Avior Wealth Management LLC Sells 4,227 Shares of Walmart Inc. $WMT

Key Points

• Avior Wealth Management LLC reduced its stake in Walmart Inc. by 11.0%, selling 4,227 shares during the second quarter, leaving it with 34,079 shares valued at $3,332,000.
• Walmart's quarterly earnings missed analysts' expectations, reporting $0.68 per share against a consensus of $0.74, with revenue of $169.34 billion compared to an expected $174.02 billion.
• Analysts remain optimistic about Walmart, with many maintaining an "outperform" rating and an average price target of $112.38, indicating strong market confidence in the retailer's future performance.

Avior Wealth Management LLC trimmed its position in Walmart Inc. (NYSE:WMT - Free Report) by 11.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 34,079 shares of the retailer's stock after selling 4,227 shares during the quarter. Avior Wealth Management LLC's holdings in Walmart were worth $3,332,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in WMT. Brighton Jones LLC increased its position in Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock valued at $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock valued at $800,000 after purchasing an additional 485 shares in the last quarter. Peoples Bank KS increased its holdings in Walmart by 1.5% during the first quarter. Peoples Bank KS now owns 29,339 shares of the retailer's stock valued at $2,576,000 after buying an additional 445 shares during the period. Fifth Third Wealth Advisors LLC increased its holdings in Walmart by 26.2% during the first quarter. Fifth Third Wealth Advisors LLC now owns 158,982 shares of the retailer's stock valued at $13,957,000 after buying an additional 32,970 shares during the period. Finally, Allied Investment Advisors LLC raised its stake in Walmart by 0.8% in the first quarter. Allied Investment Advisors LLC now owns 19,163 shares of the retailer's stock worth $1,682,000 after buying an additional 161 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company's stock.

Walmart Trading Up 0.1%

NYSE WMT opened at $103.14 on Monday. Walmart Inc. has a 12-month low of $78.98 and a 12-month high of $106.11. The company has a fifty day simple moving average of $100.16 and a two-hundred day simple moving average of $96.19. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The stock has a market cap of $822.32 billion, a P/E ratio of 38.77, a P/E/G ratio of 4.86 and a beta of 0.65.

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 analysts' consensus estimates of $0.74 by ($0.06). The company had revenue of $169.34 billion for the quarter, compared to analysts' expectations 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 period last year, the firm earned $0.67 earnings per share. 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 earnings per share for the current year.

Insider Transactions at Walmart

In other news, EVP Kathryn J. Mclay sold 4,000 shares of the firm's stock in a transaction dated Tuesday, August 19th. The stock was sold at an average price of $100.96, for a total value of $403,840.00. Following the completion of the transaction, the executive vice president directly 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 SEC, which is available through the SEC website. Also, EVP John R. Furner sold 13,125 shares of the company's stock in a transaction that occurred on Thursday, July 17th. The shares were sold at an average price of $95.14, for a total value of $1,248,712.50. Following the completion of the sale, the executive vice president owned 932,313 shares in the company, valued at approximately $88,700,258.82. This represents a 1.39% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 151,232 shares of company stock valued at $15,077,519 over the last three months. Company insiders own 0.10% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on WMT. Royal Bank Of Canada reiterated an "outperform" rating and issued a $106.00 price target on shares of Walmart in a report on Friday, August 22nd. Mizuho reaffirmed an "outperform" rating and set a $115.00 price objective on shares of Walmart in a research report on Wednesday, August 13th. Erste Group Bank upgraded shares of Walmart from a "hold" rating to a "buy" rating in a report on Tuesday, August 5th. Tigress Financial increased their price target 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, Evercore ISI reaffirmed an "outperform" rating and issued a $110.00 price objective (up previously from $108.00) on shares of Walmart in a research report on Monday, August 18th. Twenty-nine research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $112.38.

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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