WINTON GROUP Ltd Takes $12.38 Million Position in Walmart Inc. $WMT

Key Points

• WINTON GROUP Ltd acquired 109,344 Walmart shares during the second quarter, valued at approximately $12.38 million. Institutional investors and hedge funds collectively own 26.76% of Walmart.
• Walmart exceeded quarterly expectations, reporting $0.81 in adjusted earnings per share versus a $0.74 consensus estimate and revenue of $187.94 billion, up 5.9% year over year.
• Despite shares opening at $105.83—below the average analyst target of $131.88—Wall Street maintains a “Moderate Buy” consensus, while recent insider sales were conducted under pre-arranged plans largely to cover tax obligations.

WINTON GROUP Ltd acquired a new position in Walmart Inc. (NASDAQ:WMT - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 109,344 shares of the retailer's stock, valued at approximately $12,384,000.

Several other large investors have also recently bought and sold shares of WMT. MFA Wealth Services increased its stake in shares of Walmart by 0.7% in the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer's stock valued at $1,356,000 after buying an additional 80 shares during the period. Realta Investment Advisors lifted its stake in shares of Walmart by 2.0% during the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer's stock valued at $508,000 after acquiring an additional 81 shares during the period. Compton Financial Group LLC boosted its holdings in Walmart by 4.1% in the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer's stock valued at $259,000 after acquiring an additional 82 shares during the last quarter. Renaissance Group LLC boosted its holdings in Walmart by 0.9% in the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer's stock valued at $1,074,000 after acquiring an additional 83 shares during the last quarter. Finally, Calton & Associates Inc. increased its position in Walmart by 0.3% in the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer's stock worth $3,033,000 after purchasing an additional 84 shares during the period. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart Stock Down 0.2%

Shares of NASDAQ WMT opened at $105.83 on Thursday. Walmart Inc. has a 52-week low of $98.88 and a 52-week high of $135.15. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77. The stock has a market cap of $839.63 billion, a P/E ratio of 38.21, a P/E/G ratio of 4.05 and a beta of 0.59. The firm has a 50 day moving average price of $110.45 and a 200 day moving average price of $119.08.

Walmart (NASDAQ:WMT - Get Free Report) last posted its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.07. The company had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The business's revenue for the quarter was up 5.9% compared to the same quarter last year. During the same period last year, the business posted $0.68 earnings per share. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Analysts expect that Walmart Inc. will post 2.87 EPS for the current year.

Insider Buying and Selling

In other Walmart news, EVP Daniel Danker sold 50,644 shares of the business's stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total value of $5,335,345.40. Following the completion of the transaction, the executive vice president directly owned 201,672 shares of the company's stock, valued at approximately $21,246,145.20. The trade was a 20.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Daniel J. Bartlett sold 3,950 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $105.14, for a total value of $415,303.00. Following the completion of the sale, the executive vice president owned 622,349 shares of the company's stock, valued at $65,433,773.86. This trade represents a 0.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 69,264 shares of company stock valued at $7,401,242. 0.09% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

WMT has been the subject of several recent research reports. Truist Financial set a $114.00 price objective on Walmart and gave the stock a "buy" rating in a report on Friday, August 21st. Oppenheimer reiterated a "market perform" rating on shares of Walmart in a research report on Tuesday, August 25th. Freedom Capital raised shares of Walmart from a "hold" rating to a "strong-buy" rating in a research note on Thursday, August 20th. Gordon Haskett lowered shares of Walmart from a "buy" rating to an "accumulate" rating in a report on Thursday, August 20th. Finally, BMO Capital Markets reaffirmed an "outperform" rating and issued a $126.00 price objective on shares of Walmart in a research note on Friday, August 21st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Walmart has an average rating of "Moderate Buy" and an average target price of $131.88.

About Walmart

Walmart Inc is a multinational retail and technology company that operates supercenters, discount stores, neighborhood markets, e-commerce platforms and membership warehouse clubs. Its merchandise includes groceries, apparel, electronics, home goods, health and beauty products, general merchandise and other consumer products.

Founded by Sam Walton in 1962 and incorporated in 1969, Walmart is headquartered in Bentonville, Arkansas. The company serves customers through operations in the United States and international markets, including Mexico, Canada, China, India and several countries in Central America and Africa.

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