Capstone Investment Advisors LLC Invests $1.26 Million in Williams-Sonoma, Inc. $WSM

Capstone Investment Advisors LLC bought a new stake in Williams-Sonoma, Inc. (NYSE:WSM) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 5,413 shares of the specialty retailer’s stock, valued at approximately $1,262,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC lifted its stake in Williams-Sonoma by 22.4% during the 4th quarter. Brighton Jones LLC now owns 6,742 shares of the specialty retailer’s stock valued at $1,248,000 after acquiring an additional 1,236 shares during the period. Bison Wealth LLC purchased a new position in shares of Williams-Sonoma during the fourth quarter worth $227,000. Woodline Partners LP acquired a new position in Williams-Sonoma during the first quarter valued at $1,644,000. Guggenheim Capital LLC boosted its holdings in Williams-Sonoma by 9.0% in the second quarter. Guggenheim Capital LLC now owns 4,153 shares of the specialty retailer’s stock valued at $678,000 after purchasing an additional 342 shares during the last quarter. Finally, Brown Advisory Inc. lifted its holdings in shares of Williams-Sonoma by 5.9% in the 2nd quarter. Brown Advisory Inc. now owns 4,631 shares of the specialty retailer’s stock valued at $757,000 after buying an additional 260 shares during the period. Institutional investors and hedge funds own 99.29% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Karalyn Yearout sold 1,112 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $228.49, for a total value of $254,080.88. Following the completion of the sale, the executive vice president owned 21,717 shares of the company’s stock, valued at $4,962,117.33. This represents a 4.87% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 3,156 shares of company stock valued at $738,699. Insiders own 1.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on WSM shares. Morgan Stanley upped their price objective on Williams-Sonoma from $210.00 to $240.00 and gave the stock an “equal weight” rating in a research report on Thursday. Seaport Research Partners reaffirmed a “buy” rating on shares of Williams-Sonoma in a report on Friday, August 14th. TD Cowen reiterated a “buy” rating on shares of Williams-Sonoma in a research note on Monday, August 10th. Barclays set a $190.00 price target on shares of Williams-Sonoma and gave the stock an “equal weight” rating in a report on Friday, May 22nd. Finally, Credit Suisse Group set a $261.00 price objective on shares of Williams-Sonoma in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $244.44.

More 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

Williams-Sonoma Price Performance

Shares of NYSE:WSM opened at $238.22 on Friday. The business’s 50 day moving average price is $233.32 and its 200-day moving average price is $208.30. The firm has a market capitalization of $28.05 billion, a PE ratio of 24.38, a P/E/G ratio of 2.60 and a beta of 1.50. Williams-Sonoma, Inc. has a 1 year low of $165.51 and a 1 year high of $254.89.

Williams-Sonoma (NYSE:WSM) last posted its quarterly earnings results on Wednesday, August 26th. The specialty retailer reported $2.10 earnings per share for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $1.93 billion. During the same period in the previous year, the business posted $2.00 earnings per share. Williams-Sonoma’s quarterly revenue was up 6.7% on a year-over-year basis. As a group, analysts expect that Williams-Sonoma, Inc. will post 9.38 earnings per share for the current year.

Williams-Sonoma Announces Dividend

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

Williams-Sonoma Company 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.