Brandywine Oak Private Wealth LLC Increases Stock Holdings in Walmart Inc. $WMT

Brandywine Oak Private Wealth LLC grew its holdings in shares of Walmart Inc. (NYSE:WMT) by 7.1% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 14,268 shares of the retailer’s stock after purchasing an additional 946 shares during the quarter. Brandywine Oak Private Wealth LLC’s holdings in Walmart were worth $1,395,000 as of its most recent filing with the Securities & Exchange Commission.

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

Analyst Ratings Changes

Several equities analysts have weighed in on WMT shares. Erste Group Bank raised shares of Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. Piper Sandler reaffirmed an “overweight” rating and issued a $111.00 target price on shares of Walmart in a report on Wednesday, September 24th. Telsey Advisory Group reiterated an “outperform” rating and issued a $118.00 price target on shares of Walmart in a research note on Wednesday, September 24th. Evercore ISI restated an “outperform” rating and issued a $110.00 price objective (up from $108.00) on shares of Walmart in a research report on Monday, August 18th. Finally, JPMorgan Chase & Co. cut their target price on Walmart from $130.00 to $127.00 and set an “overweight” rating for the company in a research report on Friday, August 22nd. Thirty investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $112.38.

Walmart Stock Up 0.1%

Shares of WMT opened at $101.86 on Friday. The stock has a market capitalization of $812.10 billion, a price-to-earnings ratio of 38.29, a price-to-earnings-growth ratio of 4.80 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 business’s 50 day simple moving average is $101.22 and its 200-day simple moving average is $97.18. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23.

Walmart (NYSE:WMT) last announced its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing the consensus estimate of $0.74 by ($0.06). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same quarter in the prior year, the firm posted $0.67 EPS. The company’s revenue for the quarter 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. As a group, equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Walmart news, CTO Suresh Kumar sold 30,000 shares of the business’s stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the sale, the chief technology officer directly owned 1,787,200 shares of the company’s stock, valued at $184,921,584. The trade was a 1.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 19th. The shares were sold at an average price of $100.96, for a total value of $403,840.00. Following the sale, the executive vice president owned 1,052,455 shares in the company, valued at approximately $106,255,856.80. This trade represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 151,232 shares of company stock worth $15,083,877. Insiders own 0.10% of the company’s stock.

Walmart Company 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.