Guerra Advisors Inc Has $3.44 Million Stock Position in Walmart Inc. $WMT

Guerra Advisors Inc lifted its holdings in Walmart Inc. (NASDAQ:WMT) by 16.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 33,385 shares of the retailer’s stock after acquiring an additional 4,717 shares during the period. Walmart makes up approximately 1.3% of Guerra Advisors Inc’s investment portfolio, making the stock its 27th largest position. Guerra Advisors Inc’s holdings in Walmart were worth $3,441,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Access Investment Management LLC acquired a new stake in shares of Walmart during the 2nd quarter worth $26,000. Your Advocates Ltd. LLP bought a new stake in Walmart during the third quarter worth about $28,000. Roble Belko & Company Inc lifted its position in Walmart by 212.6% during the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares during the period. Manning & Napier Advisors LLC acquired a new stake in Walmart during the third quarter worth about $39,000. Finally, Harbor Asset Planning Inc. bought a new position in Walmart in the 2nd quarter valued at about $46,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Up 1.5%

Shares of NASDAQ WMT opened at $119.14 on Monday. The company has a 50 day simple moving average of $114.48 and a 200 day simple moving average of $106.10. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $121.62. The firm has a market cap of $949.57 billion, a PE ratio of 41.66, a price-to-earnings-growth ratio of 5.08 and a beta of 0.65.

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

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Leadership change signals digital focus — John Furner will become CEO of Walmart Inc. on Feb. 1, a move markets interpret as a deliberate shift to accelerate Walmart’s digital footprint and omnichannel execution, which could support long?term revenue and margin expansion. Walmart’s Choice for New CEO Signals Intent to Expand Digital Footprint
• Positive Sentiment: Scale and top-line strength — a recent review highlights Walmart generated roughly $681 billion in revenue in fiscal 2025 (about $1.87B/day), underscoring the company’s dominant scale that supports bargaining power, assortment investment, and steady cash flow. Walmart’s $611 Billion Annual Revenue: Breaking Down $1.7 Billion Per Day
• Positive Sentiment: Front?line investment in pharmacy staff — Walmart is boosting pay and elevating about 3,000 pharmacy roles, which should help reduce turnover, improve service in a high?margin category, and support healthcare strategy. That operational investment is viewed positively for execution and customer experience. Walmart boosting pay potential for pharmacy technicians, elevates 3,000 roles
• Neutral Sentiment: Competitive landscape remains intense — coverage highlights ongoing competition between Walmart and Amazon across grocery and healthcare, a reminder that pricing and logistics arms races could pressure margins even as Walmart scales services. Amazon, Walmart Fight War on 2 Fronts: Grocery and Healthcare
• Neutral Sentiment: Merchandising promotions — brands like Cate & Chloe are featuring product assortments on Walmart.com for seasonal gifting (Valentine’s), which supports e?commerce assortment and marketing but is not material alone. Cate & Chloe Highlights Valentine’s Day Hoop Earrings Available at Walmart
• Neutral Sentiment: Broader retail PR and community efforts — unrelated consumer goods relief efforts (e.g., P&G storm relief) reflect sector-wide CSR activity; positive for brand but limited direct impact on Walmart’s near?term financials. PROCTER & GAMBLE BRINGS RELIEF TO MISSISSIPPI RESIDENTS AFFECTED BY SEVERE WINTER STORM

Insider Activity

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Friday, December 26th. The stock was sold at an average price of $111.83, for a total value of $2,171,291.28. Following the completion of the sale, the chief executive officer owned 4,315,333 shares of the company’s stock, valued at approximately $482,583,689.39. This represents a 0.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Donna Morris sold 9,384 shares of Walmart stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total value of $1,127,862.96. Following the completion of the transaction, the executive vice president directly owned 536,312 shares in the company, valued at approximately $64,459,339.28. This represents a 1.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 133,015 shares of company stock worth $15,082,012. 0.10% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several analysts recently issued reports on WMT shares. JPMorgan Chase & Co. increased their price target on shares of Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a research report on Friday, November 21st. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $135.00 target price on shares of Walmart in a report on Wednesday, January 14th. BTIG Research reissued a “buy” rating and set a $125.00 price target on shares of Walmart in a report on Wednesday, January 14th. TD Cowen reaffirmed a “buy” rating on shares of Walmart in a research note on Wednesday, January 14th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research note on Wednesday, January 14th. Thirty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $123.37.

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.