Roman Butler Fullerton & Co. Has $6.40 Million Position in Walmart Inc. $WMT

Key Points

• Roman Butler Fullerton & Co. increased its stake in Walmart Inc. by 9.0% during Q2, now holding 65,647 shares valued at approximately $6.40 million, making it their 9th biggest position.
• CEO C Douglas Mcmillon sold 19,416 shares of Walmart, decreasing his ownership by 0.44%, while insiders have collectively sold 131,622 shares worth over $13 million in the last three months.
• Walmart's Q2 earnings fell short of estimates, reporting $0.68 EPS against a consensus of $0.74, and anticipated a Q3 2026 EPS guidance of 0.580-0.600.

Roman Butler Fullerton & Co. grew its stake in shares of Walmart Inc. (NYSE:WMT - Free Report) by 9.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 65,647 shares of the retailer's stock after buying an additional 5,410 shares during the period. Walmart makes up 1.9% of Roman Butler Fullerton & Co.'s portfolio, making the stock its 9th biggest position. Roman Butler Fullerton & Co.'s holdings in Walmart were worth $6,399,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Bedel Financial Consulting Inc. boosted its stake in Walmart by 0.4% during the 1st quarter. Bedel Financial Consulting Inc. now owns 25,915 shares of the retailer's stock worth $2,275,000 after acquiring an additional 102 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Walmart by 1.1% in the 2nd quarter. Revolve Wealth Partners LLC now owns 9,830 shares of the retailer's stock valued at $961,000 after buying an additional 103 shares during the period. Scott & Selber Inc. increased its position in shares of Walmart by 3.7% in the 1st quarter. Scott & Selber Inc. now owns 2,920 shares of the retailer's stock valued at $256,000 after buying an additional 105 shares in the last quarter. Capital Advisors Wealth Management LLC increased its position in shares of Walmart by 1.4% in the 1st quarter. Capital Advisors Wealth Management LLC now owns 7,794 shares of the retailer's stock valued at $684,000 after buying an additional 105 shares in the last quarter. Finally, RoundAngle Advisors LLC raised its stake in Walmart by 0.4% during the 2nd quarter. RoundAngle Advisors LLC now owns 25,995 shares of the retailer's stock worth $2,542,000 after buying an additional 105 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the firm's stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly owned 4,373,576 shares in the company, valued at $451,396,778.96. This trade represents a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP John R. Furner sold 13,125 shares of the business's stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $98.55, for a total value of $1,293,468.75. Following the transaction, the executive vice president directly owned 919,189 shares in the company, valued at $90,586,075.95. This trade represents a 1.41% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 131,622 shares of company stock worth $13,444,273 over the last three months. Company insiders own 0.10% of the company's stock.

Walmart Price Performance

NYSE WMT opened at $107.05 on Thursday. The firm's 50 day moving average is $101.92 and its 200-day moving average is $98.28. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. The company has a market capitalization of $853.47 billion, a PE ratio of 40.24, a price-to-earnings-growth ratio of 5.00 and a beta of 0.67. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $109.57.

Walmart (NYSE:WMT - Get Free Report) last announced its 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 return on equity of 21.45% and a net margin of 3.08%.The business had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. During the same quarter in the previous year, the company posted $0.67 EPS. The business'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. Equities research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on WMT. BTIG Research initiated coverage on Walmart in a research note on Tuesday, October 14th. They issued a "buy" rating and a $120.00 target price for the company. Guggenheim reiterated a "buy" rating and issued a $115.00 price objective (up from $112.00) on shares of Walmart in a research report on Monday, August 18th. JPMorgan Chase & Co. dropped their target price on shares of Walmart from $130.00 to $127.00 and set an "overweight" rating on the stock in a report on Friday, August 22nd. Bank of America upped their price target on shares of Walmart from $120.00 to $125.00 and gave the company a "buy" rating in a report on Wednesday, September 17th. Finally, Sanford C. Bernstein set a $117.00 price objective on shares of Walmart and gave the stock an "outperform" rating in a report on Friday, August 22nd. Thirty-one research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $112.67.

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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