Williams-Sonoma (NYSE:WSM) Price Target Cut to $225.00 by Analysts at TD Cowen

Williams-Sonoma (NYSE:WSM) had its price objective cut by TD Cowen from $250.00 to $225.00 in a research report released on Thursday morning,Benzinga reports. They currently have a buy rating on the specialty retailer’s stock.

WSM has been the subject of several other research reports. Evercore set a $215.00 target price on Williams-Sonoma in a research note on Tuesday, February 10th. UBS Group raised their price target on shares of Williams-Sonoma from $175.00 to $185.00 and gave the company a “neutral” rating in a research note on Wednesday, March 11th. Telsey Advisory Group reaffirmed an “outperform” rating and set a $220.00 price target on shares of Williams-Sonoma in a report on Thursday, March 12th. Weiss Ratings upgraded shares of Williams-Sonoma from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 18th. Finally, Robert W. Baird dropped their price objective on shares of Williams-Sonoma from $235.00 to $225.00 and set an “outperform” rating for the company in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Williams-Sonoma has an average rating of “Moderate Buy” and a consensus target price of $208.31.

Williams-Sonoma Stock Performance

Shares of WSM stock opened at $182.17 on Thursday. Williams-Sonoma has a fifty-two week low of $130.07 and a fifty-two week high of $222.00. The stock’s fifty day moving average price is $204.03 and its two-hundred day moving average price is $194.95. The company has a market cap of $21.75 billion, a PE ratio of 20.58, a P/E/G ratio of 2.76 and a beta of 1.64.

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

Williams-Sonoma Increases Dividend

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

Insider Activity

In other news, EVP Karalyn Yearout sold 767 shares of the business’s stock in a transaction dated 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 directly owned 13,236 shares in the company, valued at approximately $2,715,497.76. The trade was a 5.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Laura Alber sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $183.04, for a total value of $3,660,800.00. Following the completion of the transaction, the chief executive officer directly owned 786,537 shares of the company’s stock, valued at $143,967,732.48. This represents a 2.48% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 55,767 shares of company stock worth $11,076,808. Company insiders own 1.10% of the company’s stock.

Hedge Funds Weigh In On Williams-Sonoma

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its holdings in shares of Williams-Sonoma by 22.4% during the fourth quarter. Brighton Jones LLC now owns 6,742 shares of the specialty retailer’s stock worth $1,248,000 after purchasing an additional 1,236 shares during the period. Bison Wealth LLC acquired a new stake in Williams-Sonoma in the fourth quarter valued at $227,000. Woodline Partners LP acquired a new stake in Williams-Sonoma in the first quarter valued at $1,644,000. Allworth Financial LP raised its position in Williams-Sonoma by 55.9% during the 2nd quarter. Allworth Financial LP now owns 678 shares of the specialty retailer’s stock worth $111,000 after purchasing an additional 243 shares during the last quarter. Finally, Creative Planning raised its position in Williams-Sonoma by 9.9% during the 2nd quarter. Creative Planning now owns 33,030 shares of the specialty retailer’s stock worth $5,396,000 after purchasing an additional 2,966 shares during the last quarter. 99.29% of the stock is currently owned by institutional investors and hedge funds.

Key Williams-Sonoma News

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

• Positive Sentiment: Q4 profit beat and operating strength — WSM reported GAAP EPS of $3.04, beating estimates, and showed industry‑leading margins and operating leverage that underpin profitability. Business Wire: Results
• Positive Sentiment: Dividend raised — the board increased the quarterly dividend ~15% to $0.76, signaling confidence in cash flow and returning capital to shareholders. Benzinga: Dividend Hike
• Positive Sentiment: Analyst support persists — several firms reiterated/raised ratings or kept Buy/Outperform stances (TD Cowen, RBC, Baird remain constructive), giving upside price‑target commentary despite some mix of revisions. TipRanks: Analyst Notes
• Neutral Sentiment: Management outlook is upbeat but execution‑dependent — guidance calls for mid‑single‑digit comp growth and modest revenue expansion; investors will watch comps, margins and macro sensitivity. WSJ: Forecast
• Negative Sentiment: Revenue miss and YoY sales decline — Q4 revenue of ~$2.36B missed consensus and was down ~4% y/y, which tempers the EPS beat and raises top‑line concerns. MarketBeat: Earnings Summary
• Negative Sentiment: Post‑earnings analyst trims and tariff/housing headwinds — some analysts trimmed targets and flagged tariffs and a soft housing backdrop as margin and demand risks. Benzinga: Analyst Revisions
• Negative Sentiment: Insider selling — CEO Laura Alber sold ~20,000 shares (~$3.66M), which some investors interpret as a cautionary signal (though the sale is small relative to her holding). SEC Form 4

Williams-Sonoma Company 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.