Compass Financial Group INC SD Grows Stake in Walmart Inc. $WMT

Compass Financial Group INC SD raised its stake in shares of Walmart Inc. (NYSE:WMT) by 1.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,194 shares of the retailer’s stock after purchasing an additional 163 shares during the period. Walmart accounts for about 0.2% of Compass Financial Group INC SD’s portfolio, making the stock its 29th biggest position. Compass Financial Group INC SD’s holdings in Walmart were worth $1,486,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. Bank of America increased their price target on Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, September 17th. Truist Financial reduced their target price on Walmart from $111.00 to $109.00 and set a “buy” rating on the stock in a research note on Friday, August 22nd. Wolfe Research began coverage on Walmart in a research report on Thursday, September 18th. They set an “outperform” rating and a $129.00 target price for the company. The Goldman Sachs Group upped their price target on shares of Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, August 22nd. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research note on Saturday, September 27th. Thirty investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $112.38.

Insider Buying and Selling at Walmart

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $95.97, for a total value of $1,863,353.52. Following the completion of the transaction, the chief executive officer directly owned 4,392,985 shares of the company’s stock, valued at approximately $421,594,770.45. The trade was a 0.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CTO Suresh Kumar sold 30,000 shares of the company’s stock in a transaction on Friday, September 12th. The stock was sold at an average price of $103.47, for a total value of $3,104,100.00. Following the sale, the chief technology officer owned 1,787,200 shares of the company’s stock, valued at $184,921,584. This trade represents a 1.65% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 151,232 shares of company stock worth $15,083,877. 0.10% of the stock is currently owned by corporate insiders.

Walmart Stock Up 0.4%

NYSE:WMT opened at $102.15 on Monday. Walmart Inc. has a 1-year low of $78.98 and a 1-year high of $106.11. The company has a 50-day moving average of $100.77 and a 200 day moving average of $96.76. The firm has a market cap of $814.46 billion, a PE ratio of 38.40, a price-to-earnings-growth ratio of 4.81 and a beta of 0.67. 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 (NYSE:WMT) last posted 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). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The business had revenue of $169.34 billion for the quarter, compared to analysts’ expectations of $174.02 billion. During the same period last year, the business posted $0.67 EPS. The company’s revenue for the quarter 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. As a group, research analysts anticipate that Walmart Inc. will post 2.55 EPS 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.