Moran Wealth Management LLC Has $31.46 Million Stock Holdings in Williams-Sonoma, Inc. $WSM

Posted by Francis Steltz on Jul 4th, 2026

Moran Wealth Management LLC reduced its position in shares of Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 12.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 172,560 shares of the specialty retailer’s stock after selling 25,393 shares during the quarter. Williams-Sonoma accounts for about 1.0% of Moran Wealth Management LLC’s holdings, making the stock its 11th biggest position. Moran Wealth Management LLC’s holdings in Williams-Sonoma were worth $31,463,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in WSM. Norges Bank bought a new position in Williams-Sonoma in the 4th quarter valued at approximately $316,920,000. Boston Partners bought a new stake in Williams-Sonoma during the 3rd quarter worth approximately $254,778,000. First Trust Advisors LP grew its holdings in Williams-Sonoma by 30.7% during the 3rd quarter. First Trust Advisors LP now owns 2,269,461 shares of the specialty retailer’s stock worth $443,566,000 after acquiring an additional 532,995 shares during the last quarter. Victory Capital Management Inc. increased its position in Williams-Sonoma by 86.0% in the 4th quarter. Victory Capital Management Inc. now owns 1,117,119 shares of the specialty retailer’s stock valued at $199,506,000 after acquiring an additional 516,593 shares during the period. Finally, Wellington Management Group LLP increased its position in Williams-Sonoma by 4,142.7% in the 3rd quarter. Wellington Management Group LLP now owns 478,072 shares of the specialty retailer’s stock valued at $93,439,000 after acquiring an additional 466,804 shares during the period. Institutional investors and hedge funds own 99.29% of the company’s stock.

Williams-Sonoma Price Performance

Shares of Williams-Sonoma stock opened at $227.20 on Friday. The stock’s 50-day moving average is $203.52 and its 200 day moving average is $198.85. Williams-Sonoma, Inc. has a one year low of $161.76 and a one year high of $244.65. The firm has a market cap of $26.75 billion, a price-to-earnings ratio of 25.44, a PEG ratio of 2.49 and a beta of 1.49.

Williams-Sonoma (NYSE:WSM – Get Free Report) last issued its earnings results on Thursday, May 21st. The specialty retailer reported $1.93 earnings per share for the quarter, topping analysts’ consensus estimates of $1.80 by $0.13. Williams-Sonoma had a return on equity of 53.29% and a net margin of 13.81%.The business had revenue of $1.81 billion during the quarter, compared to the consensus estimate of $1.80 billion. During the same period in the previous year, the company posted $1.85 earnings per share. The firm’s revenue for the quarter was up 4.4% on a year-over-year basis. On average, sell-side analysts expect that Williams-Sonoma, Inc. will post 9.39 EPS for the current fiscal year.

Williams-Sonoma Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 21st. Stockholders of record on Friday, July 17th will be paid a $0.76 dividend. The ex-dividend date is Friday, July 17th. This represents a $3.04 annualized dividend and a dividend yield of 1.3%. Williams-Sonoma’s payout ratio is currently 22.17%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the stock. The Goldman Sachs Group raised shares of Williams-Sonoma from a “neutral” rating to a “buy” rating and raised their price target for the company from $185.00 to $218.00 in a research note on Monday, April 13th. Wells Fargo & Company set a $190.00 price objective on shares of Williams-Sonoma and gave the stock an “equal weight” rating in a research note on Friday, May 22nd. Argus set a $230.00 price objective on Williams-Sonoma in a report on Friday, May 29th. Morgan Stanley set a $210.00 target price on Williams-Sonoma and gave the stock an “equal weight” rating in a research report on Friday, May 22nd. Finally, Evercore set a $200.00 target price on Williams-Sonoma in a report on Tuesday, April 14th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $211.47.

View Our Latest Report on WSM

Insider Activity

In related news, CFO Jeffrey Howie sold 1,419 shares of the business’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $188.45, for a total transaction of $267,410.55. Following the transaction, the chief financial officer owned 34,138 shares in the company, valued at $6,433,306.10. The trade was a 3.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Laura Alber sold 15,000 shares of the stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $200.00, for a total transaction of $3,000,000.00. Following the transaction, the chief executive officer directly owned 923,524 shares in the company, valued at approximately $184,704,800. This represents a 1.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 55,320 shares of company stock worth $10,516,069 in the last quarter. 1.10% of the stock is owned by corporate insiders.

Williams-Sonoma Company Profile

(Free Report)

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.