Strategies Wealth Advisors LLC Takes $415,000 Position in Walmart Inc. $WMT

Key Points

• Strategies Wealth Advisors LLC has acquired a new position in Walmart Inc., purchasing 4,726 shares valued at approximately $415,000 during the first quarter.
• Several institutional investors, including Nuveen LLC and Goldman Sachs Group Inc., significantly increased their stakes in Walmart, indicating strong interest in the retailer's stock.
• Walmart recently reported earnings of $0.68 per share, which fell short of analyst expectations, while also announcing a $0.235 per share dividend to be paid on September 2nd.

Strategies Wealth Advisors LLC bought a new position in Walmart Inc. (NYSE:WMT - Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,726 shares of the retailer's stock, valued at approximately $415,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Nuveen LLC acquired a new stake in shares of Walmart during the 1st quarter worth approximately $2,532,331,000. GAMMA Investing LLC boosted its position in Walmart by 9,896.9% during the 1st quarter. GAMMA Investing LLC now owns 7,939,728 shares of the retailer's stock valued at $697,029,000 after purchasing an additional 7,860,306 shares during the period. Goldman Sachs Group Inc. grew its stake in Walmart by 30.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer's stock worth $2,922,770,000 after buying an additional 7,706,201 shares during the last quarter. Wellington Management Group LLP increased its position in Walmart by 527.1% in the first quarter. Wellington Management Group LLP now owns 6,739,038 shares of the retailer's stock worth $591,620,000 after buying an additional 5,664,484 shares during the period. Finally, Ontario Teachers Pension Plan Board increased its position in Walmart by 28,684.8% in the first quarter. Ontario Teachers Pension Plan Board now owns 4,229,354 shares of the retailer's stock worth $371,295,000 after buying an additional 4,214,661 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Walmart

In other Walmart news, EVP John R. Furner sold 13,125 shares of the company's 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 transaction, the executive vice president owned 932,313 shares of the company's stock, valued at approximately $88,700,258.82. This represents a 1.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction on Friday, June 20th. The shares were sold at an average price of $95.24, for a total value of $380,960.00. Following the sale, the executive vice president owned 1,060,455 shares of the company's stock, valued at $100,997,734.20. This trade represents a 0.38% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 88,841 shares of company stock worth $8,565,205. 0.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

WMT has been the subject of several analyst reports. Wall Street Zen raised shares of Walmart from a "hold" rating to a "buy" rating in a report on Monday, May 12th. Sanford C. Bernstein reissued an "outperform" rating on shares of Walmart in a research note on Monday, May 5th. Mizuho restated an "outperform" rating and issued a $115.00 target price on shares of Walmart in a research report on Wednesday, August 13th. DA Davidson restated a "buy" rating and issued a $117.00 price target on shares of Walmart in a research note on Friday, May 16th. Finally, Tigress Financial boosted their price objective on Walmart from $115.00 to $120.00 and gave the stock a "buy" rating in a research report on Wednesday, July 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, Walmart currently has a consensus rating of "Buy" and a consensus price target of $109.93.

Walmart Price Performance

Shares of NYSE:WMT opened at $97.9050 on Friday. The stock has a market cap of $781.32 billion, a price-to-earnings ratio of 41.84, a PEG ratio of 4.93 and a beta of 0.66. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.78 and a quick ratio of 0.22. Walmart Inc. has a 12 month low of $75.01 and a 12 month high of $105.30. The stock's 50 day moving average price is $97.94 and its 200 day moving average price is $95.65.

Walmart (NYSE:WMT - Get Free Report) last issued its quarterly 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 for the quarter, compared to analyst estimates of $174.02 billion. Walmart had a net margin of 2.75% and a return on equity of 21.76%. The firm's revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter last 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. Equities research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Dividend Announcement

The firm also recently disclosed a dividend, which will be paid on Tuesday, September 2nd. Stockholders of record on Monday, August 18th will be paid a $0.235 dividend. The ex-dividend date of this dividend is Friday, August 15th. This represents a dividend yield of 90.0%. Walmart's payout ratio is currently 40.17%.

Walmart 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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