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Walmart Inc. $WMT Shares Sold by CSM Advisors LLC

Walmart logo with Retail/Wholesale background

Key Points

  • CSM Advisors LLC reduced its Walmart holdings by 2.1%, now owning 192,455 shares valued at approximately $16.9 million, making it the firm's 25th largest position.
  • Several institutional investors have increased their stakes in Walmart, with Goldman Sachs boosting its holdings by 30.1% in the first quarter, now owning 33.3 million shares valued at about $2.9 billion.
  • Walmart's latest quarterly earnings report revealed a missed EPS estimate of $0.68, with revenues of $169.34 billion, falling short of the anticipated $174.02 billion.
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CSM Advisors LLC lowered its position in shares of Walmart Inc. (NYSE:WMT - Free Report) by 2.1% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 192,455 shares of the retailer's stock after selling 4,040 shares during the period. Walmart makes up about 0.9% of CSM Advisors LLC's investment portfolio, making the stock its 25th largest position. CSM Advisors LLC's holdings in Walmart were worth $16,896,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in Walmart by 0.8% in the 1st quarter. Vanguard Group Inc. now owns 425,961,042 shares of the retailer's stock worth $37,395,120,000 after buying an additional 3,224,154 shares in the last quarter. Northern Trust Corp lifted its stake in shares of Walmart by 8.9% in the fourth quarter. Northern Trust Corp now owns 43,641,936 shares of the retailer's stock worth $3,943,049,000 after acquiring an additional 3,550,037 shares in the last quarter. Goldman Sachs Group Inc. boosted its holdings in 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 purchasing an additional 7,706,201 shares during the last quarter. Ameriprise Financial Inc. boosted its holdings in Walmart by 1.3% in the first quarter. Ameriprise Financial Inc. now owns 30,874,987 shares of the retailer's stock valued at $2,710,665,000 after purchasing an additional 387,424 shares during the last quarter. Finally, Nuveen Asset Management LLC grew its stake in Walmart by 0.8% during the 4th quarter. Nuveen Asset Management LLC now owns 29,843,892 shares of the retailer's stock valued at $2,696,396,000 after purchasing an additional 233,040 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts recently issued reports on the stock. Wall Street Zen upgraded shares of Walmart from a "hold" rating to a "buy" rating in a research note on Monday, May 12th. DA Davidson reissued a "buy" rating and set a $117.00 price objective on shares of Walmart in a report on Friday, May 16th. Royal Bank Of Canada restated an "outperform" rating and issued a $106.00 target price on shares of Walmart in a research note on Friday. Guggenheim reaffirmed a "buy" rating and set a $115.00 price target (up previously from $112.00) on shares of Walmart in a research report on Monday, August 18th. Finally, Telsey Advisory Group upped their price target on Walmart from $115.00 to $118.00 and gave the company an "outperform" rating in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Buy" and an average target price of $110.07.

Read Our Latest Stock Analysis on WMT

Walmart Trading Down 1.2%

Shares of NYSE WMT opened at $96.8190 on Monday. The company has a market cap of $772.66 billion, a price-to-earnings ratio of 36.40, a price-to-earnings-growth ratio of 4.65 and a beta of 0.66. The stock's 50 day simple moving average is $97.99 and its 200 day simple moving average is $95.53. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 12-month low of $75.01 and a 12-month high of $105.30.

Walmart (NYSE:WMT - Get Free Report) last announced its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing the consensus estimate of $0.74 by ($0.06). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. During the same quarter in the previous year, the business posted $0.67 EPS. Walmart'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 research analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The company also recently announced a dividend, which will be paid on Tuesday, September 2nd. Investors of record on Monday, August 18th will be paid a dividend of $0.235 per share. The ex-dividend date of this dividend is Friday, August 15th. This represents a yield of 90.0%. Walmart's dividend payout ratio (DPR) is currently 35.34%.

Insider Transactions at Walmart

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 dated Friday, June 20th. The stock was sold at an average price of $95.24, for a total value of $380,960.00. Following the completion of the transaction, the executive vice president directly owned 1,060,455 shares in the company, valued at $100,997,734.20. This represents a 0.38% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 88,841 shares of company stock worth $8,565,205. Corporate insiders own 0.10% of the company's stock.

About Walmart

(Free Report)

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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Institutional Ownership by Quarter for Walmart (NYSE:WMT)

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.

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