Sage Mountain Advisors LLC Purchases 4,115 Shares of Walmart Inc. $WMT

Key Points

• Sage Mountain Advisors LLC increased its stake in Walmart Inc. by 11.8%, acquiring an additional 4,115 shares, bringing its total holdings to 38,944 shares worth approximately $3.8 million.
• Walmart's CEO C. Douglas McMillon and CTO Suresh Kumar both sold significant shares recently, with McMillon selling 19,416 shares and Kumar 30,000 shares, indicating a decrease in insider ownership.
• Walmart reported earnings per share of $0.68 for the last quarter, which was below the consensus estimate, with revenue also missing expectations at $169.34 billion.

Sage Mountain Advisors LLC boosted its position in shares of Walmart Inc. (NYSE:WMT - Free Report) by 11.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 38,944 shares of the retailer's stock after purchasing an additional 4,115 shares during the period. Sage Mountain Advisors LLC's holdings in Walmart were worth $3,808,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Bedel Financial Consulting Inc. increased its stake in shares of 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 purchasing an additional 102 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Walmart by 1.1% during the 2nd quarter. Revolve Wealth Partners LLC now owns 9,830 shares of the retailer's stock worth $961,000 after purchasing an additional 103 shares during the last quarter. Scott & Selber Inc. increased its stake in shares of Walmart by 3.7% during the 1st quarter. Scott & Selber Inc. now owns 2,920 shares of the retailer's stock worth $256,000 after purchasing an additional 105 shares during the last quarter. Capital Advisors Wealth Management LLC increased its stake in shares of Walmart by 1.4% during the 1st quarter. Capital Advisors Wealth Management LLC now owns 7,794 shares of the retailer's stock worth $684,000 after purchasing an additional 105 shares during the last quarter. Finally, RoundAngle Advisors LLC grew its stake in Walmart by 0.4% in the 2nd quarter. RoundAngle Advisors LLC now owns 25,995 shares of the retailer's stock valued at $2,542,000 after buying an additional 105 shares in the last quarter. Institutional investors own 26.76% of the company's stock.

Insider Activity at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the business's stock in a transaction dated Thursday, September 25th. The shares were sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the transaction, the chief executive officer owned 4,373,576 shares in the company, valued at $451,396,778.96. The trade was a 0.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CTO Suresh Kumar sold 30,000 shares of the business's stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the transaction, the chief technology officer owned 1,787,200 shares in the company, valued at $184,921,584. This represents a 1.65% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 151,038 shares of company stock worth $15,525,280 over the last ninety days. Corporate insiders own 0.10% of the company's stock.

Walmart Stock Performance

Walmart stock opened at $106.22 on Friday. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The firm has a market cap of $846.91 billion, a P/E ratio of 39.93, a P/E/G ratio of 5.03 and a beta of 0.67. Walmart Inc. has a 1-year low of $79.81 and a 1-year high of $109.57. The firm has a 50-day moving average of $102.17 and a 200-day moving average of $98.61.

Walmart (NYSE:WMT - Get Free Report) last posted 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 business 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%.The firm's revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period in the previous year, the business earned $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. Sell-side analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Wall Street Analysts Forecast Growth

WMT has been the subject of a number of recent research reports. Guggenheim reiterated 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. JPMorgan Chase & Co. cut their price target on shares of Walmart from $130.00 to $127.00 and set an "overweight" rating for the company in a report on Friday, August 22nd. The Goldman Sachs Group lifted their price objective on shares of Walmart from $101.00 to $114.00 and gave the stock a "buy" rating in a report on Friday, August 22nd. Wolfe Research assumed coverage on shares of Walmart in a report on Thursday, September 18th. They set an "outperform" rating and a $129.00 price objective for the company. Finally, Mizuho reissued an "outperform" rating and issued a $115.00 price target on shares of Walmart in a research note on Wednesday, August 13th. Thirty-one analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, Walmart has a consensus rating of "Moderate Buy" and a consensus price target of $113.07.

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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