Walmart Inc. $WMT Stock Holdings Lowered by Lynch & Associates IN

Key Points

• Lynch & Associates IN reduced its holdings in Walmart Inc. by 3.3%, now owning 195,843 shares valued at approximately $19.15 million.
• Several hedge funds have significantly increased their positions in Walmart, including Operose Advisors, which boosted its holdings by 319.7% in the first quarter.
• Walmart reported a EPS of $0.68 for its last quarter, missing analysts' expectations, and set its Q3 2026 guidance at 0.580-0.600 EPS.

Lynch & Associates IN cut its position in shares of Walmart Inc. (NYSE:WMT - Free Report) by 3.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 195,843 shares of the retailer's stock after selling 6,682 shares during the period. Walmart accounts for 3.9% of Lynch & Associates IN's holdings, making the stock its 3rd biggest position. Lynch & Associates IN's holdings in Walmart were worth $19,150,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Operose Advisors LLC boosted its holdings in Walmart by 319.7% during the first quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock worth $28,000 after buying an additional 243 shares in the last quarter. Bear Mountain Capital Inc. boosted its holdings in Walmart by 98.2% during 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 in the last quarter. Clal Insurance Enterprises Holdings Ltd boosted its holdings in Walmart by 432.4% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer's stock worth $32,000 after buying an additional 294 shares in the last quarter. Ridgewood Investments LLC boosted its holdings in Walmart by 55.3% during the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer's stock worth $32,000 after buying an additional 115 shares in the last quarter. Finally, EQ Wealth Advisors LLC acquired a new position in Walmart during the first quarter worth $35,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP Daniel J. Bartlett sold 1,610 shares of the firm's stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $103.71, for a total transaction of $166,973.10. Following the completion of the sale, the executive vice president directly owned 645,968 shares in the company, valued at approximately $66,993,341.28. This trade represents a 0.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the firm's stock in a transaction dated Friday, September 19th. The stock was sold at an average price of $103.83, for a total transaction of $415,320.00. Following the sale, the executive vice president owned 1,048,455 shares of the company's stock, valued at approximately $108,861,082.65. The trade was a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 131,816 shares of company stock valued at $13,073,594 in the last quarter. Insiders own 0.10% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. KeyCorp upped their price objective 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. Truist Financial reduced their price objective on shares of Walmart from $111.00 to $109.00 and set a "buy" rating for the company in a research report on Friday, August 22nd. Royal Bank Of Canada restated an "outperform" rating and set a $106.00 price objective on shares of Walmart in a research report on Friday, August 22nd. Sanford C. Bernstein set a $117.00 price objective on shares of Walmart and gave the stock an "outperform" rating in a research report on Friday, August 22nd. Finally, Bank of America upped their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a "buy" rating in a research report on Wednesday, September 17th. Twenty-nine investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $112.38.

Walmart Stock Performance

NYSE:WMT opened at $102.71 on Thursday. The company's 50-day moving average price is $99.84 and its 200-day moving average price is $95.81. 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 cap of $818.88 billion, a P/E ratio of 38.61, a P/E/G ratio of 4.83 and a beta of 0.65. Walmart Inc. has a twelve month low of $78.98 and a twelve month high of $106.11.

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 the consensus estimate of $0.74 by ($0.06). The business had revenue of $169.34 billion during the quarter, compared to analysts' expectations of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business's quarterly revenue was up 4.8% on a year-over-year basis. During the same period in the prior year, the business 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, sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share 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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