Woodward Diversified Capital LLC Boosts Stake in Walmart Inc. $WMT

Key Points

• Woodward Diversified Capital LLC increased its stake in Walmart Inc. by 44.7% during the second quarter, acquiring a total of 19,313 shares valued at approximately $1,888,000.
• Insider transactions saw Walmart's EVP and CEO sell shares, with a combined total of approximately $2.27 million in sales, representing slight decreases in their ownership percentages.
• Walmart's latest earnings report showed a miss on EPS estimates, reporting $0.68 against a consensus of $0.74, but revenue increased by 4.8% year-over-year.

Woodward Diversified Capital LLC lifted its stake in shares of Walmart Inc. (NYSE:WMT - Free Report) by 44.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 19,313 shares of the retailer's stock after acquiring an additional 5,967 shares during the quarter. Walmart makes up approximately 1.0% of Woodward Diversified Capital LLC's holdings, making the stock its 19th biggest holding. Woodward Diversified Capital LLC's holdings in Walmart were worth $1,888,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Weatherly Asset Management L. P. boosted its stake in shares of Walmart by 7.0% during the second quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer's stock valued at $5,489,000 after purchasing an additional 3,696 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management boosted its stake in shares of Walmart by 34.6% during the first quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer's stock valued at $3,355,000 after purchasing an additional 9,831 shares in the last quarter. Ally Financial Inc. bought a new position in shares of Walmart during the first quarter valued at approximately $2,107,000. Night Squared LP bought a new position in shares of Walmart during the first quarter valued at approximately $1,052,000. Finally, Monument Capital Management boosted its stake in shares of Walmart by 94.2% during the first quarter. Monument Capital Management now owns 55,004 shares of the retailer's stock valued at $4,829,000 after purchasing an additional 26,685 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Walmart

In related news, EVP Kathryn J. Mclay sold 4,000 shares of the firm's stock in a transaction on Tuesday, August 19th. The shares were 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 of the company's stock, valued at $106,255,856.80. This trade represents a 0.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm's stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $95.97, for a total transaction of $1,863,353.52. Following the transaction, the chief executive officer directly owned 4,392,985 shares of the company's stock, valued at approximately $421,594,770.45. This trade represents a 0.44% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 151,232 shares of company stock worth $15,083,877. 0.10% of the stock is currently owned by company insiders.

Walmart Trading Down 0.2%

NYSE WMT opened at $101.77 on Friday. 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 fifty day simple moving average of $100.68 and a two-hundred day simple moving average of $96.50. Walmart Inc. has a 12-month low of $78.98 and a 12-month high of $106.11. The stock has a market cap of $811.38 billion, a P/E ratio of 38.26, a P/E/G ratio of 4.81 and a beta of 0.67.

Walmart (NYSE:WMT - Get Free Report) last issued its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (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 for the quarter, compared to analysts' expectations of $174.02 billion. During the same period last year, the business earned $0.67 EPS. The company's revenue for the quarter was up 4.8% on a year-over-year basis. 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 forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Wall Street Analysts Forecast Growth

WMT has been the subject of several recent analyst reports. Piper Sandler restated an "overweight" rating and issued a $111.00 target price on shares of Walmart in a research note on Wednesday, September 24th. Royal Bank Of Canada restated an "outperform" rating and issued a $106.00 target price on shares of Walmart in a research note on Friday, August 22nd. The Goldman Sachs Group raised their target price on shares of Walmart from $101.00 to $114.00 and gave the company a "buy" rating in a research note on Friday, August 22nd. KeyCorp raised their target price on shares of Walmart from $105.00 to $110.00 and gave the company an "overweight" rating in a research note on Monday, June 9th. Finally, JPMorgan Chase & Co. lowered their target price on shares of Walmart from $130.00 to $127.00 and set an "overweight" rating for the company in a research note on Friday, August 22nd. Twenty-nine analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $112.38.

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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