Modera Wealth Management LLC Grows Holdings in Walmart Inc. $WMT

Modera Wealth Management LLC lifted its position in shares of Walmart Inc. (NYSE:WMT) by 0.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 203,566 shares of the retailer’s stock after acquiring an additional 1,331 shares during the quarter. Modera Wealth Management LLC’s holdings in Walmart were worth $19,905,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Twin Capital Management Inc. raised its position in Walmart by 1.8% during the second quarter. Twin Capital Management Inc. now owns 74,410 shares of the retailer’s stock worth $7,276,000 after acquiring an additional 1,332 shares during the period. Soltis Investment Advisors LLC raised its position in shares of Walmart by 58.1% during the 2nd quarter. Soltis Investment Advisors LLC now owns 19,802 shares of the retailer’s stock worth $1,936,000 after purchasing an additional 7,274 shares during the last quarter. Long Run Wealth Advisors LLC lifted its stake in Walmart by 9.8% in the 2nd quarter. Long Run Wealth Advisors LLC now owns 6,605 shares of the retailer’s stock valued at $646,000 after buying an additional 591 shares in the last quarter. HORAN Wealth LLC purchased a new stake in Walmart during the 2nd quarter worth approximately $5,303,000. Finally, SouthState Corp lifted its position in shares of Walmart by 2.5% in the second quarter. SouthState Corp now owns 257,563 shares of the retailer’s stock valued at $25,185,000 after acquiring an additional 6,271 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on WMT. Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. Evercore ISI reaffirmed an “outperform” rating and set a $111.00 price objective (up previously from $110.00) on shares of Walmart in a research note on Tuesday, October 21st. JPMorgan Chase & Co. decreased their target price on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a research note on Friday, August 22nd. UBS Group restated a “buy” rating and issued a $122.00 price target (up from $110.00) on shares of Walmart in a research report on Thursday, October 23rd. Finally, Mizuho restated an “outperform” rating and set a $115.00 price objective on shares of Walmart in a research report on Wednesday, August 13th. Thirty-one equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $113.40.

Walmart Trading Up 0.0%

NYSE WMT opened at $101.51 on Friday. 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 market cap of $809.32 billion, a price-to-earnings ratio of 38.16, a PEG ratio of 4.83 and a beta of 0.67. The firm has a 50 day simple moving average of $102.91 and a 200-day simple moving average of $99.36. Walmart Inc. has a one year low of $79.81 and a one year high of $109.57.

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

Insider Activity

In related news, EVP John R. Furner sold 13,125 shares of the firm’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 sale, the executive vice president owned 892,940 shares of the company’s stock, valued at $96,241,073.20. This trade represents a 1.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction that occurred on Monday, October 20th. The stock was sold at an average price of $107.75, for a total transaction of $431,000.00. Following the completion of the transaction, the executive vice president owned 1,044,455 shares of the company’s stock, valued at $112,540,026.25. This represents a 0.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 151,038 shares of company stock valued at $15,531,616. 0.10% of the stock is owned by corporate 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.