Walmart Inc. $WMT Shares Bought by Strategic Planning Group LLC

Strategic Planning Group LLC grew its holdings in shares of Walmart Inc. (NYSE:WMT) by 5.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 164,574 shares of the retailer’s stock after acquiring an additional 8,224 shares during the period. Walmart comprises about 2.6% of Strategic Planning Group LLC’s investment portfolio, making the stock its 12th biggest holding. Strategic Planning Group LLC’s holdings in Walmart were worth $16,092,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. Vanguard Group Inc. grew its stake in shares of Walmart by 0.8% during the first quarter. Vanguard Group Inc. now owns 425,961,042 shares of the retailer’s stock valued at $37,395,120,000 after acquiring an additional 3,224,154 shares in the last quarter. Kingstone Capital Partners Texas LLC increased its holdings in Walmart by 397,264.9% in the second quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock valued at $10,496,702,000 after buying an additional 104,488,610 shares during the last quarter. Goldman Sachs Group Inc. increased its holdings in Walmart by 30.1% in the first quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock valued at $2,922,770,000 after buying an additional 7,706,201 shares during the last quarter. Ameriprise Financial Inc. increased its holdings in Walmart by 1.3% in the first quarter. Ameriprise Financial Inc. now owns 30,874,987 shares of the retailer’s stock valued at $2,710,665,000 after buying an additional 387,424 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in Walmart by 2.9% in the first quarter. Invesco Ltd. now owns 29,188,142 shares of the retailer’s stock valued at $2,562,427,000 after buying an additional 823,020 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

WMT has been the subject of several research analyst reports. The Goldman Sachs Group boosted their price objective on Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a report on Friday, August 22nd. KeyCorp boosted their price objective on Walmart from $105.00 to $110.00 and gave the company an “overweight” rating in a report on Monday, June 9th. Guggenheim reissued a “buy” rating and issued a $115.00 price objective (up from $112.00) on shares of Walmart in a report on Monday, August 18th. JPMorgan Chase & Co. lowered their price objective on Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a report on Friday, August 22nd. Finally, Truist Financial decreased their target price on Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a research note on Friday, August 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $112.03.

Insider Buying and Selling

In other Walmart news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, July 17th. The stock was sold at an average price of $95.14, for a total value of $1,248,712.50. Following the transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CTO Suresh Kumar sold 30,000 shares of the company’s stock in a transaction on Friday, September 12th. The shares were sold at an average price of $103.47, for a total value of $3,104,100.00. Following the completion of the transaction, the chief technology officer directly owned 1,787,200 shares in the company, valued at $184,921,584. This represents a 1.65% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 134,107 shares of company stock valued at $13,183,727 in the last three months. Insiders own 0.10% of the company’s stock.

Walmart Price Performance

Shares of NYSE:WMT opened at $102.40 on Monday. Walmart Inc. has a 12 month low of $78.11 and a 12 month high of $106.11. The stock has a market cap of $816.42 billion, a price-to-earnings ratio of 38.50, a PEG ratio of 4.82 and a beta of 0.65. The stock’s 50 day moving average price is $99.40 and its 200 day moving average price is $95.64. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23.

Walmart (NYSE:WMT) last announced its 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 firm 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 revenue for the quarter was up 4.8% on a year-over-year basis. During the same period in the previous 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. Equities research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

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.