Roundview Capital LLC Increases Position in Walmart Inc. $WMT

Roundview Capital LLC lifted its holdings in Walmart Inc. (NYSE:WMT) by 1.9% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 126,614 shares of the retailer’s stock after buying an additional 2,408 shares during the period. Walmart makes up approximately 0.8% of Roundview Capital LLC’s portfolio, making the stock its 24th biggest holding. Roundview Capital LLC’s holdings in Walmart were worth $12,380,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Kingstone Capital Partners Texas LLC lifted its stake in Walmart by 397,264.9% in the second quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock valued at $10,496,702,000 after purchasing an additional 104,488,610 shares during the last quarter. Nuveen LLC purchased a new position in Walmart in the first quarter valued at approximately $2,532,331,000. Goldman Sachs Group Inc. lifted its stake in Walmart by 30.1% in the first quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock valued at $2,922,770,000 after purchasing an additional 7,706,201 shares during the last quarter. Wellington Management Group LLP lifted its stake in Walmart by 527.1% in the first quarter. Wellington Management Group LLP now owns 6,739,038 shares of the retailer’s stock valued at $591,620,000 after purchasing an additional 5,664,484 shares during the last quarter. Finally, Ontario Teachers Pension Plan Board lifted its stake in Walmart by 28,684.8% in the first quarter. Ontario Teachers Pension Plan Board now owns 4,229,354 shares of the retailer’s stock valued at $371,295,000 after purchasing an additional 4,214,661 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, CTO Suresh Kumar sold 30,000 shares of the company’s stock in a transaction on Friday, September 12th. The shares were sold at an average price of $103.47, for a total value of $3,104,100.00. Following the completion of the transaction, the chief technology officer directly owned 1,787,200 shares in the company, valued at approximately $184,921,584. The trade was a 1.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kathryn J. Mclay sold 4,000 shares of the company’s stock in a transaction on Tuesday, August 19th. The stock was sold at an average price of $100.96, for a total transaction of $403,840.00. Following the completion of the transaction, the executive vice president owned 1,052,455 shares of the company’s stock, valued at $106,255,856.80. This trade represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 151,232 shares of company stock valued at $15,083,877 over the last ninety days. 0.10% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several research firms recently commented on WMT. Piper Sandler reiterated an “overweight” rating and issued a $111.00 price objective on shares of Walmart in a research note on Wednesday, September 24th. Tigress Financial boosted their target price on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 3rd. Guggenheim reissued a “buy” rating and set a $115.00 target price (up previously from $112.00) on shares of Walmart in a report on Monday, August 18th. Truist Financial lowered their target price on shares of Walmart from $111.00 to $109.00 and set a “buy” rating on the stock in a report on Friday, August 22nd. Finally, Mizuho reissued an “outperform” rating and set a $115.00 target price on shares of Walmart in a report on Wednesday, August 13th. Thirty investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $112.38.

Walmart Trading Up 0.4%

Walmart stock opened at $103.12 on Wednesday. The stock has a market cap of $822.14 billion, a P/E ratio of 38.77, a PEG ratio of 4.84 and a beta of 0.67. Walmart Inc. has a fifty-two week low of $79.07 and a fifty-two week high of $106.11. The firm’s fifty day moving average price is $100.97 and its 200-day moving average price is $96.92. 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 released its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing the consensus estimate of $0.74 by ($0.06). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same period in the previous year, the company posted $0.67 EPS. The company’s revenue for the quarter was up 4.8% compared to the same quarter last year. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Equities research analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal 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.