Pure Financial Advisors LLC Has $5.78 Million Stock Position in Walmart Inc. $WMT

Pure Financial Advisors LLC boosted its position in Walmart Inc. (NASDAQ:WMT) by 10.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 56,060 shares of the retailer’s stock after acquiring an additional 5,101 shares during the period. Pure Financial Advisors LLC’s holdings in Walmart were worth $5,778,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Revolve Wealth Partners LLC grew its position in Walmart by 1.0% in the 3rd quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock valued at $1,023,000 after purchasing an additional 96 shares during the period. Atlas Legacy Advisors LLC lifted its stake in shares of Walmart by 1.1% in the second quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock valued at $851,000 after buying an additional 98 shares in the last quarter. Meridian Wealth Partners LLC grew its holdings in shares of Walmart by 2.1% during the second quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock valued at $470,000 after buying an additional 99 shares during the last quarter. Hickory Point Bank & Trust increased its position in shares of 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 acquiring an additional 100 shares in the last quarter. Finally, CogentBlue Wealth Advisors LLC raised its holdings in shares of Walmart by 2.9% in the 3rd quarter. CogentBlue Wealth Advisors LLC now owns 3,594 shares of the retailer’s stock worth $370,000 after acquiring an additional 100 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Down 0.5%

WMT stock opened at $111.92 on Wednesday. The stock has a market cap of $892.02 billion, a P/E ratio of 39.13, a P/E/G ratio of 5.20 and a beta of 0.64. 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 stock’s fifty day simple moving average is $108.35 and its two-hundred day simple moving average is $102.86. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $117.45.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. The company had revenue of $179.50 billion for 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%.The business’s revenue for the quarter was up 5.8% compared to the same quarter last year. During the same period in the previous year, the business posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. BMO Capital Markets lifted their price target on Walmart from $110.00 to $125.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Evercore ISI set a $120.00 target price on Walmart and gave the company an “outperform” rating in a research report on Tuesday, December 16th. Wolfe Research began coverage on Walmart in a report on Thursday, September 18th. They set an “outperform” rating and a $129.00 price target for the company. BTIG Research restated a “buy” rating and set a $125.00 price objective (up from $120.00) on shares of Walmart in a research note on Friday, November 21st. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $123.00 price objective (up from $111.00) on shares of Walmart in a report on Friday, November 21st. Thirty-two equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $120.69.

Insiders Place Their Bets

In related news, EVP Daniel J. Bartlett sold 1,425 shares of Walmart stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $117.00, for a total value of $166,725.00. Following the sale, the executive vice president owned 641,363 shares of the company’s stock, valued at approximately $75,039,471. The trade was a 0.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $115.21, for a total value of $460,840.00. Following the completion of the transaction, the executive vice president owned 1,031,455 shares in the company, valued at approximately $118,833,930.55. The trade was a 0.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 125,628 shares of company stock valued at $13,690,065. Company insiders own 0.10% of the company’s stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Strong fundamentals and analyst backing: Walmart’s recent quarterly beat and FY‑2026 EPS guidance provide an earnings-supportive backdrop, and multiple analysts maintain buy/outperform views — a tailwind for longer-term investor confidence.
• Neutral Sentiment: CEO insider sale — routine but notable: CEO C. Douglas McMillon sold 19,416 shares on Dec. 26 (avg price $111.83). The sale is relatively small (≈0.45% reduction) and follows prior periodic sales; investors often view such filings as liquidity/tax planning rather than a signal of deteriorating fundamentals. Insider Trades
• Neutral Sentiment: Talent flow to adtech/ecommerce: a former head of membership & business development at Walmart Business joined Teikametrics as SVP of Strategy — a reminder of Wal‑Mart alumni moving into the wider e‑commerce/AI ecosystem, which can both diffuse company-specific know‑how and broaden industry innovation. BusinessWire
• Neutral Sentiment: Increased investor attention: Zacks notes Walmart as a trending stock — higher retail interest can raise liquidity and volatility but doesn’t change fundamentals by itself. Zacks
• Negative Sentiment: Website and app outage — immediate operational risk: thousands of customers reported inability to access Walmart’s app and website on Dec. 30, per Downdetector and press reports. Temporary outages during peak shopping periods can dent e‑commerce sales, frustrate customers, and attract short‑term selling pressure. PYMNTS WSJ
• Negative Sentiment: Premium valuation and crowding risk: Walmart is trading at a high earnings multiple relative to history (~39x reported), which can limit upside and make the stock more sensitive to any growth or margin disappointments in 2026.

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.