Asset Planning Services Inc. LA ADV Sells 574 Shares of Walmart Inc. $WMT

Asset Planning Services Inc. LA ADV lessened its holdings in Walmart Inc. (NYSE:WMT) by 0.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 99,130 shares of the retailer’s stock after selling 574 shares during the period. Walmart comprises 4.4% of Asset Planning Services Inc. LA ADV’s investment portfolio, making the stock its 4th biggest holding. Asset Planning Services Inc. LA ADV’s holdings in Walmart were worth $8,703,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in WMT. Operose Advisors LLC increased its stake in 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 during the last quarter. Bear Mountain Capital Inc. increased its stake in Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after buying an additional 167 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd increased its stake in Walmart by 432.4% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after buying an additional 294 shares during the last quarter. EQ Wealth Advisors LLC purchased a new stake in Walmart in the 1st quarter valued at about $35,000. Finally, Lipe & Dalton increased its stake in Walmart by 95.2% in the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer’s stock valued at $36,000 after buying an additional 200 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Activity

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated 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 owned 4,412,398 shares in the company, valued at approximately $421,737,000.84. The trade was a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction dated Monday, July 21st. The shares were sold at an average price of $95.14, for a total transaction of $380,560.00. Following the sale, the executive vice president directly owned 1,056,455 shares in the company, valued at $100,511,128.70. The trade was a 0.38% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 121,382 shares of company stock worth $11,718,441 over the last ninety days. 0.10% of the stock is owned by insiders.

Walmart Stock Performance

NYSE WMT opened at $102.64 on Friday. Walmart Inc. has a 52-week low of $77.49 and a 52-week high of $105.30. 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 company has a market capitalization of $818.33 billion, a P/E ratio of 38.59, a P/E/G ratio of 4.82 and a beta of 0.65. The company has a fifty day moving average of $98.61 and a 200-day moving average of $95.37.

Walmart (NYSE:WMT) last issued its earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The business had revenue of $169.34 billion during the quarter, compared to analysts’ expectations of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.Walmart’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the business 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 EPS for the current fiscal year.

Analyst Ratings Changes

WMT has been the subject of several analyst reports. The Goldman Sachs Group increased their price objective on shares of Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a research note on Friday, August 22nd. Evercore ISI restated 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. Robert W. Baird raised their price target on shares of Walmart from $100.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 16th. Tigress Financial raised their price target on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 3rd. Finally, Erste Group Bank upgraded shares of Walmart from a “hold” rating to a “buy” rating in a research note on Tuesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $110.76.

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.