Dogwood Wealth Management LLC Sells 458 Shares of Walmart Inc. $WMT

Dogwood Wealth Management LLC decreased its position in Walmart Inc. (NYSE:WMT) by 5.5% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,858 shares of the retailer’s stock after selling 458 shares during the quarter. Dogwood Wealth Management LLC’s holdings in Walmart were worth $763,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of WMT. Operose Advisors LLC raised its position in Walmart by 319.7% in the first quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after acquiring an additional 243 shares during the period. PFS Partners LLC increased its stake in shares of Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after purchasing an additional 233 shares in the last quarter. Bear Mountain Capital Inc. raised its holdings in Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock worth $32,000 after purchasing an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd lifted its position in Walmart by 432.4% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after purchasing an additional 294 shares in the last quarter. Finally, Ridgewood Investments LLC lifted its position in Walmart by 55.3% during the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after purchasing an additional 115 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Walmart

In related 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 completion of the transaction, the chief technology officer directly owned 1,787,200 shares of the company’s stock, valued at approximately $184,921,584. This represents a 1.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, July 17th. The shares were 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 of the company’s stock, valued at $88,700,258.82. This represents a 1.39% decrease in their position. The disclosure for this sale can be found here. Insiders sold 149,032 shares of company stock worth $14,860,951 over the last 90 days. Company insiders own 0.10% of the company’s stock.

Walmart Trading Down 1.1%

Shares of WMT opened at $101.97 on Thursday. The firm has a market cap of $812.99 billion, a P/E ratio of 38.33, a price-to-earnings-growth ratio of 4.86 and a beta of 0.67. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. Walmart Inc. has a 1 year low of $78.98 and a 1 year high of $106.11. The company has a 50 day simple moving average of $100.58 and a two-hundred day simple moving average of $96.40.

Walmart (NYSE:WMT) last released its earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing the consensus estimate of $0.74 by ($0.06). The company had revenue of $169.34 billion during the quarter, compared to analysts’ expectations of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.Walmart’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same period last 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. On average, equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have recently commented on WMT. Erste Group Bank raised Walmart from a “hold” rating to a “buy” rating in a research note on Tuesday, August 5th. Telsey Advisory Group reissued an “outperform” rating and issued a $118.00 target price on shares of Walmart in a report on Wednesday, September 24th. Bank of America raised their target price on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 17th. Piper Sandler reiterated an “overweight” rating and issued a $111.00 price target on shares of Walmart in a research report on Wednesday, September 24th. Finally, Oppenheimer increased their price objective on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, August 13th. Twenty-nine research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $112.38.

About Walmart

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.