Walmart Inc. $WMT Shares Acquired by Wealthquest Corp

Wealthquest Corp increased its holdings in Walmart Inc. (NYSE:WMT) by 5.8% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,255 shares of the retailer’s stock after buying an additional 562 shares during the period. Wealthquest Corp’s holdings in Walmart were worth $1,003,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in WMT. Access Investment Management LLC purchased a new stake in Walmart in the 2nd quarter valued at approximately $26,000. Operose Advisors LLC increased its position 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 in the last quarter. PFS Partners LLC raised its holdings in shares of Walmart by 267.8% in the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after acquiring an additional 233 shares during the last quarter. Ridgewood Investments LLC lifted its position in shares of Walmart by 55.3% in the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after acquiring an additional 115 shares in the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd boosted its stake in shares of Walmart by 432.4% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after acquiring an additional 294 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Price Performance

Walmart stock opened at $110.51 on Friday. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $110.70. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. The firm has a 50 day moving average price of $103.97 and a 200 day moving average price of $100.25. The company has a market cap of $881.08 billion, a price-to-earnings ratio of 41.55, a PEG ratio of 4.83 and a beta of 0.67.

Walmart (NYSE:WMT) last posted its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The company had revenue of $179.50 billion for the quarter, compared to the consensus estimate of $175.15 billion. During the same quarter last year, the firm posted $0.58 earnings per share. Walmart’s revenue was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Sell-side analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Transactions at Walmart

In other Walmart news, CTO Suresh Kumar sold 30,000 shares of the business’s stock in a transaction dated Friday, September 12th. The stock was sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the completion of the sale, the chief technology officer owned 1,787,200 shares of the company’s stock, valued at approximately $184,921,584. The trade was a 1.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP David Chojnowski sold 7,000 shares of the firm’s stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $106.65, for a total value of $746,550.00. Following the completion of the transaction, the senior vice president owned 136,289 shares in the company, valued at approximately $14,535,221.85. This trade represents a 4.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 138,597 shares of company stock valued at $14,499,943 in the last ninety days. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

WMT has been the subject of several analyst reports. Morgan Stanley reissued an “overweight” rating and issued a $125.00 target price (up previously from $115.00) on shares of Walmart in a research note on Friday, November 21st. DA Davidson set a $130.00 price objective on shares of Walmart and gave the company a “buy” rating in a research report on Friday, November 21st. Evercore ISI reissued an “outperform” rating and set a $115.00 price objective (up previously from $111.00) on shares of Walmart in a research note on Friday, November 21st. Mizuho restated an “outperform” rating and set a $115.00 target price on shares of Walmart in a research report on Wednesday, August 13th. Finally, KeyCorp reaffirmed an “overweight” rating and issued a $120.00 target price (up from $110.00) on shares of Walmart in a research note on Friday, November 21st. Thirty-one equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $118.55.

About Walmart

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.