Tidal Investments LLC Increases Stock Holdings in Williams-Sonoma, Inc. $WSM

Key Points

• Tidal Investments increased its Williams-Sonoma stake by 45.3% in the second quarter, bringing its holdings to 33,553 shares valued at approximately $7.8 million. Institutional investors collectively own 99.29% of the company.
• Analysts remain generally positive, with a consensus rating of “Moderate Buy” and an average price target of $245.56. Goldman Sachs and KeyCorp raised their targets to $261 and $270, respectively, while other firms maintained neutral ratings.
• Williams-Sonoma exceeded quarterly expectations, reporting $2.10 EPS and $1.96 billion in revenue, with revenue up 6.7% year over year. Shares opened at $226.50, while some longer-term earnings estimates were modestly reduced.

Tidal Investments LLC grew its stake in shares of Williams-Sonoma, Inc. (NYSE:WSM - Free Report) by 45.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 33,553 shares of the specialty retailer's stock after purchasing an additional 10,467 shares during the quarter. Tidal Investments LLC's holdings in Williams-Sonoma were worth $7,821,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of WSM. Caitong International Asset Management Co. Ltd acquired a new stake in Williams-Sonoma during the 4th quarter worth $25,000. Atlantic Union Bankshares Corp grew its holdings in shares of Williams-Sonoma by 51.5% during the fourth quarter. Atlantic Union Bankshares Corp now owns 147 shares of the specialty retailer's stock worth $26,000 after purchasing an additional 50 shares during the last quarter. MidFirst Bank acquired a new stake in shares of Williams-Sonoma during the fourth quarter worth about $30,000. Ballast Advisors LLC acquired a new stake in shares of Williams-Sonoma during the first quarter worth about $30,000. Finally, Millstone Evans Group LLC lifted its holdings in shares of Williams-Sonoma by 229.4% in the 1st quarter. Millstone Evans Group LLC now owns 168 shares of the specialty retailer's stock valued at $31,000 after purchasing an additional 117 shares during the last quarter. Hedge funds and other institutional investors own 99.29% of the company's stock.

Wall Street Analyst Weigh In

WSM has been the subject of a number of research analyst reports. The Goldman Sachs Group reissued a "buy" rating and issued a $261.00 target price (up from $230.00) on shares of Williams-Sonoma in a research report on Tuesday, August 11th. KeyCorp reiterated an "overweight" rating and issued a $270.00 price objective (up from $250.00) on shares of Williams-Sonoma in a research note on Thursday, August 27th. Barclays set a $190.00 price objective on Williams-Sonoma and gave the company an "equal weight" rating in a report on Friday, May 22nd. Citigroup lifted their target price on shares of Williams-Sonoma from $248.00 to $252.00 and gave the company a "neutral" rating in a report on Thursday, August 27th. Finally, Morgan Stanley upped their price target on shares of Williams-Sonoma from $210.00 to $240.00 and gave the company an "equal weight" rating in a research report on Thursday, August 27th. Ten investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $245.56.

Key Williams-Sonoma News

Here are the key news stories impacting Williams-Sonoma this week:

• Positive Sentiment: Broad earnings-estimate increases: Zacks Research raised its estimates for fiscal 2027 EPS to $9.52 from $9.28 and fiscal 2028 EPS to $10.70 from $10.26. It also lifted estimates for several quarterly periods, including Q2 2028 to $2.44 from $2.19 and Q1 2029 to $2.26 from $2.20. These revisions indicate improving expectations for Williams-Sonoma’s operating performance. MarketBeat analyst estimate report
• Positive Sentiment: Positive cash-flow and value appeal: A recent investment article included Williams-Sonoma among cash-producing companies on its buy list, which may reinforce the stock’s appeal to investors seeking profitable businesses with strong cash generation. Cash-producing stock article
• Neutral Sentiment: Increased investor attention: Williams-Sonoma is currently a trending stock on Zacks.com. The article highlights factors investors should monitor, but it does not announce a material business development or provide a definitive new price target. Williams-Sonoma trending stock article
• Neutral Sentiment: Relative-value discussion: Zacks compared Williams-Sonoma with Alliance Laundry Holdings, leaving investors to weigh which home-furnishings stock offers the better value. The analysis could support WSM if it is viewed as undervalued, but it also highlights valuation as an important consideration. Alliance Laundry Holdings versus Williams-Sonoma value comparison
• Negative Sentiment: Some estimates were reduced: Zacks lowered its Q4 2028 EPS forecast to $3.53 from $3.61 and fiscal 2029 EPS to $11.31 from $11.41. These modest cuts suggest analysts see some uncertainty in longer-term growth, partially offsetting the broader upward revisions.

Williams-Sonoma Trading Up 1.2%

Williams-Sonoma stock opened at $226.50 on Friday. Williams-Sonoma, Inc. has a twelve month low of $165.51 and a twelve month high of $254.89. The stock has a 50 day moving average of $232.09 and a two-hundred day moving average of $209.32. The stock has a market capitalization of $26.68 billion, a price-to-earnings ratio of 23.18, a PEG ratio of 2.43 and a beta of 1.47.

Williams-Sonoma (NYSE:WSM - Get Free Report) last released its earnings results on Wednesday, August 26th. The specialty retailer reported $2.10 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.08 by $0.02. Williams-Sonoma had a return on equity of 53.48% and a net margin of 14.73%.The business had revenue of $1.96 billion for the quarter, compared to analyst estimates of $1.93 billion. During the same quarter in the previous year, the company posted $2.00 earnings per share. The company's revenue for the quarter was up 6.7% compared to the same quarter last year. Equities analysts predict that Williams-Sonoma, Inc. will post 9.51 earnings per share for the current year.

Insiders Place Their Bets

In related news, EVP Karalyn Yearout sold 1,112 shares of Williams-Sonoma stock in a transaction on Monday, June 15th. The shares were sold at an average price of $228.49, for a total value of $254,080.88. Following the transaction, the executive vice president directly owned 21,717 shares in the company, valued at $4,962,117.33. This trade represents a 4.87% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 2,634 shares of company stock valued at $632,696. Company insiders own 1.10% of the company's stock.

Williams-Sonoma Company Profile

Williams-Sonoma, Inc is a specialty retailer focused on high-quality home furnishings, housewares and lifestyle products. The company sells furniture, bedding, bath goods, lighting, rugs, window treatments, home décor, kitchen equipment, cookware, tabletop products, outdoor furnishings and related accessories through e-commerce platforms, catalogs and retail stores.

The company operates a portfolio of brands that includes Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Mark & Graham and Rejuvenation.

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