Capstone Investment Advisors LLC Buys Shares of 5,413 Williams-Sonoma, Inc. $WSM

Capstone Investment Advisors LLC purchased a new stake in Williams-Sonoma, Inc. (NYSE:WSM) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 5,413 shares of the specialty retailer’s stock, valued at approximately $1,262,000.

Other hedge funds have also modified their holdings of the company. IMG Wealth Management Inc. acquired a new stake in shares of Williams-Sonoma during the 2nd quarter worth about $31,000. Caitong International Asset Management Co. Ltd acquired a new position in Williams-Sonoma in the fourth quarter valued at about $25,000. Atlantic Union Bankshares Corp boosted its stake 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 buying an additional 50 shares during the period. Meeder Asset Management Inc. purchased a new position in Williams-Sonoma during the second quarter worth about $35,000. Finally, Ballast Advisors LLC acquired a new stake in shares of Williams-Sonoma during the first quarter valued at about $30,000. 99.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Williams-Sonoma

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

• Positive Sentiment: Results exceeded expectations: Williams-Sonoma reported adjusted EPS of $2.10 versus the approximately $2.05–$2.08 consensus, while revenue rose 6.7% year over year to $1.96 billion, above estimates of roughly $1.93 billion. Williams-Sonoma earnings report
• Positive Sentiment: Comparable sales and guidance improved: Comparable brand revenue grew 6.2%, with every major brand reportedly posting positive comps. Management raised fiscal 2026 revenue guidance to $8.2 billion–$8.4 billion and forecast comparable-brand growth of 4.0%–6.5%, signaling confidence in continued market-share gains. Williams-Sonoma guidance article
• Positive Sentiment: Analysts lifted selected targets: KeyBanc raised its price target to $270, while Royal Bank of Canada reiterated “outperform” with a $260 target. Citigroup also increased its target to $252 from $248, although it maintained a neutral rating. Analyst target updates
• Neutral Sentiment: Wall Street remains divided: Morgan Stanley raised its target to $240 but kept an “equal weight” rating; Guggenheim reaffirmed “neutral,” and Barclays maintained “hold.” This suggests the earnings beat is recognized, but valuation and execution risks remain concerns.
• Negative Sentiment: Tariffs continue to pressure profitability: Adjusted margins declined despite the sales beat, with higher tariff costs creating a risk to earnings if they persist. Housing-market weakness and cautious consumers also remain potential headwinds. Williams-Sonoma tariff and margin article

Williams-Sonoma Stock Up 0.3%

Shares of WSM opened at $238.22 on Friday. The company has a market cap of $28.05 billion, a P/E ratio of 24.38, a PEG ratio of 2.60 and a beta of 1.50. Williams-Sonoma, Inc. has a fifty-two week low of $165.51 and a fifty-two week high of $254.89. The firm’s 50 day moving average price is $233.32 and its 200 day moving average price is $208.30.

Williams-Sonoma (NYSE:WSM) last issued its quarterly earnings results on Wednesday, August 26th. The specialty retailer reported $2.10 EPS for the quarter, beating the consensus estimate of $2.08 by $0.02. The company had revenue of $1.96 billion during the quarter, compared to analysts’ expectations of $1.93 billion. Williams-Sonoma had a net margin of 14.73% and a return on equity of 53.48%. The firm’s revenue was up 6.7% compared to the same quarter last year. During the same quarter last year, the company posted $2.00 EPS. Research analysts forecast that Williams-Sonoma, Inc. will post 9.38 earnings per share for the current year.

Williams-Sonoma Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 21st. Stockholders of record on Friday, July 17th were paid a $0.76 dividend. This represents a $3.04 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, July 17th. Williams-Sonoma’s dividend payout ratio (DPR) is presently 34.04%.

Analysts Set New Price Targets

Several equities analysts have recently commented on WSM shares. The Goldman Sachs Group restated a “buy” rating and issued a $261.00 price objective (up from $230.00) on shares of Williams-Sonoma in a report on Tuesday, August 11th. Jefferies Financial Group set a $275.00 target price on Williams-Sonoma in a research report on Wednesday. Royal Bank Of Canada restated an “outperform” rating and set a $260.00 price target on shares of Williams-Sonoma in a research note on Thursday. Evercore set a $245.00 price target on Williams-Sonoma in a research report on Thursday. Finally, Piper Sandler assumed coverage on Williams-Sonoma in a research note on Monday, July 27th. They issued an “overweight” rating and a $253.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $244.44.

Insider Transactions at Williams-Sonoma

In related news, EVP Karalyn Yearout sold 1,112 shares of the business’s stock in a transaction on Monday, June 15th. The stock was 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 of the company’s stock, valued at $4,962,117.33. The trade was a 4.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 3,156 shares of company stock valued at $738,699 in the last ninety days. Company insiders own 1.10% of the company’s stock.

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.