Schrum Private Wealth Management LLC Trims Stock Position in Walmart Inc. $WMT

Schrum Private Wealth Management LLC lessened its position in shares of Walmart Inc. (NYSE:WMT) by 6.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,256 shares of the retailer’s stock after selling 361 shares during the quarter. Schrum Private Wealth Management LLC’s holdings in Walmart were worth $514,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Bedel Financial Consulting Inc. lifted its holdings in shares of Walmart by 0.4% during the 1st quarter. Bedel Financial Consulting Inc. now owns 25,915 shares of the retailer’s stock valued at $2,275,000 after acquiring an additional 102 shares in the last quarter. Scott & Selber Inc. lifted its holdings in shares of Walmart by 3.7% during the 1st quarter. Scott & Selber Inc. now owns 2,920 shares of the retailer’s stock valued at $256,000 after acquiring an additional 105 shares in the last quarter. Capital Advisors Wealth Management LLC lifted its holdings in shares of Walmart by 1.4% during the 1st quarter. Capital Advisors Wealth Management LLC now owns 7,794 shares of the retailer’s stock valued at $684,000 after acquiring an additional 105 shares in the last quarter. Lauterbach Financial Advisors LLC lifted its holdings in shares of Walmart by 1.8% during the 1st quarter. Lauterbach Financial Advisors LLC now owns 5,885 shares of the retailer’s stock valued at $517,000 after acquiring an additional 106 shares in the last quarter. Finally, Baron Silver Stevens Financial Advisors LLC lifted its holdings in shares of Walmart by 1.4% during the 1st quarter. Baron Silver Stevens Financial Advisors LLC now owns 7,799 shares of the retailer’s stock valued at $685,000 after acquiring an additional 106 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently issued reports on WMT. Evercore ISI reaffirmed an “outperform” rating and set a $110.00 price target (up previously from $108.00) on shares of Walmart in a research note on Monday, August 18th. The Goldman Sachs Group boosted 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. Tigress Financial boosted 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. Guggenheim reiterated a “buy” rating and issued a $115.00 price objective (up previously from $112.00) on shares of Walmart in a report on Monday, August 18th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $111.00 price objective on shares of Walmart in a report on Wednesday, September 24th. Thirty research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $112.38.

Insider Activity

In other Walmart news, CTO Suresh Kumar sold 30,000 shares of the company’s stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $103.47, for a total value of $3,104,100.00. Following the completion of the transaction, the chief technology officer owned 1,787,200 shares in the company, valued at approximately $184,921,584. This represents a 1.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated Thursday, August 28th. The stock was sold at an average price of $95.97, for a total transaction of $1,863,353.52. Following the completion of the transaction, the chief executive officer owned 4,392,985 shares of the company’s stock, valued at approximately $421,594,770.45. This trade represents a 0.44% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 151,232 shares of company stock worth $15,083,877 in the last quarter. Company insiders own 0.10% of the company’s stock.

Walmart Price Performance

WMT opened at $101.72 on Friday. The company has a 50-day moving average of $101.15 and a 200-day moving average of $97.06. The company has a market capitalization of $811.00 billion, a P/E ratio of 38.24, a PEG ratio of 4.85 and a beta of 0.67. Walmart Inc. has a 1-year low of $79.37 and a 1-year high of $106.11. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79.

Walmart (NYSE:WMT) last announced its quarterly earnings data 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 net margin of 3.08% and a return on equity of 21.45%. The business had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. During the same period in the prior year, the company earned $0.67 EPS. Walmart’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. Equities analysts expect that Walmart Inc. will post 2.55 EPS for the current fiscal year.

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.