Jeppson Wealth Management LLC Sells 634 Shares of Walmart Inc. $WMT

Jeppson Wealth Management LLC lowered its position in Walmart Inc. (NYSE:WMT) by 2.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 28,547 shares of the retailer’s stock after selling 634 shares during the period. Walmart comprises approximately 1.0% of Jeppson Wealth Management LLC’s holdings, making the stock its 23rd largest position. Jeppson Wealth Management LLC’s holdings in Walmart were worth $2,791,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Weatherly Asset Management L. P. boosted its holdings in shares of Walmart by 7.0% during the 2nd quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock valued at $5,489,000 after purchasing an additional 3,696 shares during the last quarter. Gerber Kawasaki Wealth & Investment Management boosted its holdings in shares of Walmart by 34.6% during the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock valued at $3,355,000 after purchasing an additional 9,831 shares during the last quarter. Ally Financial Inc. bought a new position in shares of Walmart in the 1st quarter valued at about $2,107,000. Night Squared LP bought a new position in shares of Walmart in the 1st quarter valued at about $1,052,000. Finally, Monument Capital Management lifted its holdings in shares of Walmart by 94.2% in the 1st quarter. Monument Capital Management now owns 55,004 shares of the retailer’s stock valued at $4,829,000 after acquiring an additional 26,685 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on WMT. Tigress Financial increased their price target on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 3rd. Wolfe Research began coverage on shares of Walmart in a report on Thursday, September 18th. They issued an “outperform” rating and a $129.00 price target for the company. Guggenheim reissued a “buy” rating and issued a $115.00 price objective (up from $112.00) on shares of Walmart in a research report on Monday, August 18th. Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. Finally, Bank of America increased their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, September 17th. Twenty-nine 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.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $112.38.

Walmart Stock Performance

Shares of NYSE:WMT opened at $102.71 on Thursday. The firm has a market cap of $818.88 billion, a PE ratio of 38.61, a price-to-earnings-growth ratio of 4.83 and a beta of 0.65. The firm’s 50 day simple moving average is $99.84 and its 200-day simple moving average is $95.81. Walmart Inc. has a one year low of $78.98 and a one year 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.

Walmart (NYSE:WMT) last issued its 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 for the quarter, compared to analysts’ expectations of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business’s revenue was up 4.8% compared to the same quarter last year. During the same period last year, the business posted $0.67 earnings per share. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. As a group, equities analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Insider Activity at Walmart

In related news, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $97.37, for a total transaction of $214,214.00. Following the transaction, the executive vice president directly owned 623,918 shares of the company’s stock, valued at $60,750,895.66. This trade represents a 0.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction that occurred on Tuesday, August 19th. The shares were sold at an average price of $100.96, for a total transaction of $403,840.00. Following the transaction, the executive vice president directly owned 1,052,455 shares in the company, valued at approximately $106,255,856.80. The trade was a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 131,816 shares of company stock valued at $13,073,594 over the last quarter. 0.10% of the stock is owned by insiders.

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.