Walmart Inc. $WMT Shares Acquired by GoalVest Advisory LLC

GoalVest Advisory LLC lifted its stake in shares of Walmart Inc. (NYSE:WMT) by 1.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 22,644 shares of the retailer’s stock after acquiring an additional 384 shares during the period. Walmart accounts for approximately 0.5% of GoalVest Advisory LLC’s portfolio, making the stock its 29th biggest holding. GoalVest Advisory LLC’s holdings in Walmart were worth $2,214,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the business. Pasadena Private Wealth LLC lifted its position in Walmart by 22.6% during the second quarter. Pasadena Private Wealth LLC now owns 4,069 shares of the retailer’s stock worth $398,000 after buying an additional 750 shares during the period. MorganRosel Wealth Management LLC lifted its position in Walmart by 758.7% during the second quarter. MorganRosel Wealth Management LLC now owns 541 shares of the retailer’s stock worth $53,000 after buying an additional 478 shares during the period. Bolthouse Investments LLC lifted its position in Walmart by 24.0% during the second quarter. Bolthouse Investments LLC now owns 4,320 shares of the retailer’s stock worth $422,000 after buying an additional 836 shares during the period. Chilton Capital Management LLC lifted its position in Walmart by 38.8% during the second quarter. Chilton Capital Management LLC now owns 559,272 shares of the retailer’s stock worth $54,686,000 after buying an additional 156,223 shares during the period. Finally, Resonant Capital Advisors LLC lifted its position in Walmart by 33.1% during the second quarter. Resonant Capital Advisors LLC now owns 17,225 shares of the retailer’s stock worth $1,684,000 after buying an additional 4,282 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Walmart

In related news, EVP Daniel J. Bartlett sold 1,550 shares of the firm’s stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $107.46, for a total transaction of $166,563.00. Following the sale, the executive vice president directly owned 644,418 shares in the company, valued at approximately $69,249,158.28. This trade represents a 0.24% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction dated Monday, October 20th. The shares were sold at an average price of $107.75, for a total value of $431,000.00. Following the sale, the executive vice president owned 1,044,455 shares in the company, valued at approximately $112,540,026.25. The trade was a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 151,038 shares of company stock worth $15,525,280. Insiders own 0.10% of the company’s stock.

Walmart Stock Performance

Shares of NYSE:WMT opened at $106.22 on Monday. The company has a market cap of $846.91 billion, a P/E ratio of 39.93, a PEG ratio of 5.00 and a beta of 0.67. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. Walmart Inc. has a one year low of $79.81 and a one year high of $109.57. The business’s 50-day simple moving average is $102.17 and its 200 day simple moving average is $98.79.

Walmart (NYSE:WMT) last announced its earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing the consensus estimate of $0.74 by ($0.06). The company had revenue of $169.34 billion for 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 business’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the business 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, sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analyst Ratings Changes

WMT has been the topic of several recent analyst reports. Guggenheim reiterated a “buy” rating and set a $115.00 target price (up from $112.00) on shares of Walmart in a research report on Monday, August 18th. UBS Group reiterated a “buy” rating and set a $122.00 target price (up from $110.00) on shares of Walmart in a research report on Thursday. The Goldman Sachs Group raised their price objective on Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, August 22nd. Telsey Advisory Group restated an “outperform” rating and issued a $118.00 price objective on shares of Walmart in a report on Wednesday, September 24th. Finally, Mizuho restated an “outperform” rating and issued a $115.00 price objective on shares of Walmart in a report on Wednesday, August 13th. Thirty-one analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $113.07.

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.