Copperwynd Financial LLC Acquires 2,933 Shares of Walmart Inc. $WMT

Copperwynd Financial LLC increased its holdings in Walmart Inc. (NYSE:WMT) by 8.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,115 shares of the retailer’s stock after purchasing an additional 2,933 shares during the period. Walmart makes up 0.9% of Copperwynd Financial LLC’s investment portfolio, making the stock its 23rd biggest holding. Copperwynd Financial LLC’s holdings in Walmart were worth $3,531,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of WMT. Operose Advisors LLC boosted its holdings in Walmart by 319.7% during 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 boosted its holdings in Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after acquiring an additional 233 shares during the period. Bear Mountain Capital Inc. boosted its holdings 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 period. Clal Insurance Enterprises Holdings Ltd boosted its holdings 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 period. Finally, Ridgewood Investments LLC boosted its holdings in 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 acquiring an additional 115 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

WMT has been the subject of a number of recent analyst reports. Wolfe Research initiated 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. Sanford C. Bernstein set a $117.00 price target on shares of Walmart and gave the company an “outperform” rating in a report on Friday, August 22nd. Bank of America upped their price objective on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, September 17th. Oppenheimer upped their price objective on shares of Walmart from $110.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday, August 13th. Finally, Truist Financial cut their price objective on shares of Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a research report on Friday, August 22nd. Thirty research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $112.38.

Walmart Stock Performance

NYSE:WMT opened at $101.72 on Friday. Walmart Inc. has a 12-month low of $79.37 and a 12-month 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. The firm has a market capitalization of $811.00 billion, a PE ratio of 38.24, a price-to-earnings-growth ratio of 4.85 and a beta of 0.67. The firm has a 50-day moving average price of $101.15 and a 200 day moving average price of $97.06.

Walmart (NYSE:WMT) last posted its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.74 by ($0.06). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. During the same period last year, the company earned $0.67 EPS. The business’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. Research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Buying and Selling at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, August 28th. The shares were 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 owned 4,392,985 shares of the company’s stock, valued at $421,594,770.45. This represents a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CTO Suresh Kumar sold 30,000 shares of the stock in a transaction dated 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 of the company’s stock, valued at $184,921,584. This trade represents a 1.65% decrease in their position. 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 company insiders.

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.