Allied Investment Advisors LLC Has $2 Million Stock Position in Walmart Inc. $WMT

Allied Investment Advisors LLC raised its position in Walmart Inc. (NYSE:WMT) by 6.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 20,476 shares of the retailer’s stock after acquiring an additional 1,313 shares during the period. Allied Investment Advisors LLC’s holdings in Walmart were worth $2,002,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Weatherly Asset Management L. P. grew its stake in shares of Walmart by 7.0% in the 2nd 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 grew its stake in shares of Walmart by 34.6% in the 1st 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. bought a new stake in shares of Walmart in the 1st quarter valued at approximately $2,107,000. Night Squared LP bought a new stake in shares of Walmart in the 1st quarter valued at approximately $1,052,000. Finally, Monument Capital Management grew its stake in shares of Walmart by 94.2% in the 1st 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.

Walmart Price Performance

WMT stock opened at $106.22 on Friday. The stock has a 50-day moving average price of $102.17 and a two-hundred day moving average price of $98.61. The stock has a market cap of $846.91 billion, a PE ratio of 39.93, a price-to-earnings-growth ratio of 5.03 and a beta of 0.67. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $109.57.

Walmart (NYSE:WMT) last released its 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). The firm had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.Walmart’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter last 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 analysts forecast that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts recently commented on WMT shares. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a research report on Friday. Erste Group Bank upgraded Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. Piper Sandler restated an “overweight” rating and set a $111.00 price target on shares of Walmart in a research report on Wednesday, September 24th. Guggenheim reaffirmed 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. Finally, Sanford C. Bernstein set a $117.00 price objective on Walmart and gave the stock an “outperform” rating in a report on Friday, August 22nd. Thirty-one research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $113.07.

Insider Transactions at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, September 25th. The stock was sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the completion of the transaction, the chief executive officer owned 4,373,576 shares in the company, valued at approximately $451,396,778.96. This trade represents a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $98.55, for a total transaction of $1,293,468.75. Following the sale, the executive vice president owned 919,189 shares of the company’s stock, valued at $90,586,075.95. This trade represents a 1.41% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 151,038 shares of company stock worth $15,525,280 in the last 90 days. Company insiders own 0.10% of the company’s stock.

About Walmart

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.