Walmart Inc. $WMT Shares Sold by Orser Capital Management LLC

Orser Capital Management LLC trimmed its holdings in shares of Walmart Inc. (NYSE:WMT) by 4.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,823 shares of the retailer’s stock after selling 1,105 shares during the quarter. Walmart accounts for approximately 1.8% of Orser Capital Management LLC’s portfolio, making the stock its 20th biggest position. Orser Capital Management LLC’s holdings in Walmart were worth $2,427,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Whelan Financial boosted its holdings in Walmart by 2.3% during the 4th quarter. Whelan Financial now owns 4,339 shares of the retailer’s stock valued at $392,000 after acquiring an additional 97 shares during the period. Bedel Financial Consulting Inc. boosted its holdings in Walmart by 0.4% during the 1st quarter. Bedel Financial Consulting Inc. now owns 25,915 shares of the retailer’s stock valued at $2,275,000 after acquiring an additional 102 shares during the period. Scott & Selber Inc. boosted its holdings in Walmart by 3.7% during the 1st quarter. Scott & Selber Inc. now owns 2,920 shares of the retailer’s stock valued at $256,000 after acquiring an additional 105 shares during the period. Capital Advisors Wealth Management LLC boosted its holdings in Walmart by 1.4% during the 1st quarter. Capital Advisors Wealth Management LLC now owns 7,794 shares of the retailer’s stock valued at $684,000 after acquiring an additional 105 shares during the period. Finally, Lauterbach Financial Advisors LLC boosted its holdings in Walmart by 1.8% during the 1st quarter. Lauterbach Financial Advisors LLC now owns 5,885 shares of the retailer’s stock valued at $517,000 after acquiring an additional 106 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Trading Up 0.2%

NYSE:WMT opened at $103.65 on Tuesday. The firm has a market cap of $826.39 billion, a P/E ratio of 38.97, a PEG ratio of 4.97 and a beta of 0.65. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The stock’s 50 day simple moving average is $98.80 and its 200-day simple moving average is $95.43. Walmart Inc. has a 12-month low of $77.49 and a 12-month high of $105.30.

Walmart (NYSE:WMT) last released its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The company had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same period in the previous year, the firm posted $0.67 EPS. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Equities analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. Mizuho restated an “outperform” rating and set a $115.00 target price on shares of Walmart in a report on Wednesday, August 13th. JPMorgan Chase & Co. decreased their price objective on Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a research note on Friday, August 22nd. Evercore ISI reiterated an “outperform” rating and issued a $110.00 price objective (up previously from $108.00) on shares of Walmart in a research note on Monday, August 18th. Erste Group Bank upgraded Walmart from a “hold” rating to a “buy” rating in a research note on Tuesday, August 5th. Finally, KeyCorp lifted their price objective on Walmart from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Monday, June 9th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart presently has an average rating of “Buy” and a consensus target price of $110.76.

Insiders Place Their Bets

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction on Thursday, July 24th. The stock was sold at an average price of $95.58, for a total transaction of $1,855,781.28. Following the transaction, the chief executive officer owned 4,412,398 shares of the company’s stock, valued at $421,737,000.84. This represents a 0.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the company’s stock in a transaction on Monday, July 21st. The stock was sold at an average price of $95.14, for a total value of $380,560.00. Following the transaction, the executive vice president directly owned 1,056,455 shares in the company, valued at $100,511,128.70. This represents a 0.38% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 119,622 shares of company stock worth $11,551,646. Insiders own 0.10% of the company’s stock.

Walmart Company Profile

Walmart Inc engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications.