Sumitomo Mitsui Trust Group Inc. decreased its stake in Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 2.5% during the third quarter, Holdings Channel reports. The institutional investor owned 2,591,875 shares of the pipeline company’s stock after selling 67,691 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in Williams Companies were worth $176,170,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Bank of America Corp DE purchased a new stake in Williams Companies during the second quarter worth $3,320,606,000. Wellington Management Group LLP increased its holdings in shares of Williams Companies by 43.4% in the second quarter. Wellington Management Group LLP now owns 33,097,208 shares of the pipeline company’s stock valued at $2,460,446,000 after purchasing an additional 10,013,946 shares during the last quarter. Amundi boosted its holdings in Williams Companies by 20.9% in the 1st quarter. Amundi now owns 11,710,478 shares of the pipeline company’s stock valued at $852,289,000 after purchasing an additional 2,020,899 shares during the last quarter. Legal & General Group Plc purchased a new stake in shares of Williams Companies in the 2nd quarter valued at approximately $596,077,000. Finally, Kayne Anderson Capital Advisors LP acquired a new stake in shares of Williams Companies during the second quarter worth about $500,305,000. 86.44% of the stock is owned by institutional investors and hedge funds.
Key Headlines Impacting Williams Companies
Here are the key news stories impacting Williams Companies this week:
- Positive Sentiment: Dividend reaffirmed: Williams approved its regular quarterly cash dividend of $0.525 per share, equivalent to $2.10 annually. The payment is scheduled for December 28, 2026, for shareholders of record on December 11. The decision reinforces WMB’s appeal as an income-oriented pipeline investment. How Raised Earnings Estimates At Williams Companies Has Changed Its Investment Story
- Positive Sentiment: Longer-term earnings estimates increased: US Capital Advisors raised its EPS forecasts for the first, second, third and fourth quarters of 2027, as well as full-year 2027 to $2.24 from $2.07 and full-year 2028 to $2.81 from $2.67. The revisions suggest analysts see improving growth potential from Williams’ infrastructure and gathering operations. Williams Companies analyst estimate revisions
- Positive Sentiment: Options activity indicates bullish positioning: Traders purchased a large volume of WMB call options, signaling that some market participants are positioning for additional upside, although options activity does not guarantee a change in fundamentals. Stock Traders Purchase Large Volume of Williams Companies Call Options
- Neutral Sentiment: Q3 earnings expectations remain the immediate focus: Analysts are evaluating operating metrics such as gathering volumes and segment EBITDA ahead of Williams’ quarterly report. Current estimates center on approximately $0.51 in Q3 EPS, with attention on whether results support the company’s full-year outlook. Gear Up for The Williams Companies Q3 Earnings
- Negative Sentiment: Near-term estimates were trimmed: US Capital Advisors reduced its Q3 2026 EPS forecast from $0.54 to $0.51 and its full-year 2026 forecast from $2.34 to $2.33. The revisions are small but could limit near-term enthusiasm ahead of earnings.
- Negative Sentiment: Interest-rate risk remains a concern: Commentary warns that rising rates could pressure the broader bull market. Although pipelines are viewed as relatively defensive, higher borrowing costs can weigh on valuation and dividend-focused stocks such as WMB. Why Rising Rates Could Break the Bull Market
Insider Transactions at Williams Companies
In related news, SVP Terrance Wilson sold 2,000 shares of the firm’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $67.85, for a total value of $135,700.00. Following the completion of the transaction, the senior vice president owned 262,259 shares of the company’s stock, valued at approximately $17,794,273.15. This trade represents a 0.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Over the last quarter, insiders sold 17,000 shares of company stock valued at $1,260,130. 0.47% of the stock is currently owned by company insiders.
Analyst Ratings Changes
A number of equities research analysts have recently weighed in on the stock. Capital One Financial assumed coverage on shares of Williams Companies in a report on Tuesday, September 22nd. They issued an “overweight” rating and a $92.00 price objective on the stock. Scotiabank lowered their price target on Williams Companies from $86.00 to $85.00 and set a “sector outperform” rating on the stock in a report on Thursday, September 10th. Morgan Stanley increased their price target on Williams Companies from $99.00 to $103.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 18th. UBS Group restated a “buy” rating on shares of Williams Companies in a report on Tuesday, July 14th. Finally, Jefferies Financial Group dropped their price objective on Williams Companies from $85.00 to $83.00 and set a “buy” rating on the stock in a report on Wednesday, October 14th. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $86.06.
View Our Latest Stock Report on WMB
Williams Companies Stock Down 0.0%
Shares of Williams Companies stock opened at $74.32 on Monday. Williams Companies, Inc. has a 52-week low of $56.19 and a 52-week high of $80.07. The stock has a 50-day simple moving average of $72.21 and a 200-day simple moving average of $72.28. The firm has a market cap of $90.91 billion, a price-to-earnings ratio of 29.61, a P/E/G ratio of 1.57 and a beta of 0.62. The company has a debt-to-equity ratio of 1.83, a current ratio of 0.48 and a quick ratio of 0.43.
Williams Companies (NYSE:WMB – Get Free Report) last posted its quarterly earnings data on Monday, August 3rd. The pipeline company reported $0.50 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.50. Williams Companies had a net margin of 25.17% and a return on equity of 18.49%. The company had revenue of $3.05 billion for the quarter, compared to the consensus estimate of $2.83 billion. During the same quarter in the previous year, the firm posted $0.46 EPS. The business’s revenue was up 9.8% compared to the same quarter last year. On average, equities research analysts expect that Williams Companies, Inc. will post 2.42 earnings per share for the current fiscal year.
Williams Companies Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 28th. Stockholders of record on Friday, December 11th will be issued a dividend of $0.5250 per share. This represents a $2.10 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Friday, December 11th. Williams Companies’s payout ratio is 83.67%.
Williams Companies Profile
The Williams Companies, Inc is an energy infrastructure company headquartered in Tulsa, Oklahoma. Founded in 1908 as Williams Brothers, the company has evolved from an early pipeline contractor into a major operator of natural gas infrastructure in the United States.
Williams primarily gathers, processes, transports and stores natural gas and natural gas liquids. Its assets include interstate and regional pipelines, gas processing and fractionation facilities, storage operations, and gathering systems that connect producers with utilities, industrial customers, power generators and other energy markets.
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