KW Wealth Management LLC Buys Shares of 8,129 Walmart Inc. $WMT

KW Wealth Management LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 8,129 shares of the retailer’s stock, valued at approximately $838,000. Walmart makes up approximately 1.4% of KW Wealth Management LLC’s portfolio, making the stock its 21st biggest position.

A number of other hedge funds have also made changes to their positions in the stock. Access Investment Management LLC bought a new stake in Walmart during the second quarter worth approximately $26,000. PFS Partners LLC raised its position in shares of Walmart by 267.8% in the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after purchasing an additional 233 shares during the period. Ridgewood Investments LLC lifted its stake in shares of Walmart by 55.3% in the second 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. Livelsberger Financial Advisory bought a new stake in shares of Walmart during the 2nd quarter worth $44,000. Finally, Harbor Asset Planning Inc. acquired a new position in Walmart in the 2nd quarter valued at $46,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Transactions at Walmart

In other news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction on Friday, December 19th. The shares were sold at an average price of $115.21, for a total value of $460,840.00. Following the completion of the transaction, the executive vice president owned 1,031,455 shares in the company, valued at approximately $118,833,930.55. This represents a 0.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Daniel J. Bartlett sold 1,425 shares of the firm’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $117.00, for a total transaction of $166,725.00. Following the transaction, the executive vice president directly owned 641,363 shares of the company’s stock, valued at $75,039,471. The trade was a 0.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 127,828 shares of company stock worth $13,912,991. 0.10% of the stock is currently owned by company insiders.

Walmart Trading Up 0.7%

Shares of WMT opened at $112.53 on Tuesday. The stock’s 50-day moving average price is $108.24 and its 200 day moving average price is $102.74. The company has a quick ratio of 0.24, a current ratio of 0.80 and a debt-to-equity ratio of 0.39. The firm has a market capitalization of $896.88 billion, a price-to-earnings ratio of 39.35, a P/E/G ratio of 5.16 and a beta of 0.64. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $117.45.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, topping the consensus estimate of $0.60 by $0.02. The company had revenue of $179.50 billion for the quarter, compared to analyst estimates of $175.15 billion. Walmart had a return on equity of 21.31% and a net margin of 3.26%.Walmart’s revenue for the quarter was up 5.8% compared to the same quarter last year. During the same quarter last year, the firm earned $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Wall Street Analyst Weigh In

WMT has been the subject of a number of research analyst reports. BTIG Research reissued a “buy” rating and set a $125.00 target price (up previously from $120.00) on shares of Walmart in a research report on Friday, November 21st. KeyCorp reiterated an “overweight” rating and issued a $120.00 price objective (up from $110.00) on shares of Walmart in a research note on Friday, November 21st. JPMorgan Chase & Co. boosted their price objective on Walmart from $128.00 to $129.00 and gave the stock an “overweight” rating in a research report on Friday, November 21st. Tigress Financial raised their target price on Walmart from $125.00 to $130.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Wednesday, October 8th. Thirty-two research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $120.69.

About Walmart

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.