Hsbc Holdings PLC Takes Position in Williams-Sonoma, Inc. $WSM

Hsbc Holdings PLC acquired a new stake in shares of Williams-Sonoma, Inc. (NYSE:WSM) during the second quarter, according to its most recent filing with the SEC. The fund acquired 302,105 shares of the specialty retailer’s stock, valued at approximately $70,540,000.

A number of other institutional investors have also added to or reduced their stakes in WSM. IMG Wealth Management Inc. purchased a new stake in shares of Williams-Sonoma in the second quarter worth about $31,000. Caitong International Asset Management Co. Ltd bought a new stake in Williams-Sonoma during the 4th quarter worth approximately $25,000. Atlantic Union Bankshares Corp lifted its stake 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 purchasing an additional 50 shares in the last quarter. Meeder Asset Management Inc. bought a new position in Williams-Sonoma in the 2nd quarter valued at $35,000. Finally, Ballast Advisors LLC bought a new position in Williams-Sonoma in the 1st quarter valued at $30,000. Hedge funds and other institutional investors own 99.29% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Morgan Stanley set a $210.00 price target on shares of Williams-Sonoma and gave the stock an “equal weight” rating in a report on Friday, May 22nd. KeyCorp lifted their price objective on Williams-Sonoma from $230.00 to $250.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Credit Suisse Group set a $261.00 target price on Williams-Sonoma in a research report on Monday. Barclays set a $190.00 target price on Williams-Sonoma and gave the stock an “equal weight” rating in a research note on Friday, May 22nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $261.00 price target (up from $230.00) on shares of Williams-Sonoma in a report on Tuesday, August 11th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $236.26.

Williams-Sonoma Stock Performance

Williams-Sonoma stock opened at $237.88 on Thursday. Williams-Sonoma, Inc. has a fifty-two week low of $165.51 and a fifty-two week high of $254.89. The stock has a market cap of $28.01 billion, a P/E ratio of 26.64, a price-to-earnings-growth ratio of 2.57 and a beta of 1.50. The firm’s fifty day moving average price is $233.11 and its 200-day moving average price is $208.18.

Williams-Sonoma (NYSE:WSM) last announced its earnings results on Wednesday, August 26th. The specialty retailer reported $2.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.08 by $0.02. The company had revenue of $1.96 billion during the quarter, compared to analyst estimates of $1.93 billion. Williams-Sonoma had a net margin of 13.81% and a return on equity of 53.29%. The firm’s quarterly revenue was up 6.7% compared to the same quarter last year. During the same period in the previous year, the business earned $2.00 earnings per share. On average, analysts predict that Williams-Sonoma, Inc. will post 9.38 earnings per share for the current year.

Williams-Sonoma Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 21st. Stockholders of record on Friday, July 17th were given a dividend of $0.76 per share. The ex-dividend date was Friday, July 17th. This represents a $3.04 annualized dividend and a dividend yield of 1.3%. Williams-Sonoma’s dividend payout ratio is 34.04%.

Insider Buying and Selling at Williams-Sonoma

In related news, EVP Karalyn Yearout sold 1,112 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $228.49, for a total transaction of $254,080.88. Following the transaction, the executive vice president directly owned 21,717 shares of the company’s stock, valued at approximately $4,962,117.33. This trade represents a 4.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 3,156 shares of company stock worth $738,699. Company insiders own 1.10% of the company’s stock.

More Williams-Sonoma News

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

• Positive Sentiment: Williams-Sonoma exceeded expectations with adjusted EPS of $2.10 versus the approximately $2.05 consensus, while revenue rose 6.7% year over year to $1.96 billion. Comparable brand revenue increased 6.2%, with every brand reportedly posting positive comparable sales. Williams-Sonoma beats Q2 estimates, raises fiscal 2026 outlook
• Positive Sentiment: The company raised fiscal 2026 guidance, calling for revenue of $8.2 billion to $8.4 billion, comparable-brand revenue growth of 4.0% to 6.5%, and a non-GAAP operating margin of 17.8% to 18.2%. The higher outlook was described as operational rather than dependent on a tariff refund, which supports investor confidence in the underlying business. Williams-Sonoma Says Outlook Hike Is Operational
• Positive Sentiment: Strong cash generation and balance-sheet liquidity add support to the investment case: operating cash flow reached $695.9 million through the first half, while cash and equivalents totaled $1.03 billion. Analysts have maintained generally favorable views, with the stock receiving an average “Moderate Buy” rating and some price-target increases.
• Neutral Sentiment: Barclays retained a Hold rating, reflecting caution about the housing market and the sustainability of consumer demand for discretionary home goods despite the earnings beat and raised guidance. Barclays Sticks to Their Hold Rating for Williams-Sonoma
• Negative Sentiment: Tariffs pressured adjusted margins, creating a key offset to the sales and earnings strength. Investors may remain concerned that higher import costs could limit future margin expansion, which helps explain why the stock’s reaction has been more measured than the headline beat might suggest. Williams-Sonoma Grew Comps 6.2% and Raised Full-Year Guidance

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.