SWAN Capital LLC Lowers Stock Position in Walmart Inc. $WMT

SWAN Capital LLC cut its position in shares of Walmart Inc. (NYSE:WMT) by 11.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,224 shares of the retailer’s stock after selling 160 shares during the period. SWAN Capital LLC’s holdings in Walmart were worth $107,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in WMT. Nuveen LLC purchased a new stake in Walmart during the first quarter worth $2,532,331,000. GAMMA Investing LLC boosted its holdings in Walmart by 9,896.9% during the first quarter. GAMMA Investing LLC now owns 7,939,728 shares of the retailer’s stock worth $697,029,000 after buying an additional 7,860,306 shares in the last quarter. Goldman Sachs Group Inc. boosted its holdings in Walmart by 30.1% during the first quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock worth $2,922,770,000 after buying an additional 7,706,201 shares in the last quarter. Wellington Management Group LLP boosted its holdings in Walmart by 527.1% during the first quarter. Wellington Management Group LLP now owns 6,739,038 shares of the retailer’s stock worth $591,620,000 after buying an additional 5,664,484 shares in the last quarter. Finally, Ontario Teachers Pension Plan Board boosted its holdings in Walmart by 28,684.8% during the first quarter. Ontario Teachers Pension Plan Board now owns 4,229,354 shares of the retailer’s stock worth $371,295,000 after buying an additional 4,214,661 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP John D. Rainey sold 2,200 shares of the firm’s stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $97.37, for a total transaction of $214,214.00. Following the completion of the sale, the executive vice president directly owned 623,918 shares in the company, valued at approximately $60,750,895.66. This trade represents a 0.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $98.55, for a total transaction of $1,293,468.75. Following the sale, the executive vice president owned 919,189 shares of the company’s stock, valued at approximately $90,586,075.95. The trade was a 1.41% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 121,382 shares of company stock valued at $11,718,441 in the last quarter. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the stock. Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. The Goldman Sachs Group increased their price objective on shares of Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a report on Friday, August 22nd. Tigress Financial increased their price objective on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 3rd. Evercore ISI reaffirmed an “outperform” rating and set a $110.00 price objective (up from $108.00) on shares of Walmart in a report on Monday, August 18th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $106.00 price objective on shares of Walmart in a report on Friday, August 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $110.76.

Walmart Price Performance

Shares of NYSE WMT opened at $100.54 on Thursday. The firm has a 50-day simple moving average of $98.52 and a 200-day simple moving average of $95.31. The stock has a market capitalization of $801.61 billion, a price-to-earnings ratio of 37.80, a price-to-earnings-growth ratio of 4.92 and a beta of 0.65. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 52 week low of $77.49 and a 52 week high of $105.30.

Walmart (NYSE:WMT) last issued 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 business had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. Walmart’s quarterly revenue was up 4.8% on a year-over-year basis. During the same quarter last year, the company earned $0.67 earnings per share. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. On average, equities analysts predict 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.