125,524 Shares in Williams Companies, Inc. (The) $WMB Purchased by Indivisible Partners

Key Points

• Indivisible Partners opened a new position of 125,524 shares in Williams Companies worth about $7.55M, roughly 0.8% of its portfolio and the fund's 20th-largest holding.
• Williams beat Q1 EPS estimates with $0.73 (vs. $0.63), raised its quarterly dividend 5% to $0.525, and issued FY2026 EPS guidance of $2.20–$2.38.
• Q1 revenue missed expectations (~$3.03B vs. ~$3.28B) and there has been unusual put buying and some insider selling, but analysts remain largely bullish with a consensus target near $78.60.

Indivisible Partners acquired a new position in shares of Williams Companies, Inc. (The) (NYSE:WMB - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 125,524 shares of the pipeline company's stock, valued at approximately $7,545,000. Williams Companies makes up about 0.8% of Indivisible Partners' investment portfolio, making the stock its 20th largest position.

Several other institutional investors and hedge funds have also recently modified their holdings of WMB. Brighton Jones LLC raised its holdings in shares of Williams Companies by 40.9% in the 4th quarter. Brighton Jones LLC now owns 13,680 shares of the pipeline company's stock valued at $740,000 after acquiring an additional 3,969 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Williams Companies by 5.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,635 shares of the pipeline company's stock valued at $291,000 after acquiring an additional 242 shares in the last quarter. Treasurer of the State of North Carolina raised its holdings in shares of Williams Companies by 2.1% in the 2nd quarter. Treasurer of the State of North Carolina now owns 568,928 shares of the pipeline company's stock valued at $35,734,000 after acquiring an additional 11,926 shares in the last quarter. Main Street Financial Solutions LLC raised its holdings in shares of Williams Companies by 3.0% in the 2nd quarter. Main Street Financial Solutions LLC now owns 10,248 shares of the pipeline company's stock valued at $644,000 after acquiring an additional 296 shares in the last quarter. Finally, Ieq Capital LLC raised its holdings in shares of Williams Companies by 160.1% in the 2nd quarter. Ieq Capital LLC now owns 165,035 shares of the pipeline company's stock valued at $10,366,000 after acquiring an additional 101,574 shares in the last quarter. Hedge funds and other institutional investors own 86.44% of the company's stock.

Williams Companies News Summary

Here are the key news stories impacting Williams Companies this week:

• Positive Sentiment: Q1 EPS beat and record results — Williams reported $0.73 EPS (above estimates) with improved margins and ROE, giving evidence of solid cash generation and supporting investor confidence. Read More.
• Positive Sentiment: Dividend increase — The board approved a 5% raise to the quarterly dividend (to $0.525), signaling management confidence in free cash flow and supporting yield-focused investors. Read More.
• Positive Sentiment: Project execution and pipeline buildout — Management cited completion of the first phase of the Aristotle pipeline (supporting Ohio power projects) and other transmission expansions, which underpin fee‑based revenue growth. Read More.
• Positive Sentiment: Analyst optimism and upgrades — Multiple firms have raised targets and reiterated buys (Stifel, Jefferies, UBS among others), and aggregate coverage remains bullish with a consensus target near $78.60, supporting demand for the shares. Read More.
• Neutral Sentiment: FY2026 guidance provided — Management set EPS guidance of $2.20–$2.38; the range overlaps consensus but the midpoint is slightly below some forecasts, so guidance is not a clear catalyst either way. Read More.
• Neutral Sentiment: Longer-term opportunity thesis reiterated — Coverage pieces highlight a robust project backlog and rising natural‑gas demand that could benefit Williams across gathering, processing and interstate pipelines. Read More.
• Negative Sentiment: Revenue miss — Q1 revenue of ~$3.03B came in below consensus (~$3.27B), which could temper upside if top-line trends don’t reaccelerate. Read More.
• Negative Sentiment: Options activity — Unusual put buying (notable increase vs. average daily volume) suggests some traders are hedging or positioning for downside, which can add short‑term pressure on the stock.
• Negative Sentiment: Insider sale disclosed — An SVP sold 2,000 shares (small in size but publicly visible), which may attract attention from short‑term traders. Read More.

Williams Companies Price Performance

Shares of Williams Companies stock opened at $76.09 on Wednesday. The company has a current ratio of 0.53, a quick ratio of 0.48 and a debt-to-equity ratio of 1.83. The firm has a market capitalization of $92.94 billion, a PE ratio of 33.37, a price-to-earnings-growth ratio of 1.26 and a beta of 0.61. The business's 50-day moving average price is $73.21 and its 200-day moving average price is $66.00. Williams Companies, Inc. has a 12 month low of $55.82 and a 12 month high of $77.41.

Williams Companies (NYSE:WMB - Get Free Report) last announced its quarterly earnings data on Monday, May 4th. The pipeline company reported $0.73 EPS for the quarter, beating the consensus estimate of $0.63 by $0.10. The firm had revenue of $3.03 billion for the quarter, compared to analyst estimates of $3.28 billion. Williams Companies had a return on equity of 18.42% and a net margin of 23.39%.The company's revenue was down .6% on a year-over-year basis. During the same period in the prior year, the company earned $0.60 EPS. Williams Companies has set its FY 2026 guidance at 2.200-2.380 EPS. Sell-side analysts forecast that Williams Companies, Inc. will post 2.42 EPS for the current fiscal year.

Williams Companies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 29th. Stockholders of record on Friday, June 12th will be given a dividend of $0.525 per share. The ex-dividend date is Friday, June 12th. This represents a $2.10 annualized dividend and a dividend yield of 2.8%. Williams Companies's dividend payout ratio is 92.11%.

Insider Buying and Selling

In related news, CAO Mary A. Hausman sold 10,107 shares of the firm's stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $74.91, for a total transaction of $757,115.37. Following the transaction, the chief accounting officer directly owned 17,230 shares in the company, valued at $1,290,699.30. This trade represents a 36.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Todd J. Rinke sold 7,364 shares of the firm's stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $74.39, for a total value of $547,807.96. Following the transaction, the senior vice president owned 26,055 shares in the company, valued at approximately $1,938,231.45. The trade was a 22.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 53,369 shares of company stock valued at $3,932,432 in the last 90 days. 0.47% of the stock is owned by insiders.

Analysts Set New Price Targets

Several analysts have weighed in on the company. Truist Financial assumed coverage on Williams Companies in a report on Tuesday, March 24th. They issued a "buy" rating and a $84.00 price target on the stock. Wall Street Zen raised Williams Companies from a "sell" rating to a "hold" rating in a report on Sunday, April 5th. Morgan Stanley raised their price target on Williams Companies from $83.00 to $90.00 and gave the company an "overweight" rating in a report on Monday, March 2nd. Zacks Research raised Williams Companies from a "strong sell" rating to a "hold" rating in a report on Wednesday, February 4th. Finally, Royal Bank Of Canada raised their price target on Williams Companies from $78.00 to $82.00 and gave the company an "outperform" rating in a report on Monday, April 6th. Four analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Buy" and a consensus price target of $78.60.

Williams Companies Profile

Williams Companies, Inc NYSE: WMB is a U.S.-based energy infrastructure company focused on the midstream segment of the natural gas value chain. The company develops, owns and operates assets that gather, process, transport and store natural gas and natural gas liquids (NGLs). Its operations support the movement of gas from production areas to end users including utilities, power generators, industrial customers and export facilities.

Williams’s product and service offering includes interstate and intrastate pipeline transmission, gas-gathering systems, processing facilities that remove impurities and separate NGLs, storage services and fractionation and transportation of NGL products.

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