SWS Partners Increases Stock Holdings in Walmart Inc. $WMT

Key Points

• SWS Partners increased its stake in Walmart Inc. by 14.0%, owning a total of 27,970 shares valued at approximately $2,735,000 as of the latest reporting period.
• Insider sales included CTO Suresh Kumar selling 30,000 shares worth $3.1 million, representing a 1.65% decrease in his holdings.
• Walmart's recent earnings report showed an EPS of $0.68, missing estimates by $0.06, while revenue was $169.34 billion, below expectations of $174.02 billion.

SWS Partners lifted its stake in Walmart Inc. (NYSE:WMT - Free Report) by 14.0% in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 27,970 shares of the retailer's stock after purchasing an additional 3,431 shares during the quarter. SWS Partners' holdings in Walmart were worth $2,735,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Archford Capital Strategies LLC boosted its stake in Walmart by 6.3% during the second quarter. Archford Capital Strategies LLC now owns 70,874 shares of the retailer's stock worth $6,930,000 after buying an additional 4,214 shares during the period. FARMERS & MERCHANTS TRUST Co OF LONG BEACH grew its holdings in Walmart by 20.1% during the 2nd quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 51,905 shares of the retailer's stock valued at $5,075,000 after purchasing an additional 8,699 shares during the last quarter. Moss Adams Wealth Advisors LLC grew its holdings in Walmart by 3.5% during the 2nd quarter. Moss Adams Wealth Advisors LLC now owns 21,623 shares of the retailer's stock valued at $2,114,000 after purchasing an additional 723 shares during the last quarter. GC Wealth Management RIA LLC boosted its position in shares of Walmart by 63.1% during the second quarter. GC Wealth Management RIA LLC now owns 70,076 shares of the retailer's stock valued at $6,852,000 after buying an additional 27,123 shares during the period. Finally, V Square Quantitative Management LLC boosted its position in shares of Walmart by 75.0% during the second quarter. V Square Quantitative Management LLC now owns 4,345 shares of the retailer's stock valued at $425,000 after buying an additional 1,862 shares during the period. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CTO Suresh Kumar sold 30,000 shares of Walmart stock in a transaction on 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 completion of the sale, the chief technology officer directly owned 1,787,200 shares in the company, valued at approximately $184,921,584. The trade was a 1.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart 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 sale, the executive vice president directly owned 1,048,455 shares of the company's stock, valued at approximately $108,861,082.65. This represents a 0.38% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 149,032 shares of company stock valued at $14,860,951. 0.10% of the stock is currently owned by corporate insiders.

Walmart Stock Performance

WMT stock opened at $103.01 on Tuesday. The firm has a 50-day simple moving average of $100.30 and a two-hundred day simple moving average of $96.31. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. Walmart Inc. has a one year low of $78.98 and a one year high of $106.11. The firm has a market cap of $821.28 billion, a price-to-earnings ratio of 38.73, a PEG ratio of 4.86 and a beta of 0.65.

Walmart (NYSE:WMT - Get Free Report) last posted its earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing analysts' consensus estimates of $0.74 by ($0.06). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm had revenue of $169.34 billion for the quarter, compared to analysts' expectations of $174.02 billion. During the same period in the previous year, the company earned $0.67 EPS. The company's revenue was up 4.8% on a year-over-year basis. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. On average, equities analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have commented on WMT shares. Erste Group Bank raised Walmart from a "hold" rating to a "buy" rating in a research report on Tuesday, August 5th. Piper Sandler reissued an "overweight" rating and set a $111.00 target price on shares of Walmart in a research note on Wednesday, September 24th. JPMorgan Chase & Co. lowered their target price on shares of Walmart from $130.00 to $127.00 and set an "overweight" rating for the company in a research note on Friday, August 22nd. Guggenheim reissued a "buy" rating and set a $115.00 target price (up from $112.00) on shares of Walmart in a research note on Monday, August 18th. Finally, Truist Financial lowered their price objective on shares of Walmart from $111.00 to $109.00 and set a "buy" rating for the company in a research report on Friday, August 22nd. Twenty-nine analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $112.38.

Walmart Company 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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