Swiss National Bank Has $69.29 Million Stake in Williams-Sonoma, Inc. $WSM

Swiss National Bank lessened its position in Williams-Sonoma, Inc. (NYSE:WSM) by 5.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 354,500 shares of the specialty retailer’s stock after selling 19,400 shares during the period. Swiss National Bank’s holdings in Williams-Sonoma were worth $69,287,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. True Wealth Design LLC raised its stake in Williams-Sonoma by 111.8% during the 3rd quarter. True Wealth Design LLC now owns 144 shares of the specialty retailer’s stock worth $28,000 after buying an additional 76 shares during the period. Vermillion & White Wealth Management Group LLC lifted its position in Williams-Sonoma by 130.8% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 180 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 102 shares in the last quarter. Cary Street Partners Investment Advisory LLC boosted its stake in Williams-Sonoma by 66.7% in the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 220 shares of the specialty retailer’s stock worth $43,000 after purchasing an additional 88 shares during the period. Parkside Financial Bank & Trust increased its holdings in Williams-Sonoma by 57.2% during the 3rd quarter. Parkside Financial Bank & Trust now owns 228 shares of the specialty retailer’s stock worth $45,000 after purchasing an additional 83 shares in the last quarter. Finally, Root Financial Partners LLC bought a new stake in shares of Williams-Sonoma in the third quarter valued at about $48,000. Institutional investors and hedge funds own 99.29% of the company’s stock.

Insider Transactions at Williams-Sonoma

In other news, EVP Karalyn Yearout sold 767 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $205.16, for a total value of $157,357.72. Following the completion of the sale, the executive vice president directly owned 13,236 shares of the company’s stock, valued at $2,715,497.76. This trade represents a 5.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Laura Alber sold 35,000 shares of Williams-Sonoma stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $207.39, for a total value of $7,258,650.00. Following the transaction, the chief executive officer owned 806,537 shares of the company’s stock, valued at $167,267,708.43. This represents a 4.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on WSM shares. Telsey Advisory Group cut their target price on Williams-Sonoma from $225.00 to $220.00 and set an “outperform” rating on the stock in a research note on Thursday, November 20th. Zelman & Associates upgraded shares of Williams-Sonoma from an “underperform” rating to a “neutral” rating and set a $205.00 target price for the company in a report on Thursday, January 29th. Evercore set a $215.00 price target on shares of Williams-Sonoma in a research report on Tuesday, February 10th. UBS Group lifted their target price on Williams-Sonoma from $175.00 to $185.00 and gave the company a “neutral” rating in a research report on Wednesday. Finally, Royal Bank Of Canada set a $206.00 price target on Williams-Sonoma and gave the company an “outperform” rating in a research note on Friday, November 21st. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $203.78.

Williams-Sonoma Price Performance

Shares of WSM opened at $185.70 on Thursday. The company has a market cap of $22.17 billion, a PE ratio of 20.43, a price-to-earnings-growth ratio of 2.82 and a beta of 1.64. The firm has a 50-day moving average of $205.11 and a 200-day moving average of $195.43. Williams-Sonoma, Inc. has a one year low of $130.07 and a one year high of $222.00.

Williams-Sonoma Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 20th. Investors of record on Friday, January 16th were issued a dividend of $0.66 per share. The ex-dividend date was Friday, January 16th. This represents a $2.64 dividend on an annualized basis and a yield of 1.4%. Williams-Sonoma’s dividend payout ratio (DPR) is presently 29.04%.

About Williams-Sonoma

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.