Williams Companies (NYSE:WMB) Releases FY 2026 Earnings Guidance

Key Points

• Williams Companies guided to FY 2026 EPS of $2.35, below the analyst consensus estimate of $2.42. Shares opened at $71.24 and were down 4.2%.
• Third-quarter revenue rose 10.3% year over year to $3.22 billion, exceeding the $2.99 billion consensus, while EPS of $0.54 matched estimates.
• The company declared a quarterly dividend of $0.525 per share, equivalent to $2.10 annually and a 2.9% yield. Analysts remain broadly positive, with a consensus “Buy” rating and an average price target of $86.06.

Williams Companies (NYSE:WMB - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 2.350-2.350 for the period, compared to the consensus EPS estimate of 2.420.

Williams Companies Stock Down 4.2%

Shares of NYSE WMB opened at $71.24 on Tuesday. The company has a quick ratio of 0.43, a current ratio of 0.48 and a debt-to-equity ratio of 1.83. The firm has a market cap of $87.13 billion, a PE ratio of 28.38, a P/E/G ratio of 1.56 and a beta of 0.64. The company's fifty day simple moving average is $72.22 and its 200 day simple moving average is $72.33. Williams Companies has a 12-month low of $56.19 and a 12-month high of $80.07.

Williams Companies (NYSE:WMB - Get Free Report) last posted its quarterly earnings results on Monday, November 2nd. The pipeline company reported $0.54 earnings per share for the quarter, meeting the consensus estimate of $0.54. The firm had revenue of $3.22 billion during the quarter, compared to the consensus estimate of $2.99 billion. Williams Companies had a net margin of 25.17% and a return on equity of 18.49%. The business's revenue was up 10.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.49 earnings per share. As a group, sell-side analysts forecast that Williams Companies will post 2.42 earnings per share for the current fiscal year.

Williams Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, December 28th. Investors of record on Friday, December 11th will be given a $0.5250 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend is Friday, December 11th. Williams Companies's payout ratio is presently 83.67%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Wall Street Zen downgraded Williams Companies from a "hold" rating to a "sell" rating in a research note on Saturday, August 8th. UBS Group reissued a "buy" rating on shares of Williams Companies in a research note on Tuesday, July 14th. Wells Fargo & Company boosted their price objective on Williams Companies from $89.00 to $90.00 and gave the company an "overweight" rating in a report on Wednesday, August 5th. Truist Financial boosted their price objective on Williams Companies from $84.00 to $88.00 and gave the company a "buy" rating in a report on Wednesday, August 12th. Finally, Capital One Financial assumed coverage on Williams Companies in a research report on Tuesday, September 22nd. They set an "overweight" rating and a $92.00 target price on the stock. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Buy" and an average price target of $86.06.

Insiders Place Their Bets

In other Williams Companies news, SVP Terrance Wilson sold 13,000 shares of Williams Companies stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $74.87, for a total transaction of $973,310.00. Following the completion of the transaction, the senior vice president owned 268,159 shares in the company, valued at approximately $20,077,064.33. The trade was a 4.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Over the last quarter, insiders have sold 17,000 shares of company stock valued at $1,260,130. 0.47% of the stock is currently owned by company insiders.

Key Stories Impacting Williams Companies

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

• Positive Sentiment: Third-quarter revenue increased 10.3% year over year to $3.22 billion, exceeding the roughly $2.99 billion analyst estimate. Adjusted earnings also rose from $0.49 to $0.54 per share, while management indicated it is targeting the upper end of its full-year EBITDA range. Williams Delivers Strong Third-Quarter 2026 Results
• Positive Sentiment: Williams is expanding its natural-gas infrastructure portfolio to serve rising demand from liquefied natural gas projects and power generation. That supports the company’s longer-term growth outlook and reinforces the strategic value of its pipeline network. Williams Q3 Profit Rises 8% as Natural Gas Expansion Accelerates
• Neutral Sentiment: Williams reported quarterly EPS of $0.54, matching the consensus estimate cited by some outlets, although revenue clearly outperformed expectations. The mixed comparison helps explain why the strong operating results have not translated into a uniformly positive investor response. Williams Companies Q3 Adjusted Earnings, Revenue Rise
• Negative Sentiment: Against the stricter Zacks consensus of $0.55 per share, WMB’s $0.54 result represented a modest 1.82% earnings miss, despite earnings growth from the prior-year quarter. Investors may view the result as less impressive than the headline revenue beat. Williams Companies Lags Q3 Earnings Estimates
• Negative Sentiment: Williams filed a prospectus supplement for the resale of common shares. Although the filing does not necessarily mean new shares are being issued by the company, the possibility of additional shares entering the market can create dilution or supply-overhang concerns. Williams Companies Files Prospectus for Resale of Common Shares

Williams Companies Company Profile

The Williams Companies, Inc is an energy infrastructure company headquartered in Tulsa, Oklahoma. Founded in 1908 as Williams Brothers, the company has evolved from an early pipeline contractor into a major operator of natural gas infrastructure in the United States.

Williams primarily gathers, processes, transports and stores natural gas and natural gas liquids. Its assets include interstate and regional pipelines, gas processing and fractionation facilities, storage operations, and gathering systems that connect producers with utilities, industrial customers, power generators and other energy markets.

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