Systematic Financial Management LP Decreases Stock Position in Williams-Sonoma, Inc. $WSM

Systematic Financial Management LP lessened its stake in Williams-Sonoma, Inc. (NYSE:WSM) by 1.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 167,847 shares of the specialty retailer’s stock after selling 2,642 shares during the quarter. Systematic Financial Management LP owned about 0.14% of Williams-Sonoma worth $29,976,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Atlantic Union Bankshares Corp boosted its holdings in Williams-Sonoma by 51.5% in the 4th quarter. Atlantic Union Bankshares Corp now owns 147 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 50 shares during the period. Triumph Capital Management purchased a new position in Williams-Sonoma in the 3rd quarter worth approximately $37,000. Cary Street Partners Investment Advisory LLC raised its position in shares of Williams-Sonoma by 66.7% in the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 220 shares of the specialty retailer’s stock valued at $43,000 after purchasing an additional 88 shares in the last quarter. Parkside Financial Bank & Trust raised its position in shares of Williams-Sonoma by 57.2% in the 3rd quarter. Parkside Financial Bank & Trust now owns 228 shares of the specialty retailer’s stock valued at $45,000 after purchasing an additional 83 shares in the last quarter. Finally, Root Financial Partners LLC acquired a new position in shares of Williams-Sonoma in the 3rd quarter valued at approximately $48,000. Hedge funds and other institutional investors own 99.29% of the company’s stock.

Insiders Place Their Bets

In other Williams-Sonoma news, CEO Laura Alber sold 20,000 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $172.61, for a total value of $3,452,200.00. Following the sale, the chief executive officer directly owned 938,524 shares of the company’s stock, valued at $161,998,627.64. This trade represents a 2.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeffrey Howie sold 1,419 shares of the stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $188.45, for a total value of $267,410.55. Following the completion of the sale, the chief financial officer directly owned 34,138 shares in the company, valued at $6,433,306.10. This represents a 3.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 91,370 shares of company stock valued at $16,720,823 over the last three months. Company insiders own 1.10% of the company’s stock.

Williams-Sonoma Trading Up 0.5%

WSM stock opened at $192.95 on Friday. The firm has a market cap 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, Inc. has a 12-month low of $152.20 and a 12-month high of $222.00. The stock’s 50 day simple moving average is $184.07 and its 200 day simple moving average is $191.69.

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

Williams-Sonoma Increases Dividend

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

Trending Headlines about Williams-Sonoma

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

Wall Street Analyst Weigh In

A number of brokerages have issued reports on WSM. The Goldman Sachs Group raised Williams-Sonoma from a “neutral” rating to a “buy” rating and upped their target price for the company from $185.00 to $218.00 in a research report on Monday, April 13th. Barclays set a $190.00 target price on Williams-Sonoma and gave the company an “equal weight” rating in a research report on Friday. Citigroup cut their target price on Williams-Sonoma from $208.00 to $200.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 12th. Evercore set a $200.00 target price on Williams-Sonoma in a research report on Tuesday, April 14th. Finally, Royal Bank Of Canada set a $192.00 target price on Williams-Sonoma and gave the company an “outperform” rating in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $207.94.

Williams-Sonoma 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.