Sustainable Insight Capital Management LLC Has $1.10 Million Stock Holdings in Walmart Inc. $WMT

Sustainable Insight Capital Management LLC lessened its position in Walmart Inc. (NYSE:WMT) by 60.9% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 11,291 shares of the retailer’s stock after selling 17,593 shares during the period. Sustainable Insight Capital Management LLC’s holdings in Walmart were worth $1,104,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Access Investment Management LLC bought a new position in shares of Walmart in the second quarter valued at $26,000. Operose Advisors LLC raised its holdings in shares of Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after acquiring an additional 243 shares during the last quarter. PFS Partners LLC lifted its position in Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after acquiring an additional 233 shares in the last quarter. Bear Mountain Capital Inc. lifted its position in Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after acquiring an additional 167 shares in the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd boosted its stake in Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after purchasing an additional 294 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on WMT. Wolfe Research initiated coverage on Walmart in a research note on Thursday, September 18th. They issued an “outperform” rating and a $129.00 price objective for the company. JPMorgan Chase & Co. lowered their price target on Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a research report on Friday, August 22nd. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a research note on Wednesday, October 8th. Truist Financial reduced their target price on shares of Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a research note on Friday, August 22nd. 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 investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $113.40.

Walmart Stock Performance

NYSE WMT opened at $101.51 on Friday. The company has a market capitalization of $809.32 billion, a PE ratio of 38.16, a price-to-earnings-growth ratio of 4.83 and a beta of 0.67. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $109.57. The company has a 50-day simple moving average of $102.91 and a 200 day simple moving average of $99.36.

Walmart (NYSE:WMT) last issued its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.74 by ($0.06). The company 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%.The company’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $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, research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Insider Transactions at Walmart

In other Walmart news, EVP Kathryn J. Mclay sold 4,000 shares of the company’s stock in a transaction dated Friday, September 19th. The shares were sold at an average price of $103.83, for a total transaction of $415,320.00. Following the sale, the executive vice president directly owned 1,048,455 shares of the company’s stock, valued at $108,861,082.65. This represents a 0.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CTO Suresh Kumar sold 30,000 shares of the stock in a transaction dated Friday, September 12th. The stock was sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the transaction, the chief technology officer owned 1,787,200 shares of the company’s stock, valued at $184,921,584. This represents a 1.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 151,038 shares of company stock worth $15,531,616 over the last quarter. 0.10% of the stock is currently owned by corporate insiders.

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.