Western Financial Corp CA Has $2.26 Million Stock Position in Walmart Inc. $WMT

Western Financial Corp CA reduced its holdings in Walmart Inc. (NYSE:WMT) by 2.9% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 23,069 shares of the retailer’s stock after selling 677 shares during the quarter. Walmart makes up about 1.2% of Western Financial Corp CA’s portfolio, making the stock its 18th largest holding. Western Financial Corp CA’s holdings in Walmart were worth $2,256,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in WMT. Weatherly Asset Management L. P. increased its position in shares of Walmart by 7.0% during the second quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock worth $5,489,000 after buying an additional 3,696 shares during the period. Gerber Kawasaki Wealth & Investment Management increased its position in shares of Walmart by 34.6% during the first quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock worth $3,355,000 after buying an additional 9,831 shares during the period. Ally Financial Inc. acquired a new stake in shares of Walmart during the first quarter worth $2,107,000. Night Squared LP bought a new position in Walmart during the first quarter worth $1,052,000. Finally, Monument Capital Management boosted its stake in Walmart by 94.2% during the first quarter. Monument Capital Management now owns 55,004 shares of the retailer’s stock worth $4,829,000 after acquiring an additional 26,685 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Walmart

In other news, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, July 17th. The shares were sold at an average price of $95.14, for a total value of $1,248,712.50. Following the transaction, the executive vice president owned 932,313 shares of the company’s stock, valued at approximately $88,700,258.82. The trade was a 1.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Suresh Kumar sold 30,000 shares of the business’s stock in a transaction on Friday, September 12th. The stock was sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the completion of the transaction, the chief technology officer directly owned 1,787,200 shares in the company, valued at $184,921,584. This trade represents a 1.65% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 151,232 shares of company stock worth $15,077,519 over the last ninety days. 0.10% of the stock is owned by corporate insiders.

Walmart Stock Performance

Shares of NYSE WMT opened at $103.14 on Friday. The firm has a 50 day moving average of $100.16 and a 200 day moving average of $96.11. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $822.32 billion, a price-to-earnings ratio of 38.77, a price-to-earnings-growth ratio of 4.86 and a beta of 0.65. Walmart Inc. has a 12-month low of $78.98 and a 12-month high of $106.11.

Walmart (NYSE:WMT) last issued its quarterly 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 analysts’ expectations of $174.02 billion. During the same period in the prior year, the firm earned $0.67 EPS. Walmart’s revenue for the quarter 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. On average, research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Analyst Upgrades and Downgrades

WMT has been the topic of a number of recent research reports. JPMorgan Chase & Co. dropped their price objective on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a research note on Friday, August 22nd. Truist Financial decreased their price objective on shares of Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a report on Friday, August 22nd. Sanford C. Bernstein set a $117.00 price objective on shares of Walmart and gave the stock an “outperform” rating in a report on Friday, August 22nd. KeyCorp lifted their target price on shares of Walmart from $105.00 to $110.00 and gave the stock an “overweight” rating in a research note on Monday, June 9th. Finally, Wolfe Research initiated coverage on shares of Walmart in a research report on Thursday, September 18th. They set an “outperform” rating and a $129.00 target price for the company. Twenty-nine research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus 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.