Oliver Lagore Vanvalin Investment Group Takes Position in Walmart Inc. $WMT

Key Points

• Oliver Lagore Vanvalin Investment Group acquired 4,617 shares of Walmart Inc., valued at approximately $451,000, in the second quarter.
• Vanguard Group Inc. and Goldman Sachs Group Inc. significantly increased their stakes in Walmart, with Vanguard acquiring 3.2 million shares, raising its total to 425.96 million shares.
• Walmart's recent quarterly earnings revealed a miss on EPS estimates, reporting $0.68 compared to the expected $0.74, with revenue of $169.34 billion, below analysts' projections.

Oliver Lagore Vanvalin Investment Group acquired a new position in Walmart Inc. (NYSE:WMT - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,617 shares of the retailer's stock, valued at approximately $451,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Nuveen LLC acquired a new position in shares of Walmart during the first quarter valued at $2,532,331,000. GAMMA Investing LLC lifted its stake in shares of Walmart by 9,896.9% during the first quarter. GAMMA Investing LLC now owns 7,939,728 shares of the retailer's stock valued at $697,029,000 after acquiring an additional 7,860,306 shares during the period. Goldman Sachs Group Inc. lifted its stake in shares of Walmart by 30.1% during the first quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer's stock valued at $2,922,770,000 after acquiring an additional 7,706,201 shares during the period. Wellington Management Group LLP lifted its stake in shares of Walmart by 527.1% during the first quarter. Wellington Management Group LLP now owns 6,739,038 shares of the retailer's stock valued at $591,620,000 after acquiring an additional 5,664,484 shares during the period. Finally, Ontario Teachers Pension Plan Board lifted its stake in shares of Walmart by 28,684.8% during the first quarter. Ontario Teachers Pension Plan Board now owns 4,229,354 shares of the retailer's stock valued at $371,295,000 after acquiring an additional 4,214,661 shares during the period. Institutional investors and hedge funds own 26.76% of the company's stock.

Insider Buying and Selling

In other Walmart news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, July 17th. The stock was sold at an average price of $95.14, for a total value of $1,248,712.50. Following the completion of the transaction, the executive vice president directly owned 932,313 shares of the company's stock, valued at $88,700,258.82. The trade was a 1.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on Thursday, July 24th. The shares were sold at an average price of $95.58, for a total value of $1,855,781.28. Following the completion of the transaction, the chief executive officer directly owned 4,412,398 shares of the company's stock, valued at $421,737,000.84. This represents a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 151,232 shares of company stock valued at $14,960,635 over the last 90 days. 0.10% of the stock is currently owned by insiders.

Walmart Stock Performance

Shares of WMT traded up $0.46 during mid-day trading on Monday, reaching $102.79. The company's stock had a trading volume of 12,856,457 shares, compared to its average volume of 16,199,768. 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 1-year low of $78.98 and a 1-year high of $106.11. The business has a 50-day simple moving average of $99.54 and a two-hundred day simple moving average of $95.72. The stock has a market cap of $819.53 billion, a P/E ratio of 38.64, a PEG ratio of 4.82 and a beta of 0.65.

Walmart (NYSE:WMT - Get Free Report) last released its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing the consensus estimate of $0.74 by ($0.06). The firm had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business's revenue for the quarter was up 4.8% on a year-over-year basis. During the same period in the previous year, the business posted $0.67 earnings per share. 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 anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analyst Ratings Changes

WMT has been the topic of several research reports. Wolfe Research initiated coverage on Walmart in a research note on Thursday. They set an "outperform" rating and a $129.00 price target on the stock. Oppenheimer upped their price objective on Walmart from $110.00 to $115.00 and gave the company an "outperform" rating in a report on Wednesday, August 13th. JPMorgan Chase & Co. dropped their price objective on Walmart from $130.00 to $127.00 and set an "overweight" rating for the company in a report on Friday, August 22nd. Truist Financial dropped their price objective on Walmart from $111.00 to $109.00 and set a "buy" rating for the company in a report on Friday, August 22nd. Finally, Bank of America upped their price objective on Walmart from $120.00 to $125.00 and gave the company a "buy" rating in a report on Wednesday, September 17th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Walmart presently has a consensus rating of "Buy" and an average target price of $112.03.

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.