Ameliora Wealth Management Ltd. Sells 7,643 Shares of Walmart Inc. $WMT

Ameliora Wealth Management Ltd. lowered its position in Walmart Inc. (NASDAQ:WMT) by 19.3% during the 1st quarter, Holdings Channel reports. The firm owned 31,925 shares of the retailer’s stock after selling 7,643 shares during the quarter. Walmart comprises approximately 1.3% of Ameliora Wealth Management Ltd.’s investment portfolio, making the stock its 24th largest holding. Ameliora Wealth Management Ltd.’s holdings in Walmart were worth $3,968,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Entrust Financial LLC bought a new position in shares of Walmart during the 4th quarter worth $27,000. Merkkuri Wealth Advisors LLC bought a new stake in shares of Walmart in the first quarter valued at about $29,000. Beacon Financial Strategies CORP purchased a new stake in Walmart in the fourth quarter worth about $30,000. Bay Harbor Wealth Management LLC lifted its stake in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares during the period. Finally, Clayton Financial Group LLC grew its holdings in Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after acquiring an additional 193 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Walmart

In other news, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the sale, the executive vice president owned 120,203 shares in the company, valued at approximately $14,300,550.91. This represents a 8.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. The trade was a 8.74% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 100,730 shares of company stock valued at $12,444,624. Corporate insiders own 0.09% of the company’s stock.

Walmart Trading Down 1.2%

NASDAQ WMT opened at $113.26 on Wednesday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The firm has a market cap of $901.33 billion, a PE ratio of 39.74, a price-to-earnings-growth ratio of 4.27 and a beta of 0.59. The company has a 50 day moving average price of $123.25 and a 200 day moving average price of $122.22. Walmart Inc. has a 52 week low of $94.23 and a 52 week high of $135.15.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. Walmart’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, sell-side analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Wall Street Analyst Weigh In

WMT has been the topic of a number of recent research reports. Freedom Capital upgraded shares of Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. Wolfe Research reissued an “outperform” rating and issued a $137.00 price objective (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a report on Monday, June 8th. Guggenheim increased their target price on Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Finally, BTIG Research reiterated a “buy” rating and issued a $145.00 price target on shares of Walmart in a report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Key Stories 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

About Walmart

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.