Advisory Alpha LLC Acquires 4,257 Shares of Walmart Inc. $WMT

Key Points

• Advisory Alpha LLC increased its Walmart holdings by 14.5%, acquiring an additional 4,257 shares, bringing their total to 33,665 shares valued at approximately $2.95 million.
• Multiple institutional investors made significant changes to their Walmart stakes in the 1st quarter, with notable increases from firms like Monument Capital Management and Mitsubishi UFJ Asset Management.
• Walmart's Q2 earnings missed estimates, reporting $0.68 EPS against a consensus of $0.74, prompting guidance adjustments for future earnings projections.

Advisory Alpha LLC raised its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 14.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 33,665 shares of the retailer's stock after acquiring an additional 4,257 shares during the period. Advisory Alpha LLC's holdings in Walmart were worth $2,955,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Night Squared LP bought a new stake in shares of Walmart during the 1st quarter valued at $1,052,000. Monument Capital Management raised its position in shares of Walmart by 94.2% during the 1st quarter. Monument Capital Management now owns 55,004 shares of the retailer's stock valued at $4,829,000 after acquiring an additional 26,685 shares during the last quarter. Ally Financial Inc. bought a new stake in shares of Walmart in the 1st quarter valued at $2,107,000. Gerber Kawasaki Wealth & Investment Management increased its position in shares of Walmart by 34.6% in the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer's stock valued at $3,355,000 after buying an additional 9,831 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of Walmart by 11.8% in the 1st quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 7,959,752 shares of the retailer's stock valued at $698,787,000 after buying an additional 838,689 shares in the last quarter. Institutional investors own 26.76% of the company's stock.

Wall Street Analyst Weigh In

WMT has been the subject of a number of recent analyst reports. Erste Group Bank upgraded shares of Walmart from a "hold" rating to a "buy" rating in a research report on Tuesday, August 5th. Telsey Advisory Group upped their price objective on shares of Walmart from $115.00 to $118.00 and gave the company an "outperform" rating in a research report on Friday, August 22nd. Oppenheimer upped their price objective on shares of Walmart from $110.00 to $115.00 and gave the company an "outperform" rating in a research report on Wednesday, August 13th. Tigress Financial upped their price objective on shares of Walmart from $120.00 to $125.00 and gave the company a "buy" rating in a research report on Wednesday, September 3rd. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Walmart from $130.00 to $127.00 and set an "overweight" rating for the company in a research report on Friday, August 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has given a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Buy" and a consensus price target of $110.76.

Walmart Price Performance

WMT stock opened at $102.26 on Tuesday. The stock has a 50-day moving average price of $98.38 and a two-hundred day moving average price of $95.22. The stock has a market cap of $815.33 billion, a PE ratio of 38.44, a price-to-earnings-growth ratio of 4.83 and a beta of 0.65. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 1 year low of $76.49 and a 1 year high of $105.30.

Walmart (NYSE:WMT - Get Free Report) last announced its quarterly earnings data 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 during 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 revenue was up 4.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $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. Equities analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Insider Buying and Selling

In other news, EVP John R. Furner sold 13,125 shares of the firm's stock in a transaction dated Friday, June 20th. The stock was sold at an average price of $95.85, for a total value of $1,258,031.25. Following the completion of the transaction, the executive vice president owned 945,434 shares in the company, valued at $90,619,848.90. This trade represents a 1.37% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kathryn J. Mclay sold 4,000 shares of the firm's stock in a transaction dated Monday, July 21st. The shares were sold at an average price of $95.14, for a total value of $380,560.00. Following the completion of the transaction, the executive vice president owned 1,056,455 shares of the company's stock, valued at $100,511,128.70. The trade was a 0.38% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 121,382 shares of company stock worth $11,718,441 over the last 90 days. 0.10% of the stock is currently owned by 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.

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