US Capital Advisors Has Pessimistic View of WMB Q2 Earnings

Williams Companies, Inc. (The) (NYSE:WMB) – Research analysts at US Capital Advisors lowered their Q2 2026 earnings per share (EPS) estimates for shares of Williams Companies in a note issued to investors on Monday, February 2nd. US Capital Advisors analyst J. Carreker now forecasts that the pipeline company will post earnings per share of $0.49 for the quarter, down from their prior forecast of $0.51. The consensus estimate for Williams Companies’ current full-year earnings is $2.08 per share. US Capital Advisors also issued estimates for Williams Companies’ Q3 2026 earnings at $0.51 EPS and Q4 2026 earnings at $0.61 EPS.

Several other equities research analysts have also commented on WMB. TD Cowen raised their price target on shares of Williams Companies from $69.00 to $70.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Jefferies Financial Group boosted their price target on shares of Williams Companies from $71.00 to $76.00 and gave the stock a “buy” rating in a research report on Tuesday. Tudor Pickering raised Williams Companies from a “hold” rating to a “strong-buy” rating in a report on Monday, December 1st. UBS Group reaffirmed a “buy” rating on shares of Williams Companies in a research note on Monday, January 12th. Finally, Zacks Research cut Williams Companies from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 6th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $68.64.

Williams Companies Stock Performance

WMB stock opened at $66.38 on Wednesday. Williams Companies has a 1 year low of $51.58 and a 1 year high of $68.95. The stock has a market capitalization of $81.06 billion, a price-to-earnings ratio of 34.22, a PEG ratio of 1.60 and a beta of 0.65. The company has a debt-to-equity ratio of 1.73, a quick ratio of 0.36 and a current ratio of 0.42. The stock’s fifty day moving average is $61.59 and its two-hundred day moving average is $60.25.

Williams Companies (NYSE:WMB) last issued its earnings results on Monday, November 3rd. The pipeline company reported $0.49 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.51 by ($0.02). The company had revenue of $2.92 billion during the quarter, compared to analyst estimates of $2.87 billion. Williams Companies had a net margin of 20.61% and a return on equity of 16.74%. The business’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same quarter last year, the company posted $0.43 EPS.

Institutional Trading of Williams Companies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in WMB. Brighton Jones LLC raised its position in shares of Williams Companies by 40.9% during the fourth quarter. Brighton Jones LLC now owns 13,680 shares of the pipeline company’s stock valued at $740,000 after buying an additional 3,969 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Williams Companies by 5.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,635 shares of the pipeline company’s stock worth $291,000 after purchasing an additional 242 shares in the last quarter. Wealthcare Advisory Partners LLC raised its stake in shares of Williams Companies by 7.1% in the second quarter. Wealthcare Advisory Partners LLC now owns 6,437 shares of the pipeline company’s stock valued at $404,000 after acquiring an additional 428 shares during the last quarter. Simplicity Wealth LLC grew its position in Williams Companies by 105.0% during the 2nd quarter. Simplicity Wealth LLC now owns 7,646 shares of the pipeline company’s stock worth $480,000 after acquiring an additional 3,917 shares during the last quarter. Finally, Woodmont Investment Counsel LLC acquired a new stake in Williams Companies during the 2nd quarter valued at $302,000. Institutional investors and hedge funds own 86.44% of the company’s stock.

Insider Activity

In related news, SVP Terrance Lane Wilson sold 2,000 shares of Williams Companies stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $66.39, for a total value of $132,780.00. Following the transaction, the senior vice president owned 293,545 shares in the company, valued at $19,488,452.55. This trade represents a 0.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Over the last ninety days, insiders have sold 8,000 shares of company stock worth $498,700. 0.44% of the stock is currently owned by corporate insiders.

Williams Companies Increases Dividend

The business 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 $0.525 dividend. This is an increase from Williams Companies’s previous quarterly dividend of $0.50. The ex-dividend date is Friday, March 13th. This represents a $2.10 annualized dividend and a yield of 3.2%. Williams Companies’s dividend payout ratio is presently 103.09%.

Key Headlines Impacting Williams Companies

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

• Positive Sentiment: Jefferies raised its price target to $76 and maintained a Buy rating — a clear upside catalyst that supports investor interest. Jefferies Boosts PT to $76
• Positive Sentiment: Williams recently increased its quarterly dividend to $0.525 (annualized $2.10; ~3.1% yield), which is supportive of income‑oriented holders and can buoy the share price. MarketBeat: WMB Profile & Dividend
• Positive Sentiment: Late‑January cold weather sparked a natural gas price rally, a macro tailwind for midstream operators like Williams that can lift throughput and fee revenue. Cold Weather Boosts Natural Gas Prices
• Neutral Sentiment: Analysts expect Q4 results to show ~21% profit growth and ~14% revenue growth, setting up the Feb. 10 print as the immediate catalyst — a potential beat could reverse the pullback, while a miss would likely deepen it. Zacks Q4 Preview
• Neutral Sentiment: The Street’s average price target (~$68.29) and mixed analyst coverage imply limited consensus upside from current levels — a neutral backdrop that can mute strong moves absent a clear earnings surprise. Average Price Target $68.29
• Negative Sentiment: US Capital Advisors trimmed several 2026 EPS forecasts (Q2/Q3/Q4 and FY), shaving near‑term earnings expectations — modest but a downward revision that can pressure the stock ahead of results. MarketBeat: Analyst Estimate Changes
• Negative Sentiment: Senior VP Terrance Lane Wilson sold 2,000 shares (~$132,780), a small insider disposition that some investors view negatively even though his remaining stake remains large. SEC filing: SEC Form 4

Williams Companies Company Profile

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.