Vanguard Personalized Indexing Management LLC Has $68.23 Million Stock Holdings in Walmart Inc. $WMT

Vanguard Personalized Indexing Management LLC raised its holdings in Walmart Inc. (NYSE:WMT) by 19.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 697,204 shares of the retailer’s stock after purchasing an additional 115,634 shares during the quarter. Walmart accounts for approximately 0.8% of Vanguard Personalized Indexing Management LLC’s investment portfolio, making the stock its 17th biggest position. Vanguard Personalized Indexing Management LLC’s holdings in Walmart were worth $68,228,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the company. Operose Advisors LLC boosted its holdings in shares of Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after acquiring an additional 243 shares in the last quarter. PFS Partners LLC boosted its holdings in shares of Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after acquiring an additional 233 shares in the last quarter. Ridgewood Investments LLC boosted its holdings in shares of Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after acquiring an additional 115 shares in the last quarter. Bear Mountain Capital Inc. boosted its holdings in shares of Walmart by 98.2% during the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after acquiring an additional 167 shares in the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd boosted its holdings in shares of Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after acquiring an additional 294 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insiders Place Their Bets

In other news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, July 17th. The stock was sold at an average price of $95.14, for a total value of $1,248,712.50. Following the completion of the transaction, the executive vice president directly owned 932,313 shares of the company’s stock, valued at approximately $88,700,258.82. This trade represents a 1.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction dated Tuesday, August 19th. The stock was sold at an average price of $100.96, for a total value of $403,840.00. Following the completion of the transaction, the executive vice president directly owned 1,052,455 shares of the company’s stock, valued at approximately $106,255,856.80. This trade represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 151,232 shares of company stock valued at $15,083,877. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on WMT shares. Tigress Financial raised their price objective on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 3rd. Guggenheim reissued a “buy” rating and set a $115.00 price objective (up previously from $112.00) on shares of Walmart in a report on Monday, August 18th. Wolfe Research started coverage on Walmart in a report on Thursday, September 18th. They set an “outperform” rating and a $129.00 target price on the stock. Truist Financial cut their target price on Walmart from $111.00 to $109.00 and set a “buy” rating on the stock in a report on Friday, August 22nd. Finally, 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. Thirty research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $112.38.

Walmart Stock Performance

WMT stock opened at $101.86 on Monday. The stock has a 50-day moving average price of $101.22 and a 200-day moving average price of $97.34. Walmart Inc. has a 1-year low of $79.37 and a 1-year high of $106.11. 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 market cap of $812.10 billion, a PE ratio of 38.29, a price-to-earnings-growth ratio of 4.80 and a beta of 0.67.

Walmart (NYSE:WMT) last posted its quarterly earnings data 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). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same period last year, the business posted $0.67 earnings per share. The business’s revenue was up 4.8% on a year-over-year basis. 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 research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Company 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.