Mattson Financial Services LLC Sells 895 Shares of Walmart Inc. $WMT

Mattson Financial Services LLC lowered its holdings in Walmart Inc. (NYSE:WMT) by 2.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 40,618 shares of the retailer’s stock after selling 895 shares during the quarter. Walmart makes up 1.1% of Mattson Financial Services LLC’s portfolio, making the stock its 24th biggest position. Mattson Financial Services LLC’s holdings in Walmart were worth $3,566,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Indiana Trust & Investment Management Co raised its holdings in shares of Walmart by 7.3% in the 1st quarter. Indiana Trust & Investment Management Co now owns 19,960 shares of the retailer’s stock valued at $1,752,000 after purchasing an additional 1,360 shares in the last quarter. MBL Wealth LLC raised its holdings in shares of Walmart by 13.3% in the 1st quarter. MBL Wealth LLC now owns 13,598 shares of the retailer’s stock valued at $1,194,000 after purchasing an additional 1,591 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in shares of Walmart by 7.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 65,934 shares of the retailer’s stock valued at $5,788,000 after purchasing an additional 4,382 shares in the last quarter. Schmidt P J Investment Management Inc. raised its holdings in shares of Walmart by 2.9% in the 1st quarter. Schmidt P J Investment Management Inc. now owns 6,115 shares of the retailer’s stock valued at $537,000 after purchasing an additional 171 shares in the last quarter. Finally, Acorns Advisers LLC raised its holdings in shares of Walmart by 10.5% in the 1st quarter. Acorns Advisers LLC now owns 8,256 shares of the retailer’s stock valued at $725,000 after purchasing an additional 787 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

WMT has been the subject of several recent analyst reports. KeyCorp boosted their price objective on shares of Walmart from $105.00 to $110.00 and gave the stock an “overweight” rating in a research note on Monday, June 9th. Sanford C. Bernstein set a $117.00 price objective on shares of Walmart and gave the stock an “outperform” rating in a research note on Friday, August 22nd. Oppenheimer boosted their price objective on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, August 13th. DA Davidson reiterated a “buy” rating and set a $117.00 price objective on shares of Walmart in a research note on Friday, May 16th. Finally, Telsey Advisory Group boosted their price objective on shares of Walmart from $115.00 to $118.00 and gave the stock an “outperform” rating in a research note on Friday, August 22nd. One research 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. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $110.76.

Walmart Stock Down 1.7%

NYSE:WMT opened at $100.54 on Thursday. The company has a market cap of $801.61 billion, a PE ratio of 37.80, a P/E/G ratio of 4.92 and a beta of 0.65. Walmart Inc. has a twelve month low of $77.49 and a twelve month high of $105.30. 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 company’s 50 day moving average is $98.52 and its two-hundred day moving average is $95.31.

Walmart (NYSE:WMT) last released its 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 company had revenue of $169.34 billion for the quarter, compared to analysts’ expectations of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same period in the prior year, the firm 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. Analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Insider Activity at Walmart

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 19th. The shares were sold at an average price of $100.96, for a total transaction of $403,840.00. Following the sale, the executive vice president owned 1,052,455 shares of the company’s stock, valued at approximately $106,255,856.80. The trade was a 0.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP John D. Rainey sold 2,200 shares of the business’s stock in a transaction that occurred on Tuesday, September 2nd. The stock was sold at an average price of $97.37, for a total transaction of $214,214.00. Following the sale, the executive vice president directly owned 623,918 shares in the company, valued at approximately $60,750,895.66. This represents a 0.35% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 121,382 shares of company stock worth $11,718,441 in the last 90 days. 0.10% of the stock is owned by insiders.

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.