Pacific Heights Asset Management LLC Takes Position in Williams-Sonoma, Inc. $WSM

Pacific Heights Asset Management LLC purchased a new position in Williams-Sonoma, Inc. (NYSE:WSM) during the second quarter, HoldingsChannel.com reports. The fund purchased 150,000 shares of the specialty retailer’s stock, valued at approximately $34,965,000. Williams-Sonoma makes up approximately 1.1% of Pacific Heights Asset Management LLC’s investment portfolio, making the stock its 23rd largest position.

A number of other large investors also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd purchased a new stake in Williams-Sonoma in the 4th quarter worth approximately $25,000. Atlantic Union Bankshares Corp grew its position in shares of Williams-Sonoma by 51.5% during the 4th quarter. Atlantic Union Bankshares Corp now owns 147 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 50 shares in the last quarter. MidFirst Bank purchased a new position in shares of Williams-Sonoma during the 4th quarter valued at $30,000. Ballast Advisors LLC bought a new position in shares of Williams-Sonoma in the first quarter worth $30,000. Finally, DV Equities LLC bought a new position in shares of Williams-Sonoma in the fourth quarter worth $31,000. 99.29% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on WSM. Evercore set a $245.00 price objective on Williams-Sonoma in a research report on Thursday. Weiss Ratings lowered Williams-Sonoma from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, August 14th. Citigroup raised their price target on Williams-Sonoma from $248.00 to $252.00 and gave the company a “neutral” rating in a report on Thursday. The Goldman Sachs Group reiterated a “buy” rating and set a $261.00 price target (up from $230.00) on shares of Williams-Sonoma in a research report on Tuesday, August 11th. Finally, Seaport Research Partners reissued a “buy” rating on shares of Williams-Sonoma in a report on Friday, August 14th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, Williams-Sonoma has a consensus rating of “Moderate Buy” and a consensus price target of $244.44.

Williams-Sonoma News Summary

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 Stock Performance

Williams-Sonoma stock opened at $238.22 on Friday. Williams-Sonoma, Inc. has a fifty-two week low of $165.51 and a fifty-two week high of $254.89. The stock has a market cap of $28.05 billion, a P/E ratio of 24.38, a price-to-earnings-growth ratio of 2.60 and a beta of 1.50. The firm’s fifty day moving average price is $233.32 and its 200-day moving average price is $208.30.

Williams-Sonoma (NYSE:WSM) last announced its earnings results on Wednesday, August 26th. The specialty retailer reported $2.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.08 by $0.02. The company had revenue of $1.96 billion during the quarter, compared to analyst estimates of $1.93 billion. Williams-Sonoma had a net margin of 14.73% and a return on equity of 53.48%. 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 earned $2.00 earnings per share. On average, analysts predict that Williams-Sonoma, Inc. will post 9.38 earnings per share for the current year.

Williams-Sonoma Announces Dividend

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

Insider Activity

In other news, EVP Karalyn Yearout sold 1,112 shares of the stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $228.49, for a total transaction of $254,080.88. Following the transaction, the executive vice president directly owned 21,717 shares in the company, valued at approximately $4,962,117.33. This represents a 4.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 3,156 shares of company stock valued at $738,699. 1.10% of the stock is currently owned by corporate insiders.

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.