United Asset Strategies Inc. Has $1.07 Million Stock Position in Walmart Inc. $WMT

United Asset Strategies Inc. decreased its position in shares of Walmart Inc. (NYSE:WMT) by 6.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,984 shares of the retailer’s stock after selling 696 shares during the quarter. United Asset Strategies Inc.’s holdings in Walmart were worth $1,074,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Access Investment Management LLC acquired a new stake in Walmart during the 2nd quarter worth approximately $26,000. Operose Advisors LLC raised its stake in shares of Walmart by 319.7% during the first quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock valued at $28,000 after acquiring an additional 243 shares during the last quarter. PFS Partners LLC raised its stake in shares of Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after acquiring an additional 233 shares during the last quarter. Ridgewood Investments LLC lifted its holdings in shares of Walmart by 55.3% during the second quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after purchasing an additional 115 shares during the period. Finally, Bear Mountain Capital Inc. grew its stake 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 purchasing an additional 167 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart Price Performance

WMT stock opened at $103.47 on Thursday. 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’s 50-day moving average is $103.33 and its 200-day moving average is $99.63. The stock has a market capitalization of $824.92 billion, a PE ratio of 38.90, a price-to-earnings-growth ratio of 4.83 and a beta of 0.67. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $109.57.

Walmart (NYSE:WMT) last announced 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 firm had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm’s revenue was up 4.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $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 EPS for the current fiscal year.

Insider Activity

In other Walmart news, EVP John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, August 21st. The stock was sold at an average price of $98.55, for a total value of $1,293,468.75. Following the transaction, the executive vice president owned 919,189 shares of the company’s stock, valued at approximately $90,586,075.95. The trade was a 1.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CTO Suresh Kumar sold 30,000 shares of the firm’s stock in a transaction on Friday, September 12th. The shares were sold at an average price of $103.47, for a total value of $3,104,100.00. Following the sale, the chief technology officer directly owned 1,787,200 shares of the company’s stock, valued at approximately $184,921,584. This represents a 1.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 151,038 shares of company stock valued at $15,531,616 in the last three months. 0.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research analysts have commented on the company. BTIG Research began coverage on Walmart in a report on Tuesday, October 14th. They set a “buy” rating and a $120.00 target price on the stock. Royal Bank Of Canada set a $116.00 price objective on Walmart and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Evercore ISI reissued an “outperform” rating and set a $111.00 target price (up previously from $110.00) on shares of Walmart in a research report on Tuesday, October 21st. Cowen restated a “buy” rating on shares of Walmart in a research report on Monday. Finally, Mizuho reaffirmed an “outperform” rating and issued a $115.00 price objective on shares of Walmart in a research note on Wednesday, August 13th. Thirty-two equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $113.50.

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.