Caliber Wealth Management LLC KS Purchases 4,368 Shares of Walmart Inc. $WMT

Key Points

• Caliber Wealth Management LLC KS increased its stake in Walmart Inc. by 4.1% during the second quarter, now owning a total of 110,177 shares valued at approximately $10.8 million.
• Walmart recently reported earnings per share (EPS) of $0.68 for the last quarter, which missed analysts' expectations of $0.74, alongside revenue of $169.34 billion.
• Institutional investors currently hold 26.76% of Walmart's stock, with 31 analysts rating the company as a "Buy".

Caliber Wealth Management LLC KS grew its stake in shares of Walmart Inc. (NYSE:WMT - Free Report) by 4.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 110,177 shares of the retailer's stock after buying an additional 4,368 shares during the period. Walmart accounts for about 1.2% of Caliber Wealth Management LLC KS's investment portfolio, making the stock its 20th largest position. Caliber Wealth Management LLC KS's holdings in Walmart were worth $10,773,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in WMT. Dudley Capital Management LLC raised its stake in Walmart by 3.6% during the second quarter. Dudley Capital Management LLC now owns 32,629 shares of the retailer's stock valued at $3,190,000 after purchasing an additional 1,141 shares in the last quarter. Parcion Private Wealth LLC boosted its holdings in shares of Walmart by 4.1% in the second quarter. Parcion Private Wealth LLC now owns 3,562 shares of the retailer's stock valued at $348,000 after purchasing an additional 139 shares during the period. Birch Hill Investment Advisors LLC raised its holdings in shares of Walmart by 8.5% in the second quarter. Birch Hill Investment Advisors LLC now owns 12,192 shares of the retailer's stock valued at $1,192,000 after acquiring an additional 955 shares in the last quarter. TFB Advisors LLC increased its holdings in Walmart by 2.5% during the second quarter. TFB Advisors LLC now owns 16,080 shares of the retailer's stock valued at $1,572,000 after buying an additional 389 shares during the period. Finally, Cookson Peirce & Co. Inc. boosted its position in Walmart by 6.5% during the second quarter. Cookson Peirce & Co. Inc. now owns 4,481 shares of the retailer's stock valued at $438,000 after purchasing an additional 273 shares in the last quarter. Institutional investors own 26.76% of the company's stock.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 1,550 shares of the company's stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $107.46, for a total transaction of $166,563.00. Following the completion of the sale, the executive vice president directly owned 644,418 shares in the company, valued at $69,249,158.28. This represents a 0.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $101.33, for a total transaction of $222,926.00. Following the sale, the executive vice president owned 621,718 shares in the company, valued at $62,998,684.94. This represents a 0.35% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 147,038 shares of company stock worth $14,869,054. 0.10% of the stock is currently owned by company insiders.

Walmart Stock Performance

NYSE WMT opened at $106.30 on Wednesday. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. The business's 50-day moving average price is $101.80 and its 200 day moving average price is $98.22. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $109.57. The firm has a market cap of $847.51 billion, a P/E ratio of 39.96, a P/E/G ratio of 5.04 and a beta of 0.67.

Walmart (NYSE:WMT - Get Free Report) last issued its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.74 by ($0.06). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business had revenue of $169.34 billion for the quarter, compared to analysts' expectations of $174.02 billion. During the same period last year, the company posted $0.67 earnings per share. The business's quarterly revenue was up 4.8% on a year-over-year basis. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. On average, equities research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Analyst Upgrades and Downgrades

WMT has been the topic of several research analyst reports. Telsey Advisory Group reissued an "outperform" rating and set a $118.00 target price on shares of Walmart in a research report on Wednesday, September 24th. Piper Sandler reiterated an "overweight" rating and set a $111.00 price objective on shares of Walmart in a research note on Wednesday, September 24th. Oppenheimer boosted their price target on shares of Walmart from $110.00 to $115.00 and gave the stock an "outperform" rating in a research report on Wednesday, August 13th. Wolfe Research began coverage on Walmart in a report on Thursday, September 18th. They set an "outperform" rating and a $129.00 price target on the stock. Finally, JPMorgan Chase & Co. reduced their target price on Walmart from $130.00 to $127.00 and set an "overweight" rating on the stock in a research report on Friday, August 22nd. Thirty-one analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $112.67.

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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