Brown Financial Advisory Has $465,000 Position in Walmart Inc. $WMT

Brown Financial Advisory lifted its stake in shares of Walmart Inc. (NYSE:WMT) by 73.7% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,755 shares of the retailer’s stock after acquiring an additional 2,018 shares during the period. Brown Financial Advisory’s holdings in Walmart were worth $465,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the business. JGP Wealth Management LLC raised its holdings in Walmart by 0.8% during the second quarter. JGP Wealth Management LLC now owns 125,633 shares of the retailer’s stock worth $12,284,000 after buying an additional 1,013 shares during the last quarter. Cypress Wealth Services LLC raised its holdings in Walmart by 3.2% during the second quarter. Cypress Wealth Services LLC now owns 14,606 shares of the retailer’s stock worth $1,428,000 after buying an additional 458 shares during the last quarter. Sagespring Wealth Partners LLC raised its holdings in Walmart by 2.5% during the second quarter. Sagespring Wealth Partners LLC now owns 128,189 shares of the retailer’s stock worth $12,534,000 after buying an additional 3,095 shares during the last quarter. IFC Advisors LLC raised its holdings in Walmart by 0.9% during the second quarter. IFC Advisors LLC now owns 21,569 shares of the retailer’s stock worth $2,109,000 after buying an additional 194 shares during the last quarter. Finally, Kiker Wealth Management LLC raised its holdings in Walmart by 718.7% during the second quarter. Kiker Wealth Management LLC now owns 5,264 shares of the retailer’s stock worth $515,000 after buying an additional 4,621 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on WMT. Erste Group Bank upgraded shares of Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. Mizuho restated an “outperform” rating and set a $115.00 price objective on shares of Walmart in a report on Wednesday, August 13th. The Goldman Sachs Group increased their target price on shares of Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a report on Friday, August 22nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Wednesday, October 8th. Finally, Wolfe Research began coverage on shares of Walmart in a report on Thursday, September 18th. They issued an “outperform” rating and a $129.00 target price for the company. Thirty-one analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $112.63.

Walmart Stock Performance

NYSE WMT opened at $107.15 on Wednesday. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $107.92. The company has a 50-day simple moving average of $101.43 and a 200 day simple moving average of $97.53. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. The company has a market capitalization of $854.27 billion, a PE ratio of 40.28, a price-to-earnings-growth ratio of 4.81 and a beta of 0.67.

Walmart (NYSE:WMT) last posted its quarterly earnings data 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 company had revenue of $169.34 billion for the quarter, compared to analysts’ expectations of $174.02 billion. During the same quarter last year, the business posted $0.67 EPS. The business’s quarterly revenue 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, research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Insider Buying and Selling at Walmart

In other news, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction dated Friday, September 19th. The shares were sold at an average price of $103.83, for a total value of $415,320.00. Following the completion of the transaction, the executive vice president owned 1,048,455 shares in the company, 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 document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $101.33, for a total transaction of $222,926.00. Following the completion of the transaction, the executive vice president owned 621,718 shares of the company’s stock, valued at $62,998,684.94. The trade was a 0.35% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 149,488 shares of company stock valued at $14,917,151 in the last three months. 0.10% of the stock is owned by corporate insiders.

Walmart Company 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.