Corient Private Wealth LP Acquires New Shares in Williams-Sonoma, Inc. $WSM

Corient Private Wealth LP bought a new position in Williams-Sonoma, Inc. (NYSE:WSM) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 126,156 shares of the specialty retailer’s stock, valued at approximately $29,408,000. Corient Private Wealth LP owned approximately 0.11% of Williams-Sonoma as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in WSM. IMG Wealth Management Inc. acquired a new position in shares of Williams-Sonoma in the second quarter valued at approximately $31,000. Caitong International Asset Management Co. Ltd acquired a new stake in Williams-Sonoma during the 4th quarter worth approximately $25,000. Atlantic Union Bankshares Corp raised its stake in shares of Williams-Sonoma by 51.5% during the fourth quarter. Atlantic Union Bankshares Corp now owns 147 shares of the specialty retailer’s stock valued at $26,000 after acquiring an additional 50 shares during the last quarter. Meeder Asset Management Inc. acquired a new position in shares of Williams-Sonoma during the second quarter worth $35,000. Finally, Ballast Advisors LLC acquired a new position in shares of Williams-Sonoma during the first quarter worth $30,000. 99.29% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Bank of America reiterated a “buy” rating and issued a $261.00 price target (up from $250.00) on shares of Williams-Sonoma in a research report on Monday. Evercore set a $245.00 target price on Williams-Sonoma in a report on Thursday. TD Cowen reissued a “buy” rating on shares of Williams-Sonoma in a research report on Monday, August 10th. KeyCorp restated an “overweight” rating and set a $270.00 price target (up from $250.00) on shares of Williams-Sonoma in a report on Thursday. Finally, Jefferies Financial Group set a $275.00 price target on shares of Williams-Sonoma in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, Williams-Sonoma has a consensus rating of “Moderate Buy” and an average target price of $244.44.

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%

NYSE:WSM opened at $238.22 on Friday. Williams-Sonoma, Inc. has a twelve month low of $165.51 and a twelve month high of $254.89. The company has a fifty day moving average of $233.32 and a 200-day moving average of $208.30. The firm has a market capitalization of $28.05 billion, a P/E ratio of 24.38, a P/E/G ratio of 2.60 and a beta of 1.50.

Williams-Sonoma (NYSE:WSM) last posted its quarterly earnings results on Wednesday, August 26th. The specialty retailer reported $2.10 EPS for the quarter, topping analysts’ consensus estimates of $2.08 by $0.02. The business 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 business’s quarterly revenue was up 6.7% on a year-over-year basis. During the same period last year, the company posted $2.00 earnings per share. On average, analysts anticipate that Williams-Sonoma, Inc. will post 9.38 EPS for the current fiscal year.

Williams-Sonoma Announces Dividend

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

Insider Activity at Williams-Sonoma

In other news, EVP Karalyn Yearout sold 522 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $246.39, for a total transaction of $128,615.58. Following the transaction, the executive vice president directly owned 20,195 shares of the company’s stock, valued at $4,975,846.05. This represents a 2.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 3,156 shares of company stock worth $738,699 in the last ninety days. Insiders own 1.10% of the company’s stock.

Williams-Sonoma 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.