Optimum Investment Advisors Sells 225 Shares of Walmart Inc. $WMT

Optimum Investment Advisors trimmed its position in shares of Walmart Inc. (NYSE:WMT) by 0.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 27,246 shares of the retailer’s stock after selling 225 shares during the quarter. Walmart makes up about 1.2% of Optimum Investment Advisors’ investment portfolio, making the stock its 16th biggest position. Optimum Investment Advisors’ holdings in Walmart were worth $2,664,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. Conservest Capital Advisors Inc. grew its stake in shares of Walmart by 3.6% during the second quarter. Conservest Capital Advisors Inc. now owns 4,341 shares of the retailer’s stock valued at $424,000 after purchasing an additional 150 shares during the last quarter. Interchange Capital Partners LLC grew its stake in shares of Walmart by 9.8% during the second quarter. Interchange Capital Partners LLC now owns 7,928 shares of the retailer’s stock valued at $775,000 after purchasing an additional 705 shares during the last quarter. Stegent Equity Advisors Inc. bought a new stake in shares of Walmart during the second quarter valued at approximately $492,000. Linden Thomas Advisory Services LLC grew its stake in shares of Walmart by 2.3% during the second quarter. Linden Thomas Advisory Services LLC now owns 43,880 shares of the retailer’s stock valued at $4,291,000 after purchasing an additional 968 shares during the last quarter. Finally, Graybill Wealth Management LTD. grew its stake in shares of Walmart by 1.5% during the second quarter. Graybill Wealth Management LTD. now owns 12,461 shares of the retailer’s stock valued at $1,218,000 after purchasing an additional 185 shares during the last quarter. 26.76% of the stock is owned by institutional investors.

Insider Activity

In other news, EVP Kathryn J. Mclay sold 4,000 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president owned 1,048,455 shares in the company, valued at approximately $108,861,082.65. This trade represents a 0.38% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $98.55, for a total transaction of $1,293,468.75. Following the completion of the sale, the executive vice president owned 919,189 shares of the company’s stock, valued at $90,586,075.95. This trade represents a 1.41% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 151,038 shares of company stock worth $15,525,280. Insiders own 0.10% of the company’s stock.

Walmart Stock Down 0.6%

Shares of WMT stock opened at $106.22 on Friday. The firm has a fifty day moving average of $102.17 and a 200-day moving average of $98.73. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. Walmart Inc. has a 12-month low of $79.81 and a 12-month high of $109.57. The company has a market capitalization of $846.91 billion, a price-to-earnings ratio of 39.93, a P/E/G ratio of 5.00 and a beta of 0.67.

Walmart (NYSE:WMT) last issued 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 company had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm’s revenue was up 4.8% on a year-over-year basis. During the same period in the prior year, the company earned $0.67 EPS. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. As a group, equities research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms have recently commented on WMT. UBS Group reissued a “buy” rating and set a $122.00 price target (up from $110.00) on shares of Walmart in a research note on Thursday. DA Davidson set a $117.00 price objective on shares of Walmart in a report on Wednesday, October 15th. Piper Sandler restated an “overweight” rating and issued a $111.00 price objective on shares of Walmart in a report on Wednesday, September 24th. 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. Finally, Evercore ISI restated an “outperform” rating and issued a $111.00 price objective (up from $110.00) on shares of Walmart in a report on Tuesday. Thirty-one equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Walmart currently has an average rating of “Moderate Buy” and a consensus target price of $113.07.

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.