Rockline Wealth Management LLC Boosts Stock Position in Walmart Inc. $WMT

Rockline Wealth Management LLC boosted its stake in shares of Walmart Inc. (NYSE:WMT) by 66.8% in the second quarter, Holdings Channel reports. The fund owned 81,195 shares of the retailer’s stock after purchasing an additional 32,515 shares during the period. Walmart accounts for about 1.9% of Rockline Wealth Management LLC’s portfolio, making the stock its 14th biggest position. Rockline Wealth Management LLC’s holdings in Walmart were worth $7,939,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in WMT. Bedel Financial Consulting Inc. raised its holdings in Walmart by 0.4% during the first quarter. Bedel Financial Consulting Inc. now owns 25,915 shares of the retailer’s stock worth $2,275,000 after purchasing an additional 102 shares during the last quarter. Revolve Wealth Partners LLC raised its position in Walmart by 1.1% during the second quarter. Revolve Wealth Partners LLC now owns 9,830 shares of the retailer’s stock worth $961,000 after acquiring an additional 103 shares during the last quarter. RoundAngle Advisors LLC increased its stake in shares of Walmart by 0.4% during the 2nd quarter. RoundAngle Advisors LLC now owns 25,995 shares of the retailer’s stock worth $2,542,000 after purchasing an additional 105 shares in the last quarter. Lauterbach Financial Advisors LLC raised its position in shares of Walmart by 1.8% during the 1st quarter. Lauterbach Financial Advisors LLC now owns 5,885 shares of the retailer’s stock worth $517,000 after purchasing an additional 106 shares during the last quarter. Finally, Baron Silver Stevens Financial Advisors LLC grew its holdings in Walmart by 1.4% during the 1st quarter. Baron Silver Stevens Financial Advisors LLC now owns 7,799 shares of the retailer’s stock valued at $685,000 after buying an additional 106 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts recently commented on WMT shares. Mizuho reiterated an “outperform” rating and set a $115.00 price objective on shares of Walmart in a research report on Wednesday, August 13th. Oppenheimer boosted their price target on Walmart from $110.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, August 13th. JPMorgan Chase & Co. dropped their target price on Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a research note on Friday, August 22nd. Truist Financial lowered their target price on shares of Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a report on Friday, August 22nd. Finally, Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a research note on Tuesday, August 5th. Thirty-one equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $113.40.

Walmart Stock Up 0.4%

Shares of Walmart stock opened at $101.60 on Tuesday. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $109.57. The stock has a market cap of $810.07 billion, a price-to-earnings ratio of 38.20, a price-to-earnings-growth ratio of 4.83 and a beta of 0.67. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The company has a fifty day moving average price of $102.57 and a 200 day moving average price of $99.27.

Walmart (NYSE:WMT) last posted its earnings results 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 during the quarter, compared to analyst estimates of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. Walmart’s quarterly revenue was up 4.8% compared to the same quarter last year. 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 forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Activity

In other Walmart news, EVP John D. Rainey sold 2,200 shares of the firm’s stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $101.33, for a total transaction of $222,926.00. Following the completion of the sale, the executive vice president owned 621,718 shares in the company, valued at $62,998,684.94. This trade represents a 0.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, October 23rd. The shares were sold at an average price of $107.18, for a total value of $2,081,006.88. Following the transaction, the chief executive officer owned 4,354,162 shares of the company’s stock, valued at approximately $466,679,083.16. This trade represents a 0.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 148,838 shares of company stock worth $15,309,020 over the last three months. 0.10% of the stock is currently owned by corporate 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.