Brookwood Investment Group LLC Buys 14,635 Shares of Walmart Inc. $WMT

Brookwood Investment Group LLC increased its stake in Walmart Inc. (NYSE:WMT) by 65.8% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 36,877 shares of the retailer’s stock after acquiring an additional 14,635 shares during the quarter. Walmart accounts for approximately 0.6% of Brookwood Investment Group LLC’s portfolio, making the stock its 29th largest position. Brookwood Investment Group LLC’s holdings in Walmart were worth $3,606,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in shares of Walmart by 0.8% in the 1st quarter. Vanguard Group Inc. now owns 425,961,042 shares of the retailer’s stock valued at $37,395,120,000 after acquiring an additional 3,224,154 shares in the last quarter. Kingstone Capital Partners Texas LLC increased its stake in shares of Walmart by 397,264.9% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock valued at $10,496,702,000 after acquiring an additional 104,488,610 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in shares of Walmart by 30.1% in the 1st quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock valued at $2,922,770,000 after acquiring an additional 7,706,201 shares in the last quarter. Ameriprise Financial Inc. increased its stake in shares of Walmart by 1.3% in the 1st quarter. Ameriprise Financial Inc. now owns 30,874,987 shares of the retailer’s stock valued at $2,710,665,000 after acquiring an additional 387,424 shares in the last quarter. Finally, Invesco Ltd. grew its position in Walmart by 2.9% in the 1st quarter. Invesco Ltd. now owns 29,188,142 shares of the retailer’s stock valued at $2,562,427,000 after purchasing an additional 823,020 shares during the period. Institutional investors own 26.76% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently issued reports on the stock. JPMorgan Chase & Co. reduced their price target on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a research report on Friday, August 22nd. Oppenheimer lifted their price target on shares of Walmart from $110.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday, August 13th. Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a research report on Tuesday, August 5th. BTIG Research assumed coverage on shares of Walmart in a research report on Tuesday, October 14th. They issued a “buy” rating and a $120.00 price target for the company. Finally, Evercore ISI reissued an “outperform” rating and issued a $111.00 price target (up previously from $110.00) on shares of Walmart in a research report on Tuesday, October 21st. Thirty-one 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 stock presently has an average rating of “Moderate Buy” and an average price target of $113.07.

Insider Activity

In other news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction 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 directly owned 919,189 shares in the company, valued at $90,586,075.95. The trade was a 1.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on Thursday, September 25th. The stock was sold at an average price of $103.21, for a total value of $2,003,925.36. Following the sale, the chief executive officer owned 4,373,576 shares in the company, valued at $451,396,778.96. The trade was a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 151,038 shares of company stock valued at $15,525,280 over the last quarter. 0.10% of the stock is owned by insiders.

Walmart Price Performance

WMT opened at $106.22 on Monday. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. The company has a market capitalization of $846.91 billion, a price-to-earnings ratio of 39.93, a P/E/G ratio of 5.00 and a beta of 0.67. The firm’s fifty day moving average price is $102.17 and its two-hundred day moving average price is $98.79. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $109.57.

Walmart (NYSE:WMT) last posted its quarterly earnings data 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 analysts’ expectations of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.Walmart’s revenue was up 4.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.67 earnings per share. 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, analysts anticipate 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.