Walmart Inc. $WMT Shares Purchased by Impact Partnership Wealth LLC

Impact Partnership Wealth LLC increased its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 78.9% in the fourth quarter, Holdings Channel reports. The firm owned 31,136 shares of the retailer’s stock after acquiring an additional 13,733 shares during the period. Walmart accounts for 0.4% of Impact Partnership Wealth LLC’s investment portfolio, making the stock its 27th biggest position. Impact Partnership Wealth LLC’s holdings in Walmart were worth $3,469,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Entrust Financial LLC acquired a new stake in Walmart in the fourth quarter valued at approximately $27,000. Collier Financial acquired a new stake in Walmart in the third quarter valued at approximately $25,000. Your Advocates Ltd. LLP acquired a new stake in Walmart in the third quarter valued at approximately $28,000. Beacon Financial Strategies CORP acquired a new stake in Walmart in the fourth quarter valued at approximately $30,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in Walmart in the third quarter valued at approximately $30,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Sam’s Club reported strong member engagement, with its Member’s Mark community topping 150,000 participants, highlighting growth in Walmart’s warehouse-club business and its ability to build loyalty around private-label products. Sam’s Club’s Member’s Mark Community Surges to Over 150000 Participants
• Positive Sentiment: Commentary from market watchers suggested Walmart’s recent pullback could be a buying opportunity, with analysts still pointing to meaningful upside versus current trading levels. Why the Walmart Dip Is the Best Buying Opportunity of 2026
• Neutral Sentiment: Walmart was highlighted in a value-comparison piece versus Kroger, reinforcing ongoing investor interest in the stock as a defensive retail name rather than signaling a clear catalyst. KR vs. WMT Which Stock Is the Better Value Option
• Neutral Sentiment: Walmart’s name came up in broader coverage about slower consumer spending and inflation, which may support its value-oriented positioning but also underscores a cautious macro backdrop. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
• Negative Sentiment: Reports of executive departures during Walmart’s leadership transition may raise concerns about stability as the company prepares for a CEO change. Walmart Faces Executive Departures Amid Leadership Transition
• Negative Sentiment: Two senior insiders sold shares, including EVP Latriece Watkins and Director C. Douglas McMillon, which can weigh on sentiment even though McMillon’s sale was made under a pre-arranged trading plan. Insider trade: Latriece Watkins Insider trade: C Douglas Mcmillon

Insider Activity

In related news, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total transaction of $359,368.00. Following the transaction, the executive vice president directly owned 577,853 shares in the company, valued at $71,607,543.76. This trade represents a 0.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the transaction, the chief executive officer owned 687,287 shares in the company, valued at $83,821,522.52. This trade represents a 1.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 137,008 shares of company stock valued at $17,048,504 over the last three months. 0.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have issued reports on WMT. Citigroup reaffirmed a “buy” rating and issued a $147.00 price objective (up from $120.00) on shares of Walmart in a research report on Thursday, February 5th. Tigress Financial reaffirmed a “buy” rating and issued a $155.00 price objective (up from $150.00) on shares of Walmart in a research report on Friday. Mizuho increased their price objective on shares of Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a research report on Monday, February 9th. Telsey Advisory Group increased their price objective on shares of Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research report on Friday, February 20th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Walmart Stock Performance

Walmart stock opened at $115.75 on Friday. The stock has a market cap of $922.64 billion, a P/E ratio of 40.61, a price-to-earnings-growth ratio of 4.44 and a beta of 0.65. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The stock has a 50 day moving average of $126.11 and a 200-day moving average of $120.61. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $135.15.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same period in the prior year, the business posted $0.61 EPS. The business’s revenue was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

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.