Litman Gregory Wealth Management LLC Has $272,000 Stock Holdings in Walmart Inc. $WMT

Litman Gregory Wealth Management LLC boosted its stake in shares of Walmart Inc. (NYSE:WMT) by 9.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 2,777 shares of the retailer’s stock after buying an additional 250 shares during the period. Litman Gregory Wealth Management LLC’s holdings in Walmart were worth $272,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in Walmart by 28.8% in the 4th 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 lifted its holdings in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares in the last quarter. Mainstream Capital Management LLC boosted its position in shares of Walmart by 13.6% during the first quarter. Mainstream Capital Management LLC now owns 12,345 shares of the retailer’s stock worth $1,084,000 after buying an additional 1,474 shares during the period. KMG Fiduciary Partners LLC grew its holdings in shares of Walmart by 4.0% during the first quarter. KMG Fiduciary Partners LLC now owns 20,263 shares of the retailer’s stock worth $1,779,000 after buying an additional 785 shares in the last quarter. Finally, Wedge Capital Management L L P NC raised its position in Walmart by 2.4% in the 1st quarter. Wedge Capital Management L L P NC now owns 7,678 shares of the retailer’s stock valued at $674,000 after buying an additional 177 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

WMT has been the subject of a number of recent research reports. Sanford C. Bernstein set a $117.00 price target on Walmart and gave the stock an “outperform” rating in a research report on Friday, August 22nd. Piper Sandler reissued an “overweight” rating and issued a $111.00 price objective on shares of Walmart in a research report on Wednesday, September 24th. Truist Financial decreased their target price on shares of Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a research report on Friday, August 22nd. Royal Bank Of Canada reiterated an “outperform” rating and issued a $106.00 price target on shares of Walmart in a research note on Friday, August 22nd. Finally, Wolfe Research initiated coverage on shares of Walmart in a research note on Thursday, September 18th. They set an “outperform” rating and a $129.00 price objective for the company. Thirty equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, Walmart has an average rating of “Moderate Buy” and a consensus target price of $112.38.

Walmart Stock Performance

Shares of WMT opened at $102.70 on Tuesday. The company has a market cap of $818.81 billion, a PE ratio of 38.61, a price-to-earnings-growth ratio of 4.81 and a beta of 0.67. The firm has a 50-day moving average of $100.88 and a 200-day moving average of $96.87. Walmart Inc. has a one year low of $78.98 and a one year high of $106.11. 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 issued its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.74 by ($0.06). The firm had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter last year, the business posted $0.67 earnings per share. 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 forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Insiders Place Their Bets

In related news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction on Tuesday, August 19th. The stock was sold at an average price of $100.96, for a total value of $403,840.00. Following the sale, the executive vice president owned 1,052,455 shares in the company, valued at approximately $106,255,856.80. This represents a 0.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $95.97, for a total transaction of $1,863,353.52. Following the transaction, the chief executive officer directly owned 4,392,985 shares of the company’s stock, valued at approximately $421,594,770.45. This trade represents a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 151,232 shares of company stock valued at $15,083,877 over the last 90 days. 0.10% of the stock is owned by insiders.

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.