Chilton Investment Co. Inc. Makes New $2.88 Million Investment in Williams-Sonoma, Inc. $WSM

Chilton Investment Co. Inc. purchased a new stake in shares of Williams-Sonoma, Inc. (NYSE:WSM) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 14,752 shares of the specialty retailer’s stock, valued at approximately $2,883,000.

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

Insider Transactions at Williams-Sonoma

In other Williams-Sonoma news, CEO Laura Alber sold 35,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $207.39, for a total transaction of $7,258,650.00. Following the completion of the transaction, the chief executive officer owned 806,537 shares in the company, valued at $167,267,708.43. This trade represents a 4.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Karalyn Yearout sold 767 shares of Williams-Sonoma 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 in the company, valued at approximately $2,715,497.76. The trade was a 5.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.10% of the stock is currently owned by insiders.

Williams-Sonoma Stock Up 0.5%

Shares of WSM stock opened at $180.24 on Friday. The company’s fifty day simple moving average is $204.98 and its two-hundred day simple moving average is $195.17. Williams-Sonoma, Inc. has a 52 week low of $130.07 and a 52 week high of $222.00. The stock has a market cap of $21.52 billion, a P/E ratio of 19.83, a PEG ratio of 2.69 and a beta of 1.64.

Williams-Sonoma Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 20th. Stockholders of record on Friday, January 16th were issued a $0.66 dividend. This represents a $2.64 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, January 16th. Williams-Sonoma’s payout ratio is 29.04%.

Analyst Ratings Changes

WSM has been the topic of a number of recent analyst reports. Citigroup raised their price target on Williams-Sonoma from $188.00 to $208.00 and gave the company a “neutral” rating in a report on Friday, March 6th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $220.00 price objective on shares of Williams-Sonoma in a research note on Thursday. Evercore set a $215.00 target price on Williams-Sonoma in a research report on Tuesday, February 10th. TD Cowen reissued a “buy” rating and set a $245.00 target price (up from $210.00) on shares of Williams-Sonoma in a research note on Tuesday, January 20th. Finally, Weiss Ratings raised Williams-Sonoma from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, Williams-Sonoma currently has a consensus rating of “Moderate Buy” and a consensus target price of $203.78.

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.