 effective Jan. 20

Walmart Price Performance

WMT stock opened at $114.53 on Monday. The business’s fifty day moving average price is $109.73 and its 200 day moving average price is $103.81. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $117.45. The company has a current ratio of 0.80, a quick ratio of 0.24 and a debt-to-equity ratio of 0.39. The company has a market capitalization of $912.82 billion, a PE ratio of 40.05, a P/E/G ratio of 5.29 and a beta of 0.66.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, beating analysts’ consensus estimates of $0.60 by $0.02. The company had revenue of $179.50 billion during the quarter, compared to analysts’ expectations of $175.15 billion. Walmart had a return on equity of 21.31% and a net margin of 3.26%.Walmart’s revenue for the quarter was up 5.8% on a year-over-year basis. During the same period last year, the business posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, sell-side analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Insider Activity

In other news, EVP John D. Rainey sold 2,200 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $111.23, for a total value of $244,706.00. Following the sale, the executive vice president directly owned 617,318 shares in the company, valued at approximately $68,664,281.14. This trade represents a 0.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on Friday, December 26th. The shares were sold at an average price of $111.83, for a total value of $2,171,291.28. Following the completion of the transaction, the chief executive officer owned 4,315,333 shares of the company’s stock, valued at approximately $482,583,689.39. This trade represents a 0.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 125,628 shares of company stock worth $13,690,065 over the last 90 days. Company insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Truist Financial set a $127.00 price target on shares of Walmart in a research report on Wednesday, December 17th. Jefferies Financial Group restated a “buy” rating on shares of Walmart in a research report on Tuesday, December 9th. BTIG Research reaffirmed a “buy” rating and issued a $125.00 price target (up previously from $120.00) on shares of Walmart in a research note on Friday, November 21st. Barclays reissued an “overweight” rating and set a $125.00 price objective (up from $108.00) on shares of Walmart in a research report on Thursday. Finally, Telsey Advisory Group restated an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a report on Wednesday, December 17th. Thirty-two investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $122.37.

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.