Investment Planning Advisors Inc. Purchases 490 Shares of Walmart Inc. $WMT

Investment Planning Advisors Inc. grew its position in shares of Walmart Inc. (NYSE:WMT) by 13.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,070 shares of the retailer’s stock after buying an additional 490 shares during the period. Investment Planning Advisors Inc.’s holdings in Walmart were worth $398,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the business. Brighton Jones LLC increased its holdings in shares of Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC increased its stake in Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after acquiring an additional 485 shares during the period. Mainstream Capital Management LLC increased its stake in Walmart by 13.6% during the 1st quarter. Mainstream Capital Management LLC now owns 12,345 shares of the retailer’s stock worth $1,084,000 after acquiring an additional 1,474 shares during the period. Chesley Taft & Associates LLC increased its stake in Walmart by 11.8% during the 1st quarter. Chesley Taft & Associates LLC now owns 5,306 shares of the retailer’s stock worth $466,000 after acquiring an additional 558 shares during the period. Finally, Annex Advisory Services LLC increased its stake in Walmart by 4.0% during the 1st quarter. Annex Advisory Services LLC now owns 16,938 shares of the retailer’s stock worth $1,487,000 after acquiring an additional 650 shares during the period. 26.76% of the stock is owned by institutional investors.

Walmart Stock Performance

NYSE WMT opened at $102.15 on Friday. The firm’s fifty day moving average price is $100.77 and its two-hundred day moving average price is $96.61. The stock has a market cap of $814.46 billion, a PE ratio of 38.40, a PEG ratio of 4.79 and a beta of 0.67. Walmart Inc. has a fifty-two week low of $78.98 and a fifty-two week high of $106.11. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79.

Walmart (NYSE:WMT) last posted 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). The company 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%.The business’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same period in the previous 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. On average, equities analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Insider Activity at Walmart

In other Walmart news, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction that occurred on Thursday, September 18th. The shares were sold at an average price of $103.74, for a total transaction of $1,361,587.50. Following the sale, the executive vice president directly owned 906,064 shares of the company’s stock, valued at $93,995,079.36. The trade was a 1.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Daniel J. Bartlett sold 1,610 shares of the business’s 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 sale, the executive vice president directly owned 645,968 shares in the company, valued at $66,993,341.28. The trade was a 0.25% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 151,232 shares of company stock valued at $15,083,877. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on WMT shares. Mizuho restated an “outperform” rating and issued a $115.00 price target on shares of Walmart in a research report on Wednesday, August 13th. Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. The Goldman Sachs Group lifted their price objective on shares of Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a research note on Friday, August 22nd. Guggenheim reissued a “buy” rating and issued a $115.00 price objective (up from $112.00) on shares of Walmart in a research note on Monday, August 18th. Finally, Oppenheimer lifted their price objective on shares of Walmart from $110.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday, August 13th. Thirty analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $112.38.

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.