Williams-Sonoma (NYSE:WSM) Price Target Cut to $225.00 by Analysts at TD Cowen

Williams-Sonoma (NYSE:WSM) had its target price lowered by research analysts at TD Cowen from $250.00 to $225.00 in a research report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the specialty retailer’s stock. TD Cowen’s price target would indicate a potential upside of 24.01% from the company’s previous close.

WSM has been the topic of a number of other research reports. Robert W. Baird dropped their price objective on Williams-Sonoma from $235.00 to $225.00 and set an “outperform” rating on the stock in a report on Thursday. Weiss Ratings raised shares of Williams-Sonoma from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 18th. UBS Group increased their price target on shares of Williams-Sonoma from $175.00 to $185.00 and gave the stock a “neutral” rating in a research note on Wednesday, March 11th. Citigroup lifted their price objective on shares of Williams-Sonoma from $188.00 to $208.00 and gave the company a “neutral” rating in a research note on Friday, March 6th. Finally, Zelman & Associates raised shares of Williams-Sonoma from an “underperform” rating to a “neutral” rating and set a $205.00 target price on the stock in a research report on Thursday, January 29th. One research 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, Williams-Sonoma currently has an average rating of “Moderate Buy” and a consensus target price of $206.17.

Williams-Sonoma Stock Down 1.4%

Shares of Williams-Sonoma stock traded down $2.67 on Thursday, hitting $181.43. 535,852 shares of the company traded hands, compared to its average volume of 1,123,625. Williams-Sonoma has a 12-month low of $130.07 and a 12-month high of $222.00. The company has a market cap of $21.66 billion, a PE ratio of 19.96, a PEG ratio of 2.73 and a beta of 1.64. The company has a 50-day moving average price of $204.34 and a 200 day moving average price of $195.04.

Williams-Sonoma (NYSE:WSM) last announced its quarterly earnings data on Wednesday, March 18th. The specialty retailer reported $3.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.90 by $0.14. Williams-Sonoma had a return on equity of 53.10% and a net margin of 14.30%.The business had revenue of $2.36 billion during the quarter, compared to analyst estimates of $2.41 billion. During the same period last year, the company earned $3.28 earnings per share. Williams-Sonoma’s quarterly revenue was down 4.3% compared to the same quarter last year. Equities research analysts anticipate that Williams-Sonoma will post 8.36 EPS for the current year.

Insider Buying and Selling at Williams-Sonoma

In other Williams-Sonoma news, CEO Laura Alber sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $183.04, for a total value of $3,660,800.00. Following the completion of the sale, the chief executive officer owned 786,537 shares in the company, valued at approximately $143,967,732.48. This trade represents a 2.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Karalyn Yearout sold 767 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $205.16, for a total value of $157,357.72. Following the sale, the executive vice president owned 13,236 shares in the company, valued at approximately $2,715,497.76. This represents a 5.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 55,767 shares of company stock worth $11,076,808. 1.10% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Rockefeller Capital Management L.P. boosted its holdings in Williams-Sonoma by 15.3% during the fourth quarter. Rockefeller Capital Management L.P. now owns 6,469 shares of the specialty retailer’s stock valued at $1,155,000 after purchasing an additional 860 shares in the last quarter. World Investment Advisors grew its position in Williams-Sonoma by 21.0% in the fourth quarter. World Investment Advisors now owns 2,257 shares of the specialty retailer’s stock valued at $403,000 after acquiring an additional 391 shares during the period. Corient Private Wealth LLC increased its position in shares of Williams-Sonoma by 13.2% during the 4th quarter. Corient Private Wealth LLC now owns 132,471 shares of the specialty retailer’s stock worth $23,668,000 after purchasing an additional 15,452 shares in the last quarter. Strategic Advisory Partners LLC bought a new position in shares of Williams-Sonoma in the fourth quarter valued at approximately $209,000. Finally, Caitong International Asset Management Co. Ltd bought a new position in Williams-Sonoma in the 4th quarter valued at $70,000. 99.29% of the stock is owned by institutional investors.

Williams-Sonoma News Roundup

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

• Positive Sentiment: Q4 earnings beat and strong profitability — WSM reported $3.04 EPS vs. ~ $2.90 expected and delivered high operating margins/ROE, which underpinned investor confidence. Read More.
• Positive Sentiment: 15% dividend increase and continued buybacks — The board raised the quarterly dividend to $0.76 and management highlighted sizable share‑repurchases, both supporting shareholder returns and implied cash‑flow strength. Read More.
• Positive Sentiment: Analyst backing and upside targets — Several firms (e.g., TD Cowen) reiterated/raised Buy ratings and price targets, giving the stock measurable upside in analyst models. Read More.
• Neutral Sentiment: Management outlook is constructive but execution‑sensitive — WSM guided to positive comparable‑sales (2%–6%) and mid‑teens operating margins for FY2026, which reassures investors but depends on sustaining demand and cost control. Read More.
• Negative Sentiment: Revenue miss and YOY decline — Total Q4 revenue of ~$2.36B missed consensus (~$2.41B) and fell about ~4% year‑over‑year, pressuring top‑line growth narratives. Read More.
• Negative Sentiment: Tariffs, housing headwinds and margin pressure — Management acknowledged tariff impacts and weaker segments (Pottery Barn), creating uncertainty around margin recovery even as overall margins held up better than feared. Read More.
• Negative Sentiment: Insider selling — CEO Laura Alber sold 20,000 shares (~$3.66M), which some investors interpret as a modest negative signal on near‑term convictions despite her large remaining stake. Read More.

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.