Mackenzie Financial Corp Has $330.42 Million Stock Position in Williams Companies, Inc. (The) $WMB

Key Points

• Mackenzie Financial Corp reduced its stake in Williams by 14.9%, selling 913,750 shares and ending the quarter with 5,215,789 shares valued at $330.42 million.
• Analyst and market sentiment is turning positive—price targets have been raised (one to $87) and higher U.S. natural gas demand is supporting the midstream outlook—while Williams increased its quarterly dividend to $0.525 (annualized $2.10, 2.8% yield).
• Williams reported $0.55 EPS (missed consensus by $0.02) on $3.20B revenue, set FY2026 guidance of 2.20–2.38 EPS, and trades at about a $90.1B market cap with a P/E near 34.5.

Mackenzie Financial Corp lowered its stake in shares of Williams Companies, Inc. (The) (NYSE:WMB - Free Report) by 14.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,215,789 shares of the pipeline company's stock after selling 913,750 shares during the quarter. Mackenzie Financial Corp owned 0.43% of Williams Companies worth $330,420,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Atlantic Union Bankshares Corp purchased a new position in Williams Companies in the second quarter valued at approximately $32,000. Salomon & Ludwin LLC bought a new position in shares of Williams Companies in the third quarter worth $35,000. South Plains Financial Inc. increased its stake in Williams Companies by 289.7% in the 2nd quarter. South Plains Financial Inc. now owns 608 shares of the pipeline company's stock worth $38,000 after acquiring an additional 452 shares during the last quarter. OLD Second National Bank of Aurora raised its stake in Williams Companies by 71.2% in the third quarter. OLD Second National Bank of Aurora now owns 630 shares of the pipeline company's stock valued at $40,000 after purchasing an additional 262 shares in the last quarter. Finally, TruNorth Capital Management LLC bought a new stake in shares of Williams Companies during the 3rd quarter worth $48,000. Hedge funds and other institutional investors own 86.44% of the company's stock.

Williams Companies News Roundup

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

• Positive Sentiment: Global LNG supply disruption has pushed U.S. natural gas prices higher, boosting demand outlook for U.S. pipeline and export infrastructure providers like Williams. Higher spreads and export demand generally support volumes and fee-based revenue for midstream operators. U.S. Natural Gas Prices Rise on Global LNG Supply Disruption
• Positive Sentiment: Analyst sentiment is shifting upward — Williams had a recent price-target raise (to $87) and is being highlighted among income-oriented oil & gas stocks, which can attract buy-side interest and support multiple expansion. The Williams Companies, Inc. (WMB) Price Target Raised to $87
• Positive Sentiment: Media and analysts are calling natural gas a bigger investment opportunity amid geopolitical tensions, and Williams is repeatedly named as a key U.S. infrastructure play to benefit from rising export volumes. That narrative supports higher investor appetite for WMB. Forget Oil, Expert Sees ‘bigger Opportunity’ In Natural Gas Amid War
• Neutral Sentiment: Williams executives will present at CERAWeek 2026, providing management visibility on strategy (exports, infrastructure investments, innovation). Investor presentations can help sentiment but are informational until they produce new guidance or contracts. Williams Leadership to Share Insights on Energy Infrastructure and Innovation at CERAWeek 2026
• Neutral Sentiment: Williams’ Transco unit has commenced a registered exchange offer for two series of senior notes (2036 and 2056). This is primarily a capital-markets action (registration/liquidity of notes) — watch details for any consent or tender terms that could impact cash flow or refinancing cost. Williams' Transco Commences Registered Exchange Offer for Its 5.100% Senior Notes Due 2036 and 5.750% Senior Notes Due 2056
• Neutral Sentiment: Broader investor interest in midstream-focused ETFs (e.g., VanEck EINC) highlights demand for yield and infrastructure exposure; that can direct flows to big midstream names like WMB but also increases sensitivity to oil/gas price swings and distribution risk perceptions. Retirees Chasing Monthly Cash Flow From This ETF May Be Surprised by the Fine Print

Williams Companies Stock Performance

Shares of WMB opened at $73.79 on Wednesday. The company has a market cap of $90.14 billion, a price-to-earnings ratio of 34.48, a P/E/G ratio of 1.26 and a beta of 0.63. The business's fifty day simple moving average is $67.48 and its two-hundred day simple moving average is $62.71. Williams Companies, Inc. has a 12 month low of $51.58 and a 12 month high of $76.87. 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 (NYSE:WMB - Get Free Report) last posted its earnings results on Tuesday, February 10th. The pipeline company reported $0.55 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.57 by ($0.02). Williams Companies had a net margin of 21.90% and a return on equity of 17.32%. The company had revenue of $3.20 billion for the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter in the prior year, the company posted $0.47 EPS. Williams Companies has set its FY 2026 guidance at 2.200-2.380 EPS. Research analysts anticipate that Williams Companies, Inc. will post 2.08 earnings per share for the current fiscal year.

Williams Companies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, March 13th will be given a dividend of $0.525 per share. This is an increase from Williams Companies's previous quarterly dividend of $0.50. This represents a $2.10 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Friday, March 13th. Williams Companies's dividend payout ratio (DPR) is 93.46%.

Insider Buying and Selling at Williams Companies

In other news, SVP Terrance Lane Wilson sold 27,000 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $72.92, for a total transaction 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Mary A. Hausman sold 10,107 shares of the stock in a transaction dated 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 transaction, the chief accounting officer directly owned 17,230 shares of the company's stock, valued at approximately $1,290,699.30. The trade was a 36.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 41,107 shares of company stock worth $3,009,215 in the last three months. Insiders own 0.44% of the company's stock.

Analyst Ratings Changes

Several brokerages have weighed in on WMB. Scotiabank upgraded Williams Companies from a "sector perform" rating to a "sector outperform" rating and boosted their price objective for the company from $66.00 to $84.00 in a research report on Friday, February 13th. Zacks Research upgraded Williams Companies from a "strong sell" rating to a "hold" rating in a report on Wednesday, February 4th. Stifel Nicolaus lifted their price objective on Williams Companies from $69.00 to $78.00 and gave the stock a "buy" rating in a research report on Friday, February 13th. Royal Bank Of Canada upped their target price on Williams Companies from $75.00 to $78.00 and gave the company an "outperform" rating in a report on Wednesday, February 11th. Finally, Citigroup raised their price target on Williams Companies from $70.00 to $81.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $75.86.

Williams Companies Company 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.

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.