Fiduciary Family Office LLC Has $2.49 Million Stock Position in Walmart Inc. $WMT

Fiduciary Family Office LLC reduced its stake in shares of Walmart Inc. (NYSE:WMT) by 1.8% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 25,509 shares of the retailer’s stock after selling 475 shares during the quarter. Walmart accounts for 0.8% of Fiduciary Family Office LLC’s holdings, making the stock its 18th biggest holding. Fiduciary Family Office LLC’s holdings in Walmart were worth $2,494,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of WMT. Brighton Jones LLC lifted its position in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after buying an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after buying an additional 485 shares during the last quarter. Mainstream Capital Management LLC lifted its position in shares of Walmart by 13.6% during the 1st quarter. Mainstream Capital Management LLC now owns 12,345 shares of the retailer’s stock worth $1,084,000 after buying an additional 1,474 shares during the last quarter. GAMMA Investing LLC lifted its position in shares of Walmart by 13.9% during the 1st quarter. GAMMA Investing LLC now owns 90,440 shares of the retailer’s stock worth $7,940,000 after buying an additional 11,018 shares during the last quarter. Finally, Center for Financial Planning Inc. lifted its position in shares of Walmart by 7.6% during the 1st quarter. Center for Financial Planning Inc. now owns 10,885 shares of the retailer’s stock worth $956,000 after buying an additional 771 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Insider Activity at Walmart

In other news, CTO Suresh Kumar sold 30,000 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief technology officer directly owned 1,787,200 shares in the company, valued at $184,921,584. This trade represents a 1.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP John D. Rainey sold 2,200 shares of the firm’s stock in a transaction dated Tuesday, September 2nd. The stock was sold at an average price of $97.37, for a total value of $214,214.00. Following the transaction, the executive vice president owned 623,918 shares of the company’s stock, valued at $60,750,895.66. This trade represents a 0.35% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 147,038 shares of company stock valued at $14,869,054 over the last ninety days. Insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently weighed in on WMT shares. Royal Bank Of Canada restated an “outperform” rating and set a $106.00 price objective on shares of Walmart in a research report on Friday, August 22nd. Wolfe Research initiated coverage on Walmart in a research report on Thursday, September 18th. They issued an “outperform” rating and a $129.00 target price for the company. Truist Financial dropped their target price on Walmart from $111.00 to $109.00 and set a “buy” rating for the company in a research report on Friday, August 22nd. Telsey Advisory Group reiterated an “outperform” rating and issued a $118.00 target price on shares of Walmart in a research report on Wednesday, September 24th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $111.00 target price on shares of Walmart in a research report on Wednesday, September 24th. Thirty-one investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $112.63.

Walmart Price Performance

Shares of WMT opened at $107.06 on Tuesday. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $109.57. 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 capitalization of $853.60 billion, a price-to-earnings ratio of 40.25, a price-to-earnings-growth ratio of 5.08 and a beta of 0.67. The business has a 50-day moving average of $101.75 and a 200-day moving average of $98.16.

Walmart (NYSE:WMT) last issued its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The company had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. During the same quarter last year, the business earned $0.67 earnings per share. Walmart’s revenue was up 4.8% compared to the same quarter last year. 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 anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

About Walmart

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.