Walmart Inc. $WMT Position Increased by Calamos Wealth Management LLC

Key Points

• Calamos Wealth Management LLC increased its stake in Walmart Inc. by 2.6%, owning 262,158 shares valued at approximately $25.6 million, making Walmart its 18th largest position.
• Walmart reported earnings of $0.68 per share for the last quarter, missing expectations by $0.06, with overall revenue of $169.34 billion.
• Analysts are optimistic about Walmart, with a consensus rating of "Moderate Buy" and a target price averaging $112.63 across 31 ratings.

Calamos Wealth Management LLC increased its stake in Walmart Inc. (NYSE:WMT - Free Report) by 2.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 262,158 shares of the retailer's stock after purchasing an additional 6,730 shares during the period. Walmart accounts for 1.1% of Calamos Wealth Management LLC's portfolio, making the stock its 18th largest position. Calamos Wealth Management LLC's holdings in Walmart were worth $25,634,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the stock. Weatherly Asset Management L. P. raised its stake in Walmart by 7.0% during the 2nd quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer's stock valued at $5,489,000 after acquiring an additional 3,696 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management raised its stake in Walmart by 34.6% during the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer's stock valued at $3,355,000 after acquiring an additional 9,831 shares in the last quarter. Ally Financial Inc. bought a new stake in Walmart during the 1st quarter valued at $2,107,000. Night Squared LP bought a new stake in Walmart during the 1st quarter valued at $1,052,000. Finally, Monument Capital Management raised its stake in Walmart by 94.2% during the 1st quarter. Monument Capital Management now owns 55,004 shares of the retailer's stock valued at $4,829,000 after acquiring an additional 26,685 shares in the last quarter. Institutional investors own 26.76% of the company's stock.

Walmart Stock Up 1.3%

Shares of WMT stock opened at $107.80 on Friday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. The stock has a market cap of $859.50 billion, a PE ratio of 40.53, a price-to-earnings-growth ratio of 5.08 and a beta of 0.67. The business's fifty day moving average is $101.69 and its 200-day moving average is $97.92. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $109.57.

Walmart (NYSE:WMT - Get Free Report) last issued its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.74 by ($0.06). The company had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business's revenue was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the firm 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. Equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on WMT. Wolfe Research began coverage on Walmart in a research note on Thursday, September 18th. They set an "outperform" rating and a $129.00 target price on the stock. JPMorgan Chase & Co. cut their target price on Walmart from $130.00 to $127.00 and set an "overweight" rating on the stock in a research note on Friday, August 22nd. Erste Group Bank raised Walmart from a "hold" rating to a "buy" rating in a research note on Tuesday, August 5th. Guggenheim reiterated a "buy" rating and set a $115.00 price target (up from $112.00) on shares of Walmart in a research report on Monday, August 18th. Finally, BTIG Research began coverage on Walmart in a research report on Tuesday. They set a "buy" rating and a $120.00 price target on the stock. Thirty-one analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $112.63.

Insider Buying and Selling

In related news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on Thursday, July 24th. The stock was sold at an average price of $95.58, for a total value of $1,855,781.28. Following the transaction, the chief executive officer directly owned 4,412,398 shares in the company, valued at $421,737,000.84. The trade was a 0.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction on Friday, September 19th. The stock was sold at an average price of $103.83, for a total value of $415,320.00. Following the completion of the transaction, the executive vice president owned 1,048,455 shares in the company, valued at $108,861,082.65. The trade was a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 151,038 shares of company stock valued at $15,249,614. Insiders own 0.10% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.