Claro Advisors LLC Reduces Stake in Walmart Inc. $WMT

Claro Advisors LLC lowered its holdings in Walmart Inc. (NYSE:WMT) by 19.4% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 34,060 shares of the retailer’s stock after selling 8,220 shares during the quarter. Claro Advisors LLC’s holdings in Walmart were worth $3,330,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Bedel Financial Consulting Inc. lifted its stake in shares of Walmart by 0.4% in the 1st quarter. Bedel Financial Consulting Inc. now owns 25,915 shares of the retailer’s stock valued at $2,275,000 after purchasing an additional 102 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Walmart by 1.1% in the 2nd quarter. Revolve Wealth Partners LLC now owns 9,830 shares of the retailer’s stock valued at $961,000 after purchasing an additional 103 shares during the period. RoundAngle Advisors LLC lifted its stake in shares of Walmart by 0.4% in the 2nd quarter. RoundAngle Advisors LLC now owns 25,995 shares of the retailer’s stock valued at $2,542,000 after purchasing an additional 105 shares during the period. Lauterbach Financial Advisors LLC lifted its stake in shares of Walmart by 1.8% in the 1st quarter. Lauterbach Financial Advisors LLC now owns 5,885 shares of the retailer’s stock valued at $517,000 after purchasing an additional 106 shares during the period. Finally, Baron Silver Stevens Financial Advisors LLC lifted its stake in shares of Walmart by 1.4% in the 1st quarter. Baron Silver Stevens Financial Advisors LLC now owns 7,799 shares of the retailer’s stock valued at $685,000 after purchasing an additional 106 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Piper Sandler restated an “overweight” rating and issued a $111.00 target price on shares of Walmart in a research note on Wednesday, September 24th. The Goldman Sachs Group raised their target price on Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a research note on Friday, August 22nd. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a research note on Wednesday, October 8th. Telsey Advisory Group restated an “outperform” rating and issued a $118.00 target price on shares of Walmart in a research note on Wednesday, September 24th. Finally, UBS Group reaffirmed a “buy” rating and set a $122.00 price objective (up previously from $110.00) on shares of Walmart in a research report on Thursday, October 23rd. Thirty-one research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus price target of $113.40.

Insiders Place Their Bets

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction on Monday, October 20th. The stock was sold at an average price of $107.75, for a total value of $431,000.00. Following the completion of the sale, the executive vice president owned 1,044,455 shares of the company’s stock, valued at approximately $112,540,026.25. This trade represents a 0.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Daniel J. Bartlett sold 1,550 shares of Walmart stock in a transaction on Wednesday, October 15th. The stock was sold at an average price of $107.46, for a total value of $166,563.00. Following the completion of the sale, the executive vice president directly owned 644,418 shares of the company’s stock, valued at approximately $69,249,158.28. The trade was a 0.24% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 151,038 shares of company stock worth $15,531,616. 0.10% of the stock is owned by corporate insiders.

Walmart Trading Up 0.7%

Shares of NYSE WMT opened at $102.32 on Wednesday. The firm’s 50 day moving average price is $102.69 and its 200-day moving average price is $99.33. The company has a market cap of $815.76 billion, a PE ratio of 38.47, a P/E/G ratio of 4.83 and a beta of 0.67. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $109.57. 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 (NYSE:WMT) last issued its earnings results 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 firm 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 company’s quarterly revenue was up 4.8% on a year-over-year basis. During the same quarter in the prior 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. On average, equities research analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

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.