CKW Financial Group Trims Holdings in Walmart Inc. $WMT

Key Points

• CKW Financial Group significantly reduced its holdings in Walmart Inc. by 83.5%, owning only 1,050 shares after selling 5,307 shares in the first quarter.
• Various institutional investors have recently either increased or initiated positions in Walmart, with Monument Capital Management growing its holdings by 94.2% during the same period.
• Walmart reported a missed EPS estimate of $0.68 for the last quarter, falling short of the consensus estimate of $0.74, while also experiencing a 4.8% year-over-year revenue increase.

CKW Financial Group lessened its position in shares of Walmart Inc. (NYSE:WMT - Free Report) by 83.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,050 shares of the retailer's stock after selling 5,307 shares during the period. CKW Financial Group's holdings in Walmart were worth $93,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Full Sail Capital LLC grew its holdings in Walmart by 6.6% during the 4th quarter. Full Sail Capital LLC now owns 8,702 shares of the retailer's stock worth $786,000 after acquiring an additional 541 shares in the last quarter. Night Squared LP acquired a new position in Walmart during the 1st quarter worth approximately $1,052,000. Monument Capital Management grew its holdings in Walmart by 94.2% during the 1st quarter. Monument Capital Management now owns 55,004 shares of the retailer's stock worth $4,829,000 after acquiring an additional 26,685 shares in the last quarter. Ally Financial Inc. acquired a new position in Walmart during the 1st quarter worth approximately $2,107,000. Finally, Gerber Kawasaki Wealth & Investment Management grew its holdings in Walmart by 34.6% during the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer's stock worth $3,355,000 after acquiring an additional 9,831 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Insider Transactions at Walmart

In related news, EVP Kathryn J. Mclay sold 4,000 shares of the company's stock in a transaction on 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 sale, the executive vice president owned 1,052,455 shares in the company, valued at $106,255,856.80. This represents a 0.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP John R. Furner sold 13,125 shares of the company's stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $98.55, for a total transaction of $1,293,468.75. Following the completion of the sale, the executive vice president owned 919,189 shares of the company's stock, valued at approximately $90,586,075.95. This trade represents a 1.41% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 121,382 shares of company stock worth $11,718,441 over the last 90 days. Company insiders own 0.10% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have commented on WMT shares. Guggenheim reiterated a "buy" rating and set a $115.00 price target (up previously from $112.00) on shares of Walmart in a report on Monday, August 18th. Robert W. Baird upped their target price on shares of Walmart from $100.00 to $110.00 and gave the company an "outperform" rating in a report on Friday, May 16th. DA Davidson restated a "buy" rating and issued a $117.00 target price on shares of Walmart in a report on Friday, May 16th. The Goldman Sachs Group upped their target price on shares of Walmart from $101.00 to $114.00 and gave the company a "buy" rating in a report on Friday, August 22nd. Finally, Tigress Financial upped their target price on shares of Walmart from $120.00 to $125.00 and gave the company a "buy" rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Walmart presently has an average rating of "Buy" and an average target price of $110.76.

Walmart Trading Down 0.5%

Shares of Walmart stock opened at $100.45 on Friday. The company has a fifty day simple moving average of $98.29 and a 200-day simple moving average of $95.18. Walmart Inc. has a 12-month low of $76.30 and a 12-month high of $105.30. 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 $800.85 billion, a price-to-earnings ratio of 37.76, a PEG ratio of 4.83 and a beta of 0.65.

Walmart (NYSE:WMT - Get Free Report) last released its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing the consensus estimate 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 analysts' expectations of $174.02 billion. During the same quarter last year, the company earned $0.67 EPS. The firm's revenue for the quarter was up 4.8% compared to the same quarter last year. 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 analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

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.

Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NYSE:WMT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.