Chicago Partners Investment Group LLC Grows Stock Holdings in Walmart Inc. $WMT

Chicago Partners Investment Group LLC grew its position in Walmart Inc. (NASDAQ:WMT) by 19.1% during the third quarter, Holdings Channel reports. The institutional investor owned 67,330 shares of the retailer’s stock after acquiring an additional 10,818 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Walmart were worth $6,946,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of WMT. Norges Bank purchased a new position in Walmart in the second quarter worth $5,367,770,000. Laurel Wealth Advisors LLC lifted its holdings in shares of Walmart by 9,648.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,486,374 shares of the retailer’s stock valued at $1,123,138,000 after purchasing an additional 11,368,549 shares during the last quarter. Vanguard Group Inc. boosted its position in shares of Walmart by 1.4% in the 2nd quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after purchasing an additional 5,856,468 shares in the last quarter. Amundi grew its stake in Walmart by 23.5% during the 2nd quarter. Amundi now owns 19,493,644 shares of the retailer’s stock worth $1,902,775,000 after buying an additional 3,710,506 shares during the last quarter. Finally, AGF Management Ltd. increased its position in Walmart by 1,176.6% during the 2nd quarter. AGF Management Ltd. now owns 3,317,487 shares of the retailer’s stock valued at $324,384,000 after buying an additional 3,057,612 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

WMT opened at $118.71 on Wednesday. The company has a current ratio of 0.80, a quick ratio of 0.24 and a debt-to-equity ratio of 0.39. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $121.62. The firm has a 50 day moving average of $112.14 and a two-hundred day moving average of $104.88. The firm has a market capitalization of $946.14 billion, a PE ratio of 41.51, a P/E/G ratio of 5.10 and a beta of 0.66.

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

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst price-target raises signal continued confidence in Walmart’s execution — Truist bumped its target to $127 (from $119), citing solid across-the-board performance and improving convenience options for customers. Walmart (WMT) Gets Price Target Hike Amid Expanding Convenience Alternatives
• Positive Sentiment: RBC Capital reiterated an Outperform and nudged its price target to $126, reflecting positive discussions with Walmart management (including AI/product leadership) and reinforcing buy-side sentiment. RBC Capital Retains an Outperform Rating on Walmart Inc. (WMT)
• Positive Sentiment: Digital momentum remains strong — Walmart reported ~27% digital sales growth in Q3 driven by faster delivery, marketplace expansion and member adoption, supporting revenue diversification and margin upside from ads and marketplace fees. WMT Sees Broad-Based Digital Gains: Is the 20%+ Growth Sustainable?
• Positive Sentiment: PhonePe IPO progress could unlock value — regulatory clearance in India moves the fintech (part-owned by Walmart) closer to a public listing, a potential catalyst for value realization. Walmart’s PhonePe Gets Regulatory OK for Indian IPO
• Positive Sentiment: Retail assortment wins (brand rollouts) and capital returns underpin long-term fundamentals — a national launch of Viking Revolution in 900 stores and a decade of ~$132B returned to shareholders (dividends + buybacks) support steady cash returns and merchandising strength. Fast-Growing Men’s Grooming Brand Viking Revolution Launches in 900 Walmart Locations Nationwide Walmart Investors Had A $130 Billion Decade
• Neutral Sentiment: Earnings preview pieces and strategic experiments (e.g., higher-end home goods like a $1,699 espresso machine) highlight management’s efforts to attract higher-income shoppers, but near-term impact on margins/traffic is uncertain. Walmart earnings preview: What to expect Can a $1,699 Espresso Machine Help Walmart Challenge Amazon?
• Neutral Sentiment: Market commentary and analyst debate about sustainability of elevated growth rates (and how ETFs/sector moves affect Walmart exposure) create mixed near-term sentiment. Winners & Losers: The ETF Playbook to Glide Trump’s Great Healthcare Plan
• Negative Sentiment: Insider selling — recent EVP stock sales totaling roughly $1.7M reported; while not uncommon, such sales can pressure sentiment and raise questions about near-term insider convictions. Walmart (NASDAQ:WMT) EVP Sells $1,574,868.75 in Stock Walmart (NASDAQ:WMT) EVP Sells $166,560.00 in Stock
• Negative Sentiment: Valuation concerns and “is it overvalued?” commentary — rising multiples (current trailing P/E ~41.5) and some bearish takes have prompted debates about whether recent gains are priced for perfection. Walmart Stock Has Been a Big Winner Recently. But Is It Overvalued Now?

Insider Activity at Walmart

In related news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $119.99, for a total transaction of $1,574,868.75. Following the completion of the transaction, the executive vice president directly owned 727,155 shares in the company, valued at approximately $87,251,328.45. This trade represents a 1.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Daniel Danker sold 4,365 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $120.19, for a total value of $524,629.35. Following the completion of the transaction, the executive vice president directly owned 238,583 shares of the company’s stock, valued at $28,675,290.77. The trade was a 1.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 135,215 shares of company stock worth $15,071,810 in the last three months. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on WMT shares. DA Davidson set a $130.00 price target on Walmart and gave the stock a “buy” rating in a report on Friday, November 21st. Oppenheimer reiterated an “outperform” rating and issued a $125.00 target price (up from $115.00) on shares of Walmart in a research note on Thursday, January 8th. Wall Street Zen downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research report on Sunday. Guggenheim restated a “buy” rating and set a $120.00 price target (up previously from $115.00) on shares of Walmart in a research note on Friday, November 21st. Finally, Mizuho set a $125.00 price target on shares of Walmart and gave the stock an “outperform” rating in a report on Monday, January 5th. Thirty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $123.03.

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.