Walmart Inc. $WMT Shares Sold by Fermata Advisors LLC

by · The Cerbat Gem

Fermata Advisors LLC lowered its stake in Walmart Inc. (NYSE:WMT – Free Report) by 66.0% during the second quarter, Holdings Channel.com reports. The fund owned 4,827 shares of the retailer’s stock after selling 9,364 shares during the quarter. Fermata Advisors LLC’s holdings in Walmart were worth $472,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in WMT. Brighton Jones LLC grew its stake in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Walmart by 5.8% in the 4th 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 in the last quarter. Highview Capital Management LLC DE lifted its holdings in Walmart by 4.9% in the 4th quarter. Highview Capital Management LLC DE now owns 36,945 shares of the retailer’s stock valued at $3,338,000 after purchasing an additional 1,720 shares in the last quarter. Two Sigma Advisers LP lifted its holdings in Walmart by 34.9% in the 4th quarter. Two Sigma Advisers LP now owns 66,900 shares of the retailer’s stock valued at $6,044,000 after purchasing an additional 17,300 shares in the last quarter. Finally, Zurich Insurance Group Ltd FI lifted its holdings in Walmart by 0.6% in the 4th quarter. Zurich Insurance Group Ltd FI now owns 2,767,066 shares of the retailer’s stock valued at $250,004,000 after purchasing an additional 17,388 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of WMT opened at $103.40 on Wednesday. The stock has a 50 day moving average price of $98.93 and a 200 day moving average price of $95.48. 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 capitalization of $824.39 billion, a price-to-earnings ratio of 38.87, a price-to-earnings-growth ratio of 4.98 and a beta of 0.65. Walmart Inc. has a 52-week low of $77.49 and a 52-week high of $105.30.

Walmart (NYSE:WMT – Get Free Report) 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 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 business’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period last 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. Research analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Insiders Place Their Bets

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Thursday, July 24th. The stock was sold at an average price of $95.58, for a total value of $1,855,781.28. Following the completion of the sale, the chief executive officer owned 4,412,398 shares in the company, valued at approximately $421,737,000.84. The trade was a 0.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the business’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 value of $1,258,031.25. Following the completion of the sale, 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 position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 151,232 shares of company stock valued at $14,822,719. 0.10% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research analysts have weighed in on the company. Royal Bank Of Canada restated an “outperform” rating and issued a $106.00 price objective on shares of Walmart in a report on Friday, August 22nd. Erste Group Bank upgraded Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. Mizuho reiterated an “outperform” rating and set a $115.00 price target on shares of Walmart in a report on Wednesday, August 13th. Tigress Financial lifted their price target on Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, September 3rd. Finally, Evercore ISI reiterated an “outperform” rating and set a $110.00 price target (up previously from $108.00) on shares of Walmart in a report on Monday, August 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, Walmart presently has a consensus rating of “Buy” and an average price target of $110.76.

Check Out Our Latest Report on Walmart

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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