Doliver Advisors LP Has $2.46 Million Position in Walmart Inc. $WMT

by · The Cerbat Gem

Doliver Advisors LP lessened its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 25,161 shares of the retailer’s stock after selling 403 shares during the period. Walmart accounts for about 0.7% of Doliver Advisors LP’s portfolio, making the stock its 22nd biggest position. Doliver Advisors LP’s holdings in Walmart were worth $2,460,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of WMT. Operose Advisors LLC grew its position in shares of Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after buying an additional 243 shares during the last quarter. Bear Mountain Capital Inc. lifted its position in shares of Walmart by 98.2% during the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock worth $32,000 after acquiring an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd raised its position in shares of Walmart by 432.4% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after buying an additional 294 shares in the last quarter. EQ Wealth Advisors LLC purchased a new stake in Walmart during the first quarter valued at about $35,000. Finally, Lipe & Dalton raised its position in Walmart by 95.2% during the first quarter. Lipe & Dalton now owns 410 shares of the retailer’s stock valued at $36,000 after purchasing an additional 200 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Activity

In related news, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Friday, June 20th. The shares were sold at an average price of $95.85, for a total transaction of $1,258,031.25. Following the completion of the transaction, the executive vice president owned 945,434 shares of the company’s stock, valued at approximately $90,619,848.90. This represents a 1.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction on Monday, July 21st. The stock was sold at an average price of $95.14, for a total transaction of $380,560.00. Following the completion of the sale, the executive vice president directly owned 1,056,455 shares of the company’s stock, valued at $100,511,128.70. The trade was a 0.38% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 121,382 shares of company stock worth $11,718,441. Corporate insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on WMT. Guggenheim reaffirmed a “buy” rating and set a $115.00 price objective (up from $112.00) on shares of Walmart in a research report on Monday, August 18th. Sanford C. Bernstein set a $117.00 target price on Walmart and gave the company an “outperform” rating in a research report on Friday, August 22nd. The Goldman Sachs Group lifted their price target on shares of Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, August 22nd. Robert W. Baird raised their price target on shares of Walmart from $100.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 16th. Finally, Erste Group Bank upgraded shares of Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $110.76.

Read Our Latest Stock Report on Walmart

Walmart Stock Up 0.8%

WMT stock opened at $103.48 on Friday. Walmart Inc. has a 52 week low of $77.49 and a 52 week high of $105.30. The company has a market cap of $825.03 billion, a P/E ratio of 38.90, a P/E/G ratio of 4.93 and a beta of 0.65. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The company’s 50-day moving average price is $98.71 and its 200 day moving average price is $95.41.

Walmart (NYSE:WMT – Get Free Report) last released its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing the consensus estimate of $0.74 by ($0.06). The business had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm’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 company earned $0.67 earnings per share. 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 expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Company Profile

(Free Report)

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.

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