4,233 Shares in Williams-Sonoma, Inc. $WSM Bought by Valtrion Capital Management LLC

Valtrion Capital Management LLC purchased a new stake in shares of Williams-Sonoma, Inc. (NYSE:WSM) during the second quarter, HoldingsChannel reports. The fund purchased 4,233 shares of the specialty retailer’s stock, valued at approximately $987,000. Williams-Sonoma accounts for approximately 0.7% of Valtrion Capital Management LLC’s portfolio, making the stock its 20th largest holding.

Other institutional investors have also bought and sold shares of the company. Atlantic Union Bankshares Corp raised its position in shares of Williams-Sonoma by 51.5% during the 4th quarter. Atlantic Union Bankshares Corp now owns 147 shares of the specialty retailer’s stock valued at $26,000 after buying an additional 50 shares in the last quarter. Mutual Advisors LLC grew its position in Williams-Sonoma by 4.2% in the fourth quarter. Mutual Advisors LLC now owns 1,381 shares of the specialty retailer’s stock worth $247,000 after acquiring an additional 56 shares in the last quarter. Arjuna Capital grew its position in Williams-Sonoma by 1.6% in the fourth quarter. Arjuna Capital now owns 3,564 shares of the specialty retailer’s stock worth $636,000 after acquiring an additional 57 shares in the last quarter. Florida Financial Advisors LLC increased its stake in Williams-Sonoma by 2.3% during the fourth quarter. Florida Financial Advisors LLC now owns 2,534 shares of the specialty retailer’s stock worth $453,000 after acquiring an additional 58 shares during the last quarter. Finally, Valeo Financial Advisors LLC increased its stake in Williams-Sonoma by 4.7% during the fourth quarter. Valeo Financial Advisors LLC now owns 1,357 shares of the specialty retailer’s stock worth $242,000 after acquiring an additional 61 shares during the last quarter. Institutional investors own 99.29% of the company’s stock.

Insider Transactions at Williams-Sonoma

In related news, EVP Karalyn Yearout sold 1,112 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $228.49, for a total value of $254,080.88. Following the transaction, the executive vice president owned 21,717 shares of the company’s stock, valued at $4,962,117.33. This represents a 4.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 3,156 shares of company stock valued at $738,699 over the last quarter. 1.10% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the company. Bank of America reaffirmed a “buy” rating and issued a $261.00 price objective (up from $250.00) on shares of Williams-Sonoma in a research note on Monday. Telsey Advisory Group boosted their target price on Williams-Sonoma from $225.00 to $255.00 and gave the company an “outperform” rating in a research report on Thursday, August 13th. Piper Sandler began coverage on Williams-Sonoma in a report on Monday, July 27th. They set an “overweight” rating and a $253.00 price target on the stock. TD Cowen restated a “buy” rating on shares of Williams-Sonoma in a report on Monday, August 10th. Finally, Wells Fargo & Company raised their price target on Williams-Sonoma from $190.00 to $240.00 and gave the stock an “equal weight” rating in a research report on Tuesday, August 11th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $234.11.

Williams-Sonoma Price Performance

Shares of WSM stock opened at $234.74 on Wednesday. The company has a market capitalization of $27.64 billion, a P/E ratio of 26.29, a P/E/G ratio of 2.61 and a beta of 1.50. The company’s 50-day simple moving average is $232.78 and its two-hundred day simple moving average is $208.00. Williams-Sonoma, Inc. has a one year low of $165.51 and a one year high of $254.89.

Williams-Sonoma Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, August 21st. Investors of record on Friday, July 17th were issued a $0.76 dividend. The ex-dividend date was Friday, July 17th. This represents a $3.04 dividend on an annualized basis and a dividend yield of 1.3%. Williams-Sonoma’s payout ratio is presently 34.04%.

About Williams-Sonoma

Williams‑Sonoma, Inc is a specialty retailer focused on the home and culinary markets, best known for premium cookware, kitchen tools and home furnishings. The company traces its roots to a single cookware store founded by Chuck Williams in 1956 in Sonoma, California, and has evolved into a multi‑brand home furnishings and housewares business. Its merchandise mix spans cookware and kitchen electrics, tabletop and food prep items, furniture, bedding, lighting and decorative accessories designed for both everyday use and higher‑end interiors.

The company operates a portfolio of consumer brands that target distinct segments of the home market.