Silver Oak Securities Incorporated Increases Stock Holdings in Walmart Inc. $WMT

Silver Oak Securities Incorporated boosted its stake in shares of Walmart Inc. (NYSE:WMT) by 0.6% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,368 shares of the retailer’s stock after purchasing an additional 214 shares during the period. Silver Oak Securities Incorporated’s holdings in Walmart were worth $3,458,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of WMT. Operose Advisors LLC grew its holdings in shares of Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after purchasing an additional 243 shares during the period. Bear Mountain Capital Inc. increased its holdings in 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 holdings in 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 purchased a new stake in Walmart during the 1st quarter worth approximately $35,000. Finally, Lipe & Dalton lifted its position in shares of Walmart by 95.2% during the first 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. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insiders Place Their Bets

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction on Thursday, July 24th. The stock was sold at an average price of $95.58, for a total value of $1,855,781.28. Following the completion of the sale, the chief executive officer directly owned 4,412,398 shares in the company, valued at approximately $421,737,000.84. This trade represents a 0.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CTO Suresh Kumar sold 30,000 shares of the company’s stock in a transaction on Friday, September 12th. The stock was sold at an average price of $103.47, for a total value of $3,104,100.00. Following the transaction, the chief technology officer directly owned 1,787,200 shares in the company, valued at approximately $184,921,584. This represents a 1.65% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 134,107 shares of company stock worth $13,183,727 in the last 90 days. 0.10% of the stock is owned by corporate insiders.

Walmart Stock Performance

Shares of WMT opened at $102.40 on Friday. The company’s fifty day moving average is $99.40 and its 200-day moving average is $95.64. Walmart Inc. has a 12 month low of $78.11 and a 12 month high of $106.11. The firm has a market cap of $816.42 billion, a price-to-earnings ratio of 38.50, a price-to-earnings-growth ratio of 4.88 and a beta of 0.65. 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 (NYSE:WMT) last issued 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 firm had revenue of $169.34 billion during the quarter, compared to analyst estimates 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 quarter in the previous year, the firm posted $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. Equities analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently commented on WMT. Oppenheimer increased their price target on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 13th. JPMorgan Chase & Co. cut their target price on Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a research note on Friday, August 22nd. Mizuho reaffirmed an “outperform” rating and set a $115.00 target price on shares of Walmart in a research note on Wednesday, August 13th. KeyCorp lifted their target price on Walmart from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Monday, June 9th. Finally, Bank of America increased their price objective on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday. One equities research 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 company’s stock. Based on data from MarketBeat, Walmart currently has an average rating of “Buy” and an average 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.