Walmart Inc. $WMT Stock Holdings Reduced by Signature Estate & Investment Advisors LLC

Key Points

• Signature Estate & Investment Advisors LLC has reduced its Walmart shares by 55.4%, now holding 340,585 shares worth approximately $29.9 million, making Walmart its 29th largest position.
• Several institutional investors increased their Walmart holdings substantially in the first quarter, with Operose Advisors LLC boosting its stake by 319.7% and Clal Insurance Enterprises Holdings Ltd increasing theirs by 432.4%.
• Analyst ratings for Walmart's stock show a consensus of "Buy" with price targets ranging from $110 to $125, following recent earnings that missed analyst expectations.

Signature Estate & Investment Advisors LLC lowered its position in Walmart Inc. (NYSE:WMT - Free Report) by 55.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 340,585 shares of the retailer's stock after selling 422,588 shares during the quarter. Walmart makes up approximately 0.8% of Signature Estate & Investment Advisors LLC's holdings, making the stock its 29th biggest position. Signature Estate & Investment Advisors LLC's holdings in Walmart were worth $29,900,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Operose Advisors LLC lifted its position in shares of Walmart by 319.7% in the first quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock worth $28,000 after buying an additional 243 shares during the last quarter. Bear Mountain Capital Inc. raised its holdings in Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock valued at $32,000 after acquiring an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd raised its holdings in Walmart by 432.4% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer's stock valued at $32,000 after acquiring an additional 294 shares in the last quarter. EQ Wealth Advisors LLC acquired a new position in Walmart in the 1st quarter valued at approximately $35,000. Finally, Lipe & Dalton raised its holdings in Walmart by 95.2% in the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer's stock valued at $36,000 after acquiring 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

Several equities research analysts have recently weighed in on WMT shares. Oppenheimer upped their price objective on Walmart from $110.00 to $115.00 and gave the company an "outperform" rating in a research note on Wednesday, August 13th. Tigress Financial upped their price objective on Walmart from $120.00 to $125.00 and gave the company a "buy" rating in a research note on Wednesday, September 3rd. Sanford C. Bernstein set a $117.00 price objective on Walmart and gave the company an "outperform" rating in a research note on Friday, August 22nd. The Goldman Sachs Group upped their price objective on Walmart from $101.00 to $114.00 and gave the company a "buy" rating in a research note on Friday, August 22nd. Finally, Evercore ISI restated an "outperform" rating and set a $110.00 price target (up from $108.00) on shares of Walmart in a research report on Monday, August 18th. One 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 stock. Based on data from MarketBeat, the company presently has a consensus rating of "Buy" and a consensus target price of $110.76.

Walmart Stock Down 0.5%

Shares of WMT opened at $100.45 on Monday. The firm has a market capitalization of $800.85 billion, a price-to-earnings ratio of 37.76, a PEG ratio of 4.83 and a beta of 0.65. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. The business's fifty day moving average price is $98.29 and its two-hundred day moving average price is $95.17. Walmart Inc. has a 52 week low of $76.30 and a 52 week high of $105.30.

Walmart (NYSE:WMT - Get Free Report) last announced its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing analysts' consensus estimates of $0.74 by ($0.06). The firm had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm's quarterly revenue was up 4.8% on a year-over-year basis. During the same quarter in the previous 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, analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction dated Tuesday, August 19th. The stock was sold at an average price of $100.96, for a total transaction of $403,840.00. Following the completion of the transaction, the executive vice president owned 1,052,455 shares in the company, valued at approximately $106,255,856.80. This represents a 0.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP John D. Rainey sold 2,200 shares of the stock in a transaction dated Tuesday, September 2nd. The stock was sold at an average price of $97.37, for a total value of $214,214.00. Following the transaction, the executive vice president owned 623,918 shares of the company's stock, valued at approximately $60,750,895.66. This trade represents a 0.35% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 121,382 shares of company stock worth $11,718,441 in the last three months. 0.10% of the stock is owned by insiders.

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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