Redwood Investment Management LLC Takes Position in Williams-Sonoma, Inc. $WSM

Redwood Investment Management LLC acquired a new stake in shares of Williams-Sonoma, Inc. (NYSE:WSM) during the second quarter, according to its most recent filing with the SEC. The fund acquired 4,947 shares of the specialty retailer’s stock, valued at approximately $1,153,000.

A number of other institutional investors have also added to or reduced their stakes in the stock. IMG Wealth Management Inc. purchased a new position in Williams-Sonoma during the 2nd quarter valued at about $31,000. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Williams-Sonoma in the fourth quarter worth about $25,000. Atlantic Union Bankshares Corp boosted its position in shares of Williams-Sonoma by 51.5% in 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 period. Meeder Asset Management Inc. bought a new position in shares of Williams-Sonoma in the second quarter valued at approximately $35,000. Finally, Ballast Advisors LLC purchased a new position in Williams-Sonoma during the first quarter valued at approximately $30,000. Hedge funds and other institutional investors own 99.29% of the company’s stock.

Williams-Sonoma Price Performance

WSM stock opened at $238.22 on Friday. Williams-Sonoma, Inc. has a one year low of $165.51 and a one year high of $254.89. The stock has a market cap of $28.05 billion, a PE ratio of 24.38, a P/E/G ratio of 2.60 and a beta of 1.50. The firm has a 50 day simple moving average of $233.32 and a two-hundred day simple moving average of $208.30.

Williams-Sonoma (NYSE:WSM) last posted its quarterly earnings data on Wednesday, August 26th. The specialty retailer reported $2.10 earnings per share for the quarter, beating the consensus estimate of $2.08 by $0.02. Williams-Sonoma had a net margin of 14.73% and a return on equity of 53.48%. The firm had revenue of $1.96 billion for the quarter, compared to analysts’ expectations of $1.93 billion. During the same quarter last year, the company posted $2.00 EPS. The business’s quarterly revenue was up 6.7% on a year-over-year basis. On average, research analysts expect that Williams-Sonoma, Inc. will post 9.38 EPS for the current fiscal year.

Williams-Sonoma Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, August 21st. Investors 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 is currently 34.04%.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on WSM shares. Guggenheim reaffirmed a “neutral” rating on shares of Williams-Sonoma in a report on Thursday. Argus set a $230.00 price target on shares of Williams-Sonoma in a report on Friday, May 29th. Citigroup boosted their price target on shares of Williams-Sonoma from $248.00 to $252.00 and gave the company a “neutral” rating in a research report on Thursday. Jefferies Financial Group set a $275.00 price objective on Williams-Sonoma in a research report on Wednesday. Finally, UBS Group reiterated a “neutral” rating and issued a $247.00 price objective (up from $190.00) on shares of Williams-Sonoma in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, Williams-Sonoma currently has an average rating of “Moderate Buy” and an average price target of $244.44.

Key Williams-Sonoma News

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

Insiders Place Their Bets

In other Williams-Sonoma news, EVP Karalyn Yearout sold 522 shares of Williams-Sonoma stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $246.39, for a total transaction of $128,615.58. Following the completion of the sale, the executive vice president owned 20,195 shares of the company’s stock, valued at $4,975,846.05. The trade was a 2.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 quarter. Company 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.