Calton & Associates Inc. Grows Holdings in Walmart Inc. $WMT

Key Points

• Calton & Associates Inc. increased its holdings in Walmart Inc. by 372.1% during the first quarter, acquiring 17,785 additional shares to reach a total of 22,564 shares valued at approximately $1.98 million.
• Insider transactions included CEO C. Douglas McMillon selling 19,416 shares for about $1.86 million, reducing his ownership by 0.44%.
• Walmart reported earnings of $0.68 per share for the last quarter, missing analyst estimates, and had a revenue of $169.34 billion, which was below expectations as well.

Calton & Associates Inc. grew its holdings in Walmart Inc. (NYSE:WMT - Free Report) by 372.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,564 shares of the retailer's stock after buying an additional 17,785 shares during the quarter. Calton & Associates Inc.'s holdings in Walmart were worth $1,981,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in WMT. Operose Advisors LLC increased its stake in shares of Walmart by 319.7% during the first quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock worth $28,000 after purchasing an additional 243 shares in the last quarter. Bear Mountain Capital Inc. increased its stake in shares of Walmart by 98.2% during the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock worth $32,000 after purchasing an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd increased its stake in Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer's stock worth $32,000 after buying an additional 294 shares in the last quarter. EQ Wealth Advisors LLC purchased a new stake in Walmart during the 1st quarter worth approximately $35,000. Finally, Lipe & Dalton increased its stake in Walmart by 95.2% during the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer's stock worth $36,000 after buying an additional 200 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, July 24th. The stock was sold at an average price of $95.58, for a total transaction of $1,855,781.28. Following the completion of the sale, the chief executive officer directly owned 4,412,398 shares of the company's stock, valued at $421,737,000.84. The trade was a 0.44% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Daniel J. Bartlett sold 1,655 shares of the business's stock in a transaction that occurred on Friday, August 15th. The stock was sold at an average price of $100.38, for a total value of $166,128.90. Following the sale, the executive vice president owned 647,578 shares of the company's stock, valued at approximately $65,003,879.64. The trade was a 0.25% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 101,966 shares of company stock worth $9,858,673. 0.10% of the stock is currently owned by company insiders.

Walmart Stock Performance

Shares of WMT stock opened at $96.97 on Friday. The stock has a market capitalization of $773.85 billion, a PE ratio of 36.45, a P/E/G ratio of 4.66 and a beta of 0.66. The firm has a 50 day moving average of $98.12 and a two-hundred day moving average of $95.36. Walmart Inc. has a 52 week low of $75.67 and a 52 week high of $105.30. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43.

Walmart (NYSE:WMT - Get Free Report) last released 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). The company had revenue of $169.34 billion during 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%. The company's revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter last year, the business posted $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, research analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Evercore ISI reaffirmed an "outperform" rating and set a $110.00 target price (up previously from $108.00) on shares of Walmart in a report on Monday, August 18th. Wall Street Zen raised shares of Walmart from a "hold" rating to a "buy" rating in a research note on Monday, May 12th. Guggenheim reaffirmed 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. Truist Financial dropped their price objective on shares of Walmart from $111.00 to $109.00 and set a "buy" rating for the company in a research note on Friday, August 22nd. Finally, Telsey Advisory Group upped their price target on Walmart from $115.00 to $118.00 and gave the company an "outperform" rating in a research report on Friday, August 22nd. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of "Buy" and a consensus price target of $110.59.

About Walmart

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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