Invictus Private Wealth LLC Has $12.89 Million Stake in Walmart Inc. $WMT

Invictus Private Wealth LLC decreased its position in Walmart Inc. (NYSE:WMT) by 1.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 131,840 shares of the retailer’s stock after selling 1,433 shares during the quarter. Walmart accounts for approximately 0.9% of Invictus Private Wealth LLC’s holdings, making the stock its 20th largest holding. Invictus Private Wealth LLC’s holdings in Walmart were worth $12,891,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of WMT. Operose Advisors LLC raised its position in Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after buying an additional 243 shares during the last quarter. PFS Partners LLC raised its holdings in shares of Walmart by 267.8% in the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after purchasing an additional 233 shares during the last quarter. Ridgewood Investments LLC raised its holdings in shares of Walmart by 55.3% in the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after purchasing an additional 115 shares during the last quarter. Bear Mountain Capital Inc. raised its holdings in shares of Walmart by 98.2% in the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after purchasing an additional 167 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd raised its holdings in shares of Walmart by 432.4% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after purchasing an additional 294 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Price Performance

Shares of NYSE WMT opened at $101.86 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. The company has a market cap of $812.10 billion, a PE ratio of 38.29, a price-to-earnings-growth ratio of 4.80 and a beta of 0.67. Walmart Inc. has a twelve month low of $79.37 and a twelve month high of $106.11. The business’s 50 day moving average price is $101.22 and its two-hundred day moving average price is $97.26.

Walmart (NYSE:WMT) 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). The business had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm’s revenue was up 4.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.67 earnings per share. 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 predict that Walmart Inc. will post 2.55 EPS for the current year.

Insider Activity at Walmart

In related news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction dated Thursday, July 17th. The shares were sold at an average price of $95.14, for a total value of $1,248,712.50. Following the transaction, the executive vice president owned 932,313 shares in the company, valued at approximately $88,700,258.82. This represents a 1.39% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Suresh Kumar sold 30,000 shares of the company’s stock in a transaction that occurred on Friday, September 12th. The shares were sold at an average price of $103.47, for a total value of $3,104,100.00. Following the completion of the transaction, the chief technology officer directly owned 1,787,200 shares in the company, valued at $184,921,584. The trade was a 1.65% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 151,232 shares of company stock valued at $15,083,877 in the last ninety days. Company insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on WMT. Royal Bank Of Canada reiterated an “outperform” rating and issued a $106.00 price target on shares of Walmart in a research note on Friday, August 22nd. Truist Financial lowered their target price on Walmart from $111.00 to $109.00 and set a “buy” rating on the stock in a research report on Friday, August 22nd. JPMorgan Chase & Co. lowered their target price on Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a research report on Friday, August 22nd. Wolfe Research began coverage on Walmart in a research report on Thursday, September 18th. They issued an “outperform” rating and a $129.00 target price on the stock. Finally, Mizuho reaffirmed an “outperform” rating and set a $115.00 price target on shares of Walmart in a research report on Wednesday, August 13th. Thirty equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and an average 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.