Walmart Inc. $WMT Shares Sold by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC decreased its holdings in shares of Walmart Inc. (NYSE:WMT) by 3.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 45,630 shares of the retailer’s stock after selling 1,603 shares during the period. Walmart comprises about 0.5% of Octavia Wealth Advisors LLC’s portfolio, making the stock its 29th largest holding. Octavia Wealth Advisors LLC’s holdings in Walmart were worth $4,462,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Vanguard Group Inc. boosted its stake in Walmart by 0.8% in the first quarter. Vanguard Group Inc. now owns 425,961,042 shares of the retailer’s stock valued at $37,395,120,000 after acquiring an additional 3,224,154 shares during the period. Kingstone Capital Partners Texas LLC lifted its holdings in shares of Walmart by 397,264.9% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock worth $10,496,702,000 after purchasing an additional 104,488,610 shares during the last quarter. Goldman Sachs Group Inc. boosted its position in Walmart by 30.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock valued at $2,922,770,000 after purchasing an additional 7,706,201 shares during the period. Ameriprise Financial Inc. grew its stake in Walmart by 1.3% during the 1st quarter. Ameriprise Financial Inc. now owns 30,874,987 shares of the retailer’s stock worth $2,710,665,000 after buying an additional 387,424 shares during the last quarter. Finally, Invesco Ltd. grew its stake in Walmart by 2.9% during the 1st quarter. Invesco Ltd. now owns 29,188,142 shares of the retailer’s stock worth $2,562,427,000 after buying an additional 823,020 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Up 0.3%

Shares of WMT stock opened at $103.03 on Friday. 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 $99.99 and its 200-day moving average is $95.92. The stock has a market cap of $821.41 billion, a PE ratio of 38.73, a price-to-earnings-growth ratio of 4.84 and a beta of 0.65.

Walmart (NYSE:WMT) last announced its earnings results 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). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. During the same period in the prior year, the business earned $0.67 EPS. The company’s quarterly revenue 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. Equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CTO Suresh Kumar sold 30,000 shares of the stock in a transaction that occurred on Friday, September 12th. The shares were sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the completion of the sale, the chief technology officer directly owned 1,787,200 shares of the company’s stock, valued at $184,921,584. This represents a 1.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, September 18th. The stock was sold at an average price of $103.74, for a total transaction of $1,361,587.50. Following the completion of the transaction, the executive vice president owned 906,064 shares in the company, valued at approximately $93,995,079.36. This trade represents a 1.43% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 131,816 shares of company stock worth $13,073,594. Company insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

WMT has been the subject of several analyst reports. Wolfe Research began coverage on shares of Walmart in a report on Thursday, September 18th. They set an “outperform” rating and a $129.00 price target for the company. Mizuho reissued an “outperform” rating and set a $115.00 target price on shares of Walmart in a research note on Wednesday, August 13th. Oppenheimer upped their target price on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 13th. JPMorgan Chase & Co. reduced their price objective on Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a research report on Friday, August 22nd. Finally, Guggenheim reissued a “buy” rating and issued a $115.00 price objective (up from $112.00) on shares of Walmart in a report on Monday, August 18th. Twenty-nine investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and a consensus price target of $112.38.

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.