613,734 Shares in Williams-Sonoma, Inc. $WSM Bought by Caisse de depot et placement du Quebec

Caisse de depot et placement du Quebec purchased a new stake in Williams-Sonoma, Inc. (NYSE:WSM) in the 2nd quarter, HoldingsChannel reports. The fund purchased 613,734 shares of the specialty retailer’s stock, valued at approximately $143,061,000.

Other institutional investors have also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd bought a new position in shares of Williams-Sonoma during the 4th quarter worth about $25,000. Atlantic Union Bankshares Corp grew its stake in shares of Williams-Sonoma by 51.5% in the 4th quarter. Atlantic Union Bankshares Corp now owns 147 shares of the specialty retailer’s stock valued at $26,000 after buying an additional 50 shares during the period. MidFirst Bank bought a new stake in Williams-Sonoma in the 4th quarter valued at about $30,000. Ballast Advisors LLC bought a new stake in Williams-Sonoma in the 1st quarter valued at about $30,000. Finally, Millstone Evans Group LLC raised its stake in Williams-Sonoma by 229.4% during the 1st quarter. Millstone Evans Group LLC now owns 168 shares of the specialty retailer’s stock worth $31,000 after buying an additional 117 shares during the period. Institutional investors and hedge funds own 99.29% of the company’s stock.

Analyst Upgrades and Downgrades

WSM has been the subject of a number of research reports. Jefferies Financial Group set a $275.00 price objective on Williams-Sonoma in a research note on Wednesday. Evercore set a $240.00 target price on Williams-Sonoma in a report on Tuesday, August 4th. Morgan Stanley set a $210.00 price target on shares of Williams-Sonoma and gave the company an “equal weight” rating in a research report on Friday, May 22nd. Credit Suisse Group set a $261.00 price target on shares of Williams-Sonoma in a research note on Monday. Finally, KeyCorp upped their price objective on shares of Williams-Sonoma from $230.00 to $250.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $236.26.

Key Headlines Impacting Williams-Sonoma

Here are the key news stories impacting Williams-Sonoma this week:

• Positive Sentiment: Williams-Sonoma exceeded expectations with adjusted EPS of $2.10 versus the approximately $2.05 consensus, while revenue rose 6.7% year over year to $1.96 billion. Comparable brand revenue increased 6.2%, with every brand reportedly posting positive comparable sales. Williams-Sonoma beats Q2 estimates, raises fiscal 2026 outlook
• Positive Sentiment: The company raised fiscal 2026 guidance, calling for revenue of $8.2 billion to $8.4 billion, comparable-brand revenue growth of 4.0% to 6.5%, and a non-GAAP operating margin of 17.8% to 18.2%. The higher outlook was described as operational rather than dependent on a tariff refund, which supports investor confidence in the underlying business. Williams-Sonoma Says Outlook Hike Is Operational
• Positive Sentiment: Strong cash generation and balance-sheet liquidity add support to the investment case: operating cash flow reached $695.9 million through the first half, while cash and equivalents totaled $1.03 billion. Analysts have maintained generally favorable views, with the stock receiving an average “Moderate Buy” rating and some price-target increases.
• Neutral Sentiment: Barclays retained a Hold rating, reflecting caution about the housing market and the sustainability of consumer demand for discretionary home goods despite the earnings beat and raised guidance. Barclays Sticks to Their Hold Rating for Williams-Sonoma
• Negative Sentiment: Tariffs pressured adjusted margins, creating a key offset to the sales and earnings strength. Investors may remain concerned that higher import costs could limit future margin expansion, which helps explain why the stock’s reaction has been more measured than the headline beat might suggest. Williams-Sonoma Grew Comps 6.2% and Raised Full-Year Guidance

Insider Activity

In related news, EVP Karalyn Yearout sold 522 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $246.39, for a total transaction of $128,615.58. Following the sale, the executive vice president directly owned 20,195 shares in the company, valued at approximately $4,975,846.05. This represents a 2.52% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 3,156 shares of company stock valued at $738,699 over the last 90 days. Insiders own 1.10% of the company’s stock.

Williams-Sonoma Stock Performance

WSM stock opened at $237.88 on Thursday. The stock has a fifty day moving average of $233.11 and a 200-day moving average of $208.18. Williams-Sonoma, Inc. has a fifty-two week low of $165.51 and a fifty-two week high of $254.89. The company has a market capitalization of $28.01 billion, a price-to-earnings ratio of 26.64, a PEG ratio of 2.57 and a beta of 1.50.

Williams-Sonoma (NYSE:WSM) last announced its quarterly earnings data on Wednesday, August 26th. The specialty retailer reported $2.10 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.08 by $0.02. The business had revenue of $1.96 billion for the quarter, compared to analysts’ expectations of $1.93 billion. Williams-Sonoma had a return on equity of 53.29% and a net margin of 13.81%.The firm’s quarterly revenue was up 6.7% compared to the same quarter last year. During the same period in the previous year, the business posted $2.00 EPS. Equities analysts predict that Williams-Sonoma, Inc. will post 9.38 EPS for the current year.

Williams-Sonoma Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, August 21st. Stockholders of record on Friday, July 17th were given a $0.76 dividend. The ex-dividend date of this dividend was Friday, July 17th. This represents a $3.04 annualized dividend and a dividend yield of 1.3%. Williams-Sonoma’s payout ratio is 34.04%.

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.