Blue Zone Wealth Advisors LLC Cuts Stock Holdings in Walmart Inc. $WMT

Blue Zone Wealth Advisors LLC decreased its holdings in shares of Walmart Inc. (NYSE:WMT) by 17.1% during the second quarter, according to its most recent filing with the SEC. The firm owned 2,085 shares of the retailer’s stock after selling 429 shares during the period. Blue Zone Wealth Advisors LLC’s holdings in Walmart were worth $204,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Operose Advisors LLC increased its position in Walmart by 319.7% during 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 period. PFS Partners LLC increased its position in Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after purchasing an additional 233 shares during the period. Ridgewood Investments LLC increased its position in Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after purchasing an additional 115 shares during the period. Bear Mountain Capital Inc. grew its position in shares of Walmart by 98.2% in the 1st 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 grew its position in shares of Walmart by 432.4% in the 1st 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. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Up 0.1%

WMT stock opened at $101.86 on Friday. The firm has a 50 day moving average of $101.22 and a 200 day moving average of $97.26. The stock has a market capitalization of $812.10 billion, a PE ratio of 38.29, a price-to-earnings-growth ratio of 4.80 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 Inc. has a 52 week low of $79.37 and a 52 week high of $106.11.

Walmart (NYSE:WMT) last released its 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). The company had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter last year, the business earned $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. Sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Buying and Selling at Walmart

In other Walmart news, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction that occurred 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 approximately $62,998,684.94. The trade was a 0.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on 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 owned 4,373,576 shares of the company’s stock, valued at approximately $451,396,778.96. The trade was a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 151,232 shares of company stock worth $15,083,877. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on WMT shares. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $118.00 price objective on shares of Walmart in a research report on Wednesday, September 24th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research report on Wednesday. Oppenheimer lifted their price objective on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 13th. Tigress Financial lifted their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, September 3rd. Finally, Truist Financial cut their price objective on shares of Walmart from $111.00 to $109.00 and set a “buy” rating on the stock in a research report on Friday, August 22nd. Thirty research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, Walmart has an average rating of “Moderate Buy” and a consensus price target of $112.38.

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.