Relyea Zuckerberg Hanson LLC Grows Position in Walmart Inc. $WMT

Relyea Zuckerberg Hanson LLC increased its position in Walmart Inc. (NYSE:WMT) by 12.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,853 shares of the retailer’s stock after buying an additional 2,010 shares during the quarter. Relyea Zuckerberg Hanson LLC’s holdings in Walmart were worth $1,746,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Bedel Financial Consulting Inc. grew its stake in shares of Walmart by 0.4% in the first quarter. Bedel Financial Consulting Inc. now owns 25,915 shares of the retailer’s stock worth $2,275,000 after purchasing an additional 102 shares during the last quarter. Scott & Selber Inc. lifted its holdings in Walmart by 3.7% in the 1st quarter. Scott & Selber Inc. now owns 2,920 shares of the retailer’s stock worth $256,000 after buying an additional 105 shares during the period. Capital Advisors Wealth Management LLC lifted its holdings in Walmart by 1.4% in the 1st quarter. Capital Advisors Wealth Management LLC now owns 7,794 shares of the retailer’s stock worth $684,000 after buying an additional 105 shares during the period. Lauterbach Financial Advisors LLC grew its position in shares of Walmart by 1.8% in the 1st quarter. Lauterbach Financial Advisors LLC now owns 5,885 shares of the retailer’s stock worth $517,000 after buying an additional 106 shares during the last quarter. Finally, Baron Silver Stevens Financial Advisors LLC increased its stake in shares of Walmart by 1.4% during the first quarter. Baron Silver Stevens Financial Advisors LLC now owns 7,799 shares of the retailer’s stock valued at $685,000 after buying an additional 106 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. Evercore ISI reaffirmed an “outperform” rating and issued a $110.00 price target (up previously from $108.00) on shares of Walmart in a research note on Monday, August 18th. 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 report on Wednesday, September 17th. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research report on Saturday, September 27th. Wolfe Research initiated coverage on shares of Walmart in a report on Thursday, September 18th. They issued an “outperform” rating and a $129.00 price objective for the company. Finally, Erste Group Bank upgraded Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. Thirty equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $112.38.

Insider Transactions at Walmart

In other news, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction on 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 transaction, the executive vice president directly owned 906,064 shares in the company, valued at $93,995,079.36. This trade represents a 1.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP John D. Rainey sold 2,200 shares of the company’s stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $101.33, for a total transaction of $222,926.00. Following the completion of the transaction, the executive vice president owned 621,718 shares in the company, valued at approximately $62,998,684.94. The trade was a 0.35% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 151,232 shares of company stock valued at $15,083,877. 0.10% of the stock is currently owned by corporate insiders.

Walmart Price Performance

Shares of NYSE WMT opened at $102.70 on Tuesday. The company has a 50 day simple moving average of $100.88 and a two-hundred day simple moving average of $96.87. Walmart Inc. has a fifty-two week low of $78.98 and a fifty-two week high of $106.11. The company has a market capitalization of $818.81 billion, a price-to-earnings ratio of 38.61, a P/E/G ratio of 4.81 and a beta of 0.67. 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 issued its quarterly 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 in the prior year, the firm earned $0.67 earnings per share. The business’s revenue for the quarter 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. Analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

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.