Precision Wealth Strategies LLC Has $2.28 Million Stock Position in Walmart Inc. $WMT

Key Points

• Precision Wealth Strategies LLC increased its holdings in Walmart Inc. by 41.5%, owning 23,295 shares worth approximately $2.28 million as of the latest SEC filing.
• Walmart's CEO, C. Douglas McMillon, sold 19,416 shares, valued at around $2 million, resulting in a 0.44% decrease in his ownership.
• Analysts have expressed positive sentiment towards Walmart, with 29 out of 30 analysts recommending a buy, and target prices ranging up to $125.00.

Precision Wealth Strategies LLC boosted its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 41.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,295 shares of the retailer's stock after buying an additional 6,834 shares during the period. Precision Wealth Strategies LLC's holdings in Walmart were worth $2,278,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Weatherly Asset Management L. P. boosted its stake in Walmart by 7.0% during the second quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer's stock worth $5,489,000 after buying an additional 3,696 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management boosted its stake in Walmart by 34.6% during the first quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer's stock worth $3,355,000 after buying an additional 9,831 shares in the last quarter. Ally Financial Inc. acquired a new stake in Walmart during the first quarter worth $2,107,000. Night Squared LP acquired a new stake in Walmart during the first quarter worth $1,052,000. Finally, Monument Capital Management boosted its stake in Walmart by 94.2% during the first quarter. Monument Capital Management now owns 55,004 shares of the retailer's stock worth $4,829,000 after buying an additional 26,685 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Insider Activity at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, September 25th. The stock was sold at an average price of $103.21, for a total value of $2,003,925.36. Following the sale, the chief executive officer owned 4,373,576 shares of the company's stock, valued at $451,396,778.96. This trade represents a 0.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Kathryn J. Mclay sold 4,000 shares of the company's stock in a transaction dated Friday, September 19th. The stock was sold at an average price of $103.83, for a total value of $415,320.00. Following the transaction, the executive vice president directly owned 1,048,455 shares of the company's stock, valued at $108,861,082.65. This represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 151,232 shares of company stock valued at $15,083,877 over the last three months. Insiders own 0.10% of the company's stock.

Walmart Stock Down 0.2%

NYSE:WMT opened at $101.77 on Friday. Walmart Inc. has a 1 year low of $78.98 and a 1 year high of $106.11. The stock has a 50-day moving average price of $100.68 and a two-hundred day moving average price of $96.50. The stock has a market cap of $811.38 billion, a price-to-earnings ratio of 38.26, a PEG ratio of 4.81 and a beta of 0.67. 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 issued its quarterly earnings data 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). 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 analyst estimates of $174.02 billion. During the same quarter in the prior year, the firm posted $0.67 earnings per share. Walmart'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. As a group, equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Wall Street Analysts Forecast Growth

WMT has been the topic of several recent analyst reports. Bank of America boosted their target price on shares of Walmart from $120.00 to $125.00 and gave the company a "buy" rating in a research note on Wednesday, September 17th. Sanford C. Bernstein set a $117.00 target price on shares of Walmart and gave the company an "outperform" rating in a research note on Friday, August 22nd. Truist Financial reduced their target price on shares of Walmart from $111.00 to $109.00 and set a "buy" rating on the stock in a research note on Friday, August 22nd. The Goldman Sachs Group boosted their target price on shares of Walmart from $101.00 to $114.00 and gave the company a "buy" rating in a research note on Friday, August 22nd. Finally, Oppenheimer boosted their target price on shares of Walmart from $110.00 to $115.00 and gave the company an "outperform" rating in a research note on Wednesday, August 13th. Twenty-nine investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, Walmart currently has an average rating of "Moderate Buy" and a consensus price target of $112.38.

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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