Joel Isaacson & Co. LLC Has $4.01 Million Stock Position in Walmart Inc. $WMT

Joel Isaacson & Co. LLC increased its stake in Walmart Inc. (NASDAQ:WMT) by 20.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,920 shares of the retailer’s stock after acquiring an additional 6,502 shares during the quarter. Joel Isaacson & Co. LLC’s holdings in Walmart were worth $4,011,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in Walmart by 1.4% in the second quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after acquiring an additional 5,856,468 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Walmart by 0.3% in the 2nd quarter. Geode Capital Management LLC now owns 94,557,532 shares of the retailer’s stock worth $9,199,712,000 after acquiring an additional 263,718 shares during the last quarter. Norges Bank bought a new stake in Walmart during the 2nd quarter worth approximately $5,367,770,000. Ameriprise Financial Inc. grew its holdings in Walmart by 3.6% during the second quarter. Ameriprise Financial Inc. now owns 31,973,329 shares of the retailer’s stock worth $3,126,775,000 after buying an additional 1,098,342 shares in the last quarter. Finally, Amundi boosted its holdings 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 acquiring an additional 3,710,506 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Analysts Set New Price Targets

WMT has been the subject of a number of research analyst reports. UBS Group set a $130.00 price target on Walmart in a research report on Wednesday, December 3rd. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a research report on Wednesday, January 14th. The Goldman Sachs Group set a $121.00 price objective on shares of Walmart and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Evercore ISI set a $120.00 target price on shares of Walmart and gave the company an “outperform” rating in a research report on Tuesday, December 16th. Finally, Mizuho set a $125.00 price target on Walmart and gave the company an “outperform” rating in a research report on Monday, January 5th. Thirty-two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Walmart currently has an average rating of “Moderate Buy” and a consensus price target of $123.03.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: PhonePe (Walmart-backed) reportedly received SEBI approval for an India IPO — a potential multi?billion-dollar liquidity event that could unlock value and strengthen investor sentiment toward Walmart’s international investments. PhonePe SEBI approval
• Positive Sentiment: Walmart is expanding its Marketplace into premium categories (musical instruments, premium music gear) and adding new leadership and AI focus — moves that should help mix-shift to higher-margin sales and boost digital marketplace revenue. Marketplace expansion & AI push
• Positive Sentiment: Analysts have recently raised price targets (Truist to $127, RBC to $126) and kept favorable ratings, reflecting confidence in Walmart’s top?line momentum and strategy — supportive for the stock if execution continues. Price target hikes
• Positive Sentiment: Digital sales growth remains a bright spot — reported Q3 digital growth ~27% with faster delivery and marketplace/member adoption — supporting investor hopes for sustained e?commerce margin improvement. Digital growth analysis
• Neutral Sentiment: Walmart’s long history of returning capital (dividends + buybacks) and commentators positioning it as a defensive, dividend-bearing holding support its appeal to income and value investors. Capital returns decade
• Neutral Sentiment: New product assortments (e.g., premium home goods, a $1,699 espresso machine, and national rollouts like Viking Revolution) aim to attract higher?income shoppers — strategic but gradual in impact. WSJ on premium goods
• Negative Sentiment: Some analysts and writers warn Walmart may be richly valued after recent gains and question whether double?digit digital growth rates are sustainable — concerns that can pressure the stock if upcoming results disappoint. Valuation concerns
• Negative Sentiment: Earnings previews and sustainability questions mean the market is sensitive to guidance; any sign of slowing digital momentum or margin pressure could drive further weakness. Earnings preview

Insider Buying and Selling at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 1,388 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $120.00, for a total value of $166,560.00. Following the completion of the transaction, the executive vice president owned 645,642 shares of the company’s stock, valued at $77,477,040. The trade was a 0.21% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Donna Morris sold 9,384 shares of the firm’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $120.19, for a total transaction of $1,127,862.96. Following the sale, the executive vice president owned 536,312 shares in the company, valued at approximately $64,459,339.28. This trade represents a 1.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 135,215 shares of company stock valued at $15,071,810 over the last quarter. Company insiders own 0.10% of the company’s stock.

Walmart Trading Down 0.8%

Shares of Walmart stock opened at $118.71 on Wednesday. The company’s 50-day moving average price is $112.14 and its 200-day moving average price is $104.88. The company has a market cap of $946.14 billion, a price-to-earnings ratio of 41.51, a PEG ratio of 5.10 and a beta of 0.66. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $121.62. 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 (NASDAQ:WMT) last posted its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. The business had revenue of $179.50 billion for the quarter, compared to analyst estimates of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. Walmart’s revenue was up 5.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

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.