Marble Harbor Investment Counsel LLC Has $14.63 Million Stock Holdings in Walmart Inc. $WMT

Marble Harbor Investment Counsel LLC reduced its stake in Walmart Inc. (NYSE:WMT) by 1.1% in the 2nd quarter, HoldingsChannel reports. The firm owned 149,585 shares of the retailer’s stock after selling 1,737 shares during the quarter. Walmart makes up 1.6% of Marble Harbor Investment Counsel LLC’s portfolio, making the stock its 19th biggest position. Marble Harbor Investment Counsel LLC’s holdings in Walmart were worth $14,626,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Accredited Investors Inc. boosted its holdings in Walmart by 70.2% in the second quarter. Accredited Investors Inc. now owns 24,450 shares of the retailer’s stock worth $2,391,000 after acquiring an additional 10,084 shares in the last quarter. Wealth Alliance LLC increased its holdings in shares of Walmart by 1.3% during the second quarter. Wealth Alliance LLC now owns 28,287 shares of the retailer’s stock valued at $2,766,000 after acquiring an additional 354 shares in the last quarter. Apex Wealth Management LLC increased its holdings in shares of Walmart by 6.1% during the second quarter. Apex Wealth Management LLC now owns 16,265 shares of the retailer’s stock valued at $1,590,000 after acquiring an additional 933 shares in the last quarter. Forsta AP Fonden raised its position in shares of Walmart by 1.7% during the second quarter. Forsta AP Fonden now owns 1,162,500 shares of the retailer’s stock worth $113,669,000 after purchasing an additional 19,400 shares during the period. Finally, Ironwood Investment Counsel LLC lifted its holdings in shares of Walmart by 7.6% in the 2nd quarter. Ironwood Investment Counsel LLC now owns 34,380 shares of the retailer’s stock worth $3,362,000 after purchasing an additional 2,414 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Activity at Walmart

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction on Monday, October 20th. The stock was sold at an average price of $107.75, for a total value of $431,000.00. Following the completion of the sale, the executive vice president directly owned 1,044,455 shares of the company’s stock, valued at $112,540,026.25. This trade represents a 0.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Daniel J. Bartlett sold 1,550 shares of the business’s stock in a transaction on Wednesday, October 15th. The shares were sold at an average price of $107.46, for a total value of $166,563.00. Following the completion of the sale, the executive vice president owned 644,418 shares in the company, valued at approximately $69,249,158.28. The trade was a 0.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 151,038 shares of company stock worth $15,531,616 over the last 90 days. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on WMT. Mizuho reissued an “outperform” rating and issued a $115.00 price target on shares of Walmart in a research report on Wednesday, August 13th. DA Davidson set a $117.00 price objective on shares of Walmart in a research note on Wednesday, October 15th. Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. Evercore ISI restated an “outperform” rating and issued a $111.00 target price (up previously from $110.00) on shares of Walmart in a report on Tuesday, October 21st. Finally, Tigress Financial lifted their price target on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research note on Wednesday, September 3rd. Thirty-two investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $113.43.

Walmart Trading Up 1.0%

NYSE WMT opened at $103.43 on Wednesday. The business’s fifty day moving average is $103.25 and its 200-day moving average is $99.60. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. The stock has a market capitalization of $824.63 billion, a price-to-earnings ratio of 38.88, a PEG ratio of 4.83 and a beta of 0.67. Walmart Inc. has a one year low of $79.81 and a one year high of $109.57.

Walmart (NYSE:WMT) last posted 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 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 quarterly revenue was up 4.8% on a year-over-year basis. During the same quarter last 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. Equities research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

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.