Guardian Partners Inc. Has $13.17 Million Stock Holdings in Walmart Inc. $WMT

Key Points

• Guardian Partners Inc. reduced its stake in Walmart by 6.1% in Q1, holding 138,660 shares valued at approximately $13.17 million.
• Walmart's Q2 earnings fell short of expectations, reporting $0.68 EPS versus the consensus estimate of $0.74, with revenues also missing at $169.34 billion.
• Analysts maintain a consensus "Buy" rating on Walmart, with price targets ranging from $106 to $115 following recent reports and upgrades from firms like Goldman Sachs.

Guardian Partners Inc. reduced its stake in shares of Walmart Inc. (NYSE:WMT - Free Report) by 6.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 138,660 shares of the retailer's stock after selling 8,971 shares during the quarter. Walmart accounts for 1.3% of Guardian Partners Inc.'s portfolio, making the stock its 26th largest position. Guardian Partners Inc.'s holdings in Walmart were worth $13,167,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently bought and sold shares of the stock. Sender Co & Partners Inc. acquired a new position in Walmart during the first quarter worth $1,831,000. Kestra Investment Management LLC raised its stake in Walmart by 17.9% during the first quarter. Kestra Investment Management LLC now owns 11,365 shares of the retailer's stock worth $998,000 after acquiring an additional 1,726 shares in the last quarter. Knightsbridge Asset Management LLC raised its stake in Walmart by 16.2% during the first quarter. Knightsbridge Asset Management LLC now owns 3,380 shares of the retailer's stock worth $297,000 after acquiring an additional 470 shares in the last quarter. Cape Investment Advisory Inc. raised its stake in Walmart by 34.4% during the first quarter. Cape Investment Advisory Inc. now owns 1,954 shares of the retailer's stock worth $172,000 after acquiring an additional 500 shares in the last quarter. Finally, Dynamic Technology Lab Private Ltd raised its stake in Walmart by 120.9% during the first quarter. Dynamic Technology Lab Private Ltd now owns 9,276 shares of the retailer's stock worth $814,000 after acquiring an additional 5,076 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Trading Up 1.7%

Walmart stock traded up $1.75 during mid-day trading on Monday, hitting $102.26. The stock had a trading volume of 13,673,692 shares, compared to its average volume of 17,959,946. The stock has a 50-day simple moving average of $98.38 and a two-hundred day simple moving average of $95.22. The stock has a market capitalization of $815.33 billion, a PE ratio of 38.44, a P/E/G ratio of 4.83 and a beta of 0.65. Walmart Inc. has a 12 month low of $76.49 and a 12 month high of $105.30. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43.

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). The firm had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. Walmart's revenue was up 4.8% on a year-over-year basis. During the same quarter in the prior 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, sell-side analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Insider Transactions at Walmart

In related news, EVP Kathryn J. Mclay sold 4,000 shares of the firm's stock in a transaction dated Monday, July 21st. The stock was sold at an average price of $95.14, for a total value of $380,560.00. Following the transaction, the executive vice president owned 1,056,455 shares in the company, valued at $100,511,128.70. This trade represents a 0.38% 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 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 value of $216,260.00. Following the completion of the transaction, the executive vice president owned 626,118 shares in the company, valued at approximately $61,547,399.40. This represents a 0.35% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 121,382 shares of company stock worth $11,718,441 in the last ninety days. 0.10% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. Mizuho reiterated an "outperform" rating and set a $115.00 price objective on shares of Walmart in a research note on Wednesday, August 13th. The Goldman Sachs Group increased 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. Evercore ISI restated an "outperform" rating and set a $110.00 target price (up previously from $108.00) on shares of Walmart in a report on Monday, August 18th. Robert W. Baird increased their target price on Walmart from $100.00 to $110.00 and gave the stock an "outperform" rating in a report on Friday, May 16th. Finally, Oppenheimer increased their target price on Walmart from $110.00 to $115.00 and gave the stock an "outperform" rating in a report on Wednesday, August 13th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Buy" and an average target price of $110.76.

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.