Walmart Inc. $WMT Shares Sold by Iron Gate Global Advisors LLC

Iron Gate Global Advisors LLC lowered its holdings in shares of Walmart Inc. (NYSE:WMT) by 9.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 43,267 shares of the retailer’s stock after selling 4,528 shares during the period. Walmart accounts for 0.5% of Iron Gate Global Advisors LLC’s investment portfolio, making the stock its 23rd largest holding. Iron Gate Global Advisors LLC’s holdings in Walmart were worth $3,808,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Night Squared LP acquired a new stake in Walmart during the 1st quarter worth $1,052,000. Monument Capital Management lifted its stake in shares of Walmart by 94.2% in the 1st quarter. Monument Capital Management now owns 55,004 shares of the retailer’s stock worth $4,829,000 after acquiring an additional 26,685 shares during the period. Ally Financial Inc. acquired a new stake in shares of Walmart in the 1st quarter worth $2,107,000. Gerber Kawasaki Wealth & Investment Management lifted its stake in shares of Walmart by 34.6% in the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock worth $3,355,000 after acquiring an additional 9,831 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of Walmart by 11.8% in the 1st quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 7,959,752 shares of the retailer’s stock worth $698,787,000 after acquiring an additional 838,689 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on WMT. Telsey Advisory Group raised their target price 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. Tigress Financial raised their target price on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 3rd. 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. Guggenheim reiterated a “buy” rating and issued a $115.00 price target (up previously from $112.00) on shares of Walmart in a report on Monday, August 18th. Finally, Robert W. Baird increased their price target on shares of Walmart from $100.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 16th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $110.76.

Walmart Stock Performance

Shares of NYSE WMT opened at $100.54 on Thursday. The company has a market cap of $801.61 billion, a PE ratio of 37.80, a price-to-earnings-growth ratio of 4.92 and a beta of 0.65. Walmart Inc. has a 12 month low of $77.49 and a 12 month high of $105.30. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. The company has a 50-day simple moving average of $98.52 and a 200-day simple moving average of $95.31.

Walmart (NYSE:WMT) last released its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The company had revenue of $169.34 billion during the quarter, compared to analysts’ expectations of $174.02 billion. During the same quarter in the previous year, the firm posted $0.67 earnings per share. Walmart’s revenue for the quarter 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, equities analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Transactions at Walmart

In related news, EVP John D. Rainey sold 2,200 shares of the business’s stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $97.37, for a total value of $214,214.00. Following the completion of the sale, the executive vice president directly owned 623,918 shares in the company, valued at approximately $60,750,895.66. The trade was a 0.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, August 21st. The shares were sold at an average price of $98.55, for a total transaction of $1,293,468.75. Following the transaction, the executive vice president directly owned 919,189 shares in the company, valued at approximately $90,586,075.95. This trade represents a 1.41% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 121,382 shares of company stock valued at $11,718,441 in the last quarter. Insiders own 0.10% of the company’s stock.

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.