Walmart Inc. $WMT Shares Acquired by CBIZ Investment Advisory Services LLC

CBIZ Investment Advisory Services LLC lifted its position in shares of Walmart Inc. (NYSE:WMT) by 9.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,209 shares of the retailer’s stock after buying an additional 275 shares during the period. CBIZ Investment Advisory Services LLC’s holdings in Walmart were worth $282,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also made changes to their positions in WMT. Operose Advisors LLC increased its holdings in Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after purchasing an additional 243 shares during the last quarter. Bear Mountain Capital Inc. increased its holdings in Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after purchasing an additional 167 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd increased its holdings in Walmart by 432.4% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after purchasing an additional 294 shares during the last quarter. EQ Wealth Advisors LLC acquired a new stake in Walmart in the 1st quarter valued at approximately $35,000. Finally, Lipe & Dalton increased its holdings in Walmart by 95.2% in the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer’s stock valued at $36,000 after purchasing an additional 200 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on WMT. Robert W. Baird lifted their target price on shares of Walmart from $100.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 16th. The Goldman Sachs Group lifted their target price on shares of Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a report on Friday, August 22nd. Mizuho reiterated an “outperform” rating and issued a $115.00 target price on shares of Walmart in a report on Wednesday, August 13th. Sanford C. Bernstein set a $117.00 target price on shares of Walmart and gave the company an “outperform” rating in a report on Friday, August 22nd. Finally, Evercore ISI reissued an “outperform” rating and issued a $110.00 price target (up previously from $108.00) on shares of Walmart in a research report on Monday, August 18th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $110.76.

Insider Buying and Selling at Walmart

In other news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $98.55, for a total transaction of $1,293,468.75. Following the completion of the sale, the executive vice president directly owned 919,189 shares of the company’s stock, valued at approximately $90,586,075.95. The trade was a 1.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Daniel J. Bartlett sold 1,655 shares of Walmart stock in a transaction on Friday, August 15th. The stock was sold at an average price of $100.38, for a total transaction of $166,128.90. Following the sale, the executive vice president directly owned 647,578 shares of the company’s stock, valued at approximately $65,003,879.64. This trade represents a 0.25% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 121,382 shares of company stock worth $11,718,441. 0.10% of the stock is currently owned by company insiders.

Walmart Stock Performance

NYSE:WMT opened at $102.64 on Friday. The company has a fifty day simple moving average of $98.61 and a two-hundred day simple moving average of $95.37. The company has a market cap of $818.33 billion, a price-to-earnings ratio of 38.59, a price-to-earnings-growth ratio of 4.82 and a beta of 0.65. 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 $77.49 and a 52 week high of $105.30.

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.

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.