Allied Investment Advisors LLC Has $2 Million Stock Position in Walmart Inc. $WMT

Allied Investment Advisors LLC lifted its position in shares of Walmart Inc. (NYSE:WMT) by 6.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,476 shares of the retailer’s stock after acquiring an additional 1,313 shares during the quarter. Allied Investment Advisors LLC’s holdings in Walmart were worth $2,002,000 at the end of the most recent reporting period.

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

Insider Buying and Selling at Walmart

In related news, CTO Suresh Kumar sold 30,000 shares of the firm’s stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $103.47, for a total value of $3,104,100.00. Following the transaction, the chief technology officer owned 1,787,200 shares of the company’s stock, valued at approximately $184,921,584. This trade represents a 1.65% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Thursday, September 25th. The shares were sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the completion of the transaction, the chief executive officer directly owned 4,373,576 shares in the company, valued at approximately $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 a total of 151,038 shares of company stock worth $15,525,280 in the last quarter. 0.10% of the stock is owned by insiders.

Analyst Ratings Changes

Several brokerages recently weighed in on WMT. Wolfe Research began coverage on shares of Walmart in a research note on Thursday, September 18th. They issued an “outperform” rating and a $129.00 price objective on the stock. Sanford C. Bernstein set a $117.00 price objective on shares of Walmart and gave the stock an “outperform” rating in a research note on Friday, August 22nd. Mizuho reissued an “outperform” rating and issued a $115.00 price objective on shares of Walmart in a research note on Wednesday, August 13th. The Goldman Sachs Group upped 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, JPMorgan Chase & Co. cut their price target on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a research report on Friday, August 22nd. Thirty-one equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and a consensus target price of $113.07.

Walmart Price Performance

WMT stock opened at $106.22 on Friday. The stock has a market capitalization of $846.91 billion, a PE ratio of 39.93, a price-to-earnings-growth ratio of 5.03 and a beta of 0.67. The company’s 50-day moving average is $102.17 and its 200-day moving average is $98.61. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $109.57.

Walmart (NYSE:WMT) last released 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). The company had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.Walmart’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period last year, the company earned $0.67 EPS. 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 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.