Walmart Inc. $WMT Shares Bought by Phillips Financial Management LLC

Phillips Financial Management LLC raised its position in Walmart Inc. (NYSE:WMT) by 1.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,478 shares of the retailer’s stock after purchasing an additional 118 shares during the quarter. Phillips Financial Management LLC’s holdings in Walmart were worth $731,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Operose Advisors LLC lifted its holdings in shares of Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after acquiring an additional 243 shares during the last quarter. PFS Partners LLC lifted its holdings in shares of Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after acquiring an additional 233 shares during the last quarter. Ridgewood Investments LLC lifted its holdings in shares of Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after acquiring an additional 115 shares during the last quarter. Bear Mountain Capital Inc. lifted its holdings in shares of Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock worth $32,000 after acquiring an additional 167 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd lifted its holdings in shares of Walmart by 432.4% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after acquiring an additional 294 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Trading Down 0.7%

Shares of NYSE:WMT opened at $106.30 on Wednesday. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $109.57. The company’s 50 day moving average is $101.80 and its two-hundred day moving average is $98.22. 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 company has a market cap of $847.51 billion, a PE ratio of 39.96, a P/E/G ratio of 5.04 and a beta of 0.67.

Walmart (NYSE:WMT) last announced its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The firm had revenue of $169.34 billion during the quarter, compared to analysts’ expectations of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same period in the prior year, the company 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. Equities analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Buying and Selling at Walmart

In other news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, September 25th. The stock was sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the sale, the chief executive officer owned 4,373,576 shares in the company, valued at approximately $451,396,778.96. The trade was a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $101.33, for a total value of $222,926.00. Following the transaction, the executive vice president directly owned 621,718 shares in the company, valued at approximately $62,998,684.94. This trade represents a 0.35% 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 valued at $14,869,054. 0.10% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on WMT shares. Oppenheimer upped their price objective on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, August 13th. Piper Sandler reiterated an “overweight” rating and set a $111.00 target price on shares of Walmart in a report on Wednesday, September 24th. DA Davidson set a $117.00 target price on shares of Walmart in a report on Wednesday, October 15th. JPMorgan Chase & Co. reduced their target price on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a report on Friday, August 22nd. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $106.00 target price on shares of Walmart in a report on Friday, August 22nd. Thirty-one investment 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.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $112.67.

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.