Trillium Asset Management LLC Takes Position in Walmart Inc. $WMT

Trillium Asset Management LLC bought a new stake in Walmart Inc. (NYSE:WMT) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 2,358 shares of the retailer’s stock, valued at approximately $231,000.

Several other institutional investors also recently modified their holdings of WMT. Access Investment Management LLC bought a new position in Walmart in the 2nd quarter valued at $26,000. Operose Advisors LLC increased its holdings 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 buying an additional 243 shares during the last quarter. PFS Partners LLC increased its holdings in 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 during the last quarter. Bear Mountain Capital Inc. increased its holdings in Walmart by 98.2% during the first 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 last quarter. Finally, Clal Insurance Enterprises Holdings Ltd increased its holdings in Walmart by 432.4% during 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 during the last quarter. 26.76% of the stock is owned by institutional investors.

Walmart Trading Down 0.8%

WMT opened at $101.47 on Thursday. The business has a 50 day simple moving average of $102.80 and a two-hundred day simple moving average of $99.34. The firm has a market capitalization of $809.01 billion, a price-to-earnings ratio of 38.15, a PEG ratio of 4.83 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. Walmart Inc. has a one year low of $79.81 and a one year high of $109.57.

Walmart (NYSE:WMT) last announced its 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). The firm had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm’s revenue was up 4.8% on a year-over-year basis. During the same period in the prior year, the company 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. Analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Insider Activity at Walmart

In related news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, October 16th. The stock was 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. This trade represents a 1.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Daniel J. Bartlett sold 1,550 shares of Walmart stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $107.46, for a total value of $166,563.00. Following the completion of the sale, the executive vice president owned 644,418 shares of the company’s stock, valued at $69,249,158.28. The trade was a 0.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 151,038 shares of company stock valued at $15,531,616 over the last ninety days. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on WMT. Royal Bank Of Canada set a $116.00 target price on shares of Walmart and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Evercore ISI reissued an “outperform” rating and set a $111.00 price objective (up from $110.00) on shares of Walmart in a report on Tuesday, October 21st. Tigress Financial increased their price objective on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 3rd. Telsey Advisory Group reiterated an “outperform” rating and set a $118.00 price target on shares of Walmart in a research note on Wednesday, September 24th. Finally, Sanford C. Bernstein set a $117.00 price target on Walmart and gave the stock an “outperform” rating in a research note on Friday, August 22nd. Thirty-one analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $113.40.

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.