Stonebrook Private Inc. Increases Stock Holdings in Walmart Inc. $WMT

Stonebrook Private Inc. boosted its stake in Walmart Inc. (NYSE:WMT) by 1.1% in the second quarter, Holdings Channel reports. The fund owned 73,266 shares of the retailer’s stock after buying an additional 784 shares during the quarter. Walmart makes up about 1.7% of Stonebrook Private Inc.’s holdings, making the stock its 14th biggest holding. Stonebrook Private Inc.’s holdings in Walmart were worth $7,164,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in WMT. Access Investment Management LLC purchased a new position in Walmart in the 2nd quarter valued at about $26,000. Operose Advisors LLC increased its position 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 acquiring an additional 243 shares during the last quarter. PFS Partners LLC lifted its stake in shares of Walmart by 267.8% in the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after acquiring an additional 233 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd boosted 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 last quarter. Finally, Ridgewood Investments LLC grew its stake in Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after purchasing an additional 115 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Trading Down 1.4%

NYSE:WMT opened at $101.47 on Wednesday. The firm has a market capitalization of $808.97 billion, a P/E ratio of 38.14, a P/E/G ratio of 4.83 and a beta of 0.67. The business has a 50 day simple moving average of $103.40 and a 200 day simple moving average of $99.80. 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 12-month low of $79.81 and a 12-month high of $109.57.

Walmart (NYSE:WMT) last posted its earnings results 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). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The company had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same quarter in the previous year, the business posted $0.67 earnings per share. The business’s quarterly revenue 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 research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on WMT shares. Guggenheim reaffirmed a “buy” rating and issued a $115.00 target price (up from $112.00) on shares of Walmart in a research report on Monday, August 18th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research report on Wednesday, October 8th. The Goldman Sachs Group boosted their price objective on Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a report on Friday, August 22nd. Erste Group Bank raised Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. Finally, UBS Group reiterated a “buy” rating on shares of Walmart in a research report on Friday. Thirty-one investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus price target of $113.97.

Insider Activity

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the company’s stock in a transaction dated Friday, September 19th. The shares were sold at an average price of $103.83, for a total value of $415,320.00. Following the completion of the transaction, the executive vice president owned 1,048,455 shares in the company, valued at approximately $108,861,082.65. This represents a 0.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $97.37, for a total value of $214,214.00. Following the sale, the executive vice president directly owned 623,918 shares in the company, valued at approximately $60,750,895.66. This trade represents a 0.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 145,383 shares of company stock worth $14,961,647 over the last three months. Insiders own 0.10% of the company’s stock.

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.