Lion Street Advisors LLC Has $742,000 Stock Holdings in Walmart Inc. $WMT

Lion Street Advisors LLC boosted its holdings in shares of Walmart Inc. (NYSE:WMT) by 5.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 7,592 shares of the retailer’s stock after acquiring an additional 423 shares during the period. Lion Street Advisors LLC’s holdings in Walmart were worth $742,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in shares of Walmart by 0.8% in the 1st quarter. Vanguard Group Inc. now owns 425,961,042 shares of the retailer’s stock valued at $37,395,120,000 after buying an additional 3,224,154 shares during the period. Kingstone Capital Partners Texas LLC grew its holdings 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 valued at $10,496,702,000 after buying an additional 104,488,610 shares during the period. Goldman Sachs Group Inc. grew its holdings 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 valued at $2,922,770,000 after buying an additional 7,706,201 shares during the period. Ameriprise Financial Inc. grew its holdings in shares of Walmart by 1.3% in the 1st quarter. Ameriprise Financial Inc. now owns 30,874,987 shares of the retailer’s stock valued at $2,710,665,000 after buying an additional 387,424 shares during the period. Finally, Invesco Ltd. grew its holdings in shares of Walmart by 2.9% in the 1st quarter. Invesco Ltd. now owns 29,188,142 shares of the retailer’s stock valued at $2,562,427,000 after buying an additional 823,020 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

WMT has been the subject of several research analyst reports. Sanford C. Bernstein set a $117.00 price target on shares of Walmart and gave the company an “outperform” rating in a report on Friday, August 22nd. Wolfe Research assumed coverage on shares of Walmart in a research report on Thursday, September 18th. They issued an “outperform” rating and a $129.00 price objective on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research report on Wednesday, October 8th. Guggenheim reaffirmed a “buy” rating and issued a $115.00 price objective (up from $112.00) on shares of Walmart in a research report on Monday, August 18th. Finally, Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. Thirty equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $112.38.

Insider Activity

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated 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 of the company’s stock, valued at $451,396,778.96. The trade was a 0.44% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the business’s stock in a transaction dated Friday, September 19th. The stock was sold at an average price of $103.83, for a total transaction of $415,320.00. Following the sale, the executive vice president directly owned 1,048,455 shares in the company, valued at $108,861,082.65. This trade represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 149,488 shares of company stock worth $14,917,151. 0.10% of the stock is currently owned by company insiders.

Walmart Trading Up 0.2%

Shares of NYSE:WMT opened at $102.04 on Tuesday. The company’s 50-day moving average price is $101.27 and its two-hundred day moving average price is $97.46. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. Walmart Inc. has a one year low of $79.76 and a one year high of $106.11. The stock has a market capitalization of $813.51 billion, a PE ratio of 38.36, a price-to-earnings-growth ratio of 4.80 and a beta of 0.67.

Walmart (NYSE:WMT) last issued its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 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 business had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. During the same period last year, the firm earned $0.67 earnings per share. The company’s quarterly 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. On average, equities 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.