Advanced Asset Management Advisors Inc Has $9.63 Million Stock Holdings in Walmart Inc. $WMT

Key Points

• Advanced Asset Management Advisors Inc has reduced its Walmart shares by 27.3%, now holding a total of 98,441 shares worth approximately $9.63 million.
• Walmart's latest earnings report showed an EPS of $0.68, which missed expectations, alongside a revenue of $169.34 billion, below the forecast of $174.02 billion.
• Analysts maintain a positive outlook on Walmart, with several rating the stock as "outperform" or "buy" and setting target prices ranging from $110.00 to $117.00.

Advanced Asset Management Advisors Inc decreased its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 27.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 98,441 shares of the retailer's stock after selling 36,998 shares during the period. Walmart makes up about 2.6% of Advanced Asset Management Advisors Inc's portfolio, making the stock its 16th largest position. Advanced Asset Management Advisors Inc's holdings in Walmart were worth $9,626,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Operose Advisors LLC raised 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 raised 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. Ridgewood Investments LLC raised its holdings in Walmart by 55.3% during the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer's stock worth $32,000 after buying an additional 115 shares during the last quarter. Bear Mountain Capital Inc. grew its stake 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 acquiring an additional 167 shares in the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd grew its stake 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 acquiring an additional 294 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart Price Performance

WMT opened at $101.72 on Friday. The firm has a market cap of $811.00 billion, a P/E ratio of 38.24, a PEG ratio of 4.85 and a beta of 0.67. The firm has a 50-day moving average of $101.15 and a 200 day moving average of $97.06. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. Walmart Inc. has a fifty-two week low of $79.37 and a fifty-two week high of $106.11.

Walmart (NYSE:WMT - Get Free Report) last posted its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing the consensus estimate of $0.74 by ($0.06). The company had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. Walmart's quarterly revenue was up 4.8% compared to the same quarter last year. During the same quarter in the previous 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. On average, research analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on WMT shares. Mizuho reiterated an "outperform" rating and issued a $115.00 target price on shares of Walmart in a research note on Wednesday, August 13th. Evercore ISI reiterated an "outperform" rating and issued a $110.00 target price (up previously from $108.00) on shares of Walmart in a research note on Monday, August 18th. Piper Sandler reiterated an "overweight" rating and issued a $111.00 target price on shares of Walmart in a research note on Wednesday, September 24th. Sanford C. Bernstein set a $117.00 target price on shares of Walmart and gave the stock an "outperform" rating in a research note on Friday, August 22nd. Finally, Guggenheim reiterated a "buy" rating and issued a $115.00 target price (up previously from $112.00) on shares of Walmart in a research note on Monday, August 18th. Thirty analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $112.38.

Insider Activity at Walmart

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction dated Tuesday, August 19th. The shares were sold at an average price of $100.96, for a total transaction of $403,840.00. Following the completion of the transaction, the executive vice president owned 1,052,455 shares in the company, valued at $106,255,856.80. This trade represents a 0.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP John R. Furner sold 13,125 shares of the stock in a transaction dated Thursday, July 17th. The stock was sold at an average price of $95.14, for a total transaction of $1,248,712.50. Following the transaction, the executive vice president owned 932,313 shares of the company's stock, valued at $88,700,258.82. This represents a 1.39% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 151,232 shares of company stock worth $15,083,877 in the last ninety days. Corporate insiders own 0.10% of the company's stock.

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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