Waller Financial Planning Group Inc. Sells 439 Shares of Walmart Inc. $WMT

Waller Financial Planning Group Inc. reduced its stake in Walmart Inc. (NYSE:WMT) by 9.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,286 shares of the retailer’s stock after selling 439 shares during the quarter. Waller Financial Planning Group Inc.’s holdings in Walmart were worth $419,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of WMT. Nuveen LLC bought a new position in Walmart in the 1st quarter valued at about $2,532,331,000. GAMMA Investing LLC raised its holdings in Walmart by 9,896.9% in the 1st quarter. GAMMA Investing LLC now owns 7,939,728 shares of the retailer’s stock valued at $697,029,000 after acquiring an additional 7,860,306 shares during the period. Goldman Sachs Group Inc. increased its holdings in shares of Walmart by 30.1% during the first quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock worth $2,922,770,000 after purchasing an additional 7,706,201 shares during the period. Wellington Management Group LLP increased its holdings in shares of Walmart by 527.1% during the first quarter. Wellington Management Group LLP now owns 6,739,038 shares of the retailer’s stock worth $591,620,000 after purchasing an additional 5,664,484 shares during the period. Finally, Ontario Teachers Pension Plan Board increased its holdings in shares of Walmart by 28,684.8% during the first quarter. Ontario Teachers Pension Plan Board now owns 4,229,354 shares of the retailer’s stock worth $371,295,000 after purchasing an additional 4,214,661 shares during the period. 26.76% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on WMT. Guggenheim reaffirmed a “buy” rating and set a $115.00 target price (up from $112.00) on shares of Walmart in a report on Monday, August 18th. Evercore ISI reaffirmed an “outperform” rating and set a $110.00 target price (up from $108.00) on shares of Walmart in a report on Monday, August 18th. Tigress Financial raised their target price on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, September 3rd. JPMorgan Chase & Co. lowered their target price on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a report on Friday, August 22nd. Finally, Oppenheimer raised their target price on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, August 13th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $110.76.

Walmart Stock Performance

NYSE WMT opened at $103.48 on Friday. 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 firm has a market capitalization of $825.03 billion, a price-to-earnings ratio of 38.90, a P/E/G ratio of 4.93 and a beta of 0.65. The firm’s 50 day simple moving average is $98.71 and its 200 day simple moving average is $95.41. Walmart Inc. has a 1 year low of $77.49 and a 1 year high of $105.30.

Walmart (NYSE:WMT) last issued its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The company had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. During the same quarter in the prior year, the business earned $0.67 EPS. The business’s quarterly revenue was up 4.8% on a year-over-year basis. 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, research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Transactions at Walmart

In other Walmart news, EVP John D. Rainey sold 2,200 shares of the firm’s stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $97.37, for a total value of $214,214.00. Following the sale, the executive vice president owned 623,918 shares in the company, valued at $60,750,895.66. This trade represents a 0.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Daniel J. Bartlett sold 1,655 shares of the firm’s stock in a transaction that occurred on Friday, August 15th. The shares were sold at an average price of $100.38, for a total transaction of $166,128.90. Following the completion of the sale, the executive vice president owned 647,578 shares in the company, valued at $65,003,879.64. This represents a 0.25% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 121,382 shares of company stock valued at $11,718,441. Corporate insiders own 0.10% of the company’s stock.

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.