4,501 Shares in Walmart Inc. $WMT Bought by LifeWealth Investments LLC

Key Points

• LifeWealth Investments LLC purchased 4,501 shares of Walmart Inc., valued at approximately $440,000, in the second quarter.
• Walmart's CEO, C. Douglas McMillon, sold 19,416 shares for over $2 million, representing a 0.44% decrease in his ownership.
• Analysts have varied opinions on Walmart's stock; Bank of America increased its price target to $125, while others have set targets ranging from $109 to $130.

LifeWealth Investments LLC purchased a new position in Walmart Inc. (NYSE:WMT - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 4,501 shares of the retailer's stock, valued at approximately $440,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Operose Advisors LLC grew its stake in Walmart by 319.7% in the first 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 last quarter. PFS Partners LLC grew its stake in Walmart by 267.8% in the second 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 last quarter. Ridgewood Investments LLC grew its stake in 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 purchasing an additional 115 shares during the last quarter. Bear Mountain Capital Inc. grew its stake in Walmart by 98.2% in the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock valued at $32,000 after purchasing an additional 167 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd grew 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 worth $32,000 after acquiring an additional 294 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the firm's stock in a transaction dated Thursday, September 25th. The stock was sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the completion of the transaction, the chief executive officer directly owned 4,373,576 shares in the company, valued at $451,396,778.96. This trade represents a 0.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Daniel J. Bartlett sold 1,550 shares of the firm's stock in a transaction dated Wednesday, October 15th. The shares were sold at an average price of $107.46, for a total value of $166,563.00. Following the transaction, the executive vice president owned 644,418 shares of the company's stock, valued at $69,249,158.28. This trade represents a 0.24% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 131,622 shares of company stock worth $13,444,273. 0.10% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have recently weighed in on WMT. Bank of America boosted their price target on Walmart from $120.00 to $125.00 and gave the stock a "buy" rating in a research note on Wednesday, September 17th. JPMorgan Chase & Co. dropped their price target on Walmart from $130.00 to $127.00 and set an "overweight" rating on the stock in a research note on Friday, August 22nd. Piper Sandler restated an "overweight" rating and set a $111.00 price target on shares of Walmart in a research note on Wednesday, September 24th. Truist Financial dropped their target price on Walmart from $111.00 to $109.00 and set a "buy" rating on the stock in a research report on Friday, August 22nd. Finally, Sanford C. Bernstein set a $117.00 target price on Walmart and gave the company an "outperform" rating in a research report on Friday, August 22nd. Thirty-one equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $112.67.

Walmart Trading Up 0.8%

Shares of WMT stock opened at $107.05 on Thursday. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. The company has a market cap of $853.47 billion, a price-to-earnings ratio of 40.24, a PEG ratio of 5.00 and a beta of 0.67. The stock has a 50 day simple moving average of $101.92 and a 200-day simple moving average of $98.28. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $109.57.

Walmart (NYSE:WMT - Get Free Report) last issued 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). 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 analyst estimates of $174.02 billion. During the same quarter last year, the company earned $0.67 earnings per share. Walmart'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. On average, equities research analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

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.

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