FSM Wealth Advisors LLC Boosts Stake in Walmart Inc. $WMT

Key Points

• FSM Wealth Advisors LLC increased its stake in Walmart Inc. by 82.7% during the second quarter, now holding 10,837 shares worth approximately $1,077,000.
• Corporate insiders sold a total of 131,622 shares of Walmart stock valued at around $13.4 million in the last quarter, indicating ongoing insider trading activity.
• Walmart's earnings report showed an EPS of $0.68 for the last quarter, missing estimates by $0.06, with revenues of $169.34 billion compared to expectations of $174.02 billion.

FSM Wealth Advisors LLC lifted its position in shares of Walmart Inc. (NYSE:WMT - Free Report) by 82.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,837 shares of the retailer's stock after acquiring an additional 4,904 shares during the quarter. FSM Wealth Advisors LLC's holdings in Walmart were worth $1,077,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock worth $8,868,000 after buying an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock worth $800,000 after buying an additional 485 shares during the last quarter. Mainstream Capital Management LLC increased its holdings in shares of Walmart by 13.6% during the 1st quarter. Mainstream Capital Management LLC now owns 12,345 shares of the retailer's stock worth $1,084,000 after buying an additional 1,474 shares during the last quarter. GAMMA Investing LLC increased its holdings in shares of Walmart by 13.9% during the 1st quarter. GAMMA Investing LLC now owns 90,440 shares of the retailer's stock worth $7,940,000 after buying an additional 11,018 shares during the last quarter. Finally, YHB Investment Advisors Inc. increased its holdings in shares of Walmart by 6.0% during the 1st quarter. YHB Investment Advisors Inc. now owns 87,093 shares of the retailer's stock worth $7,646,000 after buying an additional 4,944 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP John D. Rainey sold 2,200 shares of the business's stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $97.37, for a total transaction of $214,214.00. Following the transaction, the executive vice president directly owned 623,918 shares in the company, valued at $60,750,895.66. The trade was a 0.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business's stock in a transaction dated Thursday, September 25th. The stock was sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the transaction, the chief executive officer owned 4,373,576 shares in the company, valued at approximately $451,396,778.96. This trade represents a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 131,622 shares of company stock valued at $13,444,273 in the last quarter. Corporate insiders own 0.10% of the company's stock.

Walmart Stock Performance

Shares of WMT stock opened at $106.93 on Thursday. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $109.57. The stock has a market capitalization of $852.54 billion, a PE ratio of 40.20, a P/E/G ratio of 5.00 and a beta of 0.67. The firm has a 50 day moving average of $101.92 and a two-hundred day moving average of $98.28.

Walmart (NYSE:WMT - Get Free Report) last issued 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 period in the prior year, the business earned $0.67 EPS. The business's quarterly revenue was up 4.8% on a year-over-year basis. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. On average, research analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Truist Financial cut their price target on shares of Walmart from $111.00 to $109.00 and set a "buy" rating for the company in a report on Friday, August 22nd. Wolfe Research began coverage on shares of Walmart in a research report on Thursday, September 18th. They set an "outperform" rating and a $129.00 price objective for the company. JPMorgan Chase & Co. lowered their price objective on shares of Walmart from $130.00 to $127.00 and set an "overweight" rating for the company in a research report on Friday, August 22nd. Telsey Advisory Group reaffirmed an "outperform" rating and set a $118.00 price objective on shares of Walmart in a research report on Wednesday, September 24th. Finally, Evercore ISI reaffirmed an "outperform" rating and set a $111.00 price objective (up previously from $110.00) on shares of Walmart in a research report on Tuesday. Thirty-one equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, Walmart currently has a consensus rating of "Moderate Buy" and a consensus price target of $112.67.

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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