Sterling Investment Advisors LLC ADV Purchases 492 Shares of Walmart Inc. $WMT

Sterling Investment Advisors LLC ADV boosted its position in shares of Walmart Inc. (NYSE:WMT) by 5.8% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 8,955 shares of the retailer’s stock after purchasing an additional 492 shares during the quarter. Walmart comprises about 0.4% of Sterling Investment Advisors LLC ADV’s holdings, making the stock its 21st biggest holding. Sterling Investment Advisors LLC ADV’s holdings in Walmart were worth $849,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Operose Advisors LLC boosted its stake in Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after purchasing an additional 243 shares during the last quarter. Bear Mountain Capital Inc. boosted its position in shares of Walmart by 98.2% during the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after buying an additional 167 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd increased its holdings in Walmart by 432.4% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after buying an additional 294 shares in the last quarter. EQ Wealth Advisors LLC purchased a new position in Walmart in the 1st quarter worth about $35,000. Finally, Lipe & Dalton lifted its stake in Walmart by 95.2% during the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer’s stock valued at $36,000 after acquiring an additional 200 shares during the period. 26.76% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

WMT has been the subject of a number of research analyst reports. Truist Financial reduced their price target on shares of Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a research note on Friday, August 22nd. Sanford C. Bernstein set a $117.00 target price on shares of Walmart and gave the stock an “outperform” rating in a research report on Friday, August 22nd. Erste Group Bank upgraded shares of Walmart from a “hold” rating to a “buy” rating in a research note on Tuesday, August 5th. The Goldman Sachs Group lifted their price objective on Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, August 22nd. Finally, Tigress Financial increased their target price on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $112.03.

Walmart Stock Performance

Shares of WMT opened at $103.69 on Friday. The business has a 50-day simple moving average of $99.24 and a two-hundred day simple moving average of $95.58. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 52 week low of $77.49 and a 52 week high of $106.11. The stock has a market cap of $826.70 billion, a price-to-earnings ratio of 38.98, a PEG ratio of 5.01 and a beta of 0.65.

Walmart (NYSE:WMT) last posted its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The company had revenue of $169.34 billion for the quarter, compared to analysts’ expectations of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm’s quarterly revenue was up 4.8% on a year-over-year basis. During the same period in the previous year, the firm earned $0.67 earnings per share. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. On average, analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Insiders Place Their Bets

In related news, CTO Suresh Kumar sold 30,000 shares of the company’s stock in a transaction on 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 transaction, the chief technology officer owned 1,787,200 shares of the company’s stock, valued at approximately $184,921,584. This represents a 1.65% decrease in their position. The sale 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 shares were sold at an average price of $98.30, for a total value of $216,260.00. Following the sale, the executive vice president directly owned 626,118 shares in the company, valued at approximately $61,547,399.40. This represents a 0.35% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 134,107 shares of company stock valued at $13,183,727. Insiders own 0.10% of the company’s stock.

About Walmart

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.