Q2 EPS Forecast for Williams Companies Lowered by Analyst

Williams Companies, Inc. (The) (NYSE:WMB) – Investment analysts at US Capital Advisors decreased their Q2 2026 earnings per share (EPS) estimates for Williams Companies in a research report issued on Wednesday, July 29th. US Capital Advisors analyst J. Carreker now anticipates that the pipeline company will post earnings per share of $0.48 for the quarter, down from their prior forecast of $0.49. The consensus estimate for Williams Companies’ current full-year earnings is $2.45 per share. US Capital Advisors also issued estimates for Williams Companies’ FY2026 earnings at $2.30 EPS and FY2027 earnings at $2.28 EPS.

A number of other analysts have also issued reports on the company. TD Cowen raised their price target on Williams Companies from $81.00 to $87.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Williams Companies in a research report on Wednesday, June 24th. Royal Bank Of Canada increased their price objective on shares of Williams Companies from $82.00 to $83.00 and gave the company an “outperform” rating in a research report on Thursday, May 7th. JPMorgan Chase & Co. raised their target price on Williams Companies from $88.00 to $89.00 and gave the company an “overweight” rating in a research note on Wednesday, July 1st. Finally, Jefferies Financial Group decreased their price target on shares of Williams Companies from $87.00 to $85.00 and set a “buy” rating for the company in a research report on Wednesday, July 1st. Four analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Williams Companies presently has a consensus rating of “Buy” and a consensus price target of $83.56.

Williams Companies Stock Up 1.2%

WMB stock opened at $70.97 on Friday. Williams Companies has a one year low of $55.82 and a one year high of $80.07. The company has a 50 day moving average price of $73.58 and a two-hundred day moving average price of $72.17. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.76 and a current ratio of 0.83. The stock has a market capitalization of $86.70 billion, a P/E ratio of 31.13, a PEG ratio of 1.64 and a beta of 0.57.

Williams Companies (NYSE:WMB) last posted its quarterly earnings data on Monday, May 4th. The pipeline company reported $0.73 EPS for the quarter, topping analysts’ consensus estimates of $0.63 by $0.10. The firm had revenue of $3.03 billion during the quarter, compared to analysts’ expectations of $3.28 billion. Williams Companies had a return on equity of 18.34% and a net margin of 23.39%.The firm’s quarterly revenue was down .6% compared to the same quarter last year. During the same quarter last year, the business posted $0.60 EPS. Williams Companies has set its FY 2026 guidance at 2.200-2.380 EPS.

Williams Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Friday, September 11th will be paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend is Friday, September 11th. Williams Companies’s dividend payout ratio (DPR) is presently 92.11%.

Insider Transactions at Williams Companies

In related news, SVP Glen G. Jasek sold 2,500 shares of Williams Companies stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $78.15, for a total transaction of $195,375.00. Following the transaction, the senior vice president directly owned 54,101 shares of the company’s stock, valued at $4,227,993.15. The trade was a 4.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO John Dean Porter sold 50,000 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $75.37, for a total transaction of $3,768,500.00. Following the completion of the sale, the chief financial officer owned 196,567 shares in the company, valued at $14,815,254.79. The trade was a 20.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 66,500 shares of company stock valued at $5,029,955 in the last three months. 0.47% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Williams Companies

A number of large investors have recently made changes to their positions in the company. Brighton Jones LLC raised its stake in Williams Companies by 40.9% during the 4th quarter. Brighton Jones LLC now owns 13,680 shares of the pipeline company’s stock valued at $740,000 after purchasing an additional 3,969 shares during the period. Sivia Capital Partners LLC raised its stake in shares of Williams Companies by 5.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,635 shares of the pipeline company’s stock worth $291,000 after purchasing an additional 242 shares in the last quarter. Treasurer of the State of North Carolina lifted its stake in Williams Companies by 2.1% in the second quarter. Treasurer of the State of North Carolina now owns 568,928 shares of the pipeline company’s stock valued at $35,734,000 after acquiring an additional 11,926 shares during the last quarter. Main Street Financial Solutions LLC lifted its stake in shares of Williams Companies by 3.0% in the 2nd quarter. Main Street Financial Solutions LLC now owns 10,248 shares of the pipeline company’s stock valued at $644,000 after purchasing an additional 296 shares during the last quarter. Finally, Ieq Capital LLC lifted its position in shares of Williams Companies by 160.1% in the second quarter. Ieq Capital LLC now owns 165,035 shares of the pipeline company’s stock worth $10,366,000 after buying an additional 101,574 shares during the last quarter. Institutional investors and hedge funds own 86.44% of the company’s stock.

Key Williams Companies News

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

• Positive Sentiment: Dividend supports income appeal: Williams declared a quarterly dividend of $0.525 per share, equivalent to approximately $2.10 annually and a yield near 3%. The dividend is payable September 28 to shareholders of record September 11. Williams Companies dividend announcement
• Positive Sentiment: Analyst price target remains above the market: Analysts set an average price target of $83.56, implying potential upside and signaling continued confidence in the pipeline operator’s earnings and cash-flow profile. Analysts set Williams Companies price target
• Positive Sentiment: Energy infrastructure demand and sustainability progress: Williams’ 2025 Sustainability Report highlighted improvements in environmental, safety and operational metrics. Management also pointed to rapidly rising energy demand, which could support long-term utilization of the company’s natural-gas pipeline infrastructure. Williams sustainability report
• Neutral Sentiment: Second-quarter expectations remain the key near-term catalyst: Wall Street projections focus on revenue, earnings and operating metrics for the quarter ended June 2026. The reports provide estimates but no reported results, leaving the upcoming earnings release as the main test of whether demand growth is translating into financial performance. Williams Q2 Wall Street projections
• Negative Sentiment: Estimates were trimmed: US Capital Advisors lowered its EPS forecasts for the third quarter of 2026, first and second quarters of 2027, and fiscal 2028. The FY2028 estimate fell to $2.86 from $2.89, a modest reduction that nevertheless signals slightly softer expected earnings growth. Williams Companies analyst estimates
• Negative Sentiment: Defensive options activity increased: Investors purchased 17,796 put options, 86% above average volume. While this may represent hedging rather than outright bearish positioning, it indicates heightened near-term caution around WMB.

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.