Broad Peak Investment Advisers Pte Ltd Takes $5.50 Million Position in Walmart Inc. $WMT

Key Points

• Broad Peak Investment Advisers Pte Ltd has acquired a $5.50 million stake in Walmart Inc., purchasing 56,200 shares, which constitutes approximately 1.7% of their investment portfolio.
• Recent insider trading activity includes Walmart's EVP and CEO selling a combined total of over $3.36 million in shares, reflecting a slight decrease in their ownership positions.
• Analysts have varied price targets for Walmart's stock, with estimates ranging from $106.00 to $125.00, and a general consensus rating of "Moderate Buy."

Broad Peak Investment Advisers Pte Ltd bought a new stake in shares of Walmart Inc. (NYSE:WMT - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 56,200 shares of the retailer's stock, valued at approximately $5,495,000. Walmart comprises approximately 1.7% of Broad Peak Investment Advisers Pte Ltd's investment portfolio, making the stock its 13th biggest holding.

Other large investors have also recently modified their holdings of the company. Operose Advisors LLC boosted its holdings in Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock valued at $28,000 after acquiring an additional 243 shares during the period. PFS Partners LLC boosted its holdings in Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer's stock valued at $31,000 after acquiring an additional 233 shares during the period. Bear Mountain Capital Inc. boosted its holdings in Walmart by 98.2% during the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock valued at $32,000 after acquiring an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd boosted its holdings in Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer's stock valued at $32,000 after acquiring an additional 294 shares during the period. Finally, Ridgewood Investments LLC boosted its holdings in Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer's stock valued at $32,000 after acquiring an additional 115 shares during the period. Institutional investors own 26.76% of the company's stock.

Insider Activity

In related news, EVP John R. Furner sold 13,125 shares of the company's stock in a transaction on Thursday, September 18th. The stock was sold at an average price of $103.74, for a total transaction of $1,361,587.50. Following the completion of the sale, the executive vice president directly owned 906,064 shares in the company, valued at $93,995,079.36. This represents a 1.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company's stock in a transaction on Thursday, September 25th. The stock was sold at an average price of $103.21, for a total value of $2,003,925.36. Following the sale, the chief executive officer owned 4,373,576 shares of the company's stock, 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 a total of 149,488 shares of company stock worth $14,917,151 over the last ninety days. 0.10% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

WMT has been the subject of a number of recent analyst reports. Oppenheimer boosted their price objective on Walmart from $110.00 to $115.00 and gave the company an "outperform" rating in a report on Wednesday, August 13th. Truist Financial dropped their price objective on Walmart from $111.00 to $109.00 and set a "buy" rating for the company in a report on Friday, August 22nd. Royal Bank Of Canada restated an "outperform" rating and set a $106.00 price objective on shares of Walmart in a report on Friday, August 22nd. Sanford C. Bernstein set a $117.00 price objective on Walmart and gave the company an "outperform" rating in a report on Friday, August 22nd. Finally, Tigress Financial upped their target price on Walmart from $120.00 to $125.00 and gave the stock a "buy" rating in a report on Wednesday, September 3rd. Thirty-one analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $112.63.

Walmart Price Performance

Shares of WMT stock opened at $107.15 on Wednesday. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $107.92. The stock has a market capitalization of $854.27 billion, a price-to-earnings ratio of 40.28, a P/E/G ratio of 4.81 and a beta of 0.67. The stock has a fifty day simple moving average of $101.43 and a two-hundred day simple moving average of $97.53. 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 (NYSE:WMT - Get Free Report) last issued 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 return on equity of 21.45% and a net margin of 3.08%.The company's revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter last year, the company 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 predict 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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