Saxony Capital Management LLC Trims Stock Position in Walmart Inc. $WMT

Saxony Capital Management LLC lessened its position in shares of Walmart Inc. (NYSE:WMT) by 5.3% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 2,702 shares of the retailer’s stock after selling 150 shares during the quarter. Saxony Capital Management LLC’s holdings in Walmart were worth $264,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC raised its position in Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC raised its position in Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the period. Golden State Wealth Management LLC raised its position in Walmart by 4.8% in the first quarter. Golden State Wealth Management LLC now owns 16,981 shares of the retailer’s stock valued at $1,491,000 after purchasing an additional 777 shares during the period. Davidson Trust Co. raised its position in Walmart by 62.0% in the first quarter. Davidson Trust Co. now owns 7,996 shares of the retailer’s stock valued at $702,000 after purchasing an additional 3,059 shares during the period. Finally, Moody Aldrich Partners LLC purchased a new stake in Walmart in the first quarter valued at approximately $536,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

NYSE:WMT opened at $101.25 on Friday. The company has a fifty day simple moving average of $102.46 and a two-hundred day simple moving average of $99.11. The company has a market cap of $807.23 billion, a price-to-earnings ratio of 38.06, a price-to-earnings-growth ratio of 4.83 and a beta of 0.67. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $109.57.

Walmart (NYSE:WMT) last posted its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing the consensus estimate of $0.74 by ($0.06). The business had revenue of $169.34 billion during 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 business’s revenue was up 4.8% on a year-over-year basis. During the same quarter last year, the firm 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. As a group, equities analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Evercore ISI reissued an “outperform” rating and issued a $111.00 target price (up previously from $110.00) on shares of Walmart in a research report on Tuesday, October 21st. Mizuho reissued an “outperform” rating and issued a $115.00 target price on shares of Walmart in a research report on Wednesday, August 13th. Wolfe Research assumed coverage on Walmart in a research report on Thursday, September 18th. They issued an “outperform” rating and a $129.00 target price on the stock. DA Davidson set a $117.00 target price on Walmart in a research report on Wednesday, October 15th. Finally, Erste Group Bank upgraded shares of Walmart from a “hold” rating to a “buy” rating in a research note on Tuesday, August 5th. Thirty-one investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $113.40.

Insider Activity

In related news, EVP Kathryn J. Mclay sold 4,000 shares of the business’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 completion of the transaction, the executive vice president owned 1,048,455 shares in the company, valued at approximately $108,861,082.65. The trade was a 0.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, September 25th. The stock was sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the transaction, the chief executive officer owned 4,373,576 shares of the company’s stock, valued at approximately $451,396,778.96. The trade was a 0.44% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 148,838 shares of company stock worth $15,309,020. 0.10% of the stock is currently owned by company insiders.

Walmart Company 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.