Helen Stephens Group LLC Buys 33,543 Shares of Walmart Inc. $WMT

Key Points

• Helen Stephens Group LLC significantly increased its stake in Walmart Inc. by 187.1% in the second quarter, acquiring an additional 33,543 shares, bringing its total to 51,470 shares worth about $5 million.
• Recent transactions by executives at Walmart included insider sales of over 121,000 shares in the past ninety days, indicating a slight decrease in their ownership positions.
• Analysts have set new price targets for Walmart, with a consensus price target of $110.76 and a majority rating of "Buy," reflecting positive sentiment around the stock.

Helen Stephens Group LLC increased its stake in shares of Walmart Inc. (NYSE:WMT - Free Report) by 187.1% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 51,470 shares of the retailer's stock after acquiring an additional 33,543 shares during the quarter. Walmart comprises about 1.2% of Helen Stephens Group LLC's portfolio, making the stock its 17th largest holding. Helen Stephens Group LLC's holdings in Walmart were worth $5,033,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of WMT. Brighton Jones LLC boosted its position in shares of Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock worth $8,868,000 after acquiring an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock worth $800,000 after acquiring an additional 485 shares during the last quarter. Highview Capital Management LLC DE boosted its position in shares of Walmart by 4.9% during the fourth quarter. Highview Capital Management LLC DE now owns 36,945 shares of the retailer's stock worth $3,338,000 after acquiring an additional 1,720 shares during the last quarter. Polar Capital Holdings Plc lifted its position in Walmart by 2.3% during the fourth quarter. Polar Capital Holdings Plc now owns 338,186 shares of the retailer's stock valued at $30,555,000 after purchasing an additional 7,616 shares during the last quarter. Finally, Raiffeisen Bank International AG purchased a new position in shares of Walmart in the 4th quarter worth $6,253,000. Institutional investors own 26.76% of the company's stock.

Insider Activity at Walmart

In related news, EVP John D. Rainey sold 2,200 shares of Walmart 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 completion of the sale, the executive vice president owned 623,918 shares in the company, valued at $60,750,895.66. This trade represents a 0.35% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Daniel J. Bartlett sold 1,655 shares of Walmart stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $100.38, for a total transaction of $166,128.90. Following the sale, the executive vice president owned 647,578 shares of the company's stock, valued at $65,003,879.64. The trade was a 0.25% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 121,382 shares of company stock worth $11,718,441 over the last ninety days. 0.10% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

WMT has been the subject of a number of recent research reports. Guggenheim reissued a "buy" rating and issued a $115.00 price objective (up from $112.00) on shares of Walmart in a research note on Monday, August 18th. Sanford C. Bernstein set a $117.00 price objective on shares of Walmart and gave the stock an "outperform" rating in a research note on Friday, August 22nd. Telsey Advisory Group lifted their price objective on shares of Walmart from $115.00 to $118.00 and gave the stock an "outperform" rating in a research note on Friday, August 22nd. KeyCorp lifted their price objective on shares of Walmart from $105.00 to $110.00 and gave the stock an "overweight" rating in a research note on Monday, June 9th. Finally, Erste Group Bank raised shares of Walmart from a "hold" rating to a "buy" rating in a research note on Tuesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and a consensus price target of $110.76.

Walmart Price Performance

Walmart stock opened at $103.48 on Friday. The firm has a 50-day moving average price of $98.71 and a 200-day moving average price of $95.41. The firm has a market capitalization of $825.03 billion, a PE ratio of 38.90, a price-to-earnings-growth ratio of 4.93 and a beta of 0.65. 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 Inc. has a 12-month low of $77.49 and a 12-month high of $105.30.

Walmart (NYSE:WMT - Get Free Report) last released its 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 return on equity of 21.45% and a net margin of 3.08%.Walmart's revenue was up 4.8% compared to the same quarter last year. During the same quarter last year, the business posted $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, equities research analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

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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