Pacific Heights Asset Management LLC Takes $34.97 Million Position in Williams-Sonoma, Inc. $WSM

Key Points

• Pacific Heights Asset Management acquired 150,000 Williams-Sonoma shares worth approximately $34.97 million, representing 1.1% of its portfolio and about 0.13% of the retailer. Institutional investors collectively own 99.29% of the stock.
• Williams-Sonoma’s latest quarter exceeded expectations, with adjusted EPS of $2.10 and revenue of $1.96 billion, up 6.7% year over year. Comparable sales rose 6.2%, prompting management to raise fiscal 2026 revenue and comparable-sales guidance.
• Analysts maintain a cautiously positive outlook, with a consensus “Moderate Buy” rating and an average price target of $244.44, though tariff-related margin pressure, housing weakness and cautious consumers remain risks.

Pacific Heights Asset Management LLC bought a new position in shares of Williams-Sonoma, Inc. (NYSE:WSM - Free Report) during the second quarter, according to its most recent filing with the SEC. The fund bought 150,000 shares of the specialty retailer's stock, valued at approximately $34,965,000. Williams-Sonoma accounts for 1.1% of Pacific Heights Asset Management LLC's investment portfolio, making the stock its 23rd largest holding. Pacific Heights Asset Management LLC owned about 0.13% of Williams-Sonoma at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in WSM. Public Employees Retirement System of Ohio bought a new position in Williams-Sonoma during the second quarter valued at about $9,295,000. Capstone Investment Advisors LLC bought a new stake in Williams-Sonoma in the second quarter worth about $1,262,000. Redwood Investment Management LLC purchased a new position in Williams-Sonoma in the second quarter valued at about $1,153,000. Proficio Capital Partners LLC purchased a new position in Williams-Sonoma in the second quarter valued at about $761,000. Finally, Stonebridge Capital Management Inc. bought a new position in shares of Williams-Sonoma during the 2nd quarter valued at approximately $3,273,000. 99.29% of the stock is owned by hedge funds and other 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

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. KeyCorp reaffirmed an "overweight" rating and issued a $270.00 price target (up from $250.00) on shares of Williams-Sonoma in a report on Thursday. Credit Suisse Group set a $261.00 price objective on Williams-Sonoma in a report on Monday. Telsey Advisory Group set a $260.00 price objective on Williams-Sonoma and gave the company an "outperform" rating in a report on Thursday. Barclays set a $190.00 target price on Williams-Sonoma and gave the stock an "equal weight" rating in a research report on Friday, May 22nd. Finally, The Goldman Sachs Group reaffirmed 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. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and nine have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $244.44.

Williams-Sonoma Stock Up 0.3%

WSM opened at $238.22 on Friday. The firm has a 50-day moving average price of $233.32 and a 200-day moving average price of $208.30. Williams-Sonoma, Inc. has a twelve month low of $165.51 and a twelve month high of $254.89. The company has a market capitalization of $28.05 billion, a price-to-earnings ratio of 24.38, a PEG ratio of 2.60 and a beta of 1.50.

Williams-Sonoma (NYSE:WSM - Get Free Report) last announced its quarterly earnings results on Wednesday, August 26th. The specialty retailer reported $2.10 EPS for the quarter, beating analysts' consensus estimates of $2.08 by $0.02. The company had revenue of $1.96 billion for the quarter, compared to analysts' expectations of $1.93 billion. Williams-Sonoma had a net margin of 14.73% and a return on equity of 53.48%. Williams-Sonoma's revenue was up 6.7% compared to the same quarter last year. During the same period in the prior year, the company posted $2.00 EPS. On average, sell-side analysts expect that Williams-Sonoma, Inc. will post 9.38 earnings per share for the current fiscal year.

Williams-Sonoma Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, August 21st. Shareholders of record on Friday, July 17th were given a dividend of $0.76 per share. The ex-dividend date was Friday, July 17th. This represents a $3.04 annualized dividend and a dividend yield of 1.3%. Williams-Sonoma's dividend payout ratio is currently 34.04%.

Insider Activity at Williams-Sonoma

In other news, EVP Karalyn Yearout sold 1,112 shares of the firm'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 completion of the transaction, the executive vice president directly owned 21,717 shares of the company's stock, valued at $4,962,117.33. This trade represents a 4.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 3,156 shares of company stock valued at $738,699 over the last three months. 1.10% of the stock is owned by company insiders.

Williams-Sonoma Company 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.

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