Lyell Wealth Management LP Boosts Stock Holdings in Walmart Inc. $WMT

Lyell Wealth Management LP lifted its stake in Walmart Inc. (NYSE:WMT) by 14.1% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 118,633 shares of the retailer’s stock after buying an additional 14,620 shares during the period. Lyell Wealth Management LP’s holdings in Walmart were worth $11,600,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Weatherly Asset Management L. P. grew its holdings in shares of Walmart by 7.0% in the second quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock worth $5,489,000 after purchasing an additional 3,696 shares during the last quarter. Gerber Kawasaki Wealth & Investment Management grew its holdings in Walmart by 34.6% in the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock worth $3,355,000 after acquiring an additional 9,831 shares during the last quarter. Ally Financial Inc. bought a new stake in Walmart in the 1st quarter worth $2,107,000. Night Squared LP purchased a new position in shares of Walmart in the first quarter valued at about $1,052,000. Finally, Monument Capital Management raised its stake 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 acquiring an additional 26,685 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction that occurred on Friday, September 19th. The shares were sold at an average price of $103.83, for a total transaction of $415,320.00. Following the completion of the transaction, the executive vice president owned 1,048,455 shares of the company’s stock, valued at approximately $108,861,082.65. This trade represents a 0.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $107.78, for a total transaction of $1,414,612.50. Following the transaction, the executive vice president owned 892,940 shares of the company’s stock, valued at $96,241,073.20. The trade was a 1.45% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 147,038 shares of company stock valued at $14,869,054 over the last three months. 0.10% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on WMT. Tigress Financial raised their target price on Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 3rd. Telsey Advisory Group reiterated an “outperform” rating and issued a $118.00 price objective on shares of Walmart in a research report on Wednesday, September 24th. Guggenheim restated a “buy” rating and set a $115.00 target price (up previously from $112.00) on shares of Walmart in a report on Monday, August 18th. Wolfe Research started coverage on Walmart in a research note on Thursday, September 18th. They issued an “outperform” rating and a $129.00 price target for the company. Finally, Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. Thirty-one analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $112.63.

Walmart Price Performance

Shares of WMT stock opened at $107.80 on Monday. The business’s fifty day moving average is $101.69 and its 200 day moving average is $98.00. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. The stock has a market cap of $859.50 billion, a price-to-earnings ratio of 40.53, a PEG ratio of 5.08 and a beta of 0.67. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $109.57.

Walmart (NYSE:WMT) last announced its earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The business 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%. The business’s quarterly revenue was up 4.8% on a year-over-year basis. During the same quarter last year, the firm 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. Research analysts expect that Walmart Inc. will post 2.55 EPS 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.