U.S. Capital Wealth Advisors LLC Increases Stake in Walmart Inc. $WMT

Key Points

• U.S. Capital Wealth Advisors LLC increased its stake in Walmart Inc. by 16.0% in Q2, owning 293,098 shares valued at approximately $28.7 million.
• Multiple investment firms, including Lewis Asset Management, also increased their stakes significantly during the same period, highlighting growing institutional interest in Walmart.
• Walmart's stock price dropped by 1.2% to $102.40, following a recent earnings report that missed estimates, with EPS of $0.68 compared to a consensus of $0.74.

U.S. Capital Wealth Advisors LLC boosted its stake in Walmart Inc. (NYSE:WMT - Free Report) by 16.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 293,098 shares of the retailer's stock after purchasing an additional 40,376 shares during the period. Walmart comprises 0.8% of U.S. Capital Wealth Advisors LLC's investment portfolio, making the stock its 19th largest position. U.S. Capital Wealth Advisors LLC's holdings in Walmart were worth $28,659,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of the stock. Rooted Wealth Advisors Inc. increased its stake in Walmart by 14.8% in the 2nd quarter. Rooted Wealth Advisors Inc. now owns 5,255 shares of the retailer's stock worth $496,000 after purchasing an additional 677 shares during the period. Lewis Asset Management LLC increased its stake in Walmart by 421.3% in the 2nd quarter. Lewis Asset Management LLC now owns 25,663 shares of the retailer's stock worth $2,509,000 after purchasing an additional 20,740 shares during the period. Southland Equity Partners LLC grew its position in shares of Walmart by 5.2% in the 2nd quarter. Southland Equity Partners LLC now owns 5,091 shares of the retailer's stock worth $498,000 after buying an additional 251 shares during the last quarter. Bank & Trust Co grew its position in shares of Walmart by 0.4% in the 2nd quarter. Bank & Trust Co now owns 31,786 shares of the retailer's stock worth $3,108,000 after buying an additional 141 shares during the last quarter. Finally, Capstone Wealth Management LLC grew its position in shares of Walmart by 20.7% in the 2nd quarter. Capstone Wealth Management LLC now owns 4,829 shares of the retailer's stock worth $472,000 after buying an additional 829 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on WMT shares. Mizuho reiterated an "outperform" rating and issued a $115.00 price objective on shares of Walmart in a research report on Wednesday, August 13th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $106.00 price objective on shares of Walmart in a research report on Friday, August 22nd. Evercore ISI reiterated an "outperform" rating and issued a $110.00 price objective (up from $108.00) on shares of Walmart in a research report on Monday, August 18th. Tigress Financial lifted their price objective on Walmart from $120.00 to $125.00 and gave the stock a "buy" rating in a research report on Wednesday, September 3rd. Finally, Oppenheimer lifted their price objective on Walmart from $110.00 to $115.00 and gave the stock an "outperform" rating in a research report on Wednesday, August 13th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average price target of $112.03.

Walmart Stock Down 1.2%

WMT stock opened at $102.40 on Monday. Walmart Inc. has a 1-year low of $78.11 and a 1-year high of $106.11. The business has a fifty day moving average price of $99.40 and a 200-day moving average price of $95.64. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. The stock has a market capitalization of $816.42 billion, a P/E ratio of 38.50, a P/E/G ratio of 4.82 and a beta of 0.65.

Walmart (NYSE:WMT - Get Free Report) last posted its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share 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 during the quarter, compared to analysts' expectations of $174.02 billion. During the same quarter in the prior year, the firm earned $0.67 EPS. The firm'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 analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Activity at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the company's stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $95.97, for a total transaction of $1,863,353.52. Following the completion of the sale, the chief executive officer owned 4,392,985 shares in the company, valued at approximately $421,594,770.45. This represents a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP John R. Furner sold 13,125 shares of the company's stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $98.55, for a total value of $1,293,468.75. Following the sale, the executive vice president owned 919,189 shares of the company's stock, valued at approximately $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 134,107 shares of company stock valued at $13,183,727 in the last 90 days. 0.10% of the stock is owned by company insiders.

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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