Plato Investment Management Ltd Has $9.78 Million Position in Walmart Inc. $WMT

Plato Investment Management Ltd raised its stake in Walmart Inc. (NYSE:WMT) by 3.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 100,343 shares of the retailer’s stock after purchasing an additional 3,165 shares during the period. Walmart accounts for approximately 0.7% of Plato Investment Management Ltd’s investment portfolio, making the stock its 19th biggest position. Plato Investment Management Ltd’s holdings in Walmart were worth $9,776,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of 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 grew its stake in shares of Walmart by 267.8% in the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after acquiring an additional 233 shares in the last quarter. Bear Mountain Capital Inc. grew its stake in shares of Walmart by 98.2% in the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after acquiring an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd grew its stake in shares of Walmart by 432.4% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after acquiring an additional 294 shares in the last quarter. Finally, Ridgewood Investments LLC grew its stake in shares of Walmart by 55.3% in the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after acquiring an additional 115 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts recently commented on WMT shares. Oppenheimer upped their price target on shares of Walmart from $110.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday, August 13th. Guggenheim reiterated a “buy” rating and set a $115.00 price objective (up from $112.00) on shares of Walmart in a research note on Monday, August 18th. DA Davidson set a $117.00 price objective on shares of Walmart in a research note on Wednesday, October 15th. Royal Bank Of Canada set a $116.00 price objective on shares of Walmart and gave the stock an “outperform” rating in a research note on Wednesday. Finally, Bank of America increased their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 17th. Thirty-one analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart currently has an average rating of “Moderate Buy” and an average price target of $113.40.

Insider Activity at Walmart

In other news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction dated Friday, September 19th. The shares were sold at an average price of $103.83, for a total value of $415,320.00. Following the completion of the transaction, the executive vice president owned 1,048,455 shares of the company’s stock, valued at approximately $108,861,082.65. This represents a 0.38% decrease in their ownership of the stock. The transaction 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 stock in a transaction dated Thursday, September 25th. The stock was 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 of the company’s stock, valued at $451,396,778.96. This trade represents a 0.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 148,838 shares of company stock worth $15,309,020 over the last three months. 0.10% of the stock is owned by insiders.

Walmart Stock Down 1.0%

WMT stock opened at $101.25 on Friday. The stock has a market capitalization of $807.23 billion, a P/E ratio of 38.06, a price-to-earnings-growth ratio of 4.83 and a beta of 0.67. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $109.57. The firm has a 50-day moving average price of $102.46 and a 200-day moving average price of $99.15.

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). The company had revenue of $169.34 billion during 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%.The firm’s revenue was up 4.8% compared to the same quarter last year. During the same period last year, the company posted $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. As a group, equities research analysts anticipate 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.