Walmart Inc. $WMT Shares Acquired by Jones Financial Companies Lllp

Key Points

• Jones Financial Companies Lllp increased its stake in Walmart Inc. by 40.5% during Q1, acquiring an additional 133,134 shares, resulting in total holdings valued at approximately $39.4 million.
• Several institutional investors significantly boosted their holdings in Walmart during the same quarter, with Operose Advisors LLC increasing its stake by 319.7%.
• Walmart's recent quarterly earnings showed an EPS of $0.68, missing expectations by $0.06, alongside a revenue of $169.34 billion, below the anticipated $174.02 billion.

Jones Financial Companies Lllp grew its stake in Walmart Inc. (NYSE:WMT - Free Report) by 40.5% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 461,806 shares of the retailer's stock after purchasing an additional 133,134 shares during the period. Jones Financial Companies Lllp's holdings in Walmart were worth $39,419,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of WMT. Operose Advisors LLC increased its holdings in shares of Walmart by 319.7% in the first quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock valued at $28,000 after purchasing an additional 243 shares during the period. Bear Mountain Capital Inc. increased its holdings in shares of Walmart by 98.2% in the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock valued at $32,000 after purchasing an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd increased its holdings in shares of Walmart by 432.4% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer's stock valued at $32,000 after purchasing an additional 294 shares during the period. EQ Wealth Advisors LLC acquired a new position in shares of Walmart in the first quarter valued at approximately $35,000. Finally, Lipe & Dalton increased its holdings in shares of Walmart by 95.2% in the first quarter. Lipe & Dalton now owns 410 shares of the retailer's stock valued at $36,000 after purchasing an additional 200 shares during the period. Institutional investors and hedge funds own 26.76% of the company's stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $106.00 price objective on shares of Walmart in a report on Friday, August 22nd. Erste Group Bank raised Walmart from a "hold" rating to a "buy" rating in a report on Tuesday, August 5th. Mizuho reaffirmed an "outperform" rating and set a $115.00 price objective on shares of Walmart in a report on Wednesday, August 13th. Oppenheimer upped their price objective on Walmart from $110.00 to $115.00 and gave the stock an "outperform" rating in a report on Wednesday, August 13th. Finally, Guggenheim reaffirmed a "buy" rating and set a $115.00 price objective (up previously from $112.00) on shares of Walmart in a report on Monday, August 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Buy" and a consensus price target of $110.76.

Walmart Stock Up 0.8%

WMT opened at $103.48 on Monday. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. The firm has a market cap of $825.03 billion, a P/E ratio of 38.90, a PEG ratio of 4.97 and a beta of 0.65. Walmart Inc. has a 52 week low of $77.49 and a 52 week high of $105.30. The business's fifty day simple moving average is $98.71 and its 200 day simple moving average is $95.39.

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

Insider Buying and Selling at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the firm's stock in a transaction dated Thursday, August 28th. The stock was sold at an average price of $95.97, for a total value of $1,863,353.52. Following the sale, the chief executive officer directly owned 4,392,985 shares of the company's stock, valued at approximately $421,594,770.45. This trade represents a 0.44% decrease in their position. The sale 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 Walmart stock in a transaction dated Tuesday, August 19th. The shares were sold at an average price of $100.96, for a total value of $403,840.00. Following the completion of the transaction, the executive vice president directly owned 1,052,455 shares in the company, valued at $106,255,856.80. This represents 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 119,622 shares of company stock valued at $11,551,646. 0.10% of the stock is owned by company insiders.

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.

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.