Grey Fox Wealth Advisors LLC Boosts Holdings in Walmart Inc. $WMT

Grey Fox Wealth Advisors LLC grew its position in shares of Walmart Inc. (NYSE:WMT) by 44.8% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,454 shares of the retailer’s stock after buying an additional 1,068 shares during the quarter. Grey Fox Wealth Advisors LLC’s holdings in Walmart were worth $338,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Aspect Partners LLC increased its position in Walmart by 27.8% during the 2nd quarter. Aspect Partners LLC now owns 808 shares of the retailer’s stock worth $79,000 after purchasing an additional 176 shares during the period. Ipsen Advisor Group LLC grew its holdings in Walmart by 1.4% during the second quarter. Ipsen Advisor Group LLC now owns 19,151 shares of the retailer’s stock worth $1,873,000 after acquiring an additional 268 shares during the period. Zevin Asset Management LLC raised its position in Walmart by 1.8% in the second quarter. Zevin Asset Management LLC now owns 7,312 shares of the retailer’s stock worth $715,000 after acquiring an additional 126 shares in the last quarter. Bryn Mawr Trust Advisors LLC lifted its holdings in Walmart by 85.0% in the second quarter. Bryn Mawr Trust Advisors LLC now owns 11,033 shares of the retailer’s stock valued at $1,079,000 after acquiring an additional 5,070 shares during the period. Finally, Smart Money Group LLC boosted its position in shares of Walmart by 6.8% during the 2nd quarter. Smart Money Group LLC now owns 8,629 shares of the retailer’s stock worth $844,000 after purchasing an additional 551 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Activity

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction on Friday, September 19th. The stock was sold at an average price of $103.83, for a total transaction of $415,320.00. Following the transaction, the executive vice president owned 1,048,455 shares of the company’s stock, valued at $108,861,082.65. This represents a 0.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on Thursday, September 25th. The shares were sold at an average price of $103.21, for a total value of $2,003,925.36. Following the completion of the sale, the chief executive officer directly owned 4,373,576 shares of the company’s stock, valued at approximately $451,396,778.96. This represents a 0.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 151,038 shares of company stock worth $15,531,616. 0.10% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

WMT has been the subject of a number of research analyst reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Wednesday, October 8th. Truist Financial dropped their target price on shares of Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a report on Friday, August 22nd. Evercore ISI reissued an “outperform” rating and set a $111.00 price target (up previously from $110.00) on shares of Walmart in a research note on Tuesday, October 21st. Bank of America upped their price target on Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, September 17th. Finally, Mizuho reaffirmed an “outperform” rating and set 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 stock. According to data from MarketBeat, Walmart has an average rating of “Moderate Buy” and a consensus target price of $113.40.

Walmart Stock Performance

Walmart stock opened at $101.51 on Friday. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $109.57. The company has a market capitalization of $809.32 billion, a price-to-earnings ratio of 38.16, a PEG ratio of 4.83 and a beta of 0.67. The stock has a fifty day moving average of $102.91 and a two-hundred day moving average of $99.36. 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 announced its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share 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 analyst estimates 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% compared to the same quarter last year. During the same period in the previous year, the firm 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, 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.