What is US Capital Advisors’ Forecast for WMB Q1 Earnings?

Williams Companies, Inc. (The) (NYSE:WMB) – Equities researchers at US Capital Advisors lowered their Q1 2026 earnings estimates for shares of Williams Companies in a report issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now forecasts that the pipeline company will post earnings per share of $0.59 for the quarter, down from their previous forecast of $0.61. The consensus estimate for Williams Companies’ current full-year earnings is $2.08 per share. US Capital Advisors also issued estimates for Williams Companies’ Q2 2027 earnings at $0.50 EPS, Q3 2027 earnings at $0.57 EPS and FY2027 earnings at $2.37 EPS.

Williams Companies (NYSE:WMB) last posted its earnings results on Tuesday, February 10th. The pipeline company reported $0.55 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.57 by ($0.02). Williams Companies had a net margin of 21.90% and a return on equity of 17.32%. The firm had revenue of $3.20 billion for the quarter, compared to analyst estimates of $3.10 billion. During the same period in the previous year, the firm earned $0.47 earnings per share. Williams Companies has set its FY 2026 guidance at 2.200-2.380 EPS.

Several other equities analysts also recently issued reports on WMB. Royal Bank Of Canada boosted their price objective on Williams Companies from $75.00 to $78.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 11th. Stifel Nicolaus lifted their target price on Williams Companies from $69.00 to $78.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Truist Financial assumed coverage on Williams Companies in a research report on Tuesday. They set a “buy” rating and a $84.00 price target for the company. Tudor Pickering raised Williams Companies from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 1st. Finally, Morgan Stanley raised their price target on Williams Companies from $83.00 to $90.00 and gave the company an “overweight” rating in a report on Monday, March 2nd. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Williams Companies presently has an average rating of “Moderate Buy” and a consensus target price of $77.00.

Williams Companies Price Performance

Shares of NYSE:WMB opened at $74.39 on Wednesday. The firm’s 50 day moving average is $70.13 and its two-hundred day moving average is $63.84. The firm has a market capitalization of $90.87 billion, a P/E ratio of 34.76, a PEG ratio of 1.27 and a beta of 0.63. The company has a current ratio of 0.53, a quick ratio of 0.48 and a debt-to-equity ratio of 1.83. Williams Companies has a 52 week low of $51.58 and a 52 week high of $76.87.

Institutional Investors Weigh In On Williams Companies

Several hedge funds and other institutional investors have recently bought and sold shares of WMB. Norges Bank acquired a new stake in Williams Companies in the 4th quarter valued at about $747,749,000. BROOKFIELD Corp ON grew its stake in shares of Williams Companies by 190.3% in the 2nd quarter. BROOKFIELD Corp ON now owns 12,028,186 shares of the pipeline company’s stock worth $755,490,000 after purchasing an additional 7,884,730 shares during the last quarter. Wellington Management Group LLP grew its stake in shares of Williams Companies by 15.9% in the 3rd quarter. Wellington Management Group LLP now owns 48,586,299 shares of the pipeline company’s stock worth $3,077,942,000 after purchasing an additional 6,668,950 shares during the last quarter. Clearbridge Investments LLC raised its holdings in shares of Williams Companies by 21.3% in the 4th quarter. Clearbridge Investments LLC now owns 21,325,482 shares of the pipeline company’s stock worth $1,281,875,000 after purchasing an additional 3,748,126 shares in the last quarter. Finally, SG Americas Securities LLC lifted its stake in Williams Companies by 4,992.2% during the fourth quarter. SG Americas Securities LLC now owns 3,704,739 shares of the pipeline company’s stock valued at $222,692,000 after purchasing an additional 3,631,986 shares during the last quarter. 86.44% of the stock is currently owned by institutional investors.

Insider Transactions at Williams Companies

In other news, SVP Todd J. Rinke sold 7,364 shares of the business’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $74.39, for a total value of $547,807.96. Following the sale, the senior vice president owned 26,055 shares of the company’s stock, valued at approximately $1,938,231.45. The trade was a 22.04% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Mary A. Hausman sold 10,107 shares of the company’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $74.91, for a total value of $757,115.37. Following the completion of the sale, the chief accounting officer owned 17,230 shares of the company’s stock, valued at approximately $1,290,699.30. This trade represents a 36.97% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 51,369 shares of company stock valued at $3,769,012. 0.44% of the stock is currently owned by company insiders.

Williams Companies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, March 13th will be issued a dividend of $0.525 per share. The ex-dividend date of this dividend is Friday, March 13th. This is a positive change from Williams Companies’s previous quarterly dividend of $0.50. This represents a $2.10 annualized dividend and a yield of 2.8%. Williams Companies’s dividend payout ratio is presently 98.13%.

Williams Companies News Roundup

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

• Positive Sentiment: New analyst coverage: Truist initiated coverage with a “buy” and an $84 price target (about a mid‑teens upside vs. current levels), which can attract demand from institutional investors and supports the stock. Benzinga
• Positive Sentiment: Growth narrative: CEO Chad Zamarin highlighted rising power demand from data centers and how Williams is positioned to serve that market — a potential multi-year revenue/volume tailwind if Williams secures more data‑center power business. Williams CEO on data center power
• Positive Sentiment: Longer-term upside in analyst models: US Capital Advisors’ note includes a FY2028 EPS projection of $2.95 and multi‑year quarterly forecasts that imply accelerating earnings out years, supporting a longer‑term bullish view if the company executes. MarketBeat coverage
• Neutral Sentiment: Political/industry context: Oklahoma Gov. Kevin Stitt appointed energy executive Alan Armstrong to the U.S. Senate. Armstrong’s background in energy could be supportive for industry policy, but the direct impact on Williams is uncertain and likely limited in the near term. Alan Armstrong Becomes Newest U.S. Senator
• Negative Sentiment: Near‑term estimate cuts: US Capital Advisors trimmed several near‑term EPS forecasts (Q2 and Q3 2026 down slightly, and FY2026 lowered to $2.18 from $2.22). Those cuts increase short‑term execution risk and may pressure sentiment until results/visibility improve. MarketBeat coverage

About Williams Companies

Williams Companies, Inc (NYSE: WMB) is a U.S.-based energy infrastructure company focused on the midstream segment of the natural gas value chain. The company develops, owns and operates assets that gather, process, transport and store natural gas and natural gas liquids (NGLs). Its operations support the movement of gas from production areas to end users including utilities, power generators, industrial customers and export facilities.

Williams’s product and service offering includes interstate and intrastate pipeline transmission, gas-gathering systems, processing facilities that remove impurities and separate NGLs, storage services and fractionation and transportation of NGL products.