Elevation Point Wealth Partners LLC Has $4.21 Million Holdings in Williams Companies, Inc. (The) $WMB

Key Points

• Elevation Point increased its stake in Williams by 228.6% in Q3 to 66,405 shares, now valued at about $4.21 million.
• Williams reported $0.55 EPS (missed by $0.02) on $3.20 billion revenue, set FY2026 guidance of 2.20–2.38 EPS, and raised its quarterly dividend to $0.525 (annualized $2.10, ~2.9% yield) despite a high payout ratio (~98%).
• Analysts turned more bullish—several firms raised price targets (Morgan Stanley to $90) and the MarketBeat average target is $76.50—while insiders sold roughly 48,471 shares (~$3.56M) recently.

Elevation Point Wealth Partners LLC increased its stake in shares of Williams Companies, Inc. (The) (NYSE:WMB - Free Report) by 228.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 66,405 shares of the pipeline company's stock after acquiring an additional 46,196 shares during the period. Elevation Point Wealth Partners LLC's holdings in Williams Companies were worth $4,207,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in WMB. Envestnet Asset Management Inc. lifted its holdings in shares of Williams Companies by 3.1% in the third quarter. Envestnet Asset Management Inc. now owns 4,540,556 shares of the pipeline company's stock valued at $287,644,000 after purchasing an additional 134,777 shares in the last quarter. World Investment Advisors boosted its position in shares of Williams Companies by 185.6% during the third quarter. World Investment Advisors now owns 43,069 shares of the pipeline company's stock worth $2,728,000 after buying an additional 27,987 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of Williams Companies by 9.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 184,123 shares of the pipeline company's stock worth $11,664,000 after buying an additional 16,027 shares in the last quarter. Compass Wealth Management LLC raised its position in Williams Companies by 75.9% in the 3rd quarter. Compass Wealth Management LLC now owns 125,290 shares of the pipeline company's stock valued at $7,937,000 after buying an additional 54,057 shares during the last quarter. Finally, Atlantic Union Bankshares Corp raised its position in Williams Companies by 3,344.8% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 17,465 shares of the pipeline company's stock valued at $1,106,000 after buying an additional 16,958 shares during the last quarter. 86.44% of the stock is owned by institutional investors.

Williams Companies Trading Down 0.2%

Shares of Williams Companies stock opened at $73.35 on Friday. The company has a current ratio of 0.53, a quick ratio of 0.48 and a debt-to-equity ratio of 1.83. Williams Companies, Inc. has a 1 year low of $51.58 and a 1 year high of $76.87. The firm has a market capitalization of $89.60 billion, a PE ratio of 34.27, a price-to-earnings-growth ratio of 1.26 and a beta of 0.63. The firm's 50 day moving average is $68.29 and its 200 day moving average is $63.02.

Williams Companies (NYSE:WMB - Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The pipeline company reported $0.55 EPS for the quarter, missing analysts' consensus estimates of $0.57 by ($0.02). The firm had revenue of $3.20 billion for the quarter, compared to analyst estimates of $3.10 billion. Williams Companies had a net margin of 21.90% and a return on equity of 17.32%. During the same period in the previous year, the business posted $0.47 earnings per share. Williams Companies has set its FY 2026 guidance at 2.200-2.380 EPS. Equities research analysts forecast that Williams Companies, Inc. will post 2.08 earnings per share for the current fiscal year.

Williams Companies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, March 13th will be issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 2.9%. This is an increase from Williams Companies's previous quarterly dividend of $0.50. The ex-dividend date is Friday, March 13th. Williams Companies's dividend payout ratio is 98.13%.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Morgan Stanley lifted their target price on Williams Companies from $83.00 to $90.00 and gave the company an "overweight" rating in a research report on Monday, March 2nd. Scotiabank upgraded shares of Williams Companies from a "sector perform" rating to a "sector outperform" rating and raised their target price for the company from $66.00 to $84.00 in a research note on Friday, February 13th. Royal Bank Of Canada raised their price objective on Williams Companies from $75.00 to $78.00 and gave the company an "outperform" rating in a research report on Wednesday, February 11th. Weiss Ratings reiterated a "buy (b)" rating on shares of Williams Companies in a research note on Monday, December 29th. Finally, Jefferies Financial Group increased their price target on Williams Companies from $78.00 to $81.00 and gave the company a "buy" rating in a research note on Tuesday, February 17th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Williams Companies presently has an average rating of "Moderate Buy" and an average target price of $76.50.

More Williams Companies News

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

• Positive Sentiment: Wells Fargo upgraded WMB to “overweight” and raised its price target from $80 to $89 — a clear institutional bullish signal that can attract buying interest. Wells Fargo raises WMB price target
• Positive Sentiment: Large call‑option flow: traders bought ~140,820 WMB call contracts (>> typical daily call volume), suggesting short‑term bullish positioning or speculative bets that can amplify upside volatility.
• Positive Sentiment: Broker support: Raymond James reiterated a buy stance, reinforcing institutional confidence and helping sustain demand from fund managers. Raymond James sticks to buy
• Positive Sentiment: Industry tailwind: analysts highlight rising natural‑gas demand from AI/data‑center growth, a structural driver for pipeline throughput and long‑term cash flow improvement. Data center demand boosts natural gas outlook
• Neutral Sentiment: Post‑earnings momentum: commentary notes WMB is up roughly 4.6% since the last earnings report; useful context on recent strength but not a stand‑alone catalyst. Can the rally continue?
• Positive Sentiment: Dividend increase: WMB raised its quarterly payout to $0.525 (annualized $2.10), boosting yield and income appeal—but note the payout ratio is high, which limits optionality. MarketBeat WMB overview
• Negative Sentiment: Insider selling: SVP Todd J. Rinke sold 7,364 shares (~22% reduction of his prior incremental position), a potential signal of profit‑taking or rebalancing that can weigh on near‑term sentiment. SEC filing for insider sale

Insider Activity at Williams Companies

In other Williams Companies news, CAO Mary A. Hausman sold 10,107 shares of Williams Companies stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $74.91, for a total transaction of $757,115.37. Following the completion of the sale, the chief accounting officer directly owned 17,230 shares in the company, valued at $1,290,699.30. The trade was a 36.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Terrance Lane Wilson sold 27,000 shares of the stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $72.92, for a total value of $1,968,840.00. Following the completion of the transaction, the senior vice president directly owned 293,159 shares in the company, valued at approximately $21,377,154.28. This represents a 8.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 48,471 shares of company stock worth $3,557,023. Insiders own 0.44% of the company's stock.

About Williams Companies

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.

Want to see what other hedge funds are holding WMB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Williams Companies, Inc. (The) (NYSE:WMB - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.