Walmart Inc. $WMT Stock Holdings Trimmed by Avion Wealth

Avion Wealth reduced its position in Walmart Inc. (NYSE:WMT) by 28.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,605 shares of the retailer’s stock after selling 1,864 shares during the quarter. Avion Wealth’s holdings in Walmart were worth $450,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the company. Trust Co. of Toledo NA OH increased its holdings in shares of Walmart by 6.3% in the 2nd quarter. Trust Co. of Toledo NA OH now owns 27,317 shares of the retailer’s stock valued at $2,671,000 after acquiring an additional 1,625 shares during the last quarter. Bernard Wealth Management Corp. increased its stake in Walmart by 2.6% during the second quarter. Bernard Wealth Management Corp. now owns 24,047 shares of the retailer’s stock valued at $2,351,000 after purchasing an additional 602 shares during the last quarter. KFA Private Wealth Group LLC increased its stake in Walmart by 92.7% during the second quarter. KFA Private Wealth Group LLC now owns 12,484 shares of the retailer’s stock valued at $1,221,000 after purchasing an additional 6,005 shares during the last quarter. Drucker Wealth 3.0 LLC increased its stake in Walmart by 17.2% during the second quarter. Drucker Wealth 3.0 LLC now owns 6,731 shares of the retailer’s stock valued at $652,000 after purchasing an additional 989 shares during the last quarter. Finally, Summit Place Financial Advisors LLC increased its stake in Walmart by 0.6% during the second quarter. Summit Place Financial Advisors LLC now owns 43,622 shares of the retailer’s stock valued at $4,265,000 after purchasing an additional 274 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Performance

Shares of NYSE WMT opened at $101.86 on Friday. The stock has a fifty day moving average price of $101.22 and a two-hundred day moving average price of $97.26. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. The firm has a market cap of $812.10 billion, a P/E ratio of 38.29, a PEG 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.

Walmart (NYSE:WMT) last issued its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. During the same period in the previous year, the business posted $0.67 earnings per share. The business’s revenue for the quarter was up 4.8% compared to the same quarter last year. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Research analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Insider Buying and Selling at Walmart

In other news, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction dated Tuesday, August 19th. The shares were 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 trade represents a 0.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CTO Suresh Kumar sold 30,000 shares of the firm’s stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the sale, the chief technology officer owned 1,787,200 shares of the company’s stock, valued at $184,921,584. The trade was a 1.65% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 151,232 shares of company stock worth $15,083,877. Company insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

WMT has been the subject of a number of recent research reports. Guggenheim reaffirmed a “buy” rating and set a $115.00 price objective (up previously from $112.00) on shares of Walmart in a research report on Monday, August 18th. Erste Group Bank raised Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. Telsey Advisory Group reaffirmed an “outperform” rating and set a $118.00 target price on shares of Walmart in a report on Wednesday, September 24th. Evercore ISI restated an “outperform” rating and set a $110.00 price objective (up from $108.00) on shares of Walmart in a research note on Monday, August 18th. Finally, The Goldman Sachs Group upped their price objective on Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, August 22nd. Thirty research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus 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.