Crux Wealth Advisors Sells 6,526 Shares of Walmart Inc. $WMT

Key Points

• Crux Wealth Advisors has reduced its Walmart holdings by 51.5% in Q2, selling 6,526 shares, leaving them with 6,151 shares valued at approximately $601,000.
• In its latest earnings report, Walmart missed analyst expectations by posting a 0.68 EPS compared to the consensus estimate of $0.74, with revenue of $169.34 billion falling short of estimates.
• Several institutional investors significantly increased their stakes in Walmart, with Operose Advisors boosting their position by 319.7% during the first quarter.

Crux Wealth Advisors lessened its holdings in Walmart Inc. (NYSE:WMT - Free Report) by 51.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,151 shares of the retailer's stock after selling 6,526 shares during the quarter. Crux Wealth Advisors' holdings in Walmart were worth $601,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the business. Operose Advisors LLC increased its position in Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock valued at $28,000 after purchasing an additional 243 shares during the period. PFS Partners LLC increased its position in Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer's stock valued at $31,000 after purchasing an additional 233 shares during the period. Bear Mountain Capital Inc. increased its position in Walmart by 98.2% during the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock valued at $32,000 after purchasing an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd increased its position in Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer's stock valued at $32,000 after purchasing an additional 294 shares during the period. Finally, Ridgewood Investments LLC increased its position in Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer's stock valued at $32,000 after purchasing an additional 115 shares during the period. Institutional investors own 26.76% of the company's stock.

Walmart Stock Performance

NYSE WMT opened at $107.80 on Friday. The company has a fifty day simple moving average of $101.69 and a 200 day simple moving average of $97.92. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $109.57. 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 cap of $859.50 billion, a P/E ratio of 40.53, a PEG ratio of 5.08 and a beta of 0.67.

Walmart (NYSE:WMT - Get Free Report) last posted its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (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 analyst estimates of $174.02 billion. During the same period in the previous year, the business posted $0.67 EPS. The business'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. Sell-side analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $107.78, for a total value of $1,414,612.50. Following the completion of the sale, the executive vice president owned 892,940 shares of the company's stock, valued at approximately $96,241,073.20. This trade represents a 1.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $101.33, for a total transaction of $222,926.00. Following the completion of the sale, the executive vice president directly owned 621,718 shares of the company's stock, valued at approximately $62,998,684.94. The trade was a 0.35% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 151,038 shares of company stock worth $15,249,614 in the last quarter. Insiders own 0.10% of the company's stock.

Wall Street Analysts Forecast Growth

WMT has been the subject of a number of recent analyst reports. Erste Group Bank raised shares of Walmart from a "hold" rating to a "buy" rating in a research report on Tuesday, August 5th. BTIG Research began coverage on shares of Walmart in a research report on Tuesday. They set a "buy" rating and a $120.00 price objective for the company. Wolfe Research began coverage on shares of Walmart in a research note on Thursday, September 18th. They issued an "outperform" rating and a $129.00 price objective for the company. Guggenheim reiterated a "buy" rating and issued a $115.00 price objective (up previously from $112.00) on shares of Walmart in a research note on Monday, August 18th. Finally, Tigress Financial lifted their price objective on shares of Walmart from $120.00 to $125.00 and gave the company a "buy" rating in a research note on Wednesday, September 3rd. Thirty-one research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $112.63.

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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