Davidson Investment Advisors Decreases Stock Position in Walmart Inc. $WMT

Davidson Investment Advisors cut its stake in Walmart Inc. (NYSE:WMT) by 49.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 279,751 shares of the retailer’s stock after selling 271,329 shares during the period. Walmart comprises about 1.2% of Davidson Investment Advisors’ holdings, making the stock its 26th largest holding. Davidson Investment Advisors’ holdings in Walmart were worth $27,354,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Weatherly Asset Management L. P. boosted its holdings in Walmart by 7.0% in the second quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock valued at $5,489,000 after purchasing an additional 3,696 shares during the period. Gerber Kawasaki Wealth & Investment Management lifted its holdings in Walmart by 34.6% during the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock worth $3,355,000 after buying an additional 9,831 shares during the last quarter. Ally Financial Inc. purchased a new stake in Walmart during the 1st quarter worth about $2,107,000. Night Squared LP purchased a new stake in Walmart during the 1st quarter worth about $1,052,000. Finally, Monument Capital Management lifted its holdings in Walmart by 94.2% during the 1st quarter. Monument Capital Management now owns 55,004 shares of the retailer’s stock worth $4,829,000 after buying an additional 26,685 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Stock Up 1.7%

Walmart stock opened at $109.05 on Thursday. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $109.56. 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 $869.45 billion, a P/E ratio of 41.00, a PEG ratio of 5.05 and a beta of 0.67. The stock has a 50-day simple moving average of $101.55 and a 200-day simple moving average of $97.61.

Walmart (NYSE:WMT) last issued its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.74 by ($0.06). The company had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The business’s revenue was up 4.8% on a year-over-year basis. During the same quarter last year, the firm 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. Equities research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Transactions at Walmart

In related news, CTO Suresh Kumar sold 30,000 shares of the business’s stock in a transaction dated Friday, September 12th. The stock was sold at an average price of $103.47, for a total value of $3,104,100.00. Following the transaction, the chief technology officer owned 1,787,200 shares in the company, valued at $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 available at the SEC website. Also, EVP Kathryn J. Mclay sold 4,000 shares of the business’s stock in a transaction dated Friday, September 19th. The shares were sold at an average price of $103.83, for a total value of $415,320.00. Following the completion of the transaction, the executive vice president owned 1,048,455 shares in the company, valued at $108,861,082.65. This trade represents a 0.38% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 136,363 shares of company stock worth $13,668,438 over the last three months. 0.10% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. Tigress Financial lifted their price target on Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, September 3rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a report on Wednesday, October 8th. Truist Financial decreased their price target on Walmart from $111.00 to $109.00 and set a “buy” rating for the company 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, Piper Sandler reissued an “overweight” rating and issued a $111.00 target price on shares of Walmart in a report on Wednesday, September 24th. Thirty-one analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $112.63.

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.