Cape Investment Advisory Inc. Purchases 500 Shares of Walmart Inc. $WMT

Cape Investment Advisory Inc. grew its stake in Walmart Inc. (NYSE:WMT) by 34.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,954 shares of the retailer’s stock after purchasing an additional 500 shares during the quarter. Cape Investment Advisory Inc.’s holdings in Walmart were worth $172,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Vanguard Group Inc. raised its position in shares of Walmart by 0.8% in the first quarter. Vanguard Group Inc. now owns 425,961,042 shares of the retailer’s stock valued at $37,395,120,000 after purchasing an additional 3,224,154 shares during the period. Goldman Sachs Group Inc. raised its position in shares of Walmart by 30.1% in the first quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock valued at $2,922,770,000 after purchasing an additional 7,706,201 shares during the period. Ameriprise Financial Inc. raised its position in shares of Walmart by 1.3% in the first quarter. Ameriprise Financial Inc. now owns 30,874,987 shares of the retailer’s stock valued at $2,710,665,000 after purchasing an additional 387,424 shares during the period. Nuveen Asset Management LLC grew its stake in shares of Walmart by 0.8% in the fourth quarter. Nuveen Asset Management LLC now owns 29,843,892 shares of the retailer’s stock valued at $2,696,396,000 after acquiring an additional 233,040 shares in the last quarter. Finally, Invesco Ltd. grew its stake in shares of Walmart by 2.9% in the first quarter. Invesco Ltd. now owns 29,188,142 shares of the retailer’s stock valued at $2,562,427,000 after acquiring an additional 823,020 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction dated Monday, July 21st. The shares were sold at an average price of $95.14, for a total transaction of $380,560.00. Following the completion of the sale, the executive vice president owned 1,056,455 shares in the company, valued at approximately $100,511,128.70. This trade represents a 0.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP John D. Rainey sold 2,200 shares of the firm’s stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $98.30, for a total transaction of $216,260.00. Following the sale, the executive vice president owned 626,118 shares of the company’s stock, valued at $61,547,399.40. This trade represents a 0.35% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 121,382 shares of company stock worth $11,718,441 in the last ninety days. Company insiders own 0.10% of the company’s stock.

Walmart Stock Down 0.5%

WMT opened at $100.45 on Monday. Walmart Inc. has a fifty-two week low of $76.30 and a fifty-two week high of $105.30. The firm has a market capitalization of $800.85 billion, a P/E ratio of 37.76, a PEG ratio of 4.83 and a beta of 0.65. The company’s 50-day moving average is $98.29 and its 200 day moving average is $95.17. 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 (NYSE:WMT) last posted its earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing the consensus estimate of $0.74 by ($0.06). The firm had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.Walmart’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same period in the prior year, the business earned $0.67 EPS. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on WMT shares. JPMorgan Chase & Co. decreased their price target on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a research note on Friday, August 22nd. Telsey Advisory Group increased their target price on shares of Walmart from $115.00 to $118.00 and gave the stock an “outperform” rating in a report on Friday, August 22nd. Oppenheimer increased their target price on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, August 13th. Robert W. Baird raised their price objective on shares of Walmart from $100.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 16th. Finally, Sanford C. Bernstein set a $117.00 price target on shares of Walmart and gave the stock an “outperform” rating in a report on Friday, August 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $110.76.

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.