Marshall Financial Group LLC Has $4.26 Million Position in Walmart Inc. $WMT

Marshall Financial Group LLC reduced its holdings in Walmart Inc. (NYSE:WMT) by 2.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 42,827 shares of the retailer’s stock after selling 942 shares during the period. Walmart accounts for about 0.8% of Marshall Financial Group LLC’s portfolio, making the stock its 19th largest holding. Marshall Financial Group LLC’s holdings in Walmart were worth $4,255,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in WMT. Operose Advisors LLC increased its stake in Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after buying an additional 243 shares during the last quarter. Bear Mountain Capital Inc. increased its stake in shares of Walmart by 98.2% during the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock worth $32,000 after purchasing an additional 167 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd increased its stake in shares of Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after purchasing an additional 294 shares during the last quarter. EQ Wealth Advisors LLC acquired a new position in shares of Walmart during the 1st quarter worth about $35,000. Finally, Lipe & Dalton increased its stake in shares of Walmart by 95.2% during the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer’s stock worth $36,000 after purchasing an additional 200 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Walmart

In other Walmart news, CTO Suresh Kumar sold 30,000 shares of the business’s stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $103.47, for a total value of $3,104,100.00. Following the completion of the sale, the chief technology officer owned 1,787,200 shares of the company’s stock, valued at $184,921,584. The trade was a 1.65% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $98.55, for a total transaction of $1,293,468.75. Following the completion of the sale, the executive vice president directly owned 919,189 shares of the company’s stock, valued at $90,586,075.95. This represents a 1.41% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 134,107 shares of company stock worth $13,183,727. Company insiders own 0.10% of the company’s stock.

Walmart Stock Performance

NYSE WMT opened at $103.69 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. The company has a market capitalization of $826.70 billion, a P/E ratio of 38.98, a P/E/G ratio of 5.01 and a beta of 0.65. Walmart Inc. has a 12-month low of $77.49 and a 12-month high of $106.11. The firm has a 50-day moving average price of $99.24 and a two-hundred day moving average price of $95.58.

Walmart (NYSE:WMT) last posted its quarterly earnings data 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). The business had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The business’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same period in the prior year, the firm 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. Analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Analysts Set New Price Targets

Several research analysts have recently weighed in on WMT shares. Royal Bank Of Canada restated an “outperform” rating and set a $106.00 price objective on shares of Walmart in a research note on Friday, August 22nd. Tigress Financial boosted their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 3rd. Bank of America boosted their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday. Evercore ISI restated an “outperform” rating and set a $110.00 price objective (up from $108.00) on shares of Walmart in a research note on Monday, August 18th. Finally, Oppenheimer boosted their price objective on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, August 13th. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $112.03.

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.