Shelton Capital Management Sells 99,894 Shares of Walmart Inc. $WMT

Shelton Capital Management trimmed its holdings in shares of Walmart Inc. (NYSE:WMT) by 26.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 281,758 shares of the retailer’s stock after selling 99,894 shares during the quarter. Walmart comprises 0.6% of Shelton Capital Management’s portfolio, making the stock its 28th biggest holding. Shelton Capital Management’s holdings in Walmart were worth $27,550,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in WMT. Brighton Jones LLC grew its stake in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after buying an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after purchasing an additional 485 shares during the period. Alberta Investment Management Corp lifted its position in shares of Walmart by 31.5% during the 1st quarter. Alberta Investment Management Corp now owns 31,300 shares of the retailer’s stock worth $2,748,000 after purchasing an additional 7,500 shares during the last quarter. Bank of Nova Scotia Trust Co. boosted its stake in Walmart by 2.1% during the 1st quarter. Bank of Nova Scotia Trust Co. now owns 5,263 shares of the retailer’s stock valued at $462,000 after purchasing an additional 109 shares during the period. Finally, Liberty Wealth Management LLC grew its holdings in Walmart by 2,241.3% in the 1st quarter. Liberty Wealth Management LLC now owns 151,693 shares of the retailer’s stock valued at $13,317,000 after buying an additional 145,214 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on WMT. BMO Capital Markets increased their price objective on Walmart from $110.00 to $125.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Evercore ISI reissued an “outperform” rating and issued a $115.00 price target (up from $111.00) on shares of Walmart in a report on Friday, November 21st. Telsey Advisory Group raised their price target on shares of Walmart from $118.00 to $130.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Morgan Stanley reiterated an “overweight” rating and issued a $125.00 target price (up previously from $115.00) on shares of Walmart in a research note on Friday, November 21st. Finally, Tigress Financial boosted their price target on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research note on Wednesday, September 3rd. Thirty-one analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $118.55.

Walmart Stock Up 1.3%

NYSE WMT opened at $110.51 on Monday. The stock’s 50 day simple moving average is $103.97 and its 200 day simple moving average is $100.31. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. Walmart Inc. has a one year low of $79.81 and a one year high of $110.70. The firm has a market cap of $881.08 billion, a PE ratio of 41.55, a price-to-earnings-growth ratio of 4.83 and a beta of 0.67.

Walmart (NYSE:WMT) last announced its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, topping the consensus estimate of $0.60 by $0.02. The firm had revenue of $179.50 billion during the quarter, compared to analysts’ expectations of $175.15 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The company’s quarterly revenue was up 5.8% compared to the same quarter last year. During the same period in the previous year, the business posted $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Transactions at Walmart

In other Walmart news, CTO Suresh Kumar sold 30,000 shares of Walmart stock in a transaction on Friday, September 12th. The shares were sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the completion of the sale, the chief technology officer owned 1,787,200 shares of the company’s stock, valued at approximately $184,921,584. The trade was a 1.65% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP David Chojnowski sold 7,000 shares of the stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $106.65, for a total value of $746,550.00. Following the completion of the transaction, the senior vice president directly owned 136,289 shares in the company, valued at approximately $14,535,221.85. This trade represents a 4.89% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 138,597 shares of company stock valued at $14,499,943. 0.10% of the stock is currently owned by company insiders.

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.