Great Valley Advisor Group Inc. Lowers Position in Walmart Inc. $WMT

Great Valley Advisor Group Inc. lessened its stake in shares of Walmart Inc. (NASDAQ:WMT) by 5.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 164,696 shares of the retailer’s stock after selling 8,693 shares during the period. Great Valley Advisor Group Inc.’s holdings in Walmart were worth $16,104,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Atlas Legacy Advisors LLC increased its holdings in Walmart by 1.1% in the 2nd quarter. Atlas Legacy Advisors LLC now owns 8,707 shares of the retailer’s stock worth $851,000 after acquiring an additional 98 shares in the last quarter. Meridian Wealth Partners LLC boosted its position in shares of Walmart by 2.1% in the second quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock worth $470,000 after purchasing an additional 99 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of Walmart by 1.1% in the second quarter. Revolve Wealth Partners LLC now owns 9,830 shares of the retailer’s stock worth $961,000 after purchasing an additional 103 shares in the last quarter. RoundAngle Advisors LLC raised its position in shares of Walmart by 0.4% during the 2nd quarter. RoundAngle Advisors LLC now owns 25,995 shares of the retailer’s stock valued at $2,542,000 after purchasing an additional 105 shares during the period. Finally, PCG Wealth Advisors LLC lifted its stake in shares of Walmart by 3.6% during the 2nd quarter. PCG Wealth Advisors LLC now owns 3,024 shares of the retailer’s stock valued at $296,000 after buying an additional 105 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on WMT. BMO Capital Markets increased their price target on Walmart from $110.00 to $125.00 and gave the stock an “outperform” rating in a research note on Friday, November 21st. Morgan Stanley reiterated an “overweight” rating and set a $125.00 target price (up previously from $115.00) on shares of Walmart in a research report on Friday, November 21st. Tigress Financial lifted their target price on Walmart from $125.00 to $130.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Telsey Advisory Group upped their price target on Walmart from $118.00 to $130.00 and gave the stock an “outperform” rating in a research note on Friday, November 21st. Finally, KeyCorp reiterated an “overweight” rating and set a $120.00 price objective (up previously from $110.00) on shares of Walmart in a research report on Friday, November 21st. Thirty-one investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and a consensus target price of $119.31.

Walmart Stock Performance

NASDAQ:WMT opened at $116.70 on Friday. The company has a market cap of $930.12 billion, a price-to-earnings ratio of 40.80, a PEG ratio of 5.34 and a beta of 0.64. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $116.95. The stock’s 50 day simple moving average is $106.31 and its two-hundred day simple moving average is $101.46. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, beating analysts’ consensus estimates of $0.60 by $0.02. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The firm had revenue of $179.50 billion during the quarter, compared to analyst estimates of $175.15 billion. During the same period last year, the firm posted $0.58 earnings per share. Walmart’s revenue for the quarter was up 5.8% compared to the same quarter last year. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. As a group, equities analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Transactions at Walmart

In related news, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $104.75, for a total value of $1,374,843.75. Following the completion of the transaction, the executive vice president owned 879,815 shares in the company, valued at approximately $92,160,621.25. This trade represents a 1.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP David Chojnowski sold 7,000 shares of the company’s stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $106.65, for a total value of $746,550.00. Following the sale, the senior vice president owned 136,289 shares in the company, valued at approximately $14,535,221.85. This trade represents a 4.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 128,013 shares of company stock worth $13,553,747. 0.10% of the stock is currently owned by corporate insiders.

About Walmart

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.