YHB Investment Advisors Inc. Buys 3,405 Shares of Walmart Inc. $WMT

Key Points

• YHB Investment Advisors Inc. increased its position in Walmart Inc. by 3.9%, owning a total of 90,498 shares valued at approximately $8.8 million as of their latest SEC filing.
• Several institutional investors significantly boosted their stakes in Walmart during the first quarter, with notable increases from GAMMA Investing LLC by 9,896.9% and Wellington Management Group LLP by 527.1%.
• Walmart's latest earnings report revealed an EPS of $0.68, missing estimates, with revenue of $169.34 billion, below the forecast of $174.02 billion.

YHB Investment Advisors Inc. increased its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 3.9% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 90,498 shares of the retailer's stock after purchasing an additional 3,405 shares during the quarter. YHB Investment Advisors Inc.'s holdings in Walmart were worth $8,848,000 as of its most recent filing with the SEC.

Other large investors have also bought and sold shares of the company. Operose Advisors LLC increased its stake 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 purchasing an additional 243 shares in the last quarter. Bear Mountain Capital Inc. increased its stake in Walmart by 98.2% during the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock worth $32,000 after purchasing an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd increased its stake in Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer's stock worth $32,000 after purchasing an additional 294 shares in the last quarter. EQ Wealth Advisors LLC bought a new stake in Walmart during the 1st quarter worth approximately $35,000. Finally, Lipe & Dalton increased its stake in Walmart by 95.2% during the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer's stock worth $36,000 after purchasing an additional 200 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Insider Activity at Walmart

In other news, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction on Friday, September 19th. The stock was sold at an average price of $103.83, for a total transaction of $415,320.00. Following the completion of the sale, the executive vice president owned 1,048,455 shares of the company's stock, valued at approximately $108,861,082.65. This trade represents a 0.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction on Tuesday, September 2nd. The stock was sold at an average price of $97.37, for a total value of $214,214.00. Following the sale, the executive vice president directly owned 623,918 shares of the company's stock, valued at $60,750,895.66. This represents a 0.35% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 151,232 shares of company stock valued at $14,960,635. 0.10% of the stock is currently owned by insiders.

Walmart Stock Performance

Walmart stock traded up $0.46 during mid-day trading on Monday, hitting $102.79. 12,856,457 shares of the company's stock traded hands, compared to its average volume of 16,199,768. The firm has a 50 day simple moving average of $99.54 and a two-hundred day simple moving average of $95.72. Walmart Inc. has a fifty-two week low of $78.98 and a fifty-two week high of $106.11. The stock has a market cap of $819.53 billion, a price-to-earnings ratio of 38.64, a P/E/G ratio of 4.82 and a beta of 0.65. 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 (NYSE:WMT - Get Free Report) last posted its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing analysts' consensus estimates of $0.74 by ($0.06). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. During the same period in the prior year, the business posted $0.67 EPS. The firm's quarterly revenue was up 4.8% compared to the same quarter last year. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. On average, research analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. Bank of America increased their target price on Walmart from $120.00 to $125.00 and gave the stock a "buy" rating in a research note on Wednesday, September 17th. Telsey Advisory Group raised their price target on shares of Walmart from $115.00 to $118.00 and gave the stock an "outperform" rating in a research note on Friday, August 22nd. Wolfe Research assumed coverage on shares of Walmart in a research note on Thursday. They set an "outperform" rating and a $129.00 price target for the company. Erste Group Bank raised shares of Walmart from a "hold" rating to a "buy" rating in a research note on Tuesday, August 5th. Finally, Sanford C. Bernstein set a $117.00 price target on shares of Walmart and gave the stock an "outperform" rating in a research note on Friday, August 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and one has assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Buy" and a consensus target price of $112.03.

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.