Total Wealth Planning & Management Inc. Has $841,000 Holdings in Walmart Inc. $WMT

Total Wealth Planning & Management Inc. lessened its position in Walmart Inc. (NYSE:WMT) by 4.7% in the second quarter, HoldingsChannel reports. The fund owned 8,597 shares of the retailer’s stock after selling 425 shares during the quarter. Total Wealth Planning & Management Inc.’s holdings in Walmart were worth $841,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Weatherly Asset Management L. P. grew its stake in Walmart by 7.0% in the second quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock valued at $5,489,000 after acquiring an additional 3,696 shares during the period. Gerber Kawasaki Wealth & Investment Management lifted its holdings in shares of Walmart by 34.6% in 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 in the first quarter valued at approximately $2,107,000. Night Squared LP bought a new position in shares of Walmart in the first quarter valued at approximately $1,052,000. Finally, Monument Capital Management lifted its holdings in shares of Walmart by 94.2% in 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. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Trading Up 0.1%

NYSE WMT opened at $101.86 on Friday. 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 business’s fifty day moving average is $101.22 and its 200-day moving average is $97.18. Walmart Inc. has a one year low of $79.37 and a one year high of $106.11. The stock has a market capitalization of $812.10 billion, a price-to-earnings ratio of 38.29, a PEG ratio of 4.80 and a beta of 0.67.

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 return on equity of 21.45% and a net margin of 3.08%.The firm had revenue of $169.34 billion during the quarter, compared to analysts’ expectations of $174.02 billion. During the same period in the prior year, the business earned $0.67 earnings per share. The business’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. Equities research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Insiders Place Their Bets

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction on Friday, September 19th. The stock was sold at an average price of $103.83, for a total value of $415,320.00. Following the completion of the sale, the executive vice president directly owned 1,048,455 shares of the company’s stock, valued at $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 SEC, which is available through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction on Thursday, September 25th. The stock was sold at an average price of $103.21, for a total value of $2,003,925.36. Following the completion of the sale, the chief executive officer directly owned 4,373,576 shares of the company’s stock, valued at $451,396,778.96. This represents a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 151,232 shares of company stock valued at $15,083,877. Company insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on the company. The Goldman Sachs Group raised their target price on Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a report on Friday, August 22nd. Sanford C. Bernstein set a $117.00 target price on Walmart and gave the company an “outperform” rating in a report on Friday, August 22nd. Bank of America raised their target price on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 17th. Royal Bank Of Canada restated an “outperform” rating and issued a $106.00 target price on shares of Walmart in a report on Friday, August 22nd. Finally, Evercore ISI reissued an “outperform” rating and issued a $110.00 price objective (up previously from $108.00) on shares of Walmart in a research report on Monday, August 18th. Thirty analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and a consensus price target 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.