Triad Wealth Partners LLC Purchases 2,140 Shares of Walmart Inc. $WMT

Triad Wealth Partners LLC grew its position in shares of Walmart Inc. (NYSE:WMT) by 20.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,496 shares of the retailer’s stock after buying an additional 2,140 shares during the quarter. Triad Wealth Partners LLC’s holdings in Walmart were worth $1,222,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Operose Advisors LLC boosted its stake in Walmart by 319.7% in the first 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 increased its stake in shares of Walmart by 267.8% in the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after buying an additional 233 shares in the last quarter. Bear Mountain Capital Inc. raised its holdings in shares of Walmart by 98.2% in the first 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. Clal Insurance Enterprises Holdings Ltd grew its holdings in Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after acquiring an additional 294 shares during the last quarter. Finally, Ridgewood Investments LLC increased its position in Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after acquiring an additional 115 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on WMT shares. Oppenheimer upped their target price on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 13th. Erste Group Bank upgraded Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. Truist Financial dropped their target price on Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a research report on Friday, August 22nd. Telsey Advisory Group reaffirmed an “outperform” rating and set a $118.00 price target on shares of Walmart in a research note on Wednesday, September 24th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $106.00 price objective on shares of Walmart in a research report on Friday, August 22nd. Thirty equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and a consensus target price of $112.38.

Walmart Stock Up 0.4%

Shares of Walmart stock opened at $102.15 on Friday. The business has a fifty day simple moving average of $100.77 and a 200 day simple moving average of $96.61. The stock has a market cap of $814.46 billion, a PE ratio of 38.40, a price-to-earnings-growth ratio of 4.79 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 12 month low of $78.98 and a 12 month high of $106.11.

Walmart (NYSE:WMT) last issued 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 for the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.Walmart’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. Research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Insider Activity

In other Walmart news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, July 17th. The shares were sold at an average price of $95.14, for a total value of $1,248,712.50. Following the completion of the sale, the executive vice president owned 932,313 shares of the company’s stock, valued at approximately $88,700,258.82. This represents a 1.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $95.97, for a total transaction of $1,863,353.52. Following the transaction, the chief executive officer directly owned 4,392,985 shares in the company, valued at approximately $421,594,770.45. This represents a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 151,232 shares of company stock worth $15,083,877 in the last ninety days. Company insiders own 0.10% of the company’s stock.

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.