Walmart Inc. $WMT Shares Purchased by Modera Wealth Management LLC

Modera Wealth Management LLC raised its stake in Walmart Inc. (NYSE:WMT) by 0.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 203,566 shares of the retailer’s stock after purchasing an additional 1,331 shares during the period. Modera Wealth Management LLC’s holdings in Walmart were worth $19,905,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. Bedel Financial Consulting Inc. lifted its position in Walmart by 0.4% in the first quarter. Bedel Financial Consulting Inc. now owns 25,915 shares of the retailer’s stock valued at $2,275,000 after acquiring an additional 102 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of Walmart by 1.1% during the second quarter. Revolve Wealth Partners LLC now owns 9,830 shares of the retailer’s stock worth $961,000 after purchasing an additional 103 shares in the last quarter. RoundAngle Advisors LLC lifted its holdings in shares of Walmart by 0.4% in the 2nd quarter. RoundAngle Advisors LLC now owns 25,995 shares of the retailer’s stock valued at $2,542,000 after purchasing an additional 105 shares during the last quarter. Lauterbach Financial Advisors LLC boosted its position in shares of Walmart by 1.8% in the 1st quarter. Lauterbach Financial Advisors LLC now owns 5,885 shares of the retailer’s stock valued at $517,000 after purchasing an additional 106 shares during the period. Finally, Baron Silver Stevens Financial Advisors LLC grew its stake in Walmart by 1.4% during the 1st quarter. Baron Silver Stevens Financial Advisors LLC now owns 7,799 shares of the retailer’s stock worth $685,000 after buying an additional 106 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Activity at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Thursday, October 23rd. The shares were sold at an average price of $107.18, for a total value of $2,081,006.88. Following the sale, the chief executive officer directly owned 4,354,162 shares in the company, valued at $466,679,083.16. The trade was a 0.44% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the 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 sale, the executive vice president directly owned 1,044,455 shares in the company, valued at approximately $112,540,026.25. The trade was a 0.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 151,038 shares of company stock valued at $15,531,616 in the last 90 days. 0.10% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

WMT has been the topic of a number of recent research reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a report on Wednesday, October 8th. DA Davidson set a $117.00 target price on shares of Walmart in a research note on Wednesday, October 15th. Guggenheim restated a “buy” rating and issued a $115.00 price target (up previously from $112.00) on shares of Walmart in a research report on Monday, August 18th. Truist Financial reduced their price objective on Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a research note on Friday, August 22nd. Finally, Royal Bank Of Canada set a $116.00 target price on Walmart and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Thirty-one 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 presently has a consensus rating of “Moderate Buy” and a consensus price target of $113.40.

Walmart Price Performance

Walmart stock opened at $101.51 on Friday. The company has a market cap of $809.32 billion, a P/E ratio of 38.16, a price-to-earnings-growth ratio of 4.83 and a beta of 0.67. Walmart Inc. has a one year low of $79.81 and a one year high of $109.57. The business has a fifty day moving average of $102.91 and a two-hundred day moving average of $99.36. 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 (NYSE:WMT) last announced its quarterly 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 company had revenue of $169.34 billion during the quarter, compared to analysts’ expectations of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The business’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter in the prior 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. As a group, analysts predict 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.