Roxbury Financial LLC Sells 572 Shares of Walmart Inc. $WMT

Roxbury Financial LLC decreased its position in Walmart Inc. (NYSE:WMT) by 2.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,064 shares of the retailer’s stock after selling 572 shares during the quarter. Walmart accounts for 2.0% of Roxbury Financial LLC’s portfolio, making the stock its 13th largest position. Roxbury Financial LLC’s holdings in Walmart were worth $2,060,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Operose Advisors LLC grew 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 valued at $28,000 after purchasing an additional 243 shares during the last quarter. Bear Mountain Capital Inc. increased 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 worth $32,000 after buying an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd lifted its stake in shares of 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 acquiring an additional 294 shares during the last quarter. EQ Wealth Advisors LLC purchased a new stake in Walmart during the 1st quarter valued at about $35,000. Finally, Lipe & Dalton grew its position in Walmart by 95.2% during the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer’s stock worth $36,000 after acquiring an additional 200 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Up 0.8%

WMT stock opened at $103.48 on Friday. Walmart Inc. has a fifty-two week low of $77.49 and a fifty-two week high of $105.30. The company has a market capitalization of $825.03 billion, a price-to-earnings ratio of 38.90, a price-to-earnings-growth ratio of 4.93 and a beta of 0.65. The business’s 50 day moving average price is $98.71 and its two-hundred day moving average price is $95.40. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79.

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

Insider Buying and Selling at Walmart

In other Walmart news, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Friday, June 20th. The shares were sold at an average price of $95.85, for a total transaction of $1,258,031.25. Following the completion of the transaction, the executive vice president owned 945,434 shares of the company’s stock, valued at approximately $90,619,848.90. This trade represents a 1.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP John D. Rainey sold 2,200 shares of the business’s stock in a transaction that occurred on Friday, August 1st. The stock was sold at an average price of $98.30, for a total value of $216,260.00. Following the completion of the sale, the executive vice president directly owned 626,118 shares in the company, valued at approximately $61,547,399.40. This represents a 0.35% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 121,382 shares of company stock valued at $11,718,441 in the last quarter. 0.10% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on WMT. Guggenheim reissued a “buy” rating and set a $115.00 price objective (up previously from $112.00) on shares of Walmart in a research note on Monday, August 18th. The Goldman Sachs Group raised their price target on shares of Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, August 22nd. KeyCorp upped their price objective on shares of Walmart from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Monday, June 9th. Royal Bank Of Canada reissued an “outperform” rating and issued a $106.00 target price on shares of Walmart in a research note on Friday, August 22nd. Finally, Sanford C. Bernstein set a $117.00 price target on Walmart and gave the company an “outperform” rating in a research report on Friday, August 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $110.76.

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.