TD Cowen Cuts Williams-Sonoma (NYSE:WSM) Price Target to $225.00

Williams-Sonoma (NYSE:WSM) had its price objective decreased by TD Cowen from $250.00 to $225.00 in a research report report published on Thursday,Benzinga reports. TD Cowen currently has a buy rating on the specialty retailer’s stock.

A number of other analysts also recently weighed in on WSM. Royal Bank Of Canada increased their target price on shares of Williams-Sonoma from $206.00 to $214.00 and gave the company an “outperform” rating in a research report on Thursday. Telsey Advisory Group restated an “outperform” rating and issued a $220.00 price target on shares of Williams-Sonoma in a research report on Thursday, March 12th. Weiss Ratings raised shares of Williams-Sonoma from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 18th. UBS Group increased their price objective on shares of Williams-Sonoma from $175.00 to $185.00 and gave the stock a “neutral” rating in a research report on Wednesday, March 11th. Finally, Robert W. Baird lowered their target price on shares of Williams-Sonoma from $235.00 to $225.00 and set an “outperform” rating for the company in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $209.56.

Williams-Sonoma Trading Down 2.3%

Shares of WSM opened at $178.31 on Thursday. The stock’s 50-day moving average price is $203.61 and its two-hundred day moving average price is $194.90. Williams-Sonoma has a 12 month low of $130.07 and a 12 month high of $222.00. The company has a market capitalization of $21.29 billion, a PE ratio of 20.15, a PEG ratio of 2.66 and a beta of 1.64.

Williams-Sonoma (NYSE:WSM) last issued its quarterly earnings results on Wednesday, March 18th. The specialty retailer reported $3.04 earnings per share for the quarter, beating the consensus estimate of $2.90 by $0.14. Williams-Sonoma had a return on equity of 51.45% and a net margin of 13.94%.The company had revenue of $2.36 billion during the quarter, compared to analysts’ expectations of $2.41 billion. During the same quarter in the prior year, the firm posted $3.28 earnings per share. The business’s quarterly revenue was down 4.3% on a year-over-year basis. Equities research analysts predict that Williams-Sonoma will post 8.36 EPS for the current fiscal year.

Williams-Sonoma Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Friday, April 17th will be paid a $0.76 dividend. This represents a $3.04 annualized dividend and a yield of 1.7%. This is a boost from Williams-Sonoma’s previous quarterly dividend of $0.66. The ex-dividend date of this dividend is Friday, April 17th. Williams-Sonoma’s payout ratio is presently 29.83%.

Insider Buying and Selling

In other news, CEO Laura Alber sold 35,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $207.39, for a total transaction of $7,258,650.00. Following the completion of the sale, the chief executive officer owned 806,537 shares of the company’s stock, valued at $167,267,708.43. This trade represents a 4.16% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Karalyn Yearout sold 767 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $205.16, for a total transaction of $157,357.72. Following the sale, the executive vice president directly owned 13,236 shares of the company’s stock, valued at approximately $2,715,497.76. This trade represents a 5.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 55,767 shares of company stock worth $11,076,808 over the last 90 days. Company insiders own 1.10% of the company’s stock.

Institutional Investors Weigh In On Williams-Sonoma

Several hedge funds and other institutional investors have recently bought and sold shares of WSM. Rockefeller Capital Management L.P. raised its holdings in shares of Williams-Sonoma by 15.3% during the fourth quarter. Rockefeller Capital Management L.P. now owns 6,469 shares of the specialty retailer’s stock valued at $1,155,000 after purchasing an additional 860 shares during the period. World Investment Advisors boosted its position in shares of Williams-Sonoma by 21.0% during the 4th quarter. World Investment Advisors now owns 2,257 shares of the specialty retailer’s stock worth $403,000 after purchasing an additional 391 shares in the last quarter. Corient Private Wealth LLC grew its stake in shares of Williams-Sonoma by 13.2% in the 4th quarter. Corient Private Wealth LLC now owns 132,471 shares of the specialty retailer’s stock valued at $23,668,000 after buying an additional 15,452 shares during the period. Strategic Advisory Partners LLC acquired a new stake in shares of Williams-Sonoma in the 4th quarter valued at about $209,000. Finally, Caitong International Asset Management Co. Ltd bought a new stake in Williams-Sonoma in the 4th quarter valued at about $70,000. 99.29% of the stock is owned by institutional investors.

Key Headlines Impacting Williams-Sonoma

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

• Positive Sentiment: Q4 EPS beat and upbeat guidance — WSM reported $3.04 GAAP EPS (above estimates) and provided a constructive fiscal‑2026 outlook that reassured investors about margins and comps. Read More.
• Positive Sentiment: Dividend increase — The board approved a ~15% quarterly dividend raise to $0.76, signaling confidence in cash flow and returning capital to shareholders. Read More.
• Positive Sentiment: Analyst bullishness from some firms — TD Cowen reiterated/maintained a Buy and several firms (RBC, others) raised targets after the quarter, providing upside case support. Read More. and Read More.
• Neutral Sentiment: Small analyst target lift but cautious rating — Barclays raised its target to $186 but kept an “equal weight” rating, implying only modest upside from current levels. Read More.
• Negative Sentiment: Revenue miss and YoY decline — Net sales of $2.36B missed consensus (~$2.41B) and were down year‑over‑year, which tempers enthusiasm despite the EPS beat. Read More.
• Negative Sentiment: Tariffs and margin pressure remain a risk — Management cited tariffs and cost pressures that compress margins even as the company mitigates much of the impact; this remains a watch‑item for investors. Read More.
• Negative Sentiment: Insider selling — CEO Laura Alber sold 20,000 shares (~$3.66M), a modest reduction in her stake that some investors view as a cautionary signal. Read More.

About Williams-Sonoma

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.