Advantage Trust Co Raises Holdings in Walmart Inc. $WMT

Advantage Trust Co lifted its holdings in shares of Walmart Inc. (NYSE:WMT) by 346.7% in the second quarter, HoldingsChannel reports. The firm owned 32,468 shares of the retailer’s stock after acquiring an additional 25,200 shares during the period. Walmart makes up about 1.6% of Advantage Trust Co’s portfolio, making the stock its 14th biggest holding. Advantage Trust Co’s holdings in Walmart were worth $3,175,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Bedel Financial Consulting Inc. boosted its position in Walmart by 0.4% during the first quarter. Bedel Financial Consulting Inc. now owns 25,915 shares of the retailer’s stock worth $2,275,000 after acquiring an additional 102 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in Walmart by 1.1% during the second quarter. Revolve Wealth Partners LLC now owns 9,830 shares of the retailer’s stock worth $961,000 after acquiring an additional 103 shares during the last quarter. Scott & Selber Inc. boosted its position in Walmart by 3.7% during the first quarter. Scott & Selber Inc. now owns 2,920 shares of the retailer’s stock worth $256,000 after acquiring an additional 105 shares during the last quarter. Capital Advisors Wealth Management LLC boosted its position in Walmart by 1.4% during the first quarter. Capital Advisors Wealth Management LLC now owns 7,794 shares of the retailer’s stock worth $684,000 after acquiring an additional 105 shares during the last quarter. Finally, RoundAngle Advisors LLC boosted its position in Walmart by 0.4% during the second quarter. RoundAngle Advisors LLC now owns 25,995 shares of the retailer’s stock worth $2,542,000 after acquiring an additional 105 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on Thursday, July 24th. The shares were sold at an average price of $95.58, for a total transaction of $1,855,781.28. Following the transaction, the chief executive officer owned 4,412,398 shares in the company, valued at approximately $421,737,000.84. The trade was a 0.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction on Tuesday, August 19th. The stock was sold at an average price of $100.96, for a total transaction of $403,840.00. Following the sale, the executive vice president directly owned 1,052,455 shares in the company, valued at $106,255,856.80. This trade represents a 0.38% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 147,038 shares of company stock worth $14,869,054. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on WMT. Sanford C. Bernstein set a $117.00 target price on shares of Walmart and gave the stock an “outperform” rating in a research report on Friday, August 22nd. Mizuho reiterated an “outperform” rating and issued a $115.00 price target on shares of Walmart in a report on Wednesday, August 13th. Oppenheimer lifted their price target on shares of Walmart from $110.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, August 13th. 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, DA Davidson set a $117.00 price target on shares of Walmart in a report on Wednesday, October 15th. Thirty-one investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, Walmart presently has a consensus rating of “Moderate Buy” and an average target price of $112.63.

Walmart Stock Performance

NYSE:WMT opened at $107.06 on Tuesday. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $853.60 billion, a price-to-earnings ratio of 40.25, a PEG ratio of 5.08 and a beta of 0.67. The firm’s fifty day simple moving average is $101.75 and its 200 day simple moving average is $98.16. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $109.57.

Walmart (NYSE:WMT) last posted its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing the consensus estimate 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 net margin of 3.08% and a return on equity of 21.45%. The business’s revenue was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.67 EPS. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. As a group, equities research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

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.