Walmart Inc. $WMT Stock Position Reduced by Koss Olinger Consulting LLC

Koss Olinger Consulting LLC trimmed its holdings in Walmart Inc. (NYSE:WMT) by 5.2% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,634 shares of the retailer’s stock after selling 310 shares during the period. Koss Olinger Consulting LLC’s holdings in Walmart were worth $551,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Weatherly Asset Management L. P. grew its position in 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 acquiring an additional 3,696 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management grew its position in Walmart by 34.6% in the first 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 in the last quarter. Ally Financial Inc. bought a new stake in Walmart in the first quarter worth approximately $2,107,000. Night Squared LP bought a new stake in Walmart in the first quarter worth approximately $1,052,000. Finally, Monument Capital Management grew its position in Walmart by 94.2% in the first quarter. Monument Capital Management now owns 55,004 shares of the retailer’s stock worth $4,829,000 after acquiring an additional 26,685 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Bank of America boosted their target price on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, September 17th. Sanford C. Bernstein set a $117.00 price objective on shares of Walmart and gave the stock an “outperform” rating in a report on Friday, August 22nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a report on Wednesday, October 8th. Oppenheimer upped their price objective on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, August 13th. Finally, DA Davidson set a $117.00 price objective on shares of Walmart in a report on Wednesday, October 15th. Thirty-one equities 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 has a consensus rating of “Moderate Buy” and an average price target of $113.07.

Insider Transactions at Walmart

In other news, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction dated Monday, October 20th. The shares were sold at an average price of $107.75, for a total transaction of $431,000.00. Following the completion of the transaction, the executive vice president directly owned 1,044,455 shares of the company’s stock, valued at approximately $112,540,026.25. This trade represents a 0.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Daniel J. Bartlett sold 1,550 shares of the firm’s stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $107.46, for a total transaction of $166,563.00. Following the transaction, the executive vice president directly owned 644,418 shares of the company’s stock, valued at $69,249,158.28. The trade was a 0.24% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 151,038 shares of company stock worth $15,525,280. 0.10% of the stock is currently owned by insiders.

Walmart Price Performance

Shares of Walmart stock opened at $104.49 on Tuesday. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $109.57. The firm has a fifty day moving average price of $102.24 and a two-hundred day moving average price of $98.89. The company has a market cap of $833.08 billion, a PE ratio of 39.28, a price-to-earnings-growth ratio of 5.00 and a beta of 0.67.

Walmart (NYSE:WMT) last issued its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). Walmart had a net margin of 3.08% and a return on equity of 21.45%. The company 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 company earned $0.67 earnings per share. Walmart’s revenue for the quarter 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. Analysts expect that Walmart Inc. will post 2.55 EPS for the current year.

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.