Brown Financial Advisory Has $465,000 Stake in Walmart Inc. $WMT

Brown Financial Advisory grew its position in Walmart Inc. (NYSE:WMT) by 73.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,755 shares of the retailer’s stock after buying an additional 2,018 shares during the quarter. Brown Financial Advisory’s holdings in Walmart were worth $465,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Weatherly Asset Management L. P. grew its holdings in shares of Walmart by 7.0% during the 2nd quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock valued at $5,489,000 after purchasing an additional 3,696 shares during the last quarter. Gerber Kawasaki Wealth & Investment Management grew its holdings in shares of Walmart by 34.6% during the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock valued at $3,355,000 after purchasing an additional 9,831 shares during the last quarter. Ally Financial Inc. bought a new stake in shares of Walmart during the 1st quarter valued at approximately $2,107,000. Night Squared LP bought a new stake in shares of Walmart during the 1st quarter valued at approximately $1,052,000. Finally, Monument Capital Management grew its holdings in shares of Walmart by 94.2% during the 1st quarter. Monument Capital Management now owns 55,004 shares of the retailer’s stock valued at $4,829,000 after purchasing an additional 26,685 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Trading Up 4.9%

NYSE:WMT opened at $107.15 on Wednesday. The firm’s fifty day moving average is $101.43 and its 200-day moving average is $97.53. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $107.92. The firm has a market cap of $854.27 billion, a P/E ratio of 40.28, a P/E/G ratio of 4.81 and a beta of 0.67.

Walmart (NYSE:WMT) last posted its quarterly earnings data 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 firm had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same period in the prior year, the company posted $0.67 earnings per share. The company’s revenue for the quarter was up 4.8% compared to the same quarter last year. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Buying and Selling

In related news, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, September 18th. The shares were sold at an average price of $103.74, for a total transaction of $1,361,587.50. Following the transaction, the executive vice president owned 906,064 shares in the company, valued at $93,995,079.36. The trade was a 1.43% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kathryn J. Mclay sold 4,000 shares of the business’s stock in a transaction on Friday, September 19th. The shares were sold at an average price of $103.83, for a total transaction of $415,320.00. Following the transaction, the executive vice president owned 1,048,455 shares in the company, valued at $108,861,082.65. The trade was a 0.38% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 149,488 shares of company stock worth $14,917,151. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on WMT. The Goldman Sachs Group lifted their price target on shares of Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a report on Friday, August 22nd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $106.00 price target on shares of Walmart in a report on Friday, August 22nd. Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. Bank of America upped their price target 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. Finally, Evercore ISI restated an “outperform” rating and issued a $110.00 price target (up from $108.00) on shares of Walmart in a research report on Monday, August 18th. Thirty-one equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $112.63.

Walmart Company 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.