Oxbow Advisors LLC Decreases Stake in Walmart Inc. $WMT

by · The Markets Daily

Oxbow Advisors LLC lowered its position in Walmart Inc. (NYSE:WMT – Free Report) by 1.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 28,660 shares of the retailer’s stock after selling 454 shares during the quarter. Oxbow Advisors LLC’s holdings in Walmart were worth $2,802,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Weatherly Asset Management L. P. raised its holdings in Walmart by 7.0% during the second quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock worth $5,489,000 after purchasing an additional 3,696 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management raised its holdings in Walmart by 34.6% during the first quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock worth $3,355,000 after purchasing an additional 9,831 shares in the last quarter. Ally Financial Inc. acquired a new stake in Walmart during the first quarter worth approximately $2,107,000. Night Squared LP acquired a new stake in Walmart during the first quarter worth approximately $1,052,000. Finally, Monument Capital Management raised its holdings in Walmart by 94.2% during the first quarter. Monument Capital Management now owns 55,004 shares of the retailer’s stock worth $4,829,000 after purchasing an additional 26,685 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analyst Ratings Changes

WMT has been the topic of a number of research analyst reports. Tigress Financial raised their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, September 3rd. Bank of America raised their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, September 17th. Royal Bank Of Canada reissued an “outperform” rating and set a $106.00 price objective on shares of Walmart in a report on Friday, August 22nd. Guggenheim reissued a “buy” rating and set a $115.00 price objective (up previously from $112.00) on shares of Walmart in a report on Monday, August 18th. Finally, The Goldman Sachs Group raised their price objective on shares of Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, August 22nd. Thirty-one investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $112.63.

Check Out Our Latest Stock Report on Walmart

Insider Buying and Selling

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, July 24th. The shares were sold at an average price of $95.58, for a total value of $1,855,781.28. Following the transaction, the chief executive officer directly owned 4,412,398 shares of the company’s stock, valued at approximately $421,737,000.84. The trade was a 0.44% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Kathryn J. Mclay sold 4,000 shares of the business’s stock in a transaction on Friday, September 19th. The shares were 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 in the company, valued at $108,861,082.65. This represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 136,363 shares of company stock worth $13,668,438 in the last ninety days. Insiders own 0.10% of the company’s stock.

Walmart Stock Performance

Shares of WMT opened at $106.30 on Friday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. The stock has a market capitalization of $847.51 billion, a P/E ratio of 39.96, a P/E/G ratio of 5.14 and a beta of 0.67. The company’s fifty day moving average is $101.61 and its two-hundred day moving average is $97.73. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $109.58.

Walmart (NYSE:WMT – Get Free Report) last announced its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.74 by ($0.06). The firm 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 quarterly revenue was up 4.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $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, sell-side analysts predict that Walmart Inc. will post 2.55 earnings per share for the current 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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