Alaska Wealth Advisors Takes Position in Walmart Inc. $WMT

Key Points

• Alaska Wealth Advisors has acquired a new stake in Walmart Inc. during the 2nd quarter, purchasing 2,451 shares valued at approximately $240,000.
• Walmart's quarterly earnings reported a miss against analyst expectations, with an EPS of $0.68 compared to the consensus estimate of $0.74.
• Institutional investors now own 26.76% of Walmart's stock, highlighting significant interest from larger financial entities.

Alaska Wealth Advisors bought a new stake in Walmart Inc. (NYSE:WMT - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 2,451 shares of the retailer's stock, valued at approximately $240,000.

Several other hedge funds also recently modified their holdings of the business. Vanguard Group Inc. boosted its stake in shares of Walmart by 0.8% in the 1st quarter. Vanguard Group Inc. now owns 425,961,042 shares of the retailer's stock valued at $37,395,120,000 after purchasing an additional 3,224,154 shares during the last quarter. Kingstone Capital Partners Texas LLC boosted its stake in Walmart by 397,264.9% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer's stock worth $10,496,702,000 after acquiring an additional 104,488,610 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in Walmart by 30.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer's stock worth $2,922,770,000 after acquiring an additional 7,706,201 shares during the last quarter. Ameriprise Financial Inc. boosted its stake in Walmart by 1.3% during the 1st quarter. Ameriprise Financial Inc. now owns 30,874,987 shares of the retailer's stock worth $2,710,665,000 after acquiring an additional 387,424 shares during the last quarter. Finally, Invesco Ltd. boosted its stake in Walmart by 2.9% during the 1st quarter. Invesco Ltd. now owns 29,188,142 shares of the retailer's stock worth $2,562,427,000 after acquiring an additional 823,020 shares during the last quarter. Institutional investors own 26.76% of the company's stock.

Walmart Stock Performance

Shares of WMT opened at $107.80 on Monday. 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 twelve month low of $79.81 and a twelve month high of $109.57. The firm's 50 day moving average price is $101.69 and its two-hundred day moving average price is $98.00. The firm has a market cap of $859.50 billion, a P/E ratio of 40.53, a PEG ratio of 5.08 and a beta of 0.67.

Walmart (NYSE:WMT - Get Free Report) last announced its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share 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 company had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same period in the previous year, the firm posted $0.67 EPS. The business's quarterly revenue was up 4.8% compared to the same quarter last year. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. On average, analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Insider Buying and Selling

In other news, EVP Daniel J. Bartlett sold 1,550 shares of Walmart stock in a transaction that occurred on Wednesday, October 15th. The shares were sold at an average price of $107.46, for a total value of $166,563.00. Following the sale, the executive vice president directly owned 644,418 shares in the company, valued at $69,249,158.28. This trade represents a 0.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 completion of the sale, the chief executive officer owned 4,373,576 shares in the company, valued at $451,396,778.96. This trade represents a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 147,038 shares of company stock valued at $14,869,054 over the last ninety days. Insiders own 0.10% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on WMT. Weiss Ratings reissued a "buy (b)" rating on shares of Walmart in a research note on Wednesday, October 8th. Wolfe Research began coverage on shares of Walmart in a research note on Thursday, September 18th. They set an "outperform" rating and a $129.00 price objective on the stock. Truist Financial reduced their price objective on shares of Walmart from $111.00 to $109.00 and set a "buy" rating on the stock in a research note on Friday, August 22nd. Guggenheim reissued a "buy" rating and set a $115.00 price objective (up previously from $112.00) on shares of Walmart in a research note on Monday, August 18th. Finally, The Goldman Sachs Group lifted their price objective on shares of Walmart from $101.00 to $114.00 and gave the stock a "buy" rating in a research note on Friday, August 22nd. Thirty-one investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $112.63.

Walmart 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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