Financial Insights Inc. Grows Holdings in Walmart Inc. $WMT

Financial Insights Inc. raised its position in Walmart Inc. (NYSE:WMT) by 2.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,651 shares of the retailer’s stock after buying an additional 164 shares during the period. Financial Insights Inc.’s holdings in Walmart were worth $650,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of WMT. Weatherly Asset Management L. P. raised its position in shares of Walmart by 7.0% during the 2nd quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock worth $5,489,000 after purchasing an additional 3,696 shares during the last quarter. Gerber Kawasaki Wealth & Investment Management raised its position in shares of Walmart by 34.6% during the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock worth $3,355,000 after purchasing an additional 9,831 shares during the last quarter. Ally Financial Inc. acquired a new position in shares of Walmart during the 1st quarter worth about $2,107,000. Night Squared LP acquired a new position in shares of Walmart during the 1st quarter worth about $1,052,000. Finally, Monument Capital Management raised its position in shares of Walmart by 94.2% during the 1st quarter. Monument Capital Management now owns 55,004 shares of the retailer’s stock worth $4,829,000 after purchasing an additional 26,685 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Walmart stock opened at $102.15 on Monday. The firm has a 50 day simple moving average of $100.77 and a 200-day simple moving average of $96.76. Walmart Inc. has a 1-year low of $78.98 and a 1-year high of $106.11. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. The stock has a market cap of $814.46 billion, a price-to-earnings ratio of 38.40, a price-to-earnings-growth ratio of 4.81 and a beta of 0.67.

Walmart (NYSE:WMT) last posted its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing the consensus estimate 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 analysts’ expectations of $174.02 billion. During the same period last year, the company earned $0.67 EPS. The business’s quarterly revenue was up 4.8% on a year-over-year basis. 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.

Analyst Ratings Changes

WMT has been the subject of several research analyst reports. Erste Group Bank upgraded shares of Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Saturday, September 27th. Truist Financial cut their price objective on shares of Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a report on Friday, August 22nd. The Goldman Sachs Group increased their price objective on shares of Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a report on Friday, August 22nd. Finally, KeyCorp increased their price objective on shares of Walmart from $105.00 to $110.00 and gave the company an “overweight” rating in a report on Monday, June 9th. Thirty equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $112.38.

Insiders Place Their Bets

In other news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction that occurred on Friday, September 19th. The shares were sold at an average price of $103.83, for a total value of $415,320.00. Following the completion of the sale, the executive vice president owned 1,048,455 shares of the company’s stock, valued at $108,861,082.65. This represents a 0.38% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the stock in a transaction that occurred on Thursday, September 18th. The shares were sold at an average price of $103.74, for a total transaction of $1,361,587.50. Following the completion of the sale, the executive vice president directly owned 906,064 shares of the company’s stock, valued at approximately $93,995,079.36. This trade represents a 1.43% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 151,232 shares of company stock worth $15,083,877. 0.10% of the stock is currently owned by company insiders.

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.