Williams-Sonoma Q3 EPS Boosted by Telsey Advisory Group

Key Points

• Telsey Advisory Group has raised their Q3 2026 earnings per share (EPS) estimate for Williams-Sonoma to $1.88, slightly above their previous estimate, and maintains an "Outperform" rating with a price target of $215.00.
• The company reported earnings of $1.85 EPS for its last quarter, exceeding analysts' consensus estimates, while also achieving a revenue of $1.73 billion.
• Institutional investors own 99.29% of Williams-Sonoma's stock, indicating strong interest from large financial entities in the specialty retailer.

Williams-Sonoma, Inc. (NYSE:WSM - Free Report) - Investment analysts at Telsey Advisory Group raised their Q3 2026 EPS estimates for Williams-Sonoma in a research note issued to investors on Friday, August 22nd. Telsey Advisory Group analyst C. Fernandez now forecasts that the specialty retailer will earn $1.88 per share for the quarter, up from their prior estimate of $1.87. Telsey Advisory Group 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 FY2026 earnings at $8.60 EPS, Q1 2027 earnings at $1.82 EPS, Q3 2027 earnings at $1.99 EPS and FY2027 earnings at $8.90 EPS.

A number of other research firms have also weighed in on WSM. Jefferies Financial Group reissued a "buy" rating on shares of Williams-Sonoma in a research report on Tuesday, May 13th. Evercore ISI cut their target price on shares of Williams-Sonoma from $175.00 to $170.00 and set an "in-line" rating for the company in a research report on Tuesday, June 17th. The Goldman Sachs Group cut their target price on shares of Williams-Sonoma from $201.00 to $174.00 and set a "neutral" rating for the company in a research report on Monday, May 5th. Citigroup boosted their target price on shares of Williams-Sonoma from $162.00 to $202.00 and gave the stock a "neutral" rating in a research report on Friday. Finally, Barclays set a $166.00 price objective on shares of Williams-Sonoma and gave the company an "equal weight" rating in a research report on Monday, May 19th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus price target of $185.59.

Williams-Sonoma Price Performance

Williams-Sonoma stock opened at $203.3670 on Monday. The firm has a market cap of $25.01 billion, a price-to-earnings ratio of 23.03, a P/E/G ratio of 3.29 and a beta of 1.47. Williams-Sonoma has a fifty-two week low of $125.33 and a fifty-two week high of $219.98. The firm has a fifty day moving average price of $180.48 and a two-hundred day moving average price of $172.40.

Williams-Sonoma (NYSE:WSM - Get Free Report) last released its earnings results on Thursday, May 22nd. The specialty retailer reported $1.85 earnings per share for the quarter, topping analysts' consensus estimates of $1.76 by $0.09. The firm had revenue of $1.73 billion during the quarter, compared to analyst estimates of $1.67 billion. Williams-Sonoma had a net margin of 14.35% and a return on equity of 52.79%. The business's revenue was up 4.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.48 EPS.

Williams-Sonoma Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 22nd. Stockholders of record on Friday, July 18th were given a dividend of $0.66 per share. The ex-dividend date of this dividend was Friday, July 18th. This represents a $2.64 dividend on an annualized basis and a dividend yield of 1.3%. Williams-Sonoma's dividend payout ratio is currently 29.90%.

Insider Activity

In related news, CFO Jeffrey Howie sold 4,000 shares of the stock in a transaction dated Tuesday, July 1st. The shares were 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 owned 34,388 shares of the company's stock, valued at $5,810,196.48. This represents a 10.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Laura Alber sold 30,000 shares of the stock in a transaction dated Thursday, May 29th. The stock was sold at an average price of $164.33, for a total transaction of $4,929,900.00. Following the completion of the transaction, the chief executive officer directly owned 996,927 shares of the company's stock, valued at $163,825,013.91. This trade represents a 2.92% decrease in their position. The disclosure for this sale can be found here. Insiders sold 68,000 shares of company stock valued at $11,279,580 in the last three months. Company insiders own 1.10% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in WSM. Maseco LLP acquired a new position in Williams-Sonoma in the second quarter worth about $26,000. Vermillion & White Wealth Management Group LLC raised its position in Williams-Sonoma by 130.8% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 180 shares of the specialty retailer's stock worth $29,000 after purchasing an additional 102 shares in the last quarter. Quarry LP raised its position in Williams-Sonoma by 99.0% in the first quarter. Quarry LP now owns 199 shares of the specialty retailer's stock worth $31,000 after purchasing an additional 99 shares in the last quarter. Sentry Investment Management LLC acquired a new position in Williams-Sonoma in the first quarter worth about $32,000. Finally, Costello Asset Management INC acquired a new position in Williams-Sonoma in the first quarter worth about $32,000. Institutional investors and hedge funds own 99.29% of the company's stock.

Williams-Sonoma Company Profile

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.