LFA Lugano Financial Advisors SA Makes New Investment in Walmart Inc. $WMT

LFA Lugano Financial Advisors SA bought a new stake in shares of Walmart Inc. (NYSE:WMT) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 636 shares of the retailer’s stock, valued at approximately $62,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Access Investment Management LLC acquired a new stake in Walmart during the second quarter valued at $26,000. Operose Advisors LLC raised its stake in shares of Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after purchasing an additional 243 shares in the last quarter. PFS Partners LLC lifted its holdings 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 buying an additional 233 shares during the last quarter. Bear Mountain Capital Inc. lifted its holdings 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 buying an additional 167 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd grew its stake in shares of Walmart by 432.4% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after buying an additional 294 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CTO Suresh Kumar sold 30,000 shares of the business’s stock in a transaction on Friday, September 12th. The shares were sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the transaction, the chief technology officer owned 1,787,200 shares of the company’s stock, valued at approximately $184,921,584. The trade was a 1.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the company’s stock in a transaction on Friday, September 19th. The shares were sold at an average price of $103.83, for a total transaction of $415,320.00. Following the transaction, the executive vice president owned 1,048,455 shares of the company’s stock, valued at approximately $108,861,082.65. The trade was a 0.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 151,038 shares of company stock valued at $15,531,616 in the last three months. 0.10% of the stock is owned by corporate insiders.

Walmart Trading Up 0.9%

Shares of NYSE:WMT opened at $102.60 on Friday. The company has a market cap of $818.01 billion, a P/E ratio of 38.57, a P/E/G ratio of 4.83 and a beta of 0.67. The stock’s 50-day moving average is $103.02 and its 200-day moving average is $99.46. 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.

Walmart (NYSE:WMT) last posted its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing the consensus estimate of $0.74 by ($0.06). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. During the same period in the prior year, the firm posted $0.67 EPS. Walmart’s revenue for the quarter was up 4.8% on a year-over-year basis. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Equities research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the stock. UBS Group restated a “buy” rating and set a $122.00 price target (up previously from $110.00) on shares of Walmart in a research note on Thursday, October 23rd. Royal Bank Of Canada set a $116.00 target price on shares of Walmart and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Tigress Financial raised their target price on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 3rd. Mizuho reiterated an “outperform” rating and set a $115.00 price target on shares of Walmart in a research note on Wednesday, August 13th. Finally, Bank of America increased their price objective on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 17th. Thirty-one equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $113.40.

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.