Diligent Investors LLC Has $3.54 Million Position in Walmart Inc. $WMT

Diligent Investors LLC cut its position in shares of Walmart Inc. (NYSE:WMT) by 8.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 36,149 shares of the retailer’s stock after selling 3,349 shares during the period. Walmart accounts for 0.8% of Diligent Investors LLC’s portfolio, making the stock its 21st largest holding. Diligent Investors LLC’s holdings in Walmart were worth $3,535,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Operose Advisors LLC lifted its holdings 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. 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. Bear Mountain Capital Inc. lifted 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 buying an additional 167 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd boosted its holdings 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 buying an additional 294 shares during the period. Finally, Ridgewood Investments LLC grew its stake in Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after buying an additional 115 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on WMT shares. Tigress Financial raised their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, September 3rd. Evercore ISI reissued an “outperform” rating and set a $110.00 price target (up from $108.00) on shares of Walmart in a report on Monday, August 18th. Sanford C. Bernstein set a $117.00 price objective on Walmart and gave the company an “outperform” rating in a report on Friday, August 22nd. The Goldman Sachs Group increased their price objective on Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a research report on Friday, August 22nd. Finally, KeyCorp boosted their target price on shares of Walmart from $105.00 to $110.00 and gave the company an “overweight” rating in a research report on Monday, June 9th. Thirty equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $112.38.

Insider Buying and Selling at Walmart

In other news, EVP John R. Furner sold 13,125 shares of the stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $103.74, for a total value of $1,361,587.50. Following the completion of the transaction, the executive vice president owned 906,064 shares of the company’s stock, valued at approximately $93,995,079.36. This represents a 1.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Thursday, September 25th. The shares were sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the sale, the chief executive officer directly owned 4,373,576 shares in the company, valued at $451,396,778.96. This trade represents a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 151,232 shares of company stock worth $15,083,877 over the last quarter. 0.10% of the stock is currently owned by company insiders.

Walmart Stock Performance

WMT opened at $102.15 on Monday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. Walmart Inc. has a 52-week low of $78.98 and a 52-week high of $106.11. The firm has a market cap of $814.46 billion, a P/E ratio of 38.40, a price-to-earnings-growth ratio of 4.81 and a beta of 0.67. The business’s fifty day moving average is $100.77 and its 200-day moving average is $96.76.

Walmart (NYSE:WMT) last announced 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). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same period last year, the business earned $0.67 earnings per share. The business’s revenue was up 4.8% compared to the same quarter last year. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Sell-side analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

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.