Country Club Bank Has $36.30 Million Position in Walmart Inc. $WMT

Key Points

• Country Club Bank reduced its Walmart holdings by 0.9% in Q2, now owning approximately $36.30 million worth of shares, making Walmart its 7th largest position.
• In its latest earnings report, Walmart reported $0.68 EPS, missing estimates, with quarterly revenue of $169.34 billion, below the expected $174.02 billion.
• Analysts have varied target price adjustments on Walmart, with JPMorgan lowering its target from $130.00 to $127.00 while others maintain an "outperform" rating, indicating a generally positive outlook on the stock.

Country Club Bank trimmed its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 0.9% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 373,214 shares of the retailer's stock after selling 3,529 shares during the period. Walmart comprises approximately 2.3% of Country Club Bank's investment portfolio, making the stock its 7th biggest position. Country Club Bank's holdings in Walmart were worth $36,303,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Weatherly Asset Management L. P. lifted its position in shares of Walmart by 7.0% during the 2nd quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer's stock valued at $5,489,000 after acquiring an additional 3,696 shares during the last quarter. Gerber Kawasaki Wealth & Investment Management lifted its position in shares of Walmart by 34.6% during the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer's stock valued at $3,355,000 after acquiring an additional 9,831 shares during the last quarter. Ally Financial Inc. acquired a new stake in shares of Walmart during the 1st quarter valued at $2,107,000. Night Squared LP acquired a new stake in shares of Walmart during the 1st quarter valued at $1,052,000. Finally, Monument Capital Management lifted its position in shares of Walmart by 94.2% during the 1st quarter. Monument Capital Management now owns 55,004 shares of the retailer's stock valued at $4,829,000 after acquiring an additional 26,685 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart Trading Up 0.4%

NYSE WMT opened at $103.12 on Wednesday. Walmart Inc. has a 1-year low of $79.07 and a 1-year high of $106.11. 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 company has a market capitalization of $822.14 billion, a PE ratio of 38.77, a price-to-earnings-growth ratio of 4.84 and a beta of 0.67. The firm's fifty day simple moving average is $100.97 and its 200-day simple moving average is $96.92.

Walmart (NYSE:WMT - Get Free Report) last posted its 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). The business had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The company's quarterly revenue was up 4.8% compared to the same quarter last year. During the same period in the previous year, the company earned $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. As a group, sell-side analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Buying and Selling at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the company's stock in a transaction dated Thursday, August 28th. The shares were sold at an average price of $95.97, for a total transaction of $1,863,353.52. Following the completion of the sale, the chief executive officer directly owned 4,392,985 shares in the company, valued at $421,594,770.45. This represents a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kathryn J. Mclay sold 4,000 shares of the company's stock in a transaction dated Tuesday, August 19th. The shares were sold at an average price of $100.96, for a total transaction of $403,840.00. Following the sale, the executive vice president owned 1,052,455 shares of the company's stock, valued at $106,255,856.80. This trade represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 151,232 shares of company stock valued at $15,083,877. Corporate insiders own 0.10% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the company. JPMorgan Chase & Co. reduced their target price on Walmart from $130.00 to $127.00 and set an "overweight" rating for the company in a report on Friday, August 22nd. Mizuho restated an "outperform" rating and issued a $115.00 target price on shares of Walmart in a report on Wednesday, August 13th. Evercore ISI restated an "outperform" rating and issued a $110.00 target price (up previously from $108.00) on shares of Walmart in a report on Monday, August 18th. Royal Bank Of Canada restated an "outperform" rating and issued a $106.00 target price on shares of Walmart in a report on Friday, August 22nd. Finally, Telsey Advisory Group restated an "outperform" rating and issued a $118.00 target price on shares of Walmart in a report on Wednesday, September 24th. Thirty analysts have rated the stock with a Buy rating and one has given a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $112.38.

Walmart 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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