Ossiam Acquires 1,027,282 Shares of Walmart Inc. $WMT

Ossiam raised its holdings in Walmart Inc. (NYSE:WMT) by 892.4% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,142,398 shares of the retailer’s stock after buying an additional 1,027,282 shares during the quarter. Walmart accounts for about 1.3% of Ossiam’s investment portfolio, making the stock its 13th largest position. Ossiam’s holdings in Walmart were worth $111,704,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. Atlas Legacy Advisors LLC increased its position in Walmart by 1.1% during the second quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock worth $851,000 after acquiring an additional 98 shares during the period. Meridian Wealth Partners LLC grew its position in Walmart by 2.1% in the 2nd quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock worth $470,000 after purchasing an additional 99 shares during the last quarter. Revolve Wealth Partners LLC grew its position in Walmart by 1.1% in the 2nd quarter. Revolve Wealth Partners LLC now owns 9,830 shares of the retailer’s stock worth $961,000 after purchasing an additional 103 shares during the last quarter. RoundAngle Advisors LLC increased its holdings in shares of Walmart by 0.4% during the 2nd quarter. RoundAngle Advisors LLC now owns 25,995 shares of the retailer’s stock worth $2,542,000 after purchasing an additional 105 shares during the period. Finally, PCG Wealth Advisors LLC raised its position in shares of Walmart by 3.6% during the second quarter. PCG Wealth Advisors LLC now owns 3,024 shares of the retailer’s stock valued at $296,000 after buying an additional 105 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Walmart

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $101.63, for a total transaction of $406,520.00. Following the sale, the executive vice president owned 1,040,455 shares of the company’s stock, valued at $105,741,441.65. This represents a 0.38% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $104.75, for a total transaction of $1,374,843.75. Following the completion of the sale, the executive vice president owned 879,815 shares of the company’s stock, valued at $92,160,621.25. The trade was a 1.47% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 158,013 shares of company stock valued at $16,657,847. 0.10% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on WMT shares. Cowen reissued a “buy” rating on shares of Walmart in a research report on Monday, November 10th. Piper Sandler reaffirmed an “overweight” rating and issued a $123.00 target price (up from $111.00) on shares of Walmart in a research report on Friday, November 21st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a report on Wednesday, October 8th. Evercore ISI reiterated an “outperform” rating and issued a $115.00 price objective (up from $111.00) on shares of Walmart in a research note on Friday, November 21st. Finally, Mizuho reissued an “outperform” rating and issued a $115.00 target price on shares of Walmart in a report on Wednesday, August 13th. Thirty-one equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $119.00.

Walmart Stock Performance

NYSE WMT opened at $115.22 on Monday. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $116.27. The company has a 50 day moving average of $105.07 and a 200-day moving average of $100.88. The company has a current ratio of 0.80, a quick ratio of 0.24 and a debt-to-equity ratio of 0.39. The firm has a market cap of $918.32 billion, a price-to-earnings ratio of 40.29, a PEG ratio of 5.32 and a beta of 0.64.

Walmart (NYSE:WMT) last released its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The business had revenue of $179.50 billion for the quarter, compared to analyst estimates of $175.15 billion. During the same period in the prior year, the company earned $0.58 EPS. Walmart’s revenue for the quarter was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, equities analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

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.