Q4 EPS Estimates for Williams-Sonoma Lowered by Analyst

Key Points

• Telsey Advisory Group has lowered its Q4 2026 earnings estimates for Williams-Sonoma to $2.88 per share, down from $3.06, while maintaining an "Outperform" rating with a price target of $215.00.
• Despite a revised earnings outlook, Williams-Sonoma reported earnings of $2.00 per share in Q2, exceeding consensus estimates, with revenues of $1.84 billion, reflecting a 2.7% year-over-year increase.
• Insider transactions indicate a decrease in stock holdings, with CEO Laura Alber and CFO Jeffrey Howie selling a combined 34,000 shares in recent months, raising questions about future confidence in the company’s stock.

Williams-Sonoma, Inc. (NYSE:WSM - Free Report) - Research analysts at Telsey Advisory Group decreased their Q4 2026 earnings per share (EPS) estimates for shares of Williams-Sonoma in a report issued on Thursday, August 28th. Telsey Advisory Group analyst C. Fernandez now expects that the specialty retailer will post earnings of $2.88 per share for the quarter, down from their previous estimate of $3.06. Telsey Advisory Group currently has a "Outperform" rating and a $215.00 price target on the stock. The consensus estimate for Williams-Sonoma's current full-year earnings is $8.36 per share. Telsey Advisory Group also issued estimates for Williams-Sonoma's Q2 2027 earnings at $1.95 EPS and Q4 2027 earnings at $3.22 EPS.

A number of other analysts have also recently weighed in on WSM. JPMorgan Chase & Co. boosted their price objective on shares of Williams-Sonoma from $168.00 to $215.00 and gave the stock a "neutral" rating in a research note on Thursday. Zelman & Associates started coverage on shares of Williams-Sonoma in a research note on Thursday, May 15th. They issued an "underperform" rating for the company. Jefferies Financial Group restated a "buy" rating on shares of Williams-Sonoma in a research note on Tuesday, May 13th. KeyCorp boosted their price objective on shares of Williams-Sonoma from $181.00 to $230.00 and gave the stock an "overweight" rating in a research note on Monday, August 25th. Finally, Royal Bank Of Canada boosted their price objective on shares of Williams-Sonoma from $212.00 to $213.00 and gave the stock an "outperform" rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus target price of $198.35.

Williams-Sonoma Stock Down 0.2%

Shares of NYSE:WSM traded down $0.29 during trading on Friday, reaching $187.77. The stock had a trading volume of 1,611,765 shares, compared to its average volume of 1,542,294. The stock has a fifty day simple moving average of $183.88 and a two-hundred day simple moving average of $171.92. Williams-Sonoma has a 52 week low of $125.33 and a 52 week high of $219.98. The firm has a market capitalization of $23.10 billion, a price-to-earnings ratio of 20.66, a P/E/G ratio of 3.04 and a beta of 1.52.

Williams-Sonoma (NYSE:WSM - Get Free Report) last announced its quarterly earnings results on Wednesday, August 27th. The specialty retailer reported $2.00 EPS for the quarter, beating the consensus estimate of $1.79 by $0.21. The business had revenue of $1.84 billion during the quarter, compared to analysts' expectations of $1.82 billion. Williams-Sonoma had a return on equity of 54.47% and a net margin of 14.54%.The firm's quarterly revenue was up 2.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.74 EPS. Williams-Sonoma has set its FY 2025 guidance at EPS.

Williams-Sonoma Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 22nd. Stockholders of record on Friday, July 18th were given a $0.66 dividend. This represents a $2.64 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, July 18th. Williams-Sonoma's dividend payout ratio is currently 29.04%.

Insider Activity at Williams-Sonoma

In other news, CEO Laura Alber sold 30,000 shares of the stock in a transaction that occurred on Tuesday, July 15th. The stock was sold at an average price of $168.18, for a total value of $5,045,400.00. Following the completion of the sale, the chief executive officer directly owned 966,927 shares of the company's stock, valued at approximately $162,617,782.86. This represents a 3.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Jeffrey Howie sold 4,000 shares of the firm's stock in a transaction on Tuesday, July 1st. The stock was sold at an average price of $168.96, for a total value of $675,840.00. Following the completion of the transaction, the chief financial officer directly owned 34,388 shares of the company's stock, valued at approximately $5,810,196.48. This trade represents a 10.42% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 38,000 shares of company stock valued at $6,349,680 over the last three months. 1.10% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in Williams-Sonoma by 21.8% in the first quarter. Vanguard Group Inc. now owns 15,630,310 shares of the specialty retailer's stock worth $2,471,152,000 after purchasing an additional 2,797,562 shares during the period. State Street Corp lifted its position in Williams-Sonoma by 2.2% in the second quarter. State Street Corp now owns 5,991,697 shares of the specialty retailer's stock worth $978,864,000 after purchasing an additional 127,597 shares during the period. Northern Trust Corp lifted its position in Williams-Sonoma by 15.1% in the fourth quarter. Northern Trust Corp now owns 1,902,382 shares of the specialty retailer's stock worth $352,283,000 after purchasing an additional 249,389 shares during the period. Invesco Ltd. lifted its position in Williams-Sonoma by 30.6% in the second quarter. Invesco Ltd. now owns 1,741,639 shares of the specialty retailer's stock worth $284,532,000 after purchasing an additional 407,929 shares during the period. Finally, First Trust Advisors LP lifted its position in Williams-Sonoma by 30.0% in the second quarter. First Trust Advisors LP now owns 1,736,466 shares of the specialty retailer's stock worth $283,686,000 after purchasing an additional 401,138 shares during the period. 99.29% of the stock is owned by institutional investors.

About Williams-Sonoma

Williams-Sonoma, Inc operates as an omni-channel specialty retailer of various products for home. It offers cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks under the Williams Sonoma Home brand, as well as home furnishings and decorative accessories under the Williams Sonoma lifestyle brand; and furniture, bedding, lighting, rugs, table essentials, and decorative accessories under the Pottery Barn brand.