Wealth Enhancement Advisory Services LLC Has $252.47 Million Holdings in Walmart Inc. $WMT

Wealth Enhancement Advisory Services LLC lifted its holdings in Walmart Inc. (NYSE:WMT) by 6.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,566,767 shares of the retailer’s stock after acquiring an additional 166,015 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Walmart were worth $252,467,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of WMT. Operose Advisors LLC boosted its holdings in shares of Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after acquiring an additional 243 shares in the last quarter. Bear Mountain Capital Inc. lifted its holdings in Walmart by 98.2% during the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock worth $32,000 after buying an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd lifted its holdings in Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after buying an additional 294 shares in the last quarter. EQ Wealth Advisors LLC bought a new stake in shares of Walmart during the 1st quarter valued at $35,000. Finally, Lipe & Dalton raised its position in shares of Walmart by 95.2% during the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer’s stock valued at $36,000 after acquiring an additional 200 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Daniel J. Bartlett sold 1,610 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president directly owned 645,968 shares in the company, valued at approximately $66,993,341.28. This trade represents a 0.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $98.55, for a total transaction of $1,293,468.75. Following the completion of the sale, the executive vice president owned 919,189 shares of the company’s stock, valued at $90,586,075.95. This trade represents a 1.41% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 151,232 shares of company stock worth $14,822,719 in the last three months. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

WMT has been the subject of several recent research reports. Sanford C. Bernstein set a $117.00 target price on shares of Walmart and gave the company an “outperform” rating in a research report on Friday, August 22nd. Guggenheim reiterated a “buy” rating and set a $115.00 target price (up previously from $112.00) on shares of Walmart in a research report on Monday, August 18th. Tigress Financial upped their target price on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, September 3rd. Royal Bank Of Canada reiterated an “outperform” rating and set a $106.00 target price on shares of Walmart in a research report on Friday, August 22nd. Finally, The Goldman Sachs Group upped their target price 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. One equities research 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 company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $111.45.

Walmart Price Performance

Shares of NYSE WMT opened at $104.07 on Thursday. The stock has a market capitalization of $829.73 billion, a price-to-earnings ratio of 39.12, a PEG ratio of 4.97 and a beta of 0.65. The business has a 50-day moving average of $99.07 and a 200-day moving average of $95.54. 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 fifty-two week low of $77.49 and a fifty-two week high of $106.11.

Walmart (NYSE:WMT) last announced its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing the consensus estimate 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 net margin of 3.08% and a return on equity of 21.45%. Walmart’s revenue was up 4.8% on a year-over-year basis. During the same quarter in the previous year, the business 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. As a group, sell-side analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart 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.