Sound Financial Strategies Group LLC Has $804,000 Stake in Walmart Inc. $WMT

Sound Financial Strategies Group LLC boosted its position in Walmart Inc. (NYSE:WMT) by 248.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,218 shares of the retailer’s stock after purchasing an additional 5,857 shares during the quarter. Sound Financial Strategies Group LLC’s holdings in Walmart were worth $804,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Weatherly Asset Management L. P. increased its stake in shares of Walmart by 7.0% in the 2nd quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock valued at $5,489,000 after purchasing an additional 3,696 shares during the last quarter. Gerber Kawasaki Wealth & Investment Management boosted its stake in Walmart by 34.6% in the first quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock valued at $3,355,000 after buying an additional 9,831 shares in the last quarter. Ally Financial Inc. bought a new position in Walmart in the first quarter valued at about $2,107,000. Night Squared LP acquired a new position in Walmart during the first quarter worth about $1,052,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in Walmart by 11.8% during the first quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 7,959,752 shares of the retailer’s stock worth $698,787,000 after acquiring an additional 838,689 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Insiders Place Their Bets

In other Walmart news, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction that occurred on Thursday, October 16th. The stock was sold at an average price of $107.78, for a total value of $1,414,612.50. Following the transaction, the executive vice president directly owned 892,940 shares of the company’s stock, valued at approximately $96,241,073.20. The trade was a 1.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 1,044,455 shares in the company, valued at $112,540,026.25. The trade was a 0.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 151,038 shares of company stock valued at $15,531,616 in the last 90 days. Company insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on WMT. Telsey Advisory Group reissued an “outperform” rating and issued a $118.00 price objective on shares of Walmart in a research note on Wednesday, September 24th. Wolfe Research assumed coverage on Walmart in a report on Thursday, September 18th. They set an “outperform” rating and a $129.00 price objective on the stock. Guggenheim restated a “buy” rating and set a $115.00 price objective (up previously from $112.00) on shares of Walmart in a research report on Monday, August 18th. UBS Group reiterated a “buy” rating and issued a $122.00 target price (up from $110.00) on shares of Walmart in a research report on Thursday, October 23rd. Finally, Mizuho restated an “outperform” rating and set a $115.00 price target on shares of Walmart in a report on Wednesday, August 13th. Thirty-one research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and a consensus price target of $113.40.

Walmart Stock Up 0.0%

Shares of NYSE WMT opened at $101.51 on Friday. The company’s 50 day moving average price is $102.91 and its 200-day moving average price is $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 Inc. has a 52-week low of $79.81 and a 52-week high of $109.57. The company has a market capitalization of $809.32 billion, a P/E ratio of 38.16, a price-to-earnings-growth ratio of 4.83 and a beta of 0.67.

Walmart (NYSE:WMT) last posted its quarterly earnings data 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). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. During the same quarter last year, the company earned $0.67 earnings per share. The company’s quarterly revenue was up 4.8% compared to the same quarter last year. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Equities analysts forecast that Walmart Inc. will post 2.55 earnings per share 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.