Walmart Inc. $WMT Shares Acquired by Gutierrez Wealth Advisory LLC

Gutierrez Wealth Advisory LLC increased its position in shares of Walmart Inc. (NYSE:WMT) by 0.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,130 shares of the retailer’s stock after purchasing an additional 109 shares during the period. Walmart accounts for about 2.5% of Gutierrez Wealth Advisory LLC’s investment portfolio, making the stock its 15th largest holding. Gutierrez Wealth Advisory LLC’s holdings in Walmart were worth $3,728,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of Walmart by 0.8% in the 1st quarter. Vanguard Group Inc. now owns 425,961,042 shares of the retailer’s stock worth $37,395,120,000 after purchasing an additional 3,224,154 shares during the last quarter. Kingstone Capital Partners Texas LLC lifted its stake in Walmart by 397,264.9% during the second quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock valued at $10,496,702,000 after purchasing an additional 104,488,610 shares during the last quarter. Goldman Sachs Group Inc. boosted its holdings in Walmart by 30.1% during the first quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock worth $2,922,770,000 after buying an additional 7,706,201 shares in the last quarter. Ameriprise Financial Inc. grew its position in Walmart by 1.3% in the first quarter. Ameriprise Financial Inc. now owns 30,874,987 shares of the retailer’s stock worth $2,710,665,000 after buying an additional 387,424 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in shares of Walmart by 2.9% in the first quarter. Invesco Ltd. now owns 29,188,142 shares of the retailer’s stock valued at $2,562,427,000 after buying an additional 823,020 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Insider Buying and Selling at Walmart

In other news, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, September 18th. The stock was sold at an average price of $103.74, for a total transaction of $1,361,587.50. Following the completion of the sale, the executive vice president directly owned 906,064 shares of the company’s stock, valued at $93,995,079.36. This trade represents a 1.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company’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 value of $2,003,925.36. Following the sale, the chief executive officer directly owned 4,373,576 shares of the company’s stock, valued at $451,396,778.96. The trade was a 0.44% decrease in their position. The disclosure for this sale can be found here. Insiders sold 151,232 shares of company stock valued at $15,083,877 in the last quarter. Corporate insiders own 0.10% of the company’s stock.

Walmart Price Performance

NYSE WMT opened at $102.15 on Monday. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. The firm has a market capitalization of $814.46 billion, a price-to-earnings ratio of 38.40, a price-to-earnings-growth ratio of 4.81 and a beta of 0.67. The company has a 50 day simple moving average of $100.77 and a 200-day simple moving average of $96.76. Walmart Inc. has a 52-week low of $78.98 and a 52-week high of $106.11.

Walmart (NYSE:WMT) last released its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing the consensus estimate of $0.74 by ($0.06). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The company had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. During the same quarter in the prior year, the company posted $0.67 EPS. The firm’s quarterly 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. Equities research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research firms have recently weighed in on WMT. Wolfe Research assumed coverage on Walmart in a research note on Thursday, September 18th. They set an “outperform” rating and a $129.00 price objective for the company. Evercore ISI reiterated an “outperform” rating and issued a $110.00 price target (up previously from $108.00) on shares of Walmart in a research report on Monday, August 18th. Erste Group Bank raised Walmart from a “hold” rating to a “buy” rating in a research note on Tuesday, August 5th. JPMorgan Chase & Co. reduced their price objective on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a research note on Friday, August 22nd. Finally, Tigress Financial raised their target price on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, September 3rd. Thirty equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target 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.