Wealthstream Advisors Inc. Has $501,000 Stake in Walmart Inc. $WMT

Wealthstream Advisors Inc. boosted its position in Walmart Inc. (NYSE:WMT) by 39.7% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 5,124 shares of the retailer’s stock after purchasing an additional 1,456 shares during the period. Wealthstream Advisors Inc.’s holdings in Walmart were worth $501,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Weatherly Asset Management L. P. raised its holdings in shares of Walmart by 7.0% during the second quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock valued at $5,489,000 after purchasing an additional 3,696 shares during the period. Gerber Kawasaki Wealth & Investment Management raised its holdings in shares of Walmart by 34.6% during the first quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock valued at $3,355,000 after purchasing an additional 9,831 shares during the period. Ally Financial Inc. acquired a new position in shares of Walmart during the first quarter valued at about $2,107,000. Night Squared LP acquired a new position in shares of Walmart during the first quarter valued at about $1,052,000. Finally, Monument Capital Management raised its holdings in shares of Walmart by 94.2% during the first quarter. Monument Capital Management now owns 55,004 shares of the retailer’s stock valued at $4,829,000 after purchasing an additional 26,685 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Transactions at Walmart

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction dated Friday, September 19th. The shares were sold at an average price of $103.83, for a total value of $415,320.00. Following the completion of the sale, the executive vice president owned 1,048,455 shares in the company, valued at approximately $108,861,082.65. This trade represents a 0.38% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Daniel J. Bartlett sold 1,550 shares of the stock in a transaction dated Wednesday, October 15th. The shares were sold at an average price of $107.46, for a total transaction of $166,563.00. Following the completion of the sale, the executive vice president owned 644,418 shares of the company’s stock, valued at approximately $69,249,158.28. This trade represents a 0.24% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 151,038 shares of company stock worth $15,249,614. Company insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. The Goldman Sachs Group upped their target price on shares of Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, August 22nd. JPMorgan Chase & Co. lowered 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. BTIG Research began coverage on shares of Walmart in a report on Tuesday. They issued a “buy” rating and a $120.00 target price on the stock. Evercore ISI restated an “outperform” rating and issued a $110.00 target price (up previously from $108.00) on shares of Walmart in a report on Monday, August 18th. Finally, Wolfe Research began coverage on shares of Walmart in a report on Thursday, September 18th. They issued an “outperform” rating and a $129.00 target price on the stock. Thirty-one research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average target price of $112.63.

Walmart Trading Up 1.3%

NYSE:WMT opened at $107.80 on Friday. 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 $859.50 billion, a price-to-earnings ratio of 40.53, a price-to-earnings-growth ratio of 5.08 and a beta of 0.67. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $109.57. The firm has a 50-day moving average price of $101.69 and a two-hundred day moving average price of $97.92.

Walmart (NYSE:WMT) last posted its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 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 analysts’ expectations of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The company’s quarterly revenue was up 4.8% on a year-over-year basis. During the same quarter last year, the business 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. On average, equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

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.