Walmart Inc. $WMT Shares Sold by Oarsman Capital Inc.

Key Points

• Oarsman Capital Inc. reduced its position in Walmart by 6.3% in the first quarter, now holding 41,119 shares valued at approximately $3.61 million.
• Several institutions have significantly increased their stakes in Walmart, with Operose Advisors LLC growing by 319.7% during the same period.
• Walmart's recent earnings report revealed an EPS of $0.68, missing expectations, while the company announced a dividend of $0.235 with an ex-dividend date of August 15th.

Oarsman Capital Inc. cut its position in Walmart Inc. (NYSE:WMT - Free Report) by 6.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 41,119 shares of the retailer's stock after selling 2,757 shares during the quarter. Walmart accounts for 0.6% of Oarsman Capital Inc.'s portfolio, making the stock its 28th largest position. Oarsman Capital Inc.'s holdings in Walmart were worth $3,610,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Operose Advisors LLC grew its stake in shares of Walmart by 319.7% during the first quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock valued at $28,000 after acquiring an additional 243 shares in the last quarter. Bear Mountain Capital Inc. lifted its stake in shares of Walmart by 98.2% in the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock worth $32,000 after acquiring an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd lifted its stake 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 worth $32,000 after acquiring an additional 294 shares in the last quarter. EQ Wealth Advisors LLC purchased a new position in Walmart in the first quarter valued at about $35,000. Finally, Lipe & Dalton grew its stake in Walmart by 95.2% during the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer's stock valued at $36,000 after purchasing an additional 200 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Wall Street Zen raised Walmart from a "hold" rating to a "buy" rating in a research report on Monday, May 12th. Citigroup restated a "buy" rating on shares of Walmart in a research note on Tuesday, May 6th. Erste Group Bank raised shares of Walmart from a "hold" rating to a "buy" rating in a report on Tuesday, August 5th. Tigress Financial increased their price objective on shares of Walmart from $115.00 to $120.00 and gave the company a "buy" rating in a research note on Wednesday, July 2nd. Finally, KeyCorp boosted their target price on shares of Walmart from $105.00 to $110.00 and gave the stock an "overweight" rating in a research report on Monday, June 9th. 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 company. According to MarketBeat, the stock presently has a consensus rating of "Buy" and a consensus target price of $110.59.

Walmart Stock Up 0.0%

WMT stock opened at $96.10 on Thursday. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. Walmart Inc. has a 1-year low of $75.67 and a 1-year high of $105.30. The firm has a fifty day moving average price of $98.09 and a two-hundred day moving average price of $95.50. The firm has a market cap of $766.89 billion, a price-to-earnings ratio of 36.13, a PEG ratio of 4.62 and a beta of 0.66.

Walmart (NYSE:WMT - Get Free Report) last posted its quarterly 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). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same quarter in the previous year, the business posted $0.67 earnings per share. The company's quarterly 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. Research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The business also recently announced a dividend, which will be paid on Tuesday, September 2nd. Shareholders of record on Monday, August 18th will be paid a $0.235 dividend. This represents a yield of 90.0%. The ex-dividend date is Friday, August 15th. Walmart's payout ratio is presently 35.34%.

Insider Buying and Selling

In related news, EVP Kathryn J. Mclay sold 4,000 shares of the company's stock in a transaction on Friday, June 20th. The stock was sold at an average price of $95.24, for a total transaction 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP John D. Rainey sold 2,200 shares of the stock in a transaction on Friday, August 1st. The stock was sold at an average price of $98.30, for a total value of $216,260.00. Following the completion of the sale, the executive vice president directly owned 626,118 shares in the company, valued at $61,547,399.40. This represents a 0.35% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 101,966 shares of company stock valued at $9,858,673 over the last three months. 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.

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