Litman Gregory Wealth Management LLC Has $272,000 Position in Walmart Inc. $WMT

Litman Gregory Wealth Management LLC boosted its position in Walmart Inc. (NYSE:WMT) by 9.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,777 shares of the retailer’s stock after purchasing an additional 250 shares during the quarter. Litman Gregory Wealth Management LLC’s holdings in Walmart were worth $272,000 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 WMT. Operose Advisors LLC grew its stake in shares of Walmart by 319.7% in the first quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after acquiring an additional 243 shares in the last quarter. PFS Partners LLC raised its stake in 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. boosted its holdings in Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after purchasing an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd grew its position in shares of Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after purchasing an additional 294 shares in the last quarter. Finally, Ridgewood Investments LLC increased its holdings in shares of Walmart by 55.3% during the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after purchasing an additional 115 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Thursday, August 28th. The shares were sold at an average price of $95.97, for a total value of $1,863,353.52. Following the sale, the chief executive officer 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 filing with the SEC, which is available at this link. Also, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, July 17th. The stock was sold at an average price of $95.14, for a total transaction 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 trade represents a 1.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 151,232 shares of company stock worth $15,083,877 in the last 90 days. 0.10% of the stock is currently owned by company insiders.

Analyst Ratings Changes

WMT has been the subject of several recent research reports. Tigress Financial boosted their price target on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research note on Wednesday, September 3rd. Sanford C. Bernstein set a $117.00 target price on Walmart and gave the company an “outperform” rating in a research report on Friday, August 22nd. Erste Group Bank upgraded Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. Guggenheim reaffirmed a “buy” rating and issued a $115.00 price target (up previously from $112.00) on shares of Walmart in a research note on Monday, August 18th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research note on Saturday, September 27th. Thirty research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, Walmart presently has a consensus rating of “Moderate Buy” and a consensus target price of $112.38.

Walmart Stock Performance

NYSE:WMT opened at $102.70 on Tuesday. Walmart Inc. has a twelve month low of $78.98 and a twelve month high of $106.11. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. The stock’s 50-day simple moving average is $100.88 and its 200 day simple moving average is $96.87. The firm has a market capitalization of $818.81 billion, a PE ratio of 38.61, a price-to-earnings-growth ratio of 4.81 and a beta of 0.67.

Walmart (NYSE:WMT) last posted its earnings results 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 return on equity of 21.45% and a net margin of 3.08%.The company had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same period last year, the company posted $0.67 EPS. 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. On average, analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

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.