Defined Financial Planning LLC Has $335,000 Stock Holdings in Walmart Inc. $WMT

Defined Financial Planning LLC decreased its position in shares of Walmart Inc. (NYSE:WMT) by 11.4% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,512 shares of the retailer’s stock after selling 453 shares during the quarter. Defined Financial Planning LLC’s holdings in Walmart were worth $335,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of WMT. Operose Advisors LLC lifted its holdings 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 buying an additional 243 shares in the last quarter. PFS Partners LLC raised its position 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 acquiring an additional 233 shares during the last quarter. Bear Mountain Capital Inc. raised its position 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 acquiring an additional 167 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd raised its position 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 acquiring an additional 294 shares during the last quarter. Finally, Ridgewood Investments LLC raised its position 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 acquiring an additional 115 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. JPMorgan Chase & Co. dropped their target price on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a research report on Friday, August 22nd. Bank of America upped their target price on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, September 17th. Tigress Financial upped their target price on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, September 3rd. Piper Sandler reiterated an “overweight” rating and set a $111.00 target price on shares of Walmart in a research report on Wednesday, September 24th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research report on Saturday, September 27th. Thirty 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 company has an average rating of “Moderate Buy” and an average target price of $112.38.

Walmart Stock Performance

Shares of Walmart stock opened at $103.12 on Wednesday. The company has a market capitalization of $822.14 billion, a PE ratio of 38.77, a PEG ratio of 4.84 and a beta of 0.67. Walmart Inc. has a 12 month low of $79.07 and a 12 month high of $106.11. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The stock’s fifty day simple moving average is $100.97 and its 200 day simple moving average is $96.92.

Walmart (NYSE:WMT) last issued 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). The business had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same period in the previous year, the business posted $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, research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Insider Transactions at Walmart

In other Walmart news, EVP John R. Furner sold 13,125 shares of the stock in a transaction dated Thursday, July 17th. The stock was sold at an average price of $95.14, for a total transaction of $1,248,712.50. Following the completion of the transaction, the executive vice president owned 932,313 shares in the company, valued at approximately $88,700,258.82. This represents a 1.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, August 28th. The stock was sold at an average price of $95.97, for a total value of $1,863,353.52. Following the transaction, the chief executive officer owned 4,392,985 shares of the company’s stock, valued at approximately $421,594,770.45. This trade represents a 0.44% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 151,232 shares of company stock worth $15,083,877 in the last 90 days. Company insiders own 0.10% of the company’s stock.

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.