IVC Wealth Advisors LLC Acquires New Position in Walmart Inc. $WMT

IVC Wealth Advisors LLC bought a new position in Walmart Inc. (NYSE:WMT) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 2,108 shares of the retailer’s stock, valued at approximately $206,000.

Several other institutional investors also recently made changes to their positions in WMT. Operose Advisors LLC grew its stake in Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after buying an additional 243 shares during the last quarter. PFS Partners LLC grew its position in shares of Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after acquiring an additional 233 shares during the last quarter. Bear Mountain Capital Inc. increased its holdings in shares of Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock worth $32,000 after acquiring an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd increased its holdings in shares of Walmart by 432.4% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after acquiring an additional 294 shares during the period. Finally, Ridgewood Investments LLC lifted its position in Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after purchasing an additional 115 shares during the last quarter. 26.76% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. Sanford C. Bernstein set a $117.00 target price on shares of Walmart and gave the stock an “outperform” rating in a research report on Friday, August 22nd. Piper Sandler reissued an “overweight” rating and issued a $111.00 price objective on shares of Walmart in a report on Wednesday, September 24th. Tigress Financial lifted their target price on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research note on Wednesday, September 3rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research report on Saturday, September 27th. Finally, KeyCorp raised their price target on Walmart from $105.00 to $110.00 and gave the company an “overweight” rating in a report on Monday, June 9th. Thirty investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $112.38.

Insider Buying and Selling at Walmart

In related news, EVP John D. Rainey sold 2,200 shares of the firm’s stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $101.33, for a total transaction of $222,926.00. Following the completion of the sale, the executive vice president directly owned 621,718 shares in the company, valued at approximately $62,998,684.94. This trade represents a 0.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Daniel J. Bartlett sold 1,610 shares of the company’s stock in a transaction on Monday, September 15th. The shares were sold at an average price of $103.71, for a total value of $166,973.10. Following the completion of the transaction, the executive vice president directly owned 645,968 shares in the company, valued at $66,993,341.28. This represents a 0.25% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 151,232 shares of company stock valued at $15,083,877. Corporate insiders own 0.10% of the company’s stock.

Walmart Stock Up 0.6%

Shares of WMT stock opened at $102.70 on Tuesday. Walmart Inc. has a 1 year low of $78.98 and a 1 year high of $106.11. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. The business’s fifty day moving average is $100.88 and its 200-day moving average is $96.87. The stock has a market cap 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 released its earnings results 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). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. During the same period in the previous year, the firm earned $0.67 earnings per share. Walmart’s revenue was up 4.8% on a year-over-year basis. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Equities analysts expect that Walmart Inc. will post 2.55 earnings per share 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.