Strategic Planning Group LLC Purchases 8,224 Shares of Walmart Inc. $WMT

Key Points

• Strategic Planning Group LLC increased its holdings in Walmart Inc. by 5.3%, owning 164,574 shares valued at approximately $16.1 million.
• Analysts have shown positive sentiment towards Walmart, with several firms, including Goldman Sachs and KeyCorp, raising their price targets and assigning "buy" ratings.
• Walmart reported $0.68 EPS for the last quarter, falling short of estimates, while its revenue was up 4.8% year-over-year, amounting to $169.34 billion.

Strategic Planning Group LLC grew its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 5.3% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 164,574 shares of the retailer's stock after purchasing an additional 8,224 shares during the quarter. Walmart comprises approximately 2.6% of Strategic Planning Group LLC's portfolio, making the stock its 12th biggest holding. Strategic Planning Group LLC's holdings in Walmart were worth $16,092,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of WMT. Operose Advisors LLC raised its holdings in shares of Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock worth $28,000 after acquiring an additional 243 shares in the last quarter. Bear Mountain Capital Inc. raised its position in Walmart by 98.2% during the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock valued at $32,000 after acquiring an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd grew its holdings in 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 Walmart during the first quarter worth $35,000. Finally, Lipe & Dalton lifted its stake in shares of Walmart by 95.2% in the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer's stock valued at $36,000 after purchasing an additional 200 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Trading Up 0.4%

Shares of NYSE:WMT traded up $0.46 during mid-day trading on Monday, reaching $102.79. 12,856,457 shares of the company's stock were exchanged, compared to its average volume of 16,199,768. The firm has a market capitalization of $819.53 billion, a price-to-earnings ratio of 38.64, a PEG ratio of 4.82 and a beta of 0.65. 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 twelve month low of $78.98 and a twelve month high of $106.11. The business's fifty day moving average price is $99.54 and its 200-day moving average price is $95.72.

Walmart (NYSE:WMT - Get Free Report) last issued its quarterly earnings data 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 firm had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The company's revenue for the quarter was up 4.8% on a year-over-year basis. During the same period in the previous year, the company 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. On average, research analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Analyst Ratings Changes

WMT has been the subject of a number of recent research reports. Telsey Advisory Group increased their price objective on Walmart from $115.00 to $118.00 and gave the stock an "outperform" rating in a research report on Friday, August 22nd. Oppenheimer lifted their target price on Walmart from $110.00 to $115.00 and gave the company an "outperform" rating in a report on Wednesday, August 13th. Guggenheim reiterated a "buy" rating and issued a $115.00 price target (up previously from $112.00) on shares of Walmart in a research note on Monday, August 18th. Tigress Financial upped their target price on Walmart from $120.00 to $125.00 and gave the company a "buy" rating in a report on Wednesday, September 3rd. Finally, KeyCorp upped their target price on Walmart from $105.00 to $110.00 and gave the stock an "overweight" rating in a research report on Monday, June 9th. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of "Buy" and an average target price of $112.03.

Insider Transactions at Walmart

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the firm's 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 transaction, the executive vice president owned 1,048,455 shares in the company, valued at approximately $108,861,082.65. This trade represents a 0.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Daniel J. Bartlett sold 1,610 shares of the business's stock in a transaction dated Monday, September 15th. The stock was sold at an average price of $103.71, for a total value of $166,973.10. Following the transaction, the executive vice president directly owned 645,968 shares of the company's stock, valued at approximately $66,993,341.28. This represents a 0.25% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 151,232 shares of company stock valued at $14,960,635. Company insiders own 0.10% of the company's stock.

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.