Williams-Sonoma, Inc. $WSM Shares Bought by Tidal Investments LLC

Tidal Investments LLC lifted its holdings in shares of Williams-Sonoma, Inc. (NYSE:WSM) by 45.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 33,553 shares of the specialty retailer’s stock after buying an additional 10,467 shares during the period. Tidal Investments LLC’s holdings in Williams-Sonoma were worth $7,821,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of WSM. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Williams-Sonoma in the fourth quarter valued at approximately $25,000. Atlantic Union Bankshares Corp grew its holdings in Williams-Sonoma by 51.5% during the fourth quarter. Atlantic Union Bankshares Corp now owns 147 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 50 shares during the period. MidFirst Bank purchased a new position in Williams-Sonoma in the fourth quarter worth $30,000. Ballast Advisors LLC purchased a new position in Williams-Sonoma in the first quarter worth $30,000. Finally, Millstone Evans Group LLC lifted its holdings in Williams-Sonoma by 229.4% in the first quarter. Millstone Evans Group LLC now owns 168 shares of the specialty retailer’s stock valued at $31,000 after acquiring an additional 117 shares during the period. 99.29% of the stock is owned by institutional investors and hedge funds.

Williams-Sonoma Stock Performance

Williams-Sonoma stock opened at $226.50 on Friday. Williams-Sonoma, Inc. has a fifty-two week low of $165.51 and a fifty-two week high of $254.89. The firm has a market capitalization of $26.68 billion, a price-to-earnings ratio of 23.18, a price-to-earnings-growth ratio of 2.43 and a beta of 1.47. The stock’s fifty day moving average is $232.09 and its two-hundred day moving average is $209.32.

Williams-Sonoma (NYSE:WSM) last released its quarterly earnings results on Wednesday, August 26th. The specialty retailer reported $2.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.08 by $0.02. Williams-Sonoma had a return on equity of 53.48% and a net margin of 14.73%.The business had revenue of $1.96 billion during the quarter, compared to the consensus estimate of $1.93 billion. During the same quarter in the previous year, the company posted $2.00 EPS. The business’s revenue was up 6.7% on a year-over-year basis. As a group, sell-side analysts forecast that Williams-Sonoma, Inc. will post 9.51 EPS for the current fiscal year.

More Williams-Sonoma News

Here are the key news stories impacting Williams-Sonoma this week:

• Positive Sentiment: Broad earnings-estimate increases: Zacks Research raised its estimates for fiscal 2027 EPS to $9.52 from $9.28 and fiscal 2028 EPS to $10.70 from $10.26. It also lifted estimates for several quarterly periods, including Q2 2028 to $2.44 from $2.19 and Q1 2029 to $2.26 from $2.20. These revisions indicate improving expectations for Williams-Sonoma’s operating performance. MarketBeat analyst estimate report
• Positive Sentiment: Positive cash-flow and value appeal: A recent investment article included Williams-Sonoma among cash-producing companies on its buy list, which may reinforce the stock’s appeal to investors seeking profitable businesses with strong cash generation. Cash-producing stock article
• Neutral Sentiment: Increased investor attention: Williams-Sonoma is currently a trending stock on Zacks.com. The article highlights factors investors should monitor, but it does not announce a material business development or provide a definitive new price target. Williams-Sonoma trending stock article
• Neutral Sentiment: Relative-value discussion: Zacks compared Williams-Sonoma with Alliance Laundry Holdings, leaving investors to weigh which home-furnishings stock offers the better value. The analysis could support WSM if it is viewed as undervalued, but it also highlights valuation as an important consideration. Alliance Laundry Holdings versus Williams-Sonoma value comparison
• Negative Sentiment: Some estimates were reduced: Zacks lowered its Q4 2028 EPS forecast to $3.53 from $3.61 and fiscal 2029 EPS to $11.31 from $11.41. These modest cuts suggest analysts see some uncertainty in longer-term growth, partially offsetting the broader upward revisions.

Insiders Place Their Bets

In other Williams-Sonoma news, EVP Karalyn Yearout sold 1,112 shares of the firm’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $228.49, for a total transaction of $254,080.88. Following the completion of the transaction, the executive vice president directly owned 21,717 shares in the company, valued at approximately $4,962,117.33. This trade represents a 4.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 2,634 shares of company stock worth $632,696. Company insiders own 1.10% of the company’s stock.

Analyst Upgrades and Downgrades

WSM has been the topic of several research analyst reports. Barclays set a $190.00 target price on shares of Williams-Sonoma and gave the stock an “equal weight” rating in a research report on Friday, May 22nd. Morgan Stanley increased their price target on shares of Williams-Sonoma from $210.00 to $240.00 and gave the company an “equal weight” rating in a report on Thursday, August 27th. KeyCorp reissued an “overweight” rating and set a $270.00 price objective (up from $250.00) on shares of Williams-Sonoma in a report on Thursday, August 27th. Guggenheim restated a “neutral” rating on shares of Williams-Sonoma in a research report on Thursday, August 27th. Finally, Seaport Research Partners reaffirmed a “buy” rating on shares of Williams-Sonoma in a report on Friday, August 14th. Ten equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $245.56.

Williams-Sonoma Company Profile

Williams-Sonoma, Inc is a specialty retailer focused on high-quality home furnishings, housewares and lifestyle products. The company sells furniture, bedding, bath goods, lighting, rugs, window treatments, home décor, kitchen equipment, cookware, tabletop products, outdoor furnishings and related accessories through e-commerce platforms, catalogs and retail stores.

The company operates a portfolio of brands that includes Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Mark & Graham and Rejuvenation.