Roundview Capital LLC Has $12.38 Million Position in Walmart Inc. $WMT

Roundview Capital LLC boosted its stake in shares of Walmart Inc. (NYSE:WMT) by 1.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 126,614 shares of the retailer’s stock after buying an additional 2,408 shares during the quarter. Walmart makes up approximately 0.8% of Roundview Capital LLC’s portfolio, making the stock its 24th biggest position. Roundview Capital LLC’s holdings in Walmart were worth $12,380,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in WMT. Kingstone Capital Partners Texas LLC raised its position in shares of Walmart by 397,264.9% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock worth $10,496,702,000 after acquiring an additional 104,488,610 shares in the last quarter. Nuveen LLC bought a new position in shares of Walmart in the 1st quarter worth about $2,532,331,000. Goldman Sachs Group Inc. raised its position in shares of Walmart by 30.1% in the 1st quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock worth $2,922,770,000 after acquiring an additional 7,706,201 shares in the last quarter. Wellington Management Group LLP raised its position in shares of Walmart by 527.1% in the 1st quarter. Wellington Management Group LLP now owns 6,739,038 shares of the retailer’s stock worth $591,620,000 after acquiring an additional 5,664,484 shares in the last quarter. Finally, Ontario Teachers Pension Plan Board raised its position in shares of Walmart by 28,684.8% in the 1st quarter. Ontario Teachers Pension Plan Board now owns 4,229,354 shares of the retailer’s stock worth $371,295,000 after acquiring an additional 4,214,661 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred 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 in the company, valued at $421,594,770.45. The trade was a 0.44% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 19th. The stock was sold at an average price of $100.96, for a total value of $403,840.00. Following the completion of the transaction, the executive vice president owned 1,052,455 shares in the company, valued at $106,255,856.80. The trade was a 0.38% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 151,232 shares of company stock worth $15,083,877 over the last 90 days. Company insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

WMT has been the subject of several research analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Saturday, September 27th. Truist Financial decreased their target price on Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a research report on Friday, August 22nd. Evercore ISI reaffirmed an “outperform” rating and issued a $110.00 target price (up from $108.00) on shares of Walmart in a research report on Monday, August 18th. Tigress Financial boosted their target price on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, September 3rd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $106.00 target price on shares of Walmart in a research report on Friday, August 22nd. Thirty equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $112.38.

Walmart Price Performance

WMT stock opened at $103.12 on Wednesday. The company has a market capitalization of $822.14 billion, a P/E ratio of 38.77, a price-to-earnings-growth ratio of 4.84 and a beta of 0.67. 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 $79.07 and a 52-week high of $106.11. The business has a 50-day simple moving average of $100.97 and a two-hundred day simple moving average of $96.92.

Walmart (NYSE:WMT) last released its quarterly earnings results 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). The company had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. Walmart’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter last 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. Research analysts expect that Walmart Inc. will post 2.55 EPS 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.