Williams Companies (NYSE:WMB) Updates FY 2026 Earnings Guidance

Williams Companies (NYSE:WMB) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 2.200-2.380 for the period, compared to the consensus EPS estimate of 2.370. The company issued revenue guidance of -.

Williams Companies Price Performance

NYSE:WMB traded up $0.02 during mid-day trading on Monday, reaching $75.56. 7,572,151 shares of the stock were exchanged, compared to its average volume of 6,971,457. The company has a current ratio of 0.53, a quick ratio of 0.48 and a debt-to-equity ratio of 1.83. The business has a fifty day moving average price of $73.14 and a 200 day moving average price of $65.91. Williams Companies has a 1-year low of $55.82 and a 1-year high of $76.87. The firm has a market capitalization of $92.30 billion, a PE ratio of 35.31, a PEG ratio of 1.26 and a beta of 0.61.

Williams Companies (NYSE:WMB) last posted its quarterly earnings data on Monday, May 4th. The pipeline company reported $0.73 earnings per share for the quarter, beating the consensus estimate of $0.65 by $0.08. The company had revenue of $3.03 billion during the quarter, compared to analyst estimates of $3.27 billion. Williams Companies had a net margin of 21.90% and a return on equity of 17.32%. Williams Companies has set its FY 2026 guidance at 2.200-2.380 EPS. Research analysts expect that Williams Companies will post 2.42 earnings per share for the current fiscal year.

Williams Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Friday, June 12th will be issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Friday, June 12th. Williams Companies’s dividend payout ratio (DPR) is presently 98.13%.

Analyst Ratings Changes

Several research analysts have issued reports on WMB shares. Morgan Stanley upped their price target on Williams Companies from $83.00 to $90.00 and gave the company an “overweight” rating in a report on Monday, March 2nd. Weiss Ratings reissued a “buy (b)” rating on shares of Williams Companies in a research note on Friday, March 27th. The Goldman Sachs Group raised Williams Companies from a “neutral” rating to a “buy” rating and set a $82.00 target price on the stock in a research report on Monday, April 20th. UBS Group upped their target price on Williams Companies from $78.00 to $89.00 and gave the company a “buy” rating in a report on Tuesday, February 17th. Finally, Wall Street Zen raised Williams Companies from a “sell” rating to a “hold” rating in a research note on Sunday, April 5th. Four analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, Williams Companies presently has a consensus rating of “Buy” and an average target price of $78.60.

Insider Activity

In other news, SVP Payvand Fazel sold 2,898 shares of the firm’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $73.15, for a total value of $211,988.70. Following the completion of the sale, the senior vice president owned 31,766 shares of the company’s stock, valued at $2,323,682.90. This trade represents a 8.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, SVP Terrance Lane Wilson sold 27,000 shares of Williams Companies stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $72.92, for a total value of $1,968,840.00. Following the transaction, the senior vice president owned 293,159 shares in the company, valued at $21,377,154.28. This represents a 8.43% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 53,369 shares of company stock valued at $3,932,432. 0.47% of the stock is currently owned by company insiders.

Williams Companies News Summary

Here are the key news stories impacting Williams Companies this week:

• Positive Sentiment: Q1 earnings beat on EPS: Williams reported $0.73 EPS vs. consensus $0.65, beating expectations and showing solid profitability (net margin ~21.9%, ROE ~17.3%). Investors often reward EPS beats, which likely supported the stock. Press Release
• Positive Sentiment: Record Q1 results: The company announced record first-quarter 2026 results, reinforcing operational strength and cash generation from its pipeline business. Williams Announces Record First-Quarter 2026 Results
• Positive Sentiment: Dividend increase: Williams raised its quarterly dividend by 5% to $0.525/share (annualized $2.10), payable June 29 — a shareholder-friendly move that highlights confidence in cash flows and supports income-oriented investor demand. Dividend Hike Article
• Positive Sentiment: Project completions: Management said several transmission and expansion projects (e.g., Stanfield South, Transco expansions) were placed in service, supporting near-term revenue stability and the company’s fee-based pipeline profile. Earnings Transcript
• Neutral Sentiment: Analyst and media coverage: Several bullish write-ups and “stocks to watch” mentions surfaced after results, which can increase attention but are secondary to fundamental drivers. Benzinga Watchlist
• Negative Sentiment: Revenue missed estimates: Q1 revenue was $3.03B vs. consensus $3.27B, a notable top-line miss that tempers the EPS beat and raises questions on volumes or timing. Press Release
• Negative Sentiment: Slightly light FY26 EPS range: Management set FY2026 EPS guidance at $2.20–$2.38 vs. consensus ~$2.37 — the lower end and wide range may disappoint some growth-focused investors. (Guidance reported with earnings.)
• Negative Sentiment: Insider sale disclosed: An SVP sold 2,000 shares (small relative to holdings), which can draw brief investor attention to insider activity. SEC Filing

Hedge Funds Weigh In On Williams Companies

Several institutional investors and hedge funds have recently bought and sold shares of WMB. Motiv8 Investments LLC purchased a new stake in shares of Williams Companies in the fourth quarter worth approximately $27,000. Kemnay Advisory Services Inc. purchased a new position in Williams Companies during the fourth quarter valued at approximately $29,000. Turning Point Benefit Group Inc. purchased a new position in Williams Companies during the third quarter valued at approximately $46,000. Rakuten Securities Inc. increased its stake in Williams Companies by 99.7% in the 2nd quarter. Rakuten Securities Inc. now owns 767 shares of the pipeline company’s stock valued at $48,000 after buying an additional 383 shares during the period. Finally, Garton & Associates Financial Advisors LLC purchased a new stake in Williams Companies in the 4th quarter worth approximately $52,000. Hedge funds and other institutional investors own 86.44% of the company’s stock.

Williams Companies Company Profile

Williams Companies, Inc (NYSE: WMB) is a U.S.-based energy infrastructure company focused on the midstream segment of the natural gas value chain. The company develops, owns and operates assets that gather, process, transport and store natural gas and natural gas liquids (NGLs). Its operations support the movement of gas from production areas to end users including utilities, power generators, industrial customers and export facilities.

Williams’s product and service offering includes interstate and intrastate pipeline transmission, gas-gathering systems, processing facilities that remove impurities and separate NGLs, storage services and fractionation and transportation of NGL products.