Walmart Inc. $WMT Stock Position Raised by McGuire Investment Group LLC

Key Points

• McGuire Investment Group LLC raised its stake in Walmart by 4.4%, making Walmart approximately 2.0% of its investment portfolio, valued at about $15.78 million.
• Insider trading incidents include EVP John R. Furner selling 13,125 shares and EVP Kathryn J. Mclay selling 4,000 shares, decreasing their holdings slightly.
• Walmart's most recent earnings report indicated an EPS of $0.68, missing estimates, with revenue of $169.34 billion, which was also below expectations of $174.02 billion.

McGuire Investment Group LLC boosted its stake in Walmart Inc. (NYSE:WMT - Free Report) by 4.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 161,376 shares of the retailer's stock after buying an additional 6,730 shares during the period. Walmart accounts for approximately 2.0% of McGuire Investment Group LLC's investment portfolio, making the stock its 15th largest holding. McGuire Investment Group LLC's holdings in Walmart were worth $15,779,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of WMT. Operose Advisors LLC boosted its position in Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock worth $28,000 after acquiring an additional 243 shares during the period. PFS Partners LLC boosted its stake in Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer's stock valued at $31,000 after buying an additional 233 shares in the last quarter. Ridgewood Investments LLC lifted its stake in Walmart by 55.3% during the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer's stock valued at $32,000 after purchasing an additional 115 shares during the last quarter. Bear Mountain Capital Inc. grew 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 last quarter. Finally, Clal Insurance Enterprises Holdings Ltd lifted its position in shares of Walmart by 432.4% during 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 during the last quarter. Institutional investors own 26.76% of the company's stock.

Insider Buying and Selling at Walmart

In other news, EVP John R. Furner sold 13,125 shares of the firm's stock in a transaction on Thursday, July 17th. The shares were sold at an average price of $95.14, for a total transaction of $1,248,712.50. Following the transaction, the executive vice president owned 932,313 shares in the company, valued at approximately $88,700,258.82. This trade represents a 1.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the company's stock in a transaction on 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 sale, the executive vice president owned 1,052,455 shares of the company's stock, valued at $106,255,856.80. This represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 151,232 shares of company stock worth $15,083,877. Company insiders own 0.10% of the company's stock.

Walmart Stock Down 0.2%

WMT opened at $101.77 on Friday. The company has a market capitalization of $811.38 billion, a PE ratio of 38.26, a price-to-earnings-growth ratio of 4.81 and a beta of 0.67. 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 fifty-two week low of $78.98 and a fifty-two week high of $106.11. The business has a 50-day moving average of $100.68 and a 200-day moving average of $96.50.

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). 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 company's quarterly revenue was up 4.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.67 EPS. 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 forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Analyst Ratings Changes

WMT has been the topic of a number of recent analyst reports. Mizuho reaffirmed an "outperform" rating and set a $115.00 target price on shares of Walmart in a research report on Wednesday, August 13th. Erste Group Bank upgraded Walmart from a "hold" rating to a "buy" rating in a report on Tuesday, August 5th. JPMorgan Chase & Co. decreased their target price on shares of Walmart from $130.00 to $127.00 and set an "overweight" rating for the company in a report on Friday, August 22nd. Sanford C. Bernstein set a $117.00 price target on shares of Walmart and gave the company an "outperform" rating in a report on Friday, August 22nd. Finally, Piper Sandler reaffirmed an "overweight" rating and issued a $111.00 price objective on shares of Walmart in a research note on Wednesday, September 24th. Twenty-nine equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $112.38.

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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