Kozak & Associates Inc. Has $60,000 Stock Position in Walmart Inc. $WMT

Kozak & Associates Inc. reduced its stake in Walmart Inc. (NYSE:WMT) by 15.1% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 622 shares of the retailer’s stock after selling 111 shares during the period. Kozak & Associates Inc.’s holdings in Walmart were worth $60,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in WMT. Brighton Jones LLC increased its stake in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after acquiring an additional 485 shares during the last quarter. Highview Capital Management LLC DE grew its holdings in Walmart by 4.9% during the fourth quarter. Highview Capital Management LLC DE now owns 36,945 shares of the retailer’s stock valued at $3,338,000 after purchasing an additional 1,720 shares during the period. Two Sigma Advisers LP increased its stake in Walmart by 34.9% in the fourth quarter. Two Sigma Advisers LP now owns 66,900 shares of the retailer’s stock valued at $6,044,000 after purchasing an additional 17,300 shares in the last quarter. Finally, Harmony Asset Management LLC acquired a new stake in Walmart in the fourth quarter worth $219,000. Institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In related news, CTO Suresh Kumar sold 30,000 shares of the firm’s stock in a transaction on Friday, September 12th. The shares were sold at an average price of $103.47, for a total value of $3,104,100.00. Following the completion of the transaction, the chief technology officer owned 1,787,200 shares of the company’s stock, valued at approximately $184,921,584. This trade represents a 1.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the business’s stock in a transaction dated Tuesday, August 19th. The stock was sold at an average price of $100.96, for a total transaction of $403,840.00. Following the sale, the executive vice president directly owned 1,052,455 shares in the company, valued at $106,255,856.80. This trade represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 134,107 shares of company stock valued at $13,183,727 in the last three months. 0.10% of the stock is currently owned by insiders.

Walmart Stock Down 0.6%

Shares of Walmart stock opened at $103.69 on Friday. The firm has a market cap of $826.70 billion, a PE ratio of 38.98, a P/E/G ratio of 5.01 and a beta of 0.65. The business’s 50 day simple moving average is $99.24 and its 200 day simple moving average is $95.58. 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 Inc. has a 52-week low of $77.49 and a 52-week high of $106.11.

Walmart (NYSE:WMT) last released its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The firm 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 company’s revenue was up 4.8% compared to the same quarter last year. During the same period last year, the company earned $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, analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research firms recently commented on WMT. KeyCorp upped their price objective on shares of Walmart from $105.00 to $110.00 and gave the company an “overweight” rating in a research report on Monday, June 9th. Erste Group Bank raised Walmart from a “hold” rating to a “buy” rating in a research note on Tuesday, August 5th. Oppenheimer raised their price target on Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 13th. JPMorgan Chase & Co. decreased their price objective on Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a research report on Friday, August 22nd. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $106.00 target price on shares of Walmart in a research note on Friday, August 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $112.03.

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.