Financial Insights Inc. Boosts Stake in Walmart Inc. $WMT

Financial Insights Inc. increased its stake in shares of Walmart Inc. (NYSE:WMT) by 2.5% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 6,651 shares of the retailer’s stock after purchasing an additional 164 shares during the period. Financial Insights Inc.’s holdings in Walmart were worth $650,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Operose Advisors LLC boosted its position in shares of Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after purchasing an additional 243 shares during the period. PFS Partners LLC lifted its holdings in Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after buying an additional 233 shares in the last quarter. Ridgewood Investments LLC lifted its holdings in Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after buying an additional 115 shares in the last quarter. Bear Mountain Capital Inc. lifted its holdings in Walmart by 98.2% during the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock worth $32,000 after buying an additional 167 shares in the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd lifted its holdings in Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after buying an additional 294 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Activity

In related news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction 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 in the company, valued at $93,995,079.36. This trade represents a 1.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Daniel J. Bartlett sold 1,610 shares of Walmart stock in a transaction 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 owned 645,968 shares in the company, valued at $66,993,341.28. This represents a 0.25% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 151,232 shares of company stock worth $15,083,877 over the last three months. Company insiders own 0.10% of the company’s stock.

Walmart Stock Performance

Shares of WMT stock opened at $102.15 on Monday. 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 fifty day moving average price of $100.77 and a 200 day moving average price of $96.76. The company has a market cap of $814.46 billion, a P/E ratio of 38.40, a PEG ratio of 4.81 and a beta of 0.67. Walmart Inc. has a 12 month low of $78.98 and a 12 month high of $106.11.

Walmart (NYSE:WMT) last issued its earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The firm had revenue of $169.34 billion for 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 for the quarter was up 4.8% on a year-over-year basis. During the same quarter 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. Sell-side analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analyst Ratings Changes

WMT has been the topic of a number of research reports. Guggenheim reiterated 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. JPMorgan Chase & Co. reduced 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. Erste Group Bank upgraded shares of Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. Oppenheimer increased 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. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $106.00 target price on shares of Walmart in a report on Friday, August 22nd. Thirty analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target 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.