Peterson Wealth Services Boosts Stock Position in Walmart Inc. $WMT

Peterson Wealth Services lifted its stake in Walmart Inc. (NYSE:WMT) by 1.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 37,169 shares of the retailer’s stock after purchasing an additional 597 shares during the quarter. Walmart comprises about 1.0% of Peterson Wealth Services’ holdings, making the stock its 26th largest holding. Peterson Wealth Services’ holdings in Walmart were worth $3,634,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Operose Advisors LLC raised its holdings 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 acquiring an additional 243 shares during the period. PFS Partners LLC raised its stake in Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after purchasing an additional 233 shares during the period. Bear Mountain Capital Inc. raised its stake in Walmart by 98.2% during the first 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. Clal Insurance Enterprises Holdings Ltd boosted its holdings in Walmart by 432.4% in the 1st 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 during the last quarter. Finally, Ridgewood Investments LLC increased its holdings in shares of Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after buying an additional 115 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

WMT has been the topic of several recent analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $106.00 price target on shares of Walmart in a research note on Friday, August 22nd. Telsey Advisory Group reaffirmed an “outperform” rating and set a $118.00 target price on shares of Walmart in a research note on Wednesday, September 24th. BTIG Research began coverage on shares of Walmart in a research note on Tuesday, October 14th. They issued a “buy” rating and a $120.00 price target on the stock. Piper Sandler restated an “overweight” rating and issued a $111.00 price objective on shares of Walmart in a report on Wednesday, September 24th. Finally, Tigress Financial lifted their target price on shares of Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 3rd. Thirty-one investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $113.07.

Insider Buying and Selling

In other news, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction dated Monday, October 20th. The stock was sold at an average price of $107.75, for a total value of $431,000.00. Following the completion of the transaction, the executive vice president owned 1,044,455 shares in the company, valued at approximately $112,540,026.25. This trade represents a 0.38% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP John D. Rainey sold 2,200 shares of the company’s stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $101.33, for a total transaction of $222,926.00. Following the sale, the executive vice president owned 621,718 shares in the company, valued at $62,998,684.94. The trade was a 0.35% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 151,038 shares of company stock worth $15,525,280 over the last ninety days. Company insiders own 0.10% of the company’s stock.

Walmart Price Performance

Shares of WMT opened at $106.22 on Friday. The company has a market cap of $846.91 billion, a P/E ratio of 39.93, a PEG ratio of 5.03 and a beta of 0.67. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $109.57. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. The firm’s 50 day moving average price is $102.17 and its 200 day moving average price is $98.61.

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