Counterpoint Mutual Funds LLC Takes Position in Walmart Inc. $WMT

Key Points

• Counterpoint Mutual Funds LLC has acquired a new stake in Walmart Inc., purchasing 19,568 shares valued at approximately $1.91 million during the second quarter.
• Several hedge funds, including CHICAGO TRUST Co NA and Opal Wealth Advisors LLC, have also increased their holdings in Walmart, indicating strong institutional interest in the stock.
• Walmart recently reported earnings that fell short of analysts' expectations, with earnings per share at $0.68 compared to a consensus estimate of $0.74, and revenue of $169.34 billion against expectations of $174.02 billion.

Counterpoint Mutual Funds LLC acquired a new stake in Walmart Inc. (NYSE:WMT - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 19,568 shares of the retailer's stock, valued at approximately $1,913,000.

A number of other hedge funds have also modified their holdings of the company. CHICAGO TRUST Co NA increased its holdings in shares of Walmart by 27.1% in the second quarter. CHICAGO TRUST Co NA now owns 23,641 shares of the retailer's stock valued at $2,312,000 after purchasing an additional 5,038 shares during the period. Opal Wealth Advisors LLC increased its holdings in shares of Walmart by 9.0% in the second quarter. Opal Wealth Advisors LLC now owns 7,070 shares of the retailer's stock valued at $691,000 after purchasing an additional 582 shares during the period. MFA Wealth Advisors LLC acquired a new position in shares of Walmart in the second quarter valued at about $251,000. Gries Financial LLC increased its holdings in shares of Walmart by 24.3% in the second quarter. Gries Financial LLC now owns 3,974 shares of the retailer's stock valued at $389,000 after purchasing an additional 776 shares during the period. Finally, Golden State Equity Partners increased its holdings in shares of Walmart by 1.5% in the second quarter. Golden State Equity Partners now owns 47,907 shares of the retailer's stock valued at $4,684,000 after purchasing an additional 686 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Walmart

In related news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, July 17th. The stock was sold at an average price of $95.14, for a total transaction of $1,248,712.50. Following the transaction, the executive vice president owned 932,313 shares in the company, valued at approximately $88,700,258.82. This trade represents a 1.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction that occurred on Tuesday, August 19th. The stock was sold at an average price of $100.96, for a total value of $403,840.00. Following the transaction, the executive vice president owned 1,052,455 shares in the company, valued at approximately $106,255,856.80. The trade was a 0.38% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 151,232 shares of company stock worth $14,960,635. 0.10% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on WMT. Mizuho reissued an "outperform" rating and issued a $115.00 price objective on shares of Walmart in a report on Wednesday, August 13th. Wolfe Research started coverage on Walmart in a report on Thursday, September 18th. They set an "outperform" rating and a $129.00 target price on the stock. Bank of America raised their target price on Walmart from $120.00 to $125.00 and gave the stock a "buy" rating in a report on Wednesday, September 17th. Erste Group Bank raised Walmart from a "hold" rating to a "buy" rating in a report on Tuesday, August 5th. Finally, The Goldman Sachs Group raised their target price on Walmart from $101.00 to $114.00 and gave the stock a "buy" rating in a report on Friday, August 22nd. Twenty-nine investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Walmart currently has an average rating of "Moderate Buy" and a consensus price target of $112.62.

Walmart Stock Performance

NYSE WMT opened at $102.79 on Tuesday. The company has a market cap of $819.53 billion, a PE ratio of 38.64, a price-to-earnings-growth ratio of 4.82 and a beta of 0.65. The stock's 50 day simple moving average is $99.54 and its 200-day simple moving average is $95.72. Walmart Inc. has a 1-year low of $78.98 and a 1-year high of $106.11. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23.

Walmart (NYSE:WMT - Get Free Report) last released its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing the consensus estimate of $0.74 by ($0.06). The firm 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 business's revenue was up 4.8% compared to the same quarter last year. During the same quarter last year, the business earned $0.67 EPS. 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, equities research analysts anticipate 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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