US Capital Advisors Has Strong Estimate for WMB Q1 Earnings

Williams Companies, Inc. (The) (NYSE:WMB) – Investment analysts at US Capital Advisors lifted their Q1 2026 earnings estimates for Williams Companies in a report issued on Monday, February 2nd. US Capital Advisors analyst J. Carreker now forecasts that the pipeline company will post earnings of $0.61 per share for the quarter, up from their previous estimate of $0.58. The consensus estimate for Williams Companies’ current full-year earnings is $2.08 per share. US Capital Advisors also issued estimates for Williams Companies’ FY2027 earnings at $2.49 EPS.

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

Several other research firms have also weighed in on WMB. Barclays increased their price target on Williams Companies from $65.00 to $66.00 and gave the company an “equal weight” rating in a report on Tuesday, October 14th. Citigroup increased their target price on shares of Williams Companies from $65.00 to $70.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. UBS Group reaffirmed a “buy” rating on shares of Williams Companies in a research note on Monday, January 12th. Jefferies Financial Group increased their price objective on shares of Williams Companies from $71.00 to $76.00 and gave the stock a “buy” rating in a research report on Tuesday. Finally, Tudor Pickering raised Williams Companies from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 1st. 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, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $68.64.

Williams Companies Trading Up 1.5%

Shares of WMB stock opened at $67.47 on Thursday. The company has a market cap of $82.40 billion, a PE ratio of 34.78, a price-to-earnings-growth ratio of 1.55 and a beta of 0.65. Williams Companies has a 1 year low of $51.58 and a 1 year high of $68.94. The stock’s 50 day simple moving average is $61.74 and its two-hundred day simple moving average is $60.30. The company has a debt-to-equity ratio of 1.73, a current ratio of 0.42 and a quick ratio of 0.36.

Institutional Investors Weigh In On Williams Companies

Large investors have recently made changes to their positions in the stock. Brighton Jones LLC grew its stake in Williams Companies by 40.9% during the 4th quarter. Brighton Jones LLC now owns 13,680 shares of the pipeline company’s stock valued at $740,000 after purchasing an additional 3,969 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Williams Companies by 5.5% during the second 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 during the period. Wealthcare Advisory Partners LLC boosted its position in 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 buying an additional 428 shares during the last quarter. Simplicity Wealth LLC increased its holdings in Williams Companies by 105.0% in the 2nd quarter. Simplicity Wealth LLC now owns 7,646 shares of the pipeline company’s stock worth $480,000 after buying an additional 3,917 shares during the period. Finally, KLP Kapitalforvaltning AS raised its position in Williams Companies by 3.5% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 502,710 shares of the pipeline company’s stock worth $31,575,000 after buying an additional 16,800 shares during the last quarter. 86.44% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, SVP Terrance Lane Wilson sold 2,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $66.39, for a total transaction 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 represents a 0.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders sold 8,000 shares of company stock valued at $498,700 in the last three months. Company insiders own 0.44% of the company’s stock.

Williams Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, March 13th will be issued a dividend of $0.525 per share. The ex-dividend date is Friday, March 13th. This represents a $2.10 annualized dividend and a dividend yield of 3.1%. This is a boost from Williams Companies’s previous quarterly dividend of $0.50. Williams Companies’s dividend payout ratio (DPR) is currently 108.25%.

Williams Companies News Summary

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

• Positive Sentiment: Jefferies raised its price target to $76 and kept a Buy rating, providing a clear buy‑side catalyst and signaling stronger upside vs. recent levels. Jefferies Boosts PT to $76
• Positive Sentiment: Zacks and other previews point to expected Q4 earnings growth and the potential for an earnings beat on Feb. 10, which can lift the stock ahead of the report. WMB to Report Q4 Results: Wall Street Expects Earnings Growth
• Positive Sentiment: Weather and gas‑storage draws (EIA data showing a large reduction in lower‑48 nat‑gas inventories after Winter Storm Fern) have supported natural gas prices and volumes—a tailwind for midstream throughput and Williams’ revenue. EIA: Natural Gas Stocks Update
• Positive Sentiment: Company raised its quarterly dividend to $0.525 (annualized $2.10, ~3.1% yield), which is supportive for income‑oriented investors and helps justify higher valuation multiples. MarketBeat WMB Coverage
• Neutral Sentiment: Analysts’ consensus price target sits near $68.29 — essentially in line with the current trading level — indicating mixed expectations across the Street. Average Price Target $68.29
• Negative Sentiment: US Capital Advisors issued mixed revisions: they raised Q1 2026 and FY2027 EPS forecasts (Q1 to $0.61; FY2027 to $2.49) but trimmed several FY2026 quarterly estimates and slightly cut FY2026 EPS — a near‑term downgrade that can temper optimism about 2026 earnings. US Capital Advisors Has Negative View of WMB FY2026 Earnings
• Negative Sentiment: Insider selling: an SVP sold 2,000 shares (~$66.39 avg), a small but visible transaction that some investors view as a negative signal. SEC Form 4 filing is available. 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.