PDS Planning Inc Buys 2,258 Shares of Walmart Inc. $WMT

PDS Planning Inc grew its stake in shares of Walmart Inc. (NYSE:WMT) by 7.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 30,764 shares of the retailer’s stock after purchasing an additional 2,258 shares during the period. PDS Planning Inc’s holdings in Walmart were worth $3,008,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently made changes to their positions in the company. Brighton Jones LLC grew its position in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its stake 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 buying an additional 485 shares in the last quarter. Mainstream Capital Management LLC lifted its stake in shares of Walmart by 13.6% in the first quarter. Mainstream Capital Management LLC now owns 12,345 shares of the retailer’s stock valued at $1,084,000 after buying an additional 1,474 shares in the last quarter. GAMMA Investing LLC grew its holdings in shares of Walmart by 13.9% during the first quarter. GAMMA Investing LLC now owns 90,440 shares of the retailer’s stock valued at $7,940,000 after buying an additional 11,018 shares during the last quarter. Finally, NorthCrest Asset Manangement LLC raised its holdings in shares of Walmart by 13.7% in the 1st quarter. NorthCrest Asset Manangement LLC now owns 13,461 shares of the retailer’s stock worth $1,182,000 after acquiring an additional 1,622 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on WMT shares. Mizuho reiterated an “outperform” rating and set a $115.00 price target on shares of Walmart in a research note on Wednesday, August 13th. Sanford C. Bernstein set a $117.00 target price on Walmart and gave the company an “outperform” rating in a report on Friday, August 22nd. The Goldman Sachs Group upped their price target on Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, August 22nd. Evercore ISI reissued an “outperform” rating and issued a $110.00 price target (up from $108.00) on shares of Walmart in a research report on Monday, August 18th. Finally, Bank of America upped their target price on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 17th. Thirty research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and an average price target of $112.38.

Walmart Trading Up 0.1%

Shares of Walmart stock opened at $101.86 on Friday. The firm has a market cap of $812.10 billion, a PE ratio of 38.29, a P/E/G ratio of 4.80 and a beta of 0.67. Walmart Inc. has a 1 year low of $79.37 and a 1 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. The stock has a fifty day moving average price of $101.22 and a 200-day moving average price of $97.26.

Walmart (NYSE:WMT) last posted its quarterly 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 the consensus estimate of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. Walmart’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the company 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. Equities research analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Insider Transactions at Walmart

In other 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 transaction of $403,840.00. Following the completion of the transaction, 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 can be accessed through this hyperlink. Also, CTO Suresh Kumar sold 30,000 shares of Walmart stock in a transaction dated Friday, September 12th. The stock was sold at an average price of $103.47, for a total value of $3,104,100.00. Following the completion of the sale, the chief technology officer directly owned 1,787,200 shares of the company’s stock, valued at approximately $184,921,584. This trade represents a 1.65% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 151,232 shares of company stock worth $15,083,877 in the last ninety days. Company insiders own 0.10% of the company’s stock.

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.