Beacon Financial Advisory LLC Grows Holdings in Walmart Inc. $WMT

Beacon Financial Advisory LLC raised its position in shares of Walmart Inc. (NYSE:WMT) by 2.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,627 shares of the retailer’s stock after acquiring an additional 259 shares during the period. Beacon Financial Advisory LLC’s holdings in Walmart were worth $1,235,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC increased its holdings in shares of Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after purchasing an additional 485 shares during the last quarter. Mainstream Capital Management LLC boosted its stake in shares of Walmart by 13.6% in the first quarter. Mainstream Capital Management LLC now owns 12,345 shares of the retailer’s stock worth $1,084,000 after acquiring an additional 1,474 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of Walmart by 5.2% in the first quarter. Sivia Capital Partners LLC now owns 12,892 shares of the retailer’s stock valued at $1,132,000 after buying an additional 637 shares during the last quarter. Finally, LexAurum Advisors LLC boosted its holdings in shares of Walmart by 2.5% during the 1st quarter. LexAurum Advisors LLC now owns 11,104 shares of the retailer’s stock worth $975,000 after purchasing an additional 275 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Up 0.4%

WMT stock opened at $102.15 on Monday. The company’s 50 day moving average price is $100.77 and its 200 day moving average price is $96.76. The firm has a market capitalization of $814.46 billion, a price-to-earnings ratio of 38.40, a PEG ratio of 4.81 and a beta of 0.67. Walmart Inc. has a fifty-two week low of $78.98 and a fifty-two week high of $106.11. 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 (NYSE:WMT) last announced its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm had revenue of $169.34 billion during the quarter, compared to analysts’ expectations of $174.02 billion. During the same period in the prior year, the company posted $0.67 earnings per share. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. 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 research analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Insider Buying and Selling at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Thursday, September 25th. The stock was sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the completion of the sale, the chief executive officer owned 4,373,576 shares in the company, valued at $451,396,778.96. The trade was a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Daniel J. Bartlett sold 1,610 shares of the stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $103.71, for a total transaction of $166,973.10. Following the completion of the transaction, the executive vice president owned 645,968 shares in the company, valued at $66,993,341.28. This represents a 0.25% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 151,232 shares of company stock worth $15,083,877. 0.10% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of research analysts recently commented on WMT shares. Sanford C. Bernstein set a $117.00 price objective on Walmart and gave the company an “outperform” rating in a report on Friday, August 22nd. Evercore ISI reissued an “outperform” rating and set a $110.00 price objective (up from $108.00) on shares of Walmart in a research report on Monday, August 18th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $118.00 target price on shares of Walmart in a research report on Wednesday, September 24th. The Goldman Sachs Group lifted their price target on shares of Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, August 22nd. Finally, Piper Sandler restated an “overweight” rating and issued a $111.00 price objective on shares of Walmart in a report on Wednesday, September 24th. Thirty investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $112.38.

Walmart 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.