D.A. Davidson & CO. Raises Holdings in Walmart Inc. $WMT

D.A. Davidson & CO. increased its holdings in Walmart Inc. (NASDAQ:WMT) by 2.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 445,638 shares of the retailer’s stock after buying an additional 10,781 shares during the period. D.A. Davidson & CO.’s holdings in Walmart were worth $45,927,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of WMT. Brighton Jones LLC boosted its holdings in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after buying an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in 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 during the last quarter. Peterson Wealth Management lifted its position in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares during the last quarter. Dynamic Technology Lab Private Ltd boosted its stake in Walmart by 120.9% in the first quarter. Dynamic Technology Lab Private Ltd now owns 9,276 shares of the retailer’s stock valued at $814,000 after acquiring an additional 5,076 shares in the last quarter. Finally, Cape Investment Advisory Inc. grew its holdings in Walmart by 34.4% in the first quarter. Cape Investment Advisory Inc. now owns 1,954 shares of the retailer’s stock worth $172,000 after purchasing an additional 500 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

Shares of WMT opened at $112.71 on Tuesday. The business’s 50-day moving average is $108.82 and its two-hundred day moving average is $103.35. The company has a market capitalization of $898.32 billion, a P/E ratio of 39.41, a P/E/G ratio of 5.21 and a beta of 0.66. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $117.45. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. The firm had revenue of $179.50 billion for the quarter, compared to the consensus estimate of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The firm’s quarterly revenue was up 5.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Research analysts predict that Walmart Inc. will post 2.55 earnings per share for the current year.

Insider Buying and Selling

In related news, EVP Daniel J. Bartlett sold 1,425 shares of the stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $117.00, for a total value of $166,725.00. Following the completion of the transaction, the executive vice president directly owned 641,363 shares in the company, valued at approximately $75,039,471. This represents a 0.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP John D. Rainey sold 2,200 shares of Walmart stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $111.23, for a total transaction of $244,706.00. Following the sale, the executive vice president owned 617,318 shares of the company’s stock, valued at approximately $68,664,281.14. This represents a 0.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 125,628 shares of company stock worth $13,690,065 in the last 90 days. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently commented on the company. Guggenheim reiterated a “buy” rating and set a $120.00 price objective (up previously from $115.00) on shares of Walmart in a report on Friday, November 21st. Wells Fargo & Company reiterated an “overweight” rating and issued a $130.00 price target (up from $120.00) on shares of Walmart in a research note on Friday, December 19th. Jefferies Financial Group reissued a “buy” rating on shares of Walmart in a report on Tuesday, December 9th. Robert W. Baird upped their price objective on shares of Walmart from $110.00 to $121.00 and gave the company an “outperform” rating in a report on Friday, November 21st. Finally, Cowen reaffirmed a “buy” rating on shares of Walmart in a research report on Tuesday, December 9th. Thirty-two investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, Walmart presently has an average rating of “Moderate Buy” and a consensus target price of $121.28.

Walmart Company Profile

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.