Valley Brook Capital Group Inc. Reduces Stock Position in Walmart Inc. $WMT

Valley Brook Capital Group Inc. reduced its position in shares of Walmart Inc. (NYSE:WMT) by 0.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,080 shares of the retailer’s stock after selling 123 shares during the period. Walmart accounts for approximately 2.0% of Valley Brook Capital Group Inc.’s portfolio, making the stock its 12th largest position. Valley Brook Capital Group Inc.’s holdings in Walmart were worth $2,648,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Operose Advisors LLC lifted its holdings 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 buying an additional 243 shares during the period. PFS Partners LLC lifted its holdings in Walmart by 267.8% in the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after buying an additional 233 shares during the period. Bear Mountain Capital Inc. lifted its holdings in Walmart by 98.2% in the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock worth $32,000 after buying an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd lifted its holdings in Walmart by 432.4% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after buying an additional 294 shares during the period. Finally, Ridgewood Investments LLC lifted its holdings in Walmart by 55.3% in the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after buying an additional 115 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Price Performance

Shares of WMT opened at $101.86 on Monday. The company has a market capitalization of $812.10 billion, a P/E ratio of 38.29, a price-to-earnings-growth ratio of 4.80 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. The firm has a 50 day moving average of $101.22 and a 200 day moving average of $97.34. Walmart Inc. has a twelve month low of $79.37 and a twelve month high of $106.11.

Walmart (NYSE:WMT) last announced its quarterly earnings results 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). The firm had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. Walmart’s revenue was up 4.8% on a year-over-year basis. During the same period last year, the business 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 research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Activity at Walmart

In other Walmart news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, September 18th. The shares were sold at an average price of $103.74, for a total value of $1,361,587.50. Following the completion of the sale, the executive vice president owned 906,064 shares of the company’s stock, valued at approximately $93,995,079.36. The trade was a 1.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Daniel J. Bartlett sold 1,610 shares of Walmart stock in a transaction that occurred on Monday, September 15th. The stock was sold at an average price of $103.71, for a total transaction of $166,973.10. Following the completion of the sale, the executive vice president directly owned 645,968 shares of the company’s stock, valued at approximately $66,993,341.28. This trade represents a 0.25% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 151,232 shares of company stock valued at $15,083,877 over the last ninety days. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a report on Wednesday, October 8th. Mizuho restated an “outperform” rating and issued a $115.00 price objective on shares of Walmart in a report on Wednesday, August 13th. JPMorgan Chase & Co. lowered their price objective on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a report on Friday, August 22nd. Truist Financial lowered their price objective 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, Wolfe Research began coverage on shares of Walmart in a research note on Thursday, September 18th. They set an “outperform” rating and a $129.00 target price for the company. Thirty research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $112.38.

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.