Corient Private Wealth LP Purchases New Position in Williams-Sonoma, Inc. $WSM

Corient Private Wealth LP purchased a new stake in shares of Williams-Sonoma, Inc. (NYSE:WSM) in the second quarter, Holdings Channel.com reports. The firm purchased 126,156 shares of the specialty retailer’s stock, valued at approximately $29,408,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in WSM. Brighton Jones LLC boosted its position in shares of Williams-Sonoma by 22.4% during the fourth quarter. Brighton Jones LLC now owns 6,742 shares of the specialty retailer’s stock valued at $1,248,000 after buying an additional 1,236 shares during the last quarter. Bison Wealth LLC bought a new stake in Williams-Sonoma during the fourth quarter worth $227,000. Woodline Partners LP purchased a new stake in Williams-Sonoma in the 1st quarter valued at $1,644,000. Guggenheim Capital LLC raised its position in Williams-Sonoma by 9.0% in the 2nd quarter. Guggenheim Capital LLC now owns 4,153 shares of the specialty retailer’s stock valued at $678,000 after buying an additional 342 shares during the last quarter. Finally, Brown Advisory Inc. lifted its stake in Williams-Sonoma by 5.9% during the 2nd quarter. Brown Advisory Inc. now owns 4,631 shares of the specialty retailer’s stock valued at $757,000 after acquiring an additional 260 shares in the last quarter. 99.29% of the stock is owned by institutional investors.

Williams-Sonoma News Roundup

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 1,112 shares of the business’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $228.49, for a total value of $254,080.88. Following the sale, the executive vice president directly owned 21,717 shares in the company, valued at $4,962,117.33. The trade was a 4.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 3,156 shares of company stock worth $738,699 over the last three months. 1.10% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on WSM shares. Argus set a $230.00 price objective on shares of Williams-Sonoma in a report on Friday, May 29th. Morgan Stanley increased their target price on shares of Williams-Sonoma from $210.00 to $240.00 and gave the company an “equal weight” rating in a report on Thursday. Piper Sandler assumed coverage on shares of Williams-Sonoma in a research report on Monday, July 27th. They set an “overweight” rating and a $253.00 price target on the stock. Guggenheim restated a “neutral” rating on shares of Williams-Sonoma in a report on Thursday. Finally, Evercore set a $245.00 price objective 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 assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $244.44.

Williams-Sonoma Price Performance

Shares of Williams-Sonoma stock opened at $238.22 on Friday. The firm 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. Williams-Sonoma, Inc. has a 1 year low of $165.51 and a 1 year high of $254.89. The stock has a fifty day moving average price of $233.32 and a 200-day moving average price of $208.30.

Williams-Sonoma (NYSE:WSM) last issued 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. The company had revenue of $1.96 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the previous year, the firm earned $2.00 EPS. As a group, equities analysts anticipate that Williams-Sonoma, Inc. will post 9.38 EPS for the current fiscal year.

Williams-Sonoma Dividend Announcement

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