Coldstream Capital Management Inc. Has $14.46 Million Holdings in Walmart Inc. $WMT

Coldstream Capital Management Inc. lifted its stake in Walmart Inc. (NYSE:WMT) by 9.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 147,843 shares of the retailer’s stock after buying an additional 13,370 shares during the period. Coldstream Capital Management Inc.’s holdings in Walmart were worth $14,456,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of WMT. Vanguard Group Inc. increased its position in shares of Walmart by 1.4% during the 2nd quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after purchasing an additional 5,856,468 shares in the last quarter. Kingstone Capital Partners Texas LLC raised its stake in Walmart by 397,264.9% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock worth $10,496,702,000 after buying an additional 104,488,610 shares during the period. Geode Capital Management LLC raised its position in Walmart by 0.3% in the 2nd quarter. Geode Capital Management LLC now owns 94,557,532 shares of the retailer’s stock valued at $9,199,712,000 after buying an additional 263,718 shares during the last quarter. Goldman Sachs Group Inc. lifted its position in Walmart by 30.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock worth $2,922,770,000 after buying an additional 7,706,201 shares in the last quarter. Finally, Ameriprise Financial Inc. boosted its holdings in shares of Walmart by 1.3% in the 1st quarter. Ameriprise Financial Inc. now owns 30,874,987 shares of the retailer’s stock valued at $2,710,665,000 after buying an additional 387,424 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart Price Performance

Walmart stock opened at $105.29 on Friday. The stock has a market capitalization of $839.46 billion, a price-to-earnings ratio of 39.58, a PEG ratio of 4.83 and a beta of 0.67. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $109.57. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. The stock’s 50 day moving average price is $103.52 and its two-hundred day moving average price is $99.90.

Walmart (NYSE:WMT) last released its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.60 by $0.02. The company had revenue of $179.50 billion for the quarter, compared to the consensus estimate of $175.15 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. Walmart’s quarterly revenue was up 5.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, equities analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the company. KeyCorp reissued an “overweight” rating and set a $120.00 target price (up from $110.00) on shares of Walmart in a report on Friday. Tigress Financial upped their target price on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, September 3rd. Truist Financial increased their price target on shares of Walmart from $109.00 to $119.00 and gave the stock a “buy” rating in a research report on Thursday. Mizuho reissued an “outperform” rating and set a $115.00 target price on shares of Walmart in a research note on Wednesday, August 13th. Finally, Guggenheim reissued a “buy” rating and set a $120.00 price objective (up previously from $115.00) on shares of Walmart in a report on Friday. Thirty-one analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Walmart presently has a consensus rating of “Moderate Buy” and a consensus price target of $118.55.

Insider Buying and Selling

In other news, EVP John D. Rainey sold 2,200 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $101.18, for a total transaction of $222,596.00. Following the transaction, the executive vice president directly owned 619,518 shares of the company’s stock, valued at $62,682,831.24. This represents a 0.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Daniel J. Bartlett sold 1,630 shares of the business’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $102.58, for a total transaction of $167,205.40. Following the sale, the executive vice president owned 642,788 shares of the company’s stock, valued at $65,937,193.04. This trade represents a 0.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 137,888 shares of company stock worth $14,241,903 over the last 90 days. 0.10% of the stock is 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.