Avantra Family Wealth Inc. Boosts Holdings in Walmart Inc. $WMT

Avantra Family Wealth Inc. lifted its stake in Walmart Inc. (NYSE:WMT) by 7.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,800 shares of the retailer’s stock after buying an additional 320 shares during the period. Avantra Family Wealth Inc.’s holdings in Walmart were worth $469,000 at the end of the most recent quarter.

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

Walmart Stock Up 0.4%

Shares of NYSE WMT opened at $103.12 on Wednesday. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 52 week low of $79.07 and a 52 week high of $106.11. The firm has a 50-day moving average price of $100.97 and a 200 day moving average price of $96.92. The stock has a market capitalization of $822.14 billion, a price-to-earnings ratio of 38.77, a price-to-earnings-growth ratio of 4.84 and a beta of 0.67.

Walmart (NYSE:WMT) last announced its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing the consensus estimate of $0.74 by ($0.06). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The company had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. During the same quarter last year, the business earned $0.67 EPS. The firm’s revenue for the quarter was up 4.8% on a year-over-year basis. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Equities research analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Insider Transactions at Walmart

In other Walmart news, EVP John D. Rainey sold 2,200 shares of the firm’s stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $101.33, for a total transaction of $222,926.00. Following the completion of the transaction, the executive vice president directly owned 621,718 shares in the company, valued at approximately $62,998,684.94. This trade represents a 0.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Thursday, September 25th. The shares were sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the transaction, the chief executive officer owned 4,373,576 shares of the company’s stock, valued at $451,396,778.96. This trade represents a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 151,232 shares of company stock valued at $15,083,877. 0.10% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on WMT shares. The Goldman Sachs Group increased their price target on shares of Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, August 22nd. Bank of America raised 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. Tigress Financial raised 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 3rd. 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. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a research note on Saturday, September 27th. Thirty equities research 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, Walmart has an average rating of “Moderate Buy” and a consensus price target of $112.38.

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.