Joel Isaacson & Co. LLC Has $3.17 Million Stock Position in Walmart Inc. $WMT

Joel Isaacson & Co. LLC boosted its stake in Walmart Inc. (NYSE:WMT) by 4.0% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 32,418 shares of the retailer’s stock after purchasing an additional 1,250 shares during the period. Joel Isaacson & Co. LLC’s holdings in Walmart were worth $3,170,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Operose Advisors LLC increased its holdings in 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 purchasing an additional 243 shares during the period. PFS Partners LLC increased its holdings in Walmart by 267.8% in the second 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 period. Ridgewood Investments LLC increased 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. Bear Mountain Capital Inc. boosted its position in Walmart by 98.2% during the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after acquiring an additional 167 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd boosted its position in Walmart by 432.4% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after acquiring an additional 294 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Price Performance

WMT stock opened at $103.12 on Wednesday. The stock has a market capitalization of $822.14 billion, a PE ratio of 38.77, a price-to-earnings-growth ratio of 4.84 and a beta of 0.67. The company’s 50-day moving average is $100.97 and its 200-day moving average is $96.92. 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 1 year low of $79.07 and a 1 year high of $106.11.

Walmart (NYSE:WMT) last released its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The company had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.Walmart’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period last 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. Equities research analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Insider Buying and Selling

In related 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 sale, the chief executive officer owned 4,373,576 shares in the company, valued at $451,396,778.96. This represents a 0.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP John D. Rainey sold 2,200 shares of the company’s stock in a transaction dated Wednesday, October 1st. The stock was 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 owned 621,718 shares in the company, valued at $62,998,684.94. This represents a 0.35% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 151,232 shares of company stock worth $15,083,877 over the last ninety days. Insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on the stock. Mizuho reaffirmed an “outperform” rating and set a $115.00 price target on shares of Walmart in a research report on Wednesday, August 13th. Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. Piper Sandler reaffirmed an “overweight” rating and set a $111.00 price target on shares of Walmart in a research report on Wednesday, September 24th. JPMorgan Chase & Co. cut their price target on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a research report on Friday, August 22nd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $106.00 price target on shares of Walmart in a research report on Friday, August 22nd. Thirty research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average 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.