Schnieders Capital Management LLC Grows Holdings in Walmart Inc. $WMT

Schnieders Capital Management LLC grew its stake in Walmart Inc. (NYSE:WMT) by 1.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,341 shares of the retailer’s stock after buying an additional 1,048 shares during the period. Walmart makes up about 1.6% of Schnieders Capital Management LLC’s holdings, making the stock its 16th biggest holding. Schnieders Capital Management LLC’s holdings in Walmart were worth $8,931,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Crewe Advisors LLC grew its stake in Walmart by 1.5% in the 2nd quarter. Crewe Advisors LLC now owns 7,980 shares of the retailer’s stock worth $780,000 after buying an additional 115 shares in the last quarter. Lyell Wealth Management LP grew its stake in Walmart by 14.1% in the 2nd quarter. Lyell Wealth Management LP now owns 118,633 shares of the retailer’s stock worth $11,600,000 after buying an additional 14,620 shares in the last quarter. Accretive Wealth Partners LLC grew its stake in Walmart by 0.5% in the 2nd quarter. Accretive Wealth Partners LLC now owns 29,731 shares of the retailer’s stock worth $2,907,000 after buying an additional 155 shares in the last quarter. Alaska Wealth Advisors purchased a new position in Walmart in the 2nd quarter worth approximately $240,000. Finally, Balboa Wealth Partners grew its stake in Walmart by 2.8% in the 2nd quarter. Balboa Wealth Partners now owns 7,908 shares of the retailer’s stock worth $773,000 after buying an additional 212 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Trading Up 1.3%

NYSE:WMT opened at $107.80 on Monday. The company has a fifty day moving average of $101.69 and a 200 day moving average of $98.00. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $109.57. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. The firm 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.

Walmart (NYSE:WMT) last posted its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. During the same quarter in the prior year, the company 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, research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Activity at Walmart

In related news, EVP John D. Rainey sold 2,200 shares of the company’s stock in a transaction on Wednesday, October 1st. The shares were 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 directly owned 621,718 shares in the company, valued at $62,998,684.94. This represents a 0.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $107.78, for a total transaction of $1,414,612.50. Following the sale, the executive vice president owned 892,940 shares of the company’s stock, valued at $96,241,073.20. This represents a 1.45% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 147,038 shares of company stock worth $14,869,054 over the last ninety days. Insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on WMT. Mizuho reissued an “outperform” rating and issued a $115.00 price target on shares of Walmart in a research note on Wednesday, August 13th. Evercore ISI reaffirmed an “outperform” rating and issued a $110.00 price objective (up previously from $108.00) on shares of Walmart in a research note on Monday, August 18th. Piper Sandler reaffirmed an “overweight” rating and issued a $111.00 price objective on shares of Walmart in a research note on Wednesday, September 24th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $118.00 price objective on shares of Walmart in a research note on Wednesday, September 24th. Finally, DA Davidson set a $117.00 price objective on shares of Walmart in a research note on Wednesday. Thirty-one 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.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $112.63.

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.