Motive Wealth Advisors Has $509,000 Stock Holdings in Walmart Inc. $WMT

Motive Wealth Advisors boosted its stake in shares of Walmart Inc. (NYSE:WMT) by 14.3% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 5,207 shares of the retailer’s stock after buying an additional 653 shares during the period. Motive Wealth Advisors’ holdings in Walmart were worth $509,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of WMT. Operose Advisors LLC boosted its stake in Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after purchasing an additional 243 shares during the period. Ridgewood Investments LLC raised its stake 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 during the period. Bear Mountain Capital Inc. lifted its holdings in shares of Walmart by 98.2% in the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after purchasing an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd boosted its position 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 worth $32,000 after buying an additional 294 shares during the period. Finally, EQ Wealth Advisors LLC bought a new position in shares of Walmart during the first quarter worth about $35,000. Institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling

In other news, CTO Suresh Kumar sold 30,000 shares of Walmart stock in a transaction that occurred on 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 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 can be accessed through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the business’s stock in a transaction that occurred on Friday, September 19th. The stock was sold at an average price of $103.83, for a total value of $415,320.00. Following the transaction, the executive vice president directly owned 1,048,455 shares in the company, valued at $108,861,082.65. The trade was a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 131,816 shares of company stock valued at $13,073,594. Insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

WMT has been the topic of a number of recent research reports. Telsey Advisory Group reissued an “outperform” rating and issued a $118.00 target price on shares of Walmart in a research report on Wednesday. Sanford C. Bernstein set a $117.00 price target on shares of Walmart and gave the stock an “outperform” rating in a research note on Friday, August 22nd. Bank of America boosted their price objective on shares of Walmart from $120.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, September 17th. The Goldman Sachs Group increased their target price on shares of Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, August 22nd. Finally, Piper Sandler reaffirmed an “overweight” rating and issued a $111.00 target price on shares of Walmart in a research report on Wednesday. Twenty-nine analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, Walmart has an average rating of “Moderate Buy” and an average price target of $112.38.

Walmart Stock Performance

Shares of WMT opened at $103.03 on Friday. The company has a market cap of $821.41 billion, a PE ratio of 38.73, a price-to-earnings-growth ratio of 4.84 and a beta of 0.65. The firm has a 50-day moving average of $99.99 and a 200-day moving average of $95.92. Walmart Inc. has a one year low of $78.98 and a one 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.

Walmart (NYSE:WMT) last issued its earnings results 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 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 the consensus estimate of $174.02 billion. During the same period in the previous year, the company posted $0.67 earnings per share. The firm’s revenue for the quarter 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 analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

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.