CV Advisors LLC Reduces Stock Position in Walmart Inc. $WMT

CV Advisors LLC lessened its holdings in Walmart Inc. (NYSE:WMT) by 7.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,134 shares of the retailer’s stock after selling 346 shares during the quarter. Walmart makes up about 0.1% of CV Advisors LLC’s holdings, making the stock its 28th largest position. CV Advisors LLC’s holdings in Walmart were worth $404,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Vanguard Group Inc. boosted its stake in Walmart by 0.8% in the first quarter. Vanguard Group Inc. now owns 425,961,042 shares of the retailer’s stock valued at $37,395,120,000 after acquiring an additional 3,224,154 shares in the last quarter. Kingstone Capital Partners Texas LLC boosted its stake in Walmart by 397,264.9% in the second quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock valued at $10,496,702,000 after acquiring an additional 104,488,610 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in Walmart by 30.1% in the first quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock valued at $2,922,770,000 after acquiring an additional 7,706,201 shares in the last quarter. Ameriprise Financial Inc. boosted its stake in Walmart by 1.3% in the first quarter. Ameriprise Financial Inc. now owns 30,874,987 shares of the retailer’s stock valued at $2,710,665,000 after acquiring an additional 387,424 shares in the last quarter. Finally, Invesco Ltd. boosted its stake in Walmart by 2.9% in the first quarter. Invesco Ltd. now owns 29,188,142 shares of the retailer’s stock valued at $2,562,427,000 after acquiring an additional 823,020 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on WMT. Guggenheim restated a “buy” rating and issued a $115.00 price objective (up previously from $112.00) on shares of Walmart in a research note on Monday, August 18th. Wolfe Research began coverage on shares of Walmart in a research note on Thursday, September 18th. They issued an “outperform” rating and a $129.00 price objective for the company. Sanford C. Bernstein set a $117.00 price objective on shares of Walmart and gave the company an “outperform” rating in a research note on Friday, August 22nd. Truist Financial decreased their price objective on shares of Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a research note on Friday, August 22nd. Finally, Bank of America upped their price objective on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a research note on Wednesday, September 17th. Thirty analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, Walmart presently has a consensus rating of “Moderate Buy” and a consensus target price of $112.38.

Insider Activity

In related news, CTO Suresh Kumar sold 30,000 shares of the stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $103.47, for a total transaction of $3,104,100.00. Following the completion of the transaction, the chief technology officer directly owned 1,787,200 shares of the company’s stock, valued at $184,921,584. This represents a 1.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the stock in a transaction dated Tuesday, August 19th. The stock was sold at an average price of $100.96, for a total transaction of $403,840.00. Following the transaction, the executive vice president directly owned 1,052,455 shares of the company’s stock, valued at $106,255,856.80. This represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 151,232 shares of company stock valued at $15,083,877. Company insiders own 0.10% of the company’s stock.

Walmart Price Performance

Shares of WMT opened at $101.86 on Monday. Walmart Inc. has a fifty-two week low of $79.37 and a fifty-two week high of $106.11. The company 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. The firm has a 50-day simple moving average of $101.22 and a 200-day simple moving average of $97.34. 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 (NYSE:WMT) last announced its 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). The business had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.Walmart’s quarterly revenue was up 4.8% on a year-over-year basis. During the same quarter last year, the company posted $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 research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

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.