Apollon Wealth Management LLC raised its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 18.3% in the first quarter, Holdings Channel reports. The fund owned 407,717 shares of the retailer’s stock after buying an additional 63,125 shares during the period. Walmart accounts for approximately 0.8% of Apollon Wealth Management LLC’s investment portfolio, making the stock its 27th largest holding. Apollon Wealth Management LLC’s holdings in Walmart were worth $50,671,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also bought and sold shares of WMT. Vicus Capital boosted its holdings in shares of Walmart by 17.4% during the 1st quarter. Vicus Capital now owns 9,810 shares of the retailer’s stock worth $1,219,000 after purchasing an additional 1,452 shares during the last quarter. Riverbend Wealth Management LLC boosted its stake in Walmart by 7.1% during the first quarter. Riverbend Wealth Management LLC now owns 13,734 shares of the retailer’s stock worth $1,707,000 after buying an additional 909 shares during the last quarter. Wetzel Investment Advisors Inc. grew its holdings in Walmart by 22.3% in the 1st quarter. Wetzel Investment Advisors Inc. now owns 20,227 shares of the retailer’s stock valued at $2,519,000 after buying an additional 3,685 shares in the last quarter. Patton Fund Management Inc. grew its holdings in Walmart by 1,040.3% in the 1st quarter. Patton Fund Management Inc. now owns 25,976 shares of the retailer’s stock valued at $3,228,000 after buying an additional 23,698 shares in the last quarter. Finally, LifeSteps Financial Inc. increased its stake in shares of Walmart by 13.0% in the 1st quarter. LifeSteps Financial Inc. now owns 11,167 shares of the retailer’s stock worth $1,388,000 after acquiring an additional 1,285 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.
Key Headlines Impacting Walmart
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Walmart said usage of its AI assistant Sparky has doubled, and the tool appears to be helping drive larger digital baskets, which supports the company’s omnichannel growth story. Walmart’s Sparky Usage Doubles: Is AI Driving Bigger Orders?
- Positive Sentiment: Walmart+ fuel discounts remain a popular membership perk, highlighting continued engagement with the subscription program and potential support for retention and recurring revenue. Walmart+ Executive Says Fuel Discounts Supercharge Member Engagement
- Positive Sentiment: Walmart is expanding in-house career pathways to train opticians, a move that could ease labor shortages in its Vision Center and Sam’s Club optical businesses while supporting service expansion. Walmart Expands In-House Career Pathways to Train Opticians
- Neutral Sentiment: Walmart is drawing elevated investor attention, but the coverage mainly reflects renewed interest rather than a clear new fundamental driver. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: Recent commentary notes Walmart’s shares are being compared with peers like Costco, underscoring that investors are still debating the best retail valuation and growth mix rather than reacting to a company-specific shock. Walmart vs Costco: This Is The Better Stock To Buy
- Negative Sentiment: One article says Walmart’s valuation remains rich relative to its growth outlook, which may be pressuring the stock as investors question how much upside is left at current levels. Walmart (WMT) Stock Weighs Rich Valuation Against E-Commerce And Store Investment Potential
- Negative Sentiment: The stock also slipped in the latest session despite a broader market uptick, reinforcing near-term selling pressure. Walmart (WMT) Stock Falls Amid Market Uptick: What Investors Need to Know
Wall Street Analyst Weigh In
Get Our Latest Research Report on WMT
Walmart Trading Down 1.2%
NASDAQ WMT opened at $113.26 on Wednesday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The firm has a market cap of $901.33 billion, a price-to-earnings ratio of 39.74, a PEG ratio of 4.27 and a beta of 0.59. The firm has a 50 day simple moving average of $123.25 and a 200-day simple moving average of $122.22. Walmart Inc. has a one year low of $94.23 and a one year high of $135.15.
Walmart (NASDAQ:WMT – Get Free Report) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. The business had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Equities research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.
Insider Transactions at Walmart
In related news, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. This trade represents a 8.38% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the completion of the sale, the chief executive officer directly owned 674,162 shares of the company’s stock, valued at approximately $84,162,384.08. This trade represents a 1.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 100,730 shares of company stock worth $12,444,624. Insiders own 0.09% of the company’s stock.
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.
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