Cerro Pacific Wealth Advisors LLC Has $1.94 Million Stock Position in Walmart Inc. $WMT

Cerro Pacific Wealth Advisors LLC lessened its stake in Walmart Inc. (NYSE:WMT) by 4.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,860 shares of the retailer’s stock after selling 954 shares during the quarter. Cerro Pacific Wealth Advisors LLC’s holdings in Walmart were worth $1,942,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Asset Planning Inc boosted its holdings in shares of Walmart by 6.1% in the 2nd quarter. Asset Planning Inc now owns 3,717 shares of the retailer’s stock valued at $363,000 after buying an additional 215 shares during the last quarter. waypoint wealth counsel boosted its holdings in shares of Walmart by 16.7% in the 2nd quarter. waypoint wealth counsel now owns 6,489 shares of the retailer’s stock valued at $634,000 after buying an additional 930 shares during the last quarter. Investment Advisory Group LLC boosted its holdings in shares of Walmart by 20.7% in the 2nd quarter. Investment Advisory Group LLC now owns 5,557 shares of the retailer’s stock valued at $543,000 after buying an additional 954 shares during the last quarter. Apollon Financial LLC boosted its holdings in shares of Walmart by 13.2% in the 2nd quarter. Apollon Financial LLC now owns 34,966 shares of the retailer’s stock valued at $3,419,000 after buying an additional 4,077 shares during the last quarter. Finally, Apollon Wealth Management LLC boosted its holdings in shares of Walmart by 4.6% in the 2nd quarter. Apollon Wealth Management LLC now owns 336,933 shares of the retailer’s stock valued at $32,945,000 after buying an additional 14,885 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Up 0.1%

WMT stock opened at $101.86 on Monday. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. The stock has a market capitalization of $812.10 billion, a price-to-earnings ratio of 38.29, a PEG ratio of 4.80 and a beta of 0.67. The business’s fifty day moving average price is $101.22 and its two-hundred day moving average price is $97.34. Walmart Inc. has a fifty-two week low of $79.37 and a fifty-two week high of $106.11.

Walmart (NYSE:WMT) last posted its quarterly earnings data 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). The firm 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 quarterly revenue was up 4.8% on a year-over-year basis. 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. On average, equities analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Transactions at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction on 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 transaction, the chief executive officer owned 4,392,985 shares in the company, valued at $421,594,770.45. This trade represents a 0.44% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, July 17th. The stock was sold at an average price of $95.14, for a total value of $1,248,712.50. Following the transaction, the executive vice president owned 932,313 shares in the company, valued at $88,700,258.82. The trade was a 1.39% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 151,232 shares of company stock worth $15,083,877 over the last quarter. 0.10% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have recently commented on WMT shares. Bank of America increased their price objective on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 17th. Erste Group Bank raised Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $106.00 price target on shares of Walmart in a report on Friday, August 22nd. Telsey Advisory Group reaffirmed an “outperform” rating and set a $118.00 price target on shares of Walmart in a report on Wednesday, September 24th. Finally, Wolfe Research began coverage on Walmart in a report on Thursday, September 18th. They set an “outperform” rating and a $129.00 price target for the company. Thirty analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average target price of $112.38.

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.