Brookwood Investment Group LLC Purchases 14,635 Shares of Walmart Inc. $WMT

Brookwood Investment Group LLC boosted its position in Walmart Inc. (NYSE:WMT) by 65.8% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 36,877 shares of the retailer’s stock after acquiring an additional 14,635 shares during the period. Walmart accounts for approximately 0.6% of Brookwood Investment Group LLC’s portfolio, making the stock its 29th largest holding. Brookwood Investment Group LLC’s holdings in Walmart were worth $3,606,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Operose Advisors LLC raised its stake in Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after acquiring an additional 243 shares during the period. 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 valued at $31,000 after acquiring an additional 233 shares during the period. Ridgewood Investments LLC increased its position in shares of Walmart by 55.3% during the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after buying an additional 115 shares during the period. Bear Mountain Capital Inc. increased its position in shares of Walmart by 98.2% during the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after buying an additional 167 shares during the period. Finally, Clal Insurance Enterprises Holdings Ltd increased its position in shares of Walmart by 432.4% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after buying an additional 294 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on WMT shares. Bank of America upped their price target on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, September 17th. Sanford C. Bernstein set a $117.00 price target 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. Piper Sandler reiterated an “overweight” rating and set a $111.00 price target on shares of Walmart in a research report on Wednesday, September 24th. Finally, JPMorgan Chase & Co. decreased their price target on 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 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, the company has a consensus rating of “Moderate Buy” and a consensus target price of $113.07.

Walmart Stock Down 0.6%

Shares of NYSE WMT opened at $106.22 on Monday. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $109.57. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $846.91 billion, a price-to-earnings ratio of 39.93, a PEG ratio of 5.00 and a beta of 0.67. The business has a 50-day moving average of $102.17 and a 200-day moving average of $98.79.

Walmart (NYSE:WMT) last issued its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing the consensus estimate of $0.74 by ($0.06). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business had revenue of $169.34 billion for the quarter, compared to analysts’ expectations of $174.02 billion. During the same period in the previous year, the firm posted $0.67 EPS. The firm’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. Sell-side analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Walmart news, EVP John D. Rainey sold 2,200 shares of the company’s stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $101.33, for a total value of $222,926.00. Following the completion of the sale, the executive vice president owned 621,718 shares of the company’s stock, valued at $62,998,684.94. This represents a 0.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Daniel J. Bartlett sold 1,550 shares of the company’s stock in a transaction that occurred on Wednesday, October 15th. The stock was sold at an average price of $107.46, for a total value of $166,563.00. Following the completion of the sale, the executive vice president directly owned 644,418 shares of the company’s stock, valued at approximately $69,249,158.28. This represents a 0.24% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 151,038 shares of company stock valued at $15,525,280 over the last 90 days. Company insiders own 0.10% of the company’s stock.

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.