Investment Advisory Group LLC Boosts Stock Holdings in Walmart Inc. $WMT

Investment Advisory Group LLC raised its holdings in shares of Walmart Inc. (NYSE:WMT) by 20.7% during the second quarter, according to its most recent filing with the SEC. The firm owned 5,557 shares of the retailer’s stock after purchasing an additional 954 shares during the period. Investment Advisory Group LLC’s holdings in Walmart were worth $543,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Operose Advisors LLC grew its position in shares of Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after buying an additional 243 shares during the last quarter. PFS Partners LLC grew its position in shares of Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after buying an additional 233 shares during the last quarter. Bear Mountain Capital Inc. grew its position in shares of 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 buying an additional 167 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd grew its position in shares of Walmart by 432.4% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after buying an additional 294 shares during the last quarter. Finally, Ridgewood Investments LLC grew its position in shares of Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after buying an additional 115 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of NYSE WMT opened at $101.86 on Friday. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 12 month low of $79.37 and a 12 month high of $106.11. The company has a 50 day simple moving average of $101.22 and a two-hundred day simple moving average of $97.26. The stock has a market cap of $812.10 billion, a price-to-earnings ratio of 38.29, a PEG ratio of 4.80 and a beta of 0.67.

Walmart (NYSE:WMT) last announced its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 EPS 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 business had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. During the same quarter in the previous year, the firm posted $0.67 earnings per share. The business’s revenue 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, analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Buying and Selling at Walmart

In other Walmart news, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction that occurred on 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 in the company, valued at approximately $62,998,684.94. The trade was a 0.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, September 25th. The shares were sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the completion of the transaction, the chief executive officer 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 ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 151,232 shares of company stock worth $15,083,877. Corporate insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on WMT. Bank of America lifted their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, September 17th. Sanford C. Bernstein set a $117.00 target price on shares of Walmart and gave the stock an “outperform” rating in a research report on Friday, August 22nd. Evercore ISI reissued an “outperform” rating and set a $110.00 target price (up previously from $108.00) on shares of Walmart in a research report on Monday, August 18th. Guggenheim reissued a “buy” rating and set a $115.00 target price (up previously from $112.00) on shares of Walmart in a research report on Monday, August 18th. Finally, Tigress Financial raised their target price on Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 3rd. Thirty equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price 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.