M.D. Sass LLC Has $80.53 Million Stake in Williams Companies, Inc. (The) $WMB

Posted by Brian Himes on Jun 3rd, 2026

M.D. Sass LLC boosted its position in Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 12.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,339,634 shares of the pipeline company’s stock after purchasing an additional 146,734 shares during the quarter. Williams Companies makes up approximately 6.3% of M.D. Sass LLC’s investment portfolio, making the stock its 2nd largest holding. M.D. Sass LLC’s holdings in Williams Companies were worth $80,525,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Towne Trust Company N.A raised its holdings in Williams Companies by 60.2% in the fourth quarter. Towne Trust Company N.A now owns 431 shares of the pipeline company’s stock worth $26,000 after purchasing an additional 162 shares in the last quarter. Clearstead Trust LLC increased its holdings in shares of Williams Companies by 62.2% during the fourth quarter. Clearstead Trust LLC now owns 485 shares of the pipeline company’s stock valued at $29,000 after acquiring an additional 186 shares in the last quarter. WHI TRUST Co LLC acquired a new position in shares of Williams Companies during the fourth quarter valued at about $30,000. Entrust Financial LLC purchased a new position in shares of Williams Companies in the 4th quarter valued at approximately $31,000. Finally, Financial Life Planners purchased a new position in shares of Williams Companies in the 3rd quarter valued at approximately $36,000. 86.44% of the stock is currently owned by institutional investors.

Williams Companies Price Performance

Shares of NYSE:WMB opened at $71.23 on Wednesday. Williams Companies, Inc. has a twelve month low of $55.82 and a twelve month high of $80.07. The company’s 50 day moving average is $73.69 and its 200 day moving average is $68.15. The company has a current ratio of 0.83, a quick ratio of 0.76 and a debt-to-equity ratio of 1.99. The company has a market cap of $87.01 billion, a PE ratio of 31.24, a price-to-earnings-growth ratio of 1.70 and a beta of 0.58.

Williams Companies (NYSE:WMB – Get Free Report) last issued its quarterly earnings results on Monday, May 4th. The pipeline company reported $0.73 earnings per share for the quarter, topping the consensus estimate of $0.63 by $0.10. Williams Companies had a net margin of 23.39% and a return on equity of 18.34%. The company had revenue of $3.03 billion for the quarter, compared to the consensus estimate of $3.28 billion. During the same quarter in the prior year, the company earned $0.60 EPS. Williams Companies’s quarterly revenue was down .6% on a year-over-year basis. Williams Companies has set its FY 2026 guidance at 2.200-2.380 EPS. On average, sell-side analysts forecast that Williams Companies, Inc. will post 2.46 EPS for the current year.

Williams Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Friday, June 12th will be issued a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 2.9%. The ex-dividend date is Friday, June 12th. Williams Companies’s dividend payout ratio is 92.11%.

Insider Buying and Selling

In related news, CFO John Dean Porter sold 50,000 shares of the stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $75.37, for a total value of $3,768,500.00. Following the transaction, the chief financial officer owned 196,567 shares in the company, valued at approximately $14,815,254.79. This represents a 20.28% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Todd J. Rinke sold 7,364 shares of the stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $74.39, for a total transaction of $547,807.96. Following the completion of the transaction, the senior vice president owned 26,055 shares in the company, valued at approximately $1,938,231.45. This trade represents a 22.04% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 78,762 shares of company stock worth $5,937,632 in the last quarter. 0.47% of the stock is currently owned by corporate insiders.

Key Williams Companies News

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

Positive Sentiment: Argus raised its price target on Williams Companies, highlighting the company’s large role in U.S. natural gas infrastructure and its position among the better-liked energy stocks, which can reinforce investor confidence. The Williams Companies (WMB) Price Target Raised by $2 at Argus
Positive Sentiment: Broader midstream and gas-infrastructure coverage has been constructive, citing robust gas backlogs, LNG export growth, and rising power demand from data centers as tailwinds for natural-gas-focused pipeline companies like WMB. Midstream: Robust Gas Backlogs Drive Growth Visibility
Positive Sentiment: A Zacks article compared WMB favorably as a value stock versus peer Ultrapar, which may help keep valuation-focused investors interested. UGP or WMB: Which Is the Better Value Stock Right Now?
Neutral Sentiment: The company expanded funding flexibility by adding new credit lines and filing a shelf registration, which gives Williams more financial optionality but also raises the possibility of future share issuance. Williams Companies Expands Funding Options With New Credit Lines And Equity Shelf
Negative Sentiment: US Capital Advisors trimmed earnings estimates for several future periods, including FY2027 and FY2028, which can pressure sentiment if investors view the cuts as a sign of slower profit growth ahead. Williams Companies research notes and estimates

Analysts Set New Price Targets

WMB has been the subject of several research analyst reports. Citigroup increased their price objective on shares of Williams Companies from $81.00 to $83.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Williams Companies in a report on Friday, March 27th. Stifel Nicolaus lifted their price objective on shares of Williams Companies from $78.00 to $83.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Truist Financial assumed coverage on shares of Williams Companies in a research note on Tuesday, March 24th. They set a “buy” rating and a $84.00 price objective for the company. Finally, Scotiabank lifted their price objective on shares of Williams Companies from $85.00 to $86.00 and gave the stock a “sector outperform” rating in a research note on Tuesday, May 12th. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $82.40.

Check Out Our Latest Research Report on Williams Companies

Williams Companies Profile

(Free Report)

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.