Walmart Inc. $WMT Shares Purchased by Copperwynd Financial LLC

Key Points

• Copperwynd Financial LLC increased its investment in Walmart by 8.8%, owning 36,115 shares valued at approximately $3.53 million, making it the 23rd largest holding in its portfolio.
• Several institutional investors have significantly boosted their stakes in Walmart, with Kingstone Capital Partners increasing its position by an astonishing 397,264.9%.
• Walmart's recent quarterly earnings report showed $0.68 EPS, missing estimates, and a revenue of $169.34 billion, which was below analyst expectations of $174.02 billion.

Copperwynd Financial LLC boosted its position in Walmart Inc. (NYSE:WMT - Free Report) by 8.8% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 36,115 shares of the retailer's stock after purchasing an additional 2,933 shares during the period. Walmart makes up about 0.9% of Copperwynd Financial LLC's portfolio, making the stock its 23rd largest holding. Copperwynd Financial LLC's holdings in Walmart were worth $3,531,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in WMT. Kingstone Capital Partners Texas LLC lifted its position in Walmart by 397,264.9% in the second quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer's stock worth $10,496,702,000 after purchasing an additional 104,488,610 shares during the period. Nuveen LLC bought a new position in shares of Walmart in the first quarter valued at $2,532,331,000. Goldman Sachs Group Inc. increased its holdings in shares of Walmart by 30.1% in the first quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer's stock valued at $2,922,770,000 after buying an additional 7,706,201 shares in the last quarter. Wellington Management Group LLP increased its holdings in shares of Walmart by 527.1% in the first quarter. Wellington Management Group LLP now owns 6,739,038 shares of the retailer's stock valued at $591,620,000 after buying an additional 5,664,484 shares in the last quarter. Finally, Ontario Teachers Pension Plan Board increased its holdings in shares of Walmart by 28,684.8% in the first quarter. Ontario Teachers Pension Plan Board now owns 4,229,354 shares of the retailer's stock valued at $371,295,000 after buying an additional 4,214,661 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have issued reports on WMT shares. The Goldman Sachs Group upped their price target on Walmart from $101.00 to $114.00 and gave the company a "buy" rating 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. Bank of America upped their price target on Walmart from $120.00 to $125.00 and gave the company a "buy" rating in a report on Wednesday, September 17th. Mizuho reaffirmed an "outperform" rating and issued a $115.00 price target on shares of Walmart in a report on Wednesday, August 13th. Finally, Sanford C. Bernstein set a $117.00 target price on shares of Walmart and gave the company an "outperform" rating in a research note on Friday, August 22nd. Thirty equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, Walmart currently has a consensus rating of "Moderate Buy" and a consensus target price of $112.38.

Insider Activity at Walmart

In other news, CEO C Douglas Mcmillon sold 19,416 shares of the company's stock in a transaction on Thursday, August 28th. The shares were sold at an average price of $95.97, for a total value of $1,863,353.52. Following the transaction, the chief executive officer directly owned 4,392,985 shares of the company's stock, 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 SEC, which can be accessed through this link. Also, CTO Suresh Kumar sold 30,000 shares of the company's stock in a transaction on Friday, September 12th. The stock was sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the completion of the transaction, the chief technology officer directly owned 1,787,200 shares in the company, valued at $184,921,584. This trade represents a 1.65% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 151,232 shares of company stock valued at $15,083,877. 0.10% of the stock is owned by insiders.

Walmart Trading Down 1.1%

NYSE WMT opened at $101.72 on Friday. Walmart Inc. has a 1-year low of $79.37 and a 1-year high of $106.11. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The company has a market capitalization of $811.00 billion, a PE ratio of 38.24, a price-to-earnings-growth ratio of 4.85 and a beta of 0.67. The firm's fifty day simple moving average is $101.15 and its 200-day simple moving average is $97.06.

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 analysts' consensus estimates of $0.74 by ($0.06). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The company had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. During the same period last year, the company posted $0.67 earnings per share. The company's revenue 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. As a group, sell-side analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

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.

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