Captrust Financial Advisors Has $165.57 Million Stock Holdings in Williams-Sonoma, Inc. $WSM

Captrust Financial Advisors grew its stake in shares of Williams-Sonoma, Inc. (NYSE:WSM) by 3.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 847,122 shares of the specialty retailer’s stock after purchasing an additional 28,346 shares during the period. Captrust Financial Advisors’ holdings in Williams-Sonoma were worth $165,570,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. True Wealth Design LLC increased its stake in Williams-Sonoma by 111.8% in the 3rd quarter. True Wealth Design LLC now owns 144 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 76 shares in the last quarter. Vermillion & White Wealth Management Group LLC lifted its stake in Williams-Sonoma by 130.8% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 180 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 102 shares in the last quarter. Triumph Capital Management acquired a new position in shares of Williams-Sonoma in the third quarter worth about $37,000. Cary Street Partners Investment Advisory LLC increased its position in shares of Williams-Sonoma by 66.7% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 220 shares of the specialty retailer’s stock worth $43,000 after acquiring an additional 88 shares in the last quarter. Finally, Parkside Financial Bank & Trust increased its position in shares of Williams-Sonoma by 57.2% in the third quarter. Parkside Financial Bank & Trust now owns 228 shares of the specialty retailer’s stock worth $45,000 after acquiring an additional 83 shares in the last quarter. Institutional investors and hedge funds own 99.29% of the company’s stock.

Analyst Ratings Changes

WSM has been the subject of several research analyst reports. Citigroup upped their price target on shares of Williams-Sonoma from $188.00 to $208.00 and gave the company a “neutral” rating in a research report on Friday, March 6th. Telsey Advisory Group reissued an “outperform” rating and set a $220.00 target price on shares of Williams-Sonoma in a research note on Thursday, March 12th. Weiss Ratings raised Williams-Sonoma from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 18th. Evercore set a $215.00 price target on Williams-Sonoma in a report on Tuesday, February 10th. Finally, TD Cowen reissued a “buy” rating and set a $245.00 price target (up from $210.00) on shares of Williams-Sonoma in a research report on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat.com, Williams-Sonoma has an average rating of “Moderate Buy” and an average price target of $203.78.

Insider Buying and Selling at Williams-Sonoma

In related news, CEO Laura Alber sold 35,000 shares of Williams-Sonoma stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $207.39, for a total transaction of $7,258,650.00. Following the completion of the sale, the chief executive officer owned 806,537 shares of the company’s stock, valued at approximately $167,267,708.43. This trade represents a 4.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Karalyn Yearout sold 767 shares of the business’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $205.16, for a total value of $157,357.72. Following the completion of the transaction, the executive vice president owned 13,236 shares in the company, valued at $2,715,497.76. This trade represents a 5.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 1.10% of the company’s stock.

Williams-Sonoma Stock Performance

Williams-Sonoma stock opened at $182.29 on Wednesday. Williams-Sonoma, Inc. has a twelve month low of $130.07 and a twelve month high of $222.00. The firm has a market cap of $21.76 billion, a PE ratio of 20.05, a P/E/G ratio of 2.73 and a beta of 1.64. The firm’s 50 day moving average price is $204.50 and its two-hundred day moving average price is $195.11.

Williams-Sonoma Company Profile

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.