Avantra Family Wealth Inc. Raises Stake in Walmart Inc. $WMT

Avantra Family Wealth Inc. lifted its position in shares of Walmart Inc. (NYSE:WMT) by 7.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,800 shares of the retailer’s stock after buying an additional 320 shares during the quarter. Avantra Family Wealth Inc.’s holdings in Walmart were worth $469,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of WMT. Operose Advisors LLC grew its holdings in shares of Walmart by 319.7% during the first quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after buying an additional 243 shares in the last quarter. PFS Partners LLC grew its holdings in shares of Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after buying an additional 233 shares in the last quarter. Bear Mountain Capital Inc. grew its holdings in shares of Walmart by 98.2% during the first 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 grew its holdings in Walmart by 432.4% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after purchasing an additional 294 shares during the period. Finally, Ridgewood Investments LLC grew its holdings in Walmart by 55.3% in the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after purchasing an additional 115 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated Thursday, September 25th. The shares were sold at an average price of $103.21, for a total value of $2,003,925.36. Following the completion of the sale, the chief executive officer directly owned 4,373,576 shares of the company’s stock, valued at approximately $451,396,778.96. This represents a 0.44% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP John D. Rainey sold 2,200 shares of the company’s stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $101.33, for a total transaction of $222,926.00. Following the completion of the sale, the executive vice president directly owned 621,718 shares of the company’s stock, valued at $62,998,684.94. The trade was a 0.35% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 151,232 shares of company stock worth $15,083,877 in the last ninety days. Insiders own 0.10% of the company’s stock.

Walmart Stock Performance

WMT stock opened at $103.12 on Wednesday. The company has a market capitalization of $822.14 billion, a P/E ratio of 38.77, a PEG ratio of 4.84 and a beta of 0.67. The company has a 50-day simple moving average of $100.97 and a 200 day simple moving average of $96.92. Walmart Inc. has a fifty-two week low of $79.07 and a fifty-two week high of $106.11. 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 (NYSE:WMT) last posted 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 analyst estimates of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period in the previous year, the company 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. Sell-side analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on WMT shares. Oppenheimer boosted their target price on shares of Walmart from $110.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, August 13th. Telsey Advisory Group restated an “outperform” rating and issued a $118.00 target price on shares of Walmart in a report on Wednesday, September 24th. Tigress Financial boosted their target price 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 target (up from $108.00) on shares of Walmart in a research report on Monday, August 18th. Finally, Piper Sandler restated an “overweight” rating and set a $111.00 price target on shares of Walmart in a research report on Wednesday, September 24th. Thirty research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $112.38.

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.