Walmart Inc. $WMT Shares Sold by Sonora Investment Management Group LLC

Key Points

• Sonora Investment Management Group LLC reduced its stake in Walmart by 0.9%, now owning 308,749 shares valued at approximately $30.19 million, making it their 11th largest position.
• Several institutional investors significantly increased their Walmart holdings, with Operose Advisors LLC raising its position by 319.7% during the first quarter.
• Walmart reported Q2 earnings of $0.68 per share, missing estimates, and provided EPS guidance for FY 2026 between 2.520 and 2.620.

Sonora Investment Management Group LLC trimmed its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 0.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 308,749 shares of the retailer's stock after selling 2,950 shares during the period. Walmart accounts for 2.2% of Sonora Investment Management Group LLC's portfolio, making the stock its 11th biggest position. Sonora Investment Management Group LLC's holdings in Walmart were worth $30,190,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the business. Operose Advisors LLC raised its position 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 purchasing an additional 243 shares during the period. PFS Partners LLC grew its stake in Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer's stock worth $31,000 after buying an additional 233 shares during the last quarter. Bear Mountain Capital Inc. increased its position in 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 buying an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd lifted its stake 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 buying an additional 294 shares during the last quarter. Finally, Ridgewood Investments LLC lifted its stake in Walmart by 55.3% in the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer's stock valued at $32,000 after buying an additional 115 shares during the last quarter. Institutional investors own 26.76% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Evercore ISI reaffirmed an "outperform" rating and issued a $110.00 price objective (up previously from $108.00) on shares of Walmart in a report on Monday, August 18th. Truist Financial dropped their price target on shares of Walmart from $111.00 to $109.00 and set a "buy" rating on the stock in a research note on Friday, August 22nd. Wolfe Research started coverage on Walmart in a report on Thursday, September 18th. They set an "outperform" rating and a $129.00 price target on the stock. KeyCorp increased their price objective on Walmart from $105.00 to $110.00 and gave the stock an "overweight" rating in a report on Monday, June 9th. Finally, JPMorgan Chase & Co. lowered their target price on Walmart from $130.00 to $127.00 and set an "overweight" rating on the stock in a research report on Friday, August 22nd. Twenty-nine research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, Walmart presently has an average rating of "Moderate Buy" and a consensus target price of $112.38.

Insider Buying and Selling at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Thursday, September 25th. The shares were sold at an average price of $103.21, for a total value of $2,003,925.36. Following the transaction, the chief executive officer owned 4,373,576 shares in the company, valued at approximately $451,396,778.96. The trade was a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CTO Suresh Kumar sold 30,000 shares of the company's stock in a transaction on Friday, September 12th. The shares were sold at an average price of $103.47, for a total value 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 represents a 1.65% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 151,232 shares of company stock valued at $15,077,519. Corporate insiders own 0.10% of the company's stock.

Walmart Trading Up 0.1%

Shares of Walmart stock opened at $103.14 on Monday. The business has a fifty day simple moving average of $100.16 and a 200-day simple moving average of $96.19. Walmart Inc. has a fifty-two week low of $78.98 and a fifty-two week high of $106.11. The firm has a market cap of $822.32 billion, a price-to-earnings ratio of 38.77, a price-to-earnings-growth ratio of 4.86 and a beta of 0.65. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43.

Walmart (NYSE:WMT - Get Free Report) last issued 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 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 last year, the firm posted $0.67 earnings per share. Walmart'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. On average, equities analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

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.

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