FWG Investments LLC. Purchases Shares of 5,727 Walmart Inc. $WMT

by · The Cerbat Gem

FWG Investments LLC. purchased a new stake in Walmart Inc. (NYSE:WMT – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 5,727 shares of the retailer’s stock, valued at approximately $560,000.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC lifted its holdings in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after acquiring an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after buying an additional 485 shares during the period. Mainstream Capital Management LLC raised its stake in shares of 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 acquiring an additional 1,474 shares during the last quarter. Golden State Wealth Management LLC raised its stake in shares of Walmart by 4.8% during the first quarter. Golden State Wealth Management LLC now owns 16,981 shares of the retailer’s stock valued at $1,491,000 after acquiring an additional 777 shares during the last quarter. Finally, Novem Group increased its position in shares of Walmart by 1.4% during the first quarter. Novem Group now owns 72,682 shares of the retailer’s stock valued at $6,381,000 after buying an additional 1,037 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Performance

Walmart stock opened at $102.33 on Friday. The company’s 50-day moving average price is $102.37 and its 200-day moving average price is $99.07. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $109.57. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. The company has a market cap of $815.82 billion, a PE ratio of 38.47, a price-to-earnings-growth ratio of 4.83 and a beta of 0.67.

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

Analyst Upgrades and Downgrades

WMT has been the topic of a number of recent research reports. Telsey Advisory Group restated an “outperform” rating and issued a $118.00 price objective on shares of Walmart in a report on Wednesday, September 24th. BTIG Research initiated coverage on Walmart in a research note on Tuesday, October 14th. They set a “buy” rating and a $120.00 price objective for the company. Evercore ISI restated an “outperform” rating and set a $111.00 price objective (up from $110.00) on shares of Walmart in a research report on Tuesday, October 21st. JPMorgan Chase & Co. reduced their price target on shares of Walmart from $130.00 to $127.00 and set an “overweight” rating on the stock in a report on Friday, August 22nd. Finally, Guggenheim reiterated a “buy” rating and issued a $115.00 price target (up from $112.00) on shares of Walmart in a report on Monday, August 18th. Thirty-one research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $113.40.

Read Our Latest Analysis on WMT

Insider Activity

In other Walmart news, CTO Suresh Kumar sold 30,000 shares of the stock in a transaction on Friday, September 12th. The stock was sold at an average price of $103.47, for a total value of $3,104,100.00. Following the sale, the chief technology officer owned 1,787,200 shares in the company, valued at $184,921,584. This trade represents a 1.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction on Friday, September 19th. The stock was sold at an average price of $103.83, for a total value of $415,320.00. Following the completion of the sale, the executive vice president owned 1,048,455 shares in the company, valued at approximately $108,861,082.65. The trade was a 0.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 148,838 shares of company stock valued at $15,309,020. 0.10% of the stock is currently owned by company insiders.

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.

Further Reading

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