AEGON ASSET MANAGEMENT UK Plc Reduces Stake in Walmart Inc. $WMT

AEGON ASSET MANAGEMENT UK Plc trimmed its stake in Walmart Inc. (NYSE:WMT) by 12.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 396,084 shares of the retailer’s stock after selling 58,735 shares during the quarter. AEGON ASSET MANAGEMENT UK Plc’s holdings in Walmart were worth $38,717,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Operose Advisors LLC lifted its stake in shares of Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after buying an additional 243 shares in the last quarter. PFS Partners LLC lifted its stake in shares of Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after buying an additional 233 shares in the last quarter. Bear Mountain Capital Inc. lifted its stake in shares of Walmart by 98.2% during the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after buying an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd lifted its stake in shares of Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after buying an additional 294 shares in the last quarter. Finally, Ridgewood Investments LLC lifted its stake in shares of Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after buying an additional 115 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Price Performance

Shares of NYSE:WMT opened at $109.05 on Thursday. The company’s fifty day moving average price is $101.55 and its 200-day moving average price is $97.61. The firm has a market capitalization of $869.45 billion, a price-to-earnings ratio of 41.00, a PEG ratio of 5.05 and a beta of 0.67. Walmart Inc. has a one year low of $79.81 and a one year high of $109.56. 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 (NYSE:WMT) last issued its quarterly 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%.Walmart’s quarterly revenue was up 4.8% on a year-over-year basis. During the same period in the previous year, the company earned $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 anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Transactions at Walmart

In other news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction 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 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 filing with the Securities & Exchange Commission, which is available at this link. Also, EVP John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, August 21st. The stock was 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 directly owned 919,189 shares in the company, valued at $90,586,075.95. The trade was a 1.41% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 136,363 shares of company stock worth $13,668,438. Company insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

WMT has been the topic of a number of recent research reports. Truist Financial dropped their price target on shares of Walmart from $111.00 to $109.00 and set a “buy” rating on the stock 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. DA Davidson set a $117.00 target price on shares of Walmart in a research note on Wednesday. Bank of America increased their target price on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 17th. Finally, BTIG Research initiated coverage on shares of Walmart in a research note on Tuesday. They issued a “buy” rating and a $120.00 target price on the stock. Thirty-one research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $112.63.

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.