Walmart Inc. $WMT Shares Purchased by Pasadena Private Wealth LLC

Pasadena Private Wealth LLC lifted its holdings in Walmart Inc. (NYSE:WMT) by 22.6% in the second quarter, Holdings Channel reports. The firm owned 4,069 shares of the retailer’s stock after buying an additional 750 shares during the period. Pasadena Private Wealth LLC’s holdings in Walmart were worth $398,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Operose Advisors LLC boosted its position 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 purchasing an additional 243 shares in the last quarter. PFS Partners LLC boosted its position 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 purchasing an additional 233 shares in the last quarter. Ridgewood Investments LLC lifted its position in Walmart by 55.3% during 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 period. Bear Mountain Capital Inc. lifted its position in Walmart by 98.2% during 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 period. Finally, Clal Insurance Enterprises Holdings Ltd lifted its position in Walmart by 432.4% during 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 period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on WMT. JPMorgan Chase & Co. lowered their price target on Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a research report on Friday, August 22nd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $106.00 price target on shares of Walmart in a research report on Friday, August 22nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research report on Friday. Wolfe Research began coverage on Walmart in a research report on Thursday, September 18th. They set an “outperform” rating and a $129.00 price target for the company. Finally, Telsey Advisory Group reaffirmed an “outperform” rating and set a $118.00 price target on shares of Walmart in a research report on Wednesday, September 24th. Thirty-one research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $113.07.

Insider Buying and Selling

In related news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $98.55, for a total value of $1,293,468.75. Following the completion of the transaction, the executive vice president owned 919,189 shares of the company’s stock, valued at approximately $90,586,075.95. This represents a 1.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the company’s stock in a transaction dated Friday, September 19th. The stock was 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 directly owned 1,048,455 shares of the company’s stock, valued at $108,861,082.65. The trade was a 0.38% decrease in their position. 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. Corporate insiders own 0.10% of the company’s stock.

Walmart Stock Performance

Shares of WMT stock opened at $106.22 on Monday. The stock has a market cap of $846.91 billion, a PE ratio of 39.93, a price-to-earnings-growth ratio of 5.00 and a beta of 0.67. The business has a 50-day simple moving average of $102.17 and a 200-day simple moving average of $98.79. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $109.57.

Walmart (NYSE:WMT) last issued its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.74 by ($0.06). The company had revenue of $169.34 billion during 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 quarterly revenue was up 4.8% compared to the same quarter last year. During the same period last year, the firm earned $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. On average, equities analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

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.