Vident Advisory LLC Reduces Position in Walmart Inc. $WMT

Vident Advisory LLC lessened its stake in shares of Walmart Inc. (NYSE:WMT) by 25.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 378,831 shares of the retailer’s stock after selling 129,945 shares during the quarter. Vident Advisory LLC’s holdings in Walmart were worth $33,258,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in WMT. Eagle Capital Management LLC raised its holdings in shares of Walmart by 9.1% during the fourth quarter. Eagle Capital Management LLC now owns 3,861 shares of the retailer’s stock valued at $349,000 after acquiring an additional 321 shares in the last quarter. Brighton Jones LLC raised its holdings in shares of Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares in the last quarter. Highview Capital Management LLC DE raised its holdings in shares of Walmart by 4.9% during the fourth quarter. Highview Capital Management LLC DE now owns 36,945 shares of the retailer’s stock valued at $3,338,000 after acquiring an additional 1,720 shares in the last quarter. Finally, Freestone Grove Partners LP bought a new position in shares of Walmart during the fourth quarter valued at approximately $48,350,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Activity at Walmart

In related news, EVP Daniel J. Bartlett sold 1,655 shares of the stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $100.38, for a total transaction of $166,128.90. Following the sale, the executive vice president directly owned 647,578 shares of the company’s stock, valued at approximately $65,003,879.64. This represents a 0.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $98.55, for a total transaction of $1,293,468.75. Following the sale, the executive vice president directly owned 919,189 shares in the company, valued at $90,586,075.95. This trade represents a 1.41% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 101,966 shares of company stock worth $9,858,673 in the last ninety days. 0.10% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Erste Group Bank upgraded Walmart from a “hold” rating to a “buy” rating in a report on Tuesday, August 5th. The Goldman Sachs Group upped their target price on Walmart from $101.00 to $114.00 and gave the company a “buy” rating in a report on Friday, August 22nd. Royal Bank Of Canada restated an “outperform” rating and set a $106.00 target price on shares of Walmart in a report on Friday, August 22nd. Sanford C. Bernstein set a $117.00 target price on Walmart and gave the company an “outperform” rating in a report on Friday, August 22nd. Finally, Guggenheim restated a “buy” rating and set a $115.00 target price (up previously from $112.00) on shares of Walmart in a report on Monday, August 18th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $110.59.

Walmart Price Performance

WMT opened at $96.11 on Friday. Walmart Inc. has a 12-month low of $75.67 and a 12-month high of $105.30. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The stock has a fifty day simple moving average of $98.11 and a two-hundred day simple moving average of $95.45. The company has a market cap of $767.02 billion, a price-to-earnings ratio of 36.13, a price-to-earnings-growth ratio of 4.62 and a beta of 0.66.

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 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 firm had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. During the same quarter in the previous year, the firm earned $0.67 EPS. The business’s revenue for the quarter 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. Research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Company 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.