CW Advisors LLC Purchases 39,668 Shares of Walmart Inc. $WMT

Key Points

• CW Advisors LLC increased its stake in Walmart by 84.3% during the 1st quarter, acquiring an additional 39,668 shares for a total holding of 86,706 shares, valued at approximately $7.6 million.
• Walmart's recent earnings report revealed an EPS of $0.68, falling short of estimates by $0.06, with quarterly revenue at $169.34 billion, below the expected $174.02 billion.
• The company announced a dividend of $0.235 per share, with a record date of August 18, representing a yield of 90.0% and a payout ratio of 35.34%.

CW Advisors LLC grew its stake in Walmart Inc. (NYSE:WMT - Free Report) by 84.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 86,706 shares of the retailer's stock after purchasing an additional 39,668 shares during the quarter. CW Advisors LLC's holdings in Walmart were worth $7,608,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in WMT. Operose Advisors LLC raised its holdings in Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock worth $28,000 after purchasing an additional 243 shares in the last quarter. Bear Mountain Capital Inc. raised its holdings in Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock worth $32,000 after purchasing an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd raised its holdings in Walmart by 432.4% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer's stock worth $32,000 after purchasing an additional 294 shares in the last quarter. EQ Wealth Advisors LLC bought a new position in Walmart in the 1st quarter worth $35,000. Finally, Lipe & Dalton raised its holdings in Walmart by 95.2% in the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer's stock worth $36,000 after purchasing an additional 200 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Performance

Shares of WMT stock opened at $96.8190 on Friday. Walmart Inc. has a one year low of $75.01 and a one year high of $105.30. The company's 50-day moving average is $97.99 and its 200 day moving average is $95.63. The company has a market capitalization of $772.66 billion, a price-to-earnings ratio of 36.40, a price-to-earnings-growth ratio of 4.75 and a beta of 0.66. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.22 and a current ratio of 0.79.

Walmart (NYSE:WMT - Get Free Report) last announced its quarterly earnings data 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 firm had revenue of $169.34 billion for the quarter, compared to analysts' expectations of $174.02 billion. During the same period last year, the company posted $0.67 earnings per share. 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 expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The company also recently disclosed a dividend, which will be paid on Tuesday, September 2nd. Investors of record on Monday, August 18th will be given a dividend of $0.235 per share. This represents a yield of 90.0%. The ex-dividend date of this dividend is Friday, August 15th. Walmart's dividend payout ratio is 35.34%.

Analyst Upgrades and Downgrades

Several research analysts have commented on WMT shares. Truist Financial decreased their price objective on shares of Walmart from $111.00 to $109.00 and set a "buy" rating for the company in a report on Friday. Wall Street Zen raised shares of Walmart from a "hold" rating to a "buy" rating in a research report on Monday, May 12th. JPMorgan Chase & Co. reduced their target price on shares of Walmart from $130.00 to $127.00 and set an "overweight" rating on the stock in a research report on Friday. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $106.00 target price on shares of Walmart in a research report on Friday. Finally, Tigress Financial upped their target price on shares of Walmart from $115.00 to $120.00 and gave the stock a "buy" rating in a research report on Wednesday, July 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, Walmart presently has a consensus rating of "Buy" and an average target price of $110.07.

Insider Activity at Walmart

In related news, EVP Kathryn J. Mclay sold 4,000 shares of the 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 directly owned 1,052,455 shares of the company's stock, valued at approximately $106,255,856.80. This represents a 0.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP John D. Rainey sold 2,200 shares of the firm's stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $98.30, for a total transaction of $216,260.00. Following the sale, the executive vice president directly owned 626,118 shares in the company, valued at approximately $61,547,399.40. The trade was a 0.35% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 88,841 shares of company stock worth $8,565,205 in the last ninety days. 0.10% of the stock is currently owned by company insiders.

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.

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