Castlekeep Investment Advisors LLC Has $1.36 Million Holdings in Walmart Inc. $WMT

Castlekeep Investment Advisors LLC lifted its holdings in Walmart Inc. (NYSE:WMT) by 10.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,879 shares of the retailer’s stock after acquiring an additional 1,278 shares during the period. Castlekeep Investment Advisors LLC’s holdings in Walmart were worth $1,357,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of WMT. Operose Advisors LLC grew its stake in shares of Walmart by 319.7% in the first quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after acquiring an additional 243 shares in the last quarter. PFS Partners LLC lifted its position in Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after purchasing an additional 233 shares during the period. Bear Mountain Capital Inc. lifted its position in Walmart by 98.2% during the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock worth $32,000 after purchasing an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd lifted its position in Walmart by 432.4% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after purchasing an additional 294 shares during the period. Finally, Ridgewood Investments LLC lifted its position in Walmart by 55.3% during the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after purchasing an additional 115 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

WMT has been the subject of several recent analyst reports. DA Davidson set a $117.00 price objective on shares of Walmart in a research report on Wednesday, October 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research report on Wednesday, October 8th. Piper Sandler reaffirmed an “overweight” rating and set a $111.00 price objective on shares of Walmart in a research report on Wednesday, September 24th. Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. Finally, Telsey Advisory Group reissued an “outperform” rating and issued a $118.00 target price on shares of Walmart in a 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’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $113.40.

Insider Buying and Selling at Walmart

In related news, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction that occurred on 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, August 21st. The shares were sold at an average price of $98.55, for a total transaction 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 trade represents a 1.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 148,838 shares of company stock worth $15,309,020 in the last 90 days. Corporate insiders own 0.10% of the company’s stock.

Walmart Stock Down 1.0%

WMT stock opened at $101.25 on Friday. The stock has a market capitalization of $807.23 billion, a P/E ratio of 38.06, a price-to-earnings-growth ratio of 4.83 and a beta of 0.67. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $109.57. The firm has a 50-day moving average price of $102.46 and a 200-day moving average price of $99.15.

Walmart (NYSE:WMT) last posted its earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The company had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm’s revenue was up 4.8% compared to the same quarter last year. During the same period last year, the company 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 anticipate that Walmart Inc. will post 2.55 EPS 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.