Greenleaf Trust Reduces Stock Position in Walmart Inc. $WMT

Greenleaf Trust reduced its stake in Walmart Inc. (NYSE:WMT) by 3.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 130,996 shares of the retailer’s stock after selling 4,057 shares during the period. Greenleaf Trust’s holdings in Walmart were worth $12,809,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in WMT. Operose Advisors LLC grew its stake in Walmart by 319.7% during the first quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after acquiring an additional 243 shares in the last quarter. PFS Partners LLC boosted its holdings in Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after purchasing an additional 233 shares during the period. Bear Mountain Capital Inc. boosted its holdings in Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after purchasing an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd grew 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 purchasing an additional 294 shares in the last quarter. Finally, Ridgewood Investments LLC increased its holdings in shares of Walmart by 55.3% in the second 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. 26.76% of the stock is currently owned by institutional investors.

Insider Transactions at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 1,610 shares of Walmart stock in a transaction that occurred on Monday, September 15th. The stock was sold at an average price of $103.71, for a total transaction of $166,973.10. Following the sale, the executive vice president directly owned 645,968 shares of the company’s stock, valued at approximately $66,993,341.28. The trade was a 0.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, September 18th. The stock was sold at an average price of $103.74, for a total value of $1,361,587.50. Following the completion of the sale, the executive vice president directly owned 906,064 shares in the company, valued at approximately $93,995,079.36. The trade was a 1.43% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 149,032 shares of company stock worth $14,860,951. 0.10% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Mizuho restated an “outperform” rating and set a $115.00 target price on shares of Walmart in a research report on Wednesday, August 13th. Erste Group Bank upgraded Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. Sanford C. Bernstein set a $117.00 price objective on shares of Walmart and gave the stock an “outperform” rating in a research report on Friday, August 22nd. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $118.00 target price on shares of Walmart in a research note on Wednesday, September 24th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $106.00 target price on shares of Walmart in a research report on Friday, August 22nd. Twenty-nine investment 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.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $112.38.

Walmart Stock Performance

Shares of WMT stock opened at $103.07 on Wednesday. The company has a market capitalization of $821.76 billion, a P/E ratio of 38.75, a PEG ratio of 4.86 and a beta of 0.65. Walmart Inc. has a fifty-two week low of $78.98 and a fifty-two week high of $106.11. 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 has a 50 day moving average price of $100.45 and a two-hundred day moving average price of $96.36.

Walmart (NYSE:WMT) last released its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The firm had revenue of $169.34 billion during the quarter, compared to analysts’ expectations of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. Walmart’s revenue was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the firm 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. Analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

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.