CHICAGO TRUST Co NA Has $2.31 Million Holdings in Walmart Inc. $WMT

Key Points

• Chicago Trust Co NA has increased its stake in Walmart Inc. by 27.1% during the 2nd quarter, holding shares valued at $2.31 million.
• Walmart faced a missed earnings estimate in its last quarter, reporting $0.68 EPS compared to the consensus of $0.74, with a year-over-year revenue growth of 4.8%.
• Analysts have generally upgraded their forecasts for Walmart, with an average target price now at $112.62 and a consensus rating of "Moderate Buy."

CHICAGO TRUST Co NA increased its stake in Walmart Inc. (NYSE:WMT - Free Report) by 27.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 23,641 shares of the retailer's stock after buying an additional 5,038 shares during the quarter. CHICAGO TRUST Co NA's holdings in Walmart were worth $2,312,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings 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 last quarter. Revolve Wealth Partners LLC lifted its holdings in Walmart by 5.8% during the 4th 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 during the last quarter. SWAN Capital LLC lifted its holdings in Walmart by 137.8% during the 4th quarter. SWAN Capital LLC now owns 1,384 shares of the retailer's stock valued at $125,000 after purchasing an additional 802 shares during the last quarter. Lakeshore Capital Group Inc. acquired a new stake in Walmart during the 4th quarter valued at $1,323,000. Finally, Capital A Wealth Management LLC acquired a new stake in Walmart during the 4th quarter valued at $185,000. Institutional investors and hedge funds own 26.76% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts have issued reports on WMT shares. Erste Group Bank raised Walmart from a "hold" rating to a "buy" rating in a report on Tuesday, August 5th. The Goldman Sachs Group raised their price target on Walmart from $101.00 to $114.00 and gave the company a "buy" rating in a report on Friday, August 22nd. Evercore ISI reaffirmed an "outperform" rating and set a $110.00 price target (up previously from $108.00) on shares of Walmart in a report on Monday, August 18th. Bank of America raised their price target on Walmart from $120.00 to $125.00 and gave the company a "buy" rating in a report on Wednesday, September 17th. Finally, Telsey Advisory Group lifted their target price on Walmart from $115.00 to $118.00 and gave the stock an "outperform" rating in a report on Friday, August 22nd. Twenty-nine analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $112.62.

Walmart Stock Performance

Walmart stock opened at $102.79 on Tuesday. Walmart Inc. has a 12-month low of $78.98 and a 12-month high of $106.11. 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 $99.54 and its two-hundred day moving average price is $95.72. The stock has a market cap of $819.53 billion, a PE ratio of 38.64, a P/E/G ratio of 4.82 and a beta of 0.65.

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). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The business had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same quarter in the prior year, the firm earned $0.67 EPS. The business's 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. As a group, analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Walmart news, CTO Suresh Kumar sold 30,000 shares of Walmart stock in a transaction dated Friday, September 12th. The stock was sold at an average price of $103.47, for a total value of $3,104,100.00. Following the transaction, the chief technology officer owned 1,787,200 shares in the company, valued at $184,921,584. The trade was a 1.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction dated Tuesday, August 19th. The shares were 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 owned 1,052,455 shares in the company, valued at approximately $106,255,856.80. This represents a 0.38% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 151,232 shares of company stock worth $14,960,635. Insiders own 0.10% of the company's stock.

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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