Pinion Investment Advisors LLC Has $2.21 Million Stake in Walmart Inc. $WMT

Pinion Investment Advisors LLC cut its position in Walmart Inc. (NYSE:WMT) by 50.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 22,633 shares of the retailer’s stock after selling 23,141 shares during the quarter. Walmart accounts for about 0.8% of Pinion Investment Advisors LLC’s portfolio, making the stock its 28th largest holding. Pinion Investment Advisors LLC’s holdings in Walmart were worth $2,213,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in WMT. Operose Advisors LLC raised its position in shares of Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after buying an additional 243 shares in the last quarter. PFS Partners LLC increased its position in Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after purchasing an additional 233 shares in the last quarter. Bear Mountain Capital Inc. increased its position in Walmart by 98.2% during the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock worth $32,000 after purchasing an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd increased its position in Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock worth $32,000 after purchasing an additional 294 shares in the last quarter. Finally, Ridgewood Investments LLC increased its position in Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after purchasing an additional 115 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on WMT shares. Guggenheim reiterated a “buy” rating and set a $115.00 price objective (up from $112.00) on shares of Walmart in a research report on Monday, August 18th. Mizuho reiterated an “outperform” rating and set a $115.00 price objective on shares of Walmart in a research report on Wednesday, August 13th. Royal Bank Of Canada reiterated an “outperform” rating and set a $106.00 price objective on shares of Walmart in a research report on Friday, August 22nd. Telsey Advisory Group reissued an “outperform” rating and set a $118.00 target price on shares of Walmart in a report on Wednesday, September 24th. Finally, Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. Thirty investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, Walmart has a consensus rating of “Moderate Buy” and a consensus price target of $112.38.

Insider Buying and Selling

In other news, EVP Kathryn J. Mclay sold 4,000 shares of the company’s stock in a transaction on Friday, September 19th. The shares were sold at an average price of $103.83, for a total value of $415,320.00. Following the sale, the executive vice president directly owned 1,048,455 shares of the company’s stock, valued at approximately $108,861,082.65. This represents a 0.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, September 18th. The shares were sold at an average price of $103.74, for a total transaction of $1,361,587.50. Following the completion of the sale, the executive vice president directly owned 906,064 shares in the company, valued at approximately $93,995,079.36. This represents a 1.43% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 151,232 shares of company stock worth $15,083,877. Corporate insiders own 0.10% of the company’s stock.

Walmart Trading Up 0.1%

NYSE:WMT opened at $101.86 on Friday. The firm’s fifty day moving average is $101.22 and its 200-day moving average is $97.18. 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 Inc. has a 52 week low of $79.37 and a 52 week high of $106.11. The firm has a market cap of $812.10 billion, a P/E ratio of 38.29, a P/E/G ratio of 4.80 and a beta of 0.67.

Walmart (NYSE:WMT) last posted its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 EPS 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 firm had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same period in the prior year, the company posted $0.67 earnings per share. The company’s revenue for the quarter was up 4.8% compared to the same quarter last year. 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 earnings per share for the current year.

Walmart Profile

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.