Walmart Inc. $WMT Shares Purchased by Wealthcare Capital Partners LLC

Wealthcare Capital Partners LLC grew its position in shares of Walmart Inc. (NYSE:WMT) by 20.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,599 shares of the retailer’s stock after purchasing an additional 1,467 shares during the period. Wealthcare Capital Partners LLC’s holdings in Walmart were worth $841,000 at the end of the most recent quarter.

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

Walmart Stock Performance

Walmart stock opened at $102.15 on Monday. The firm has a market capitalization of $814.46 billion, a PE ratio of 38.40, a price-to-earnings-growth ratio of 4.81 and a beta of 0.67. Walmart Inc. has a one year low of $78.98 and a one year high of $106.11. The stock’s 50 day moving average price is $100.77 and its 200 day moving average price is $96.76. 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 posted its quarterly earnings data 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). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm had revenue of $169.34 billion for the quarter, compared to analysts’ expectations of $174.02 billion. During the same quarter in the prior year, the business earned $0.67 EPS. 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. As a group, sell-side analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the stock. Sanford C. Bernstein set a $117.00 price objective on shares of Walmart and gave the company an “outperform” rating in a research note on Friday, August 22nd. Piper Sandler reissued an “overweight” rating and set a $111.00 price target on shares of Walmart in a research report on Wednesday, September 24th. Erste Group Bank upgraded Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. KeyCorp boosted their target price on Walmart from $105.00 to $110.00 and gave the stock an “overweight” rating in a report on Monday, June 9th. Finally, Mizuho reissued an “outperform” rating and set a $115.00 target price on shares of Walmart in a research report on Wednesday, August 13th. Thirty research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, Walmart has an average rating of “Moderate Buy” and an average price target of $112.38.

Insider Activity

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Thursday, August 28th. The stock was sold at an average price of $95.97, for a total transaction of $1,863,353.52. Following the completion of the sale, the chief executive officer directly owned 4,392,985 shares in the company, valued at $421,594,770.45. This trade represents a 0.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction dated 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 sale, the executive vice president directly owned 932,313 shares in the company, valued at approximately $88,700,258.82. The trade was a 1.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 151,232 shares of company stock valued at $15,083,877. Corporate 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.