Caprock Group LLC Buys New Stake in Walmart Inc. $WMT

Caprock Group LLC bought a new stake in shares of Walmart Inc. (NASDAQ:WMT) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 139,474 shares of the retailer’s stock, valued at approximately $13,559,000.

Several other institutional investors and hedge funds also recently modified their holdings of the business. CWM LLC raised its holdings in shares of Walmart by 24.2% in the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after purchasing an additional 229,220 shares in the last quarter. Neuberger Berman Group LLC boosted its holdings in Walmart by 0.8% during the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock worth $497,771,000 after buying an additional 42,645 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. grew its position in Walmart by 16.6% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock worth $6,567,000 after buying an additional 9,061 shares during the last quarter. Aviva PLC increased its holdings in shares of Walmart by 16.4% in the second quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock valued at $374,861,000 after buying an additional 539,504 shares in the last quarter. Finally, World Investment Advisors lifted its position in shares of Walmart by 5.2% during the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock valued at $30,286,000 after acquiring an additional 14,487 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on WMT. Wells Fargo & Company restated an “overweight” rating and issued a $140.00 target price (up from $130.00) on shares of Walmart in a report on Tuesday. TD Cowen reiterated a “buy” rating on shares of Walmart in a research report on Wednesday, January 14th. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a report on Wednesday, January 14th. CICC Research began coverage on shares of Walmart in a research note on Friday, December 26th. They set an “outperform” rating and a $125.00 price objective for the company. Finally, Robert W. Baird lifted their target price on shares of Walmart from $110.00 to $121.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Thirty-two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $126.26.

Walmart Trading Down 1.8%

Shares of NASDAQ WMT opened at $126.76 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 one year low of $79.81 and a one year high of $131.79. The business has a 50-day moving average price of $117.07 and a two-hundred day moving average price of $107.67. The firm has a market capitalization of $1.01 trillion, a PE ratio of 44.32, a PEG ratio of 4.93 and a beta of 0.65.

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

Insider Buying and Selling

In other news, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total value of $2,445,400.00. Following the transaction, the executive vice president directly owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. This represents a 3.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Donna Morris sold 76,181 shares of Walmart stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total value of $9,430,445.99. Following the sale, the executive vice president directly owned 402,072 shares of the company’s stock, valued at approximately $49,772,492.88. The trade was a 15.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 229,196 shares of company stock worth $26,957,858. Insiders own 0.10% of the company’s stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Next‑gen stores: Walmart’s Jacksonville Supercenter rollout highlights faster delivery, improved store layouts and deeper digital integration — evidence the company can drive omnichannel sales and margins over time. Read More.
• Positive Sentiment: Analyst upgrade: Mizuho raised its WMT price target (to $137) and continues to rate the stock outperform — a catalyst that can support sentiment and attract buyers into any weakness. Read More.
• Neutral Sentiment: AI/tech strategy: Coverage notes Walmart is partnering with big tech (Amazon/Meta/Alphabet-led AI activity) to accelerate digital capabilities without matching their mega capex — potential long‑term benefit but uncertain timing and economics. Read More.
• Negative Sentiment: Major legal risk — Estée Lauder lawsuit: Estée Lauder sued Walmart alleging counterfeit La Mer, Le Labo, Clinique, Aveda and Tom Ford products were sold via Walmart’s online marketplace and accuses Walmart of facilitating those sales. The suit seeks injunctions and damages; the case raises reputational, liability and potential marketplace‑oversight costs. Read More.
• Negative Sentiment: Soft retail data: December retail sales were flat (missing expectations), a sign consumer spending momentum cooled — a macro headwind that could pressure Walmart’s comps and margin leverage in the near term. Read More.
• Negative Sentiment: Competitive risk — Kroger hires ex‑Walmart CEO for U.S. Greg Foran: Kroger’s leadership hire could sharpen competition in grocery and store execution, putting incremental pressure on Walmart’s U.S. share and margins if Kroger executes well. Read More.

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.