Bogart Wealth LLC Grows Stake in Walmart Inc. $WMT

Bogart Wealth LLC increased its stake in shares of Walmart Inc. (NYSE:WMT) by 0.8% in the 2nd quarter, Holdings Channel reports. The firm owned 96,191 shares of the retailer’s stock after purchasing an additional 767 shares during the period. Bogart Wealth LLC’s holdings in Walmart were worth $9,406,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Operose Advisors LLC raised its stake 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 purchasing an additional 243 shares during the last quarter. PFS Partners LLC grew its holdings in shares of Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after buying an additional 233 shares in the last quarter. Bear Mountain Capital Inc. raised its position in shares of Walmart by 98.2% in the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after buying an additional 167 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd lifted its stake in shares of Walmart by 432.4% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after buying an additional 294 shares in the last quarter. Finally, Ridgewood Investments LLC boosted its position in Walmart by 55.3% during the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after acquiring an additional 115 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Price Performance

NYSE:WMT opened at $107.80 on Monday. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $109.57. The stock’s fifty day moving average is $101.69 and its two-hundred day moving average is $98.00. The company has a market capitalization of $859.50 billion, a P/E ratio of 40.53, a P/E/G ratio of 5.08 and a beta of 0.67. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43.

Walmart (NYSE:WMT) last released its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The business had revenue of $169.34 billion for the quarter, compared to analysts’ expectations of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.67 earnings per share. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Equities analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Wall Street Analysts Forecast Growth

WMT has been the topic of a number of research reports. Mizuho reissued an “outperform” rating and issued a $115.00 target price on shares of Walmart in a research note on Wednesday, August 13th. Royal Bank Of Canada reiterated an “outperform” rating and set a $106.00 price objective on shares of Walmart in a research report on Friday, August 22nd. Telsey Advisory Group reissued an “outperform” rating and set a $118.00 price objective on shares of Walmart in a research note on Wednesday, September 24th. BTIG Research started coverage on Walmart in a research note on Tuesday, October 14th. They issued a “buy” rating and a $120.00 target price for the company. Finally, Evercore ISI reiterated an “outperform” rating and set a $110.00 price target (up previously from $108.00) on shares of Walmart in a report on Monday, August 18th. Thirty-one analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $112.63.

Insider Buying and Selling at Walmart

In related news, EVP Kathryn J. Mclay sold 4,000 shares of Walmart 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 in the company, valued at approximately $108,861,082.65. This trade represents a 0.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $107.78, for a total value of $1,414,612.50. Following the completion of the sale, the executive vice president directly owned 892,940 shares in the company, valued at approximately $96,241,073.20. The trade was a 1.45% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 147,038 shares of company stock valued at $14,869,054. 0.10% of the stock is currently owned by company insiders.

Walmart Company 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.