Williams-Sonoma, Inc. $WSM Shares Bought by Nordea Investment Management AB

Nordea Investment Management AB lifted its position in shares of Williams-Sonoma, Inc. (NYSE:WSM) by 10.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 972,810 shares of the specialty retailer’s stock after buying an additional 89,779 shares during the quarter. Nordea Investment Management AB owned approximately 0.81% of Williams-Sonoma worth $174,473,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of WSM. True Wealth Design LLC boosted its position in Williams-Sonoma by 111.8% during the third quarter. True Wealth Design LLC now owns 144 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 76 shares during the last quarter. Vermillion & White Wealth Management Group LLC lifted its stake in shares of Williams-Sonoma by 130.8% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 180 shares of the specialty retailer’s stock worth $29,000 after purchasing an additional 102 shares during the period. Triumph Capital Management acquired a new stake in shares of Williams-Sonoma during the third quarter worth $37,000. Cary Street Partners Investment Advisory LLC boosted its holdings in shares of Williams-Sonoma by 66.7% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 220 shares of the specialty retailer’s stock worth $43,000 after purchasing an additional 88 shares during the last quarter. Finally, Parkside Financial Bank & Trust grew its position in shares of Williams-Sonoma by 57.2% in the third 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 during the period. Institutional investors and hedge funds own 99.29% of the company’s stock.

More Williams-Sonoma News

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

• Positive Sentiment: Q4 EPS beat and upbeat guidance — WSM reported $3.04 GAAP EPS (above estimates) and provided a constructive fiscal‑2026 outlook that reassured investors about margins and comps. Read More.
• Positive Sentiment: Dividend increase — The board approved a ~15% quarterly dividend raise to $0.76, signaling confidence in cash flow and returning capital to shareholders. Read More.
• Positive Sentiment: Analyst bullishness from some firms — TD Cowen reiterated/maintained a Buy and several firms (RBC, others) raised targets after the quarter, providing upside case support. Read More. and Read More.
• Neutral Sentiment: Small analyst target lift but cautious rating — Barclays raised its target to $186 but kept an “equal weight” rating, implying only modest upside from current levels. Read More.
• Negative Sentiment: Revenue miss and YoY decline — Net sales of $2.36B missed consensus (~$2.41B) and were down year‑over‑year, which tempers enthusiasm despite the EPS beat. Read More.
• Negative Sentiment: Tariffs and margin pressure remain a risk — Management cited tariffs and cost pressures that compress margins even as the company mitigates much of the impact; this remains a watch‑item for investors. Read More.
• Negative Sentiment: Insider selling — CEO Laura Alber sold 20,000 shares (~$3.66M), a modest reduction in her stake that some investors view as a cautionary signal. Read More.

Williams-Sonoma Trading Down 2.3%

Shares of Williams-Sonoma stock opened at $178.31 on Monday. The business’s fifty day moving average price is $203.61 and its 200 day moving average price is $194.92. Williams-Sonoma, Inc. has a twelve month low of $130.07 and a twelve month high of $222.00. The stock has a market capitalization of $21.29 billion, a P/E ratio of 20.15, a PEG ratio of 2.26 and a beta of 1.64.

Williams-Sonoma (NYSE:WSM) last announced its quarterly earnings results on Wednesday, March 18th. The specialty retailer reported $3.04 EPS for the quarter, topping the consensus estimate of $2.90 by $0.14. The company had revenue of $2.36 billion during the quarter, compared to analyst estimates of $2.41 billion. Williams-Sonoma had a return on equity of 51.45% and a net margin of 13.94%.The firm’s revenue was down 4.3% on a year-over-year basis. During the same period in the prior year, the firm posted $3.28 earnings per share. As a group, sell-side analysts predict that Williams-Sonoma, Inc. will post 8.36 EPS for the current year.

Williams-Sonoma Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, April 17th will be given a dividend of $0.76 per share. This is a boost from Williams-Sonoma’s previous quarterly dividend of $0.66. The ex-dividend date of this dividend is Friday, April 17th. This represents a $3.04 dividend on an annualized basis and a yield of 1.7%. Williams-Sonoma’s dividend payout ratio is currently 29.83%.

Insider Activity at Williams-Sonoma

In other Williams-Sonoma news, CEO Laura Alber sold 35,000 shares of Williams-Sonoma stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $207.39, for a total transaction of $7,258,650.00. Following the transaction, the chief executive officer directly owned 806,537 shares of the company’s stock, valued at $167,267,708.43. The trade was a 4.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Karalyn Yearout sold 767 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $205.16, for a total transaction of $157,357.72. Following the sale, the executive vice president owned 13,236 shares of the company’s stock, valued at approximately $2,715,497.76. This represents a 5.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 55,767 shares of company stock worth $11,076,808 in the last 90 days. 1.10% of the stock is currently owned by insiders.

Analyst Ratings Changes

WSM has been the subject of several analyst reports. Citigroup upped their target price on Williams-Sonoma from $188.00 to $208.00 and gave the company a “neutral” rating in a research note on Friday, March 6th. Robert W. Baird decreased their price target on Williams-Sonoma from $235.00 to $225.00 and set an “outperform” rating on the stock in a research note on Thursday. Telsey Advisory Group restated an “outperform” rating and issued a $220.00 price target on shares of Williams-Sonoma in a report on Thursday, March 12th. Weiss Ratings raised shares of Williams-Sonoma from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 18th. Finally, UBS Group increased their price objective on shares of Williams-Sonoma from $175.00 to $185.00 and gave the stock a “neutral” rating in a report on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $209.56.

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.