Cyndeo Wealth Partners LLC Trims Position in Walmart Inc. $WMT

Cyndeo Wealth Partners LLC decreased its stake in shares of Walmart Inc. (NYSE:WMT) by 1.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 58,610 shares of the retailer’s stock after selling 928 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in Walmart were worth $5,731,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of WMT. Operose Advisors LLC grew its position in shares of Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after buying an additional 243 shares in the last quarter. PFS Partners LLC increased its position in Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after purchasing an additional 233 shares during the period. Ridgewood Investments LLC raised its holdings in shares of Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after purchasing an additional 115 shares in the last quarter. Bear Mountain Capital Inc. lifted its position in shares of Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock worth $32,000 after purchasing an additional 167 shares during the period. Finally, Clal Insurance Enterprises Holdings Ltd boosted its stake in shares of Walmart by 432.4% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after purchasing an additional 294 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Walmart

In other Walmart news, CTO Suresh Kumar sold 30,000 shares of Walmart stock in a transaction that occurred on 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 sale, the chief technology officer directly owned 1,787,200 shares in the company, valued at approximately $184,921,584. The trade was a 1.65% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, 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 completion of the sale, the chief executive officer owned 4,392,985 shares in the company, valued at $421,594,770.45. The trade was a 0.44% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 151,232 shares of company stock valued at $15,083,877. 0.10% of the stock is owned by corporate insiders.

Walmart Price Performance

NYSE WMT opened at $101.86 on Friday. The stock’s fifty day moving average price is $101.22 and its 200 day moving average price is $97.18. Walmart Inc. has a 1 year low of $79.37 and a 1 year high of $106.11. 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 company has a market cap of $812.10 billion, a price-to-earnings ratio of 38.29, a PEG ratio of 4.80 and a beta of 0.67.

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

Analyst Ratings Changes

A number of equities analysts recently commented on WMT shares. Guggenheim reissued 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. Bank of America upped their price objective on Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, September 17th. Mizuho reiterated an “outperform” rating and issued a $115.00 target price on shares of Walmart in a research note on Wednesday, August 13th. Telsey Advisory Group reissued an “outperform” rating and set a $118.00 price target on shares of Walmart in a research report on Wednesday, September 24th. Finally, Wolfe Research initiated coverage on shares of Walmart in a research report on Thursday, September 18th. They issued an “outperform” rating and a $129.00 price objective on the stock. Thirty investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $112.38.

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.