Independent Solutions Wealth Management LLC Has $1.63 Million Stock Position in Walmart Inc. $WMT

Independent Solutions Wealth Management LLC lowered its holdings in Walmart Inc. (NYSE:WMT) by 11.4% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 16,475 shares of the retailer’s stock after selling 2,114 shares during the quarter. Independent Solutions Wealth Management LLC’s holdings in Walmart were worth $1,625,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in WMT. Operose Advisors LLC grew its holdings 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. PFS Partners LLC grew its holdings in shares of Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after purchasing an additional 233 shares in the last quarter. Bear Mountain Capital Inc. grew its holdings 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 in the last quarter. Clal Insurance Enterprises Holdings Ltd grew 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 purchasing an additional 294 shares in the last quarter. Finally, Ridgewood Investments LLC grew its holdings in shares of Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after purchasing an additional 115 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on WMT. Sanford C. Bernstein set a $117.00 price objective on Walmart and gave the stock an “outperform” rating in a report on Friday, August 22nd. Bank of America lifted their price objective on Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, September 17th. Piper Sandler reaffirmed an “overweight” rating and issued a $111.00 price target on shares of Walmart in a research note on Wednesday, September 24th. Evercore ISI reaffirmed an “outperform” rating and issued a $110.00 price target (up previously from $108.00) on shares of Walmart in a research note on Monday, August 18th. Finally, JPMorgan Chase & Co. decreased their price target on Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a research note on Friday, August 22nd. Thirty investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $112.38.

Insiders Place Their Bets

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $95.97, for a total value of $1,863,353.52. Following the transaction, the chief executive officer owned 4,392,985 shares of the company’s stock, valued at approximately $421,594,770.45. The trade was a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, July 17th. The stock was sold at an average price of $95.14, for a total value of $1,248,712.50. Following the completion of the transaction, the executive vice president directly owned 932,313 shares in the company, valued at approximately $88,700,258.82. This represents a 1.39% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 151,232 shares of company stock worth $15,083,877 in the last three months. Company insiders own 0.10% of the company’s stock.

Walmart Price Performance

Walmart stock opened at $103.12 on Wednesday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. The firm has a market cap of $822.14 billion, a P/E ratio of 38.77, a P/E/G ratio of 4.84 and a beta of 0.67. The business’s fifty day moving average is $100.97 and its two-hundred day moving average is $96.92. Walmart Inc. has a 52 week low of $79.07 and a 52 week high of $106.11.

Walmart (NYSE:WMT) last posted its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 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 analyst estimates of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.Walmart’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $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. Equities research analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

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.