Charles Schwab Trust Co Has $2.03 Million Holdings in Walmart Inc. $WMT

Charles Schwab Trust Co lifted its holdings in shares of Walmart Inc. (NYSE:WMT) by 2.4% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 20,775 shares of the retailer’s stock after acquiring an additional 483 shares during the period. Charles Schwab Trust Co’s holdings in Walmart were worth $2,031,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Weatherly Asset Management L. P. grew its position in shares of Walmart by 7.0% during the 2nd quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock worth $5,489,000 after buying an additional 3,696 shares during the period. Gerber Kawasaki Wealth & Investment Management grew its holdings in Walmart by 34.6% during the first quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock valued at $3,355,000 after purchasing an additional 9,831 shares during the period. Ally Financial Inc. bought a new stake in Walmart in the first quarter valued at approximately $2,107,000. Night Squared LP acquired a new stake in Walmart in the first quarter worth $1,052,000. Finally, Monument Capital Management boosted its position in shares of Walmart by 94.2% during the first quarter. Monument Capital Management now owns 55,004 shares of the retailer’s stock worth $4,829,000 after purchasing an additional 26,685 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Insider Transactions at Walmart

In other news, CTO Suresh Kumar sold 30,000 shares of the stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the transaction, the chief technology officer owned 1,787,200 shares in the company, valued at approximately $184,921,584. This trade represents a 1.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, July 17th. The stock was sold at an average price of $95.14, for a total value of $1,248,712.50. Following the transaction, the executive vice president owned 932,313 shares in the company, valued at $88,700,258.82. The trade was a 1.39% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 151,232 shares of company stock worth $15,077,519 over the last three months. Company insiders own 0.10% of the company’s stock.

Walmart Trading Up 0.1%

Shares of NYSE:WMT opened at $103.14 on Monday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. Walmart Inc. has a 52-week low of $78.98 and a 52-week high of $106.11. The company has a 50-day simple moving average of $100.16 and a 200 day simple moving average of $96.19. The company has a market capitalization of $822.32 billion, a P/E ratio of 38.77, a price-to-earnings-growth ratio of 4.86 and a beta of 0.65.

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

Analyst Ratings Changes

A number of analysts recently commented on WMT shares. Tigress Financial upped their price objective on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, September 3rd. Bank of America increased their price target on Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, September 17th. Oppenheimer lifted their price objective on Walmart from $110.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, August 13th. Piper Sandler reissued an “overweight” rating and set a $111.00 target price on shares of Walmart in a research note on Wednesday, September 24th. Finally, Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a research note on Tuesday, August 5th. Twenty-nine investment analysts have rated the stock with a Buy rating and one has 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 $112.38.

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.