Sage Mountain Advisors LLC Increases Position in Walmart Inc. $WMT

Sage Mountain Advisors LLC boosted its holdings in Walmart Inc. (NYSE:WMT) by 11.8% during the second quarter, Holdings Channel.com reports. The firm owned 38,944 shares of the retailer’s stock after acquiring an additional 4,115 shares during the quarter. Sage Mountain Advisors LLC’s holdings in Walmart were worth $3,808,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in WMT. Brighton Jones LLC lifted its position in Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its position in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the period. Mainstream Capital Management LLC lifted its position in Walmart by 13.6% during the first quarter. Mainstream Capital Management LLC now owns 12,345 shares of the retailer’s stock valued at $1,084,000 after purchasing an additional 1,474 shares during the period. GAMMA Investing LLC raised its position in Walmart by 13.9% in the first quarter. GAMMA Investing LLC now owns 90,440 shares of the retailer’s stock worth $7,940,000 after acquiring an additional 11,018 shares during the period. Finally, Creative Financial Designs Inc. ADV raised its position in Walmart by 10.6% in the first quarter. Creative Financial Designs Inc. ADV now owns 7,582 shares of the retailer’s stock worth $666,000 after acquiring an additional 725 shares during the period. Institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In other Walmart news, CTO Suresh Kumar sold 30,000 shares of Walmart 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 of the company’s stock, valued at $184,921,584. This trade represents a 1.65% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction on Friday, September 19th. The stock was sold at an average price of $103.83, for a total transaction of $415,320.00. Following the completion of the transaction, the executive vice president directly owned 1,048,455 shares of the company’s stock, valued at $108,861,082.65. The trade was a 0.38% 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 valued at $15,525,280. Corporate insiders own 0.10% of the company’s stock.

Walmart Stock Performance

WMT opened at $106.22 on Friday. The stock has a market capitalization of $846.91 billion, a price-to-earnings ratio of 39.93, a PEG ratio of 5.03 and a beta of 0.67. The company has a fifty day moving average of $102.17 and a 200 day moving average of $98.61. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $109.57. 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 posted its 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 net margin of 3.08% and a return on equity of 21.45%. The company had revenue of $169.34 billion for the quarter, compared to analysts’ expectations of $174.02 billion. During the same period in the previous year, the business posted $0.67 earnings per share. The business’s revenue 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. As a group, sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. Mizuho reiterated an “outperform” rating and issued a $115.00 price target on shares of Walmart in a research report on Wednesday, August 13th. Piper Sandler reiterated an “overweight” rating and issued a $111.00 price target on shares of Walmart in a research report on Wednesday, September 24th. BTIG Research began coverage on shares of Walmart in a research report on Tuesday, October 14th. They issued a “buy” rating and a $120.00 price target on the stock. Tigress Financial increased their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 3rd. Finally, Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a research note on Tuesday, August 5th. Thirty-one analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $113.07.

Walmart Company 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.