Williams-Sonoma, Inc. $WSM Shares Sold by Systematic Financial Management LP

Systematic Financial Management LP cut its stake in Williams-Sonoma, Inc. (NYSE:WSM) by 1.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 167,847 shares of the specialty retailer’s stock after selling 2,642 shares during the period. Systematic Financial Management LP’s holdings in Williams-Sonoma were worth $29,976,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. EFG Asset Management North America Corp. grew its stake in shares of Williams-Sonoma by 51.5% in the third quarter. EFG Asset Management North America Corp. now owns 14,593 shares of the specialty retailer’s stock worth $2,852,000 after purchasing an additional 4,961 shares in the last quarter. Principal Financial Group Inc. grew its stake in shares of Williams-Sonoma by 30.2% in the third quarter. Principal Financial Group Inc. now owns 997,414 shares of the specialty retailer’s stock worth $194,947,000 after purchasing an additional 231,489 shares in the last quarter. Nordea Investment Management AB grew its stake in shares of Williams-Sonoma by 10.2% in the fourth quarter. Nordea Investment Management AB now owns 972,810 shares of the specialty retailer’s stock worth $174,473,000 after purchasing an additional 89,779 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in shares of Williams-Sonoma by 5,019.6% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 89,388 shares of the specialty retailer’s stock worth $15,964,000 after purchasing an additional 87,642 shares in the last quarter. Finally, Munich Reinsurance Co Stock Corp in Munich bought a new position in shares of Williams-Sonoma in the third quarter worth $4,605,000. 99.29% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Williams-Sonoma

In related news, EVP Karalyn Yearout sold 2,267 shares of the firm’s stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $192.49, for a total transaction of $436,374.83. Following the completion of the transaction, the executive vice president owned 23,351 shares of the company’s stock, valued at $4,494,833.99. This trade represents a 8.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeffrey Howie sold 32,684 shares of the firm’s stock in a transaction dated Thursday, March 26th. The shares were sold at an average price of $180.64, for a total value of $5,904,037.76. Following the transaction, the chief financial officer directly owned 34,138 shares of the company’s stock, valued at $6,166,688.32. This represents a 48.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 91,370 shares of company stock valued at $16,720,823 over the last 90 days. 1.10% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on WSM shares. UBS Group increased their price target on Williams-Sonoma from $175.00 to $185.00 and gave the stock a “neutral” rating in a research note on Wednesday, March 11th. Telsey Advisory Group reissued an “outperform” rating and issued a $225.00 price target (up from $220.00) on shares of Williams-Sonoma in a research note on Friday. Royal Bank Of Canada set a $192.00 price target on Williams-Sonoma and gave the stock an “outperform” rating in a research note on Friday. TD Cowen decreased their price target on Williams-Sonoma from $250.00 to $225.00 and set a “buy” rating for the company in a research note on Thursday, March 19th. Finally, Evercore set a $200.00 price target on Williams-Sonoma in a research note on Tuesday, April 14th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $207.94.

Williams-Sonoma Stock Up 0.5%

Shares of WSM stock opened at $192.95 on Friday. The stock has a 50-day simple moving average of $184.07 and a 200 day simple moving average of $191.69. Williams-Sonoma, Inc. has a fifty-two week low of $152.20 and a fifty-two week high of $222.00. The stock has a market capitalization of $22.72 billion, a P/E ratio of 21.61, a P/E/G ratio of 2.41 and a beta of 1.49.

Williams-Sonoma (NYSE:WSM) last announced its earnings results on Thursday, May 21st. The specialty retailer reported $1.93 earnings per share for the quarter, beating the consensus estimate of $1.80 by $0.13. Williams-Sonoma had a return on equity of 51.83% and a net margin of 13.81%.The business had revenue of $1.81 billion during the quarter, compared to analysts’ expectations of $1.80 billion. During the same quarter last year, the business posted $1.85 earnings per share. The company’s quarterly revenue was up 4.4% on a year-over-year basis. On average, sell-side analysts anticipate that Williams-Sonoma, Inc. will post 9.29 earnings per share for the current year.

Williams-Sonoma Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, April 17th were paid a dividend of $0.76 per share. This is an increase from Williams-Sonoma’s previous quarterly dividend of $0.66. This represents a $3.04 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend was Friday, April 17th. Williams-Sonoma’s dividend payout ratio (DPR) is 29.56%.

Key Williams-Sonoma News

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

• Positive Sentiment: Williams-Sonoma posted adjusted EPS of $1.93, topping consensus of $1.80, and revenue of $1.81 billion, slightly ahead of estimates, signaling strong execution in a still-challenging home retail backdrop. Article Title
• Positive Sentiment: Comparable brand revenue rose 4.8%, with growth across all four major brands, including standout performance from West Elm and Pottery Barn, showing broad-based demand. Article Title
• Positive Sentiment: The company highlighted disciplined cost control, resilient margins, and strong shareholder returns, including $288 million in buybacks and $85 million in dividends during the quarter. Article Title
• Neutral Sentiment: Management reiterated full-year comparable sales guidance of 2% to 6%, suggesting confidence in the business but also acknowledging ongoing uncertainty around tariffs and fuel costs. Article Title
• Negative Sentiment: The company warned that tariffs and fuel-price volatility could pressure future margins and create headwinds even as current quarter results remained strong. Article Title

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.