Avion Wealth Trims Stock Position in Walmart Inc. $WMT

Avion Wealth reduced its stake in shares of Walmart Inc. (NYSE:WMT) by 28.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,605 shares of the retailer’s stock after selling 1,864 shares during the period. Avion Wealth’s holdings in Walmart were worth $450,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. Operose Advisors LLC raised its stake in Walmart by 319.7% during the first 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. PFS Partners LLC raised its position in shares of Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after buying an additional 233 shares during the period. Bear Mountain Capital Inc. raised its position in shares of Walmart by 98.2% in 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 period. Clal Insurance Enterprises Holdings Ltd raised its holdings in shares of Walmart by 432.4% in 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 period. Finally, Ridgewood Investments LLC raised its holdings in shares of Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after purchasing an additional 115 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on WMT shares. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a report on Wednesday. Bank of America raised their price target on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 17th. JPMorgan Chase & Co. cut their target price on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a research note on Friday, August 22nd. Sanford C. Bernstein set a $117.00 target price on shares of Walmart and gave the company an “outperform” rating in a research note on Friday, August 22nd. Finally, The Goldman Sachs Group raised their target price on shares of Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a research note on Friday, August 22nd. Thirty analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $112.38.

Insider Buying and Selling at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Thursday, September 25th. The stock was 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. The trade was a 0.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $101.33, for a total transaction of $222,926.00. Following the completion of the sale, the executive vice president owned 621,718 shares of the company’s stock, valued at approximately $62,998,684.94. This trade represents a 0.35% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 151,232 shares of company stock valued at $15,083,877. Company insiders own 0.10% of the company’s stock.

Walmart Stock Performance

Walmart stock opened at $101.86 on Friday. Walmart Inc. has a 12-month low of $79.37 and a 12-month high of $106.11. The company has a market capitalization of $812.10 billion, a price-to-earnings ratio of 38.29, a price-to-earnings-growth ratio of 4.80 and a beta of 0.67. 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 firm’s fifty day moving average price is $101.22 and its 200 day moving average price is $97.26.

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 the consensus estimate of $0.74 by ($0.06). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm had revenue of $169.34 billion for the quarter, compared to analysts’ expectations of $174.02 billion. During the same period last year, the firm 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, research analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

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.