Elevation Point Wealth Partners LLC Takes Position in Williams-Sonoma, Inc. $WSM

Posted by Stanley Muller on Jul 8th, 2026

Elevation Point Wealth Partners LLC purchased a new position in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,867 shares of the specialty retailer’s stock, valued at approximately $705,000.

Several other institutional investors and hedge funds also recently bought and sold shares of WSM. Atlantic Union Bankshares Corp boosted its stake in shares of Williams-Sonoma by 51.5% during the 4th quarter. Atlantic Union Bankshares Corp now owns 147 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 50 shares during the period. Diversify Advisory Services LLC lifted its stake in Williams-Sonoma by 1.8% in the fourth quarter. Diversify Advisory Services LLC now owns 2,878 shares of the specialty retailer’s stock worth $514,000 after purchasing an additional 51 shares during the last quarter. Fulton Bank N.A. lifted its stake in Williams-Sonoma by 0.5% in the fourth quarter. Fulton Bank N.A. now owns 10,438 shares of the specialty retailer’s stock worth $1,864,000 after purchasing an additional 55 shares during the last quarter. Mutual Advisors LLC boosted its position in shares of Williams-Sonoma by 4.2% during the fourth quarter. Mutual Advisors LLC now owns 1,381 shares of the specialty retailer’s stock valued at $247,000 after buying an additional 56 shares during the period. Finally, Arjuna Capital boosted its position in shares of Williams-Sonoma by 1.6% during the fourth quarter. Arjuna Capital now owns 3,564 shares of the specialty retailer’s stock valued at $636,000 after buying an additional 57 shares during the period. 99.29% of the stock is owned by hedge funds and other institutional investors.

Williams-Sonoma Stock Performance

Williams-Sonoma stock opened at $222.57 on Wednesday. The company has a market capitalization of $26.21 billion, a PE ratio of 24.92, a P/E/G ratio of 2.45 and a beta of 1.49. The company has a 50 day moving average price of $204.78 and a 200-day moving average price of $199.48. Williams-Sonoma, Inc. has a fifty-two week low of $161.76 and a fifty-two week high of $244.65.

Williams-Sonoma (NYSE:WSM – Get Free Report) last announced its quarterly earnings data on Thursday, May 21st. The specialty retailer reported $1.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.80 by $0.13. The company had revenue of $1.81 billion for the quarter, compared to analysts’ expectations of $1.80 billion. Williams-Sonoma had a return on equity of 53.29% and a net margin of 13.81%.Williams-Sonoma’s revenue was up 4.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.85 earnings per share. On average, analysts forecast that Williams-Sonoma, Inc. will post 9.39 earnings per share for the current year.

Williams-Sonoma Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Stockholders of record on Friday, July 17th will be given a dividend of $0.76 per share. The ex-dividend date of this dividend is Friday, July 17th. This represents a $3.04 dividend on an annualized basis and a dividend yield of 1.4%. Williams-Sonoma’s dividend payout ratio is presently 34.04%.

Insiders Place Their Bets

In other news, CEO Laura Alber sold 20,000 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $172.61, for a total transaction of $3,452,200.00. Following the transaction, the chief executive officer owned 938,524 shares in the company, valued at approximately $161,998,627.64. This trade represents a 2.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Karalyn Yearout sold 1,112 shares of Williams-Sonoma stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $228.49, for a total value of $254,080.88. Following the completion of the sale, the executive vice president owned 21,717 shares of the company’s stock, valued at $4,962,117.33. The trade was a 4.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 51,634 shares of company stock worth $9,812,283 in the last three months. Corporate insiders own 1.10% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Citigroup reduced their price target on Williams-Sonoma from $208.00 to $200.00 and set a “neutral” rating on the stock in a report on Tuesday, May 12th. Barclays set a $190.00 price objective on Williams-Sonoma and gave the company an “equal weight” rating in a research report on Friday, May 22nd. Bank of America initiated coverage on Williams-Sonoma in a research note on Friday, June 12th. They issued a “buy” rating and a $250.00 target price on the stock. The Goldman Sachs Group upgraded Williams-Sonoma from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $185.00 to $218.00 in a research report on Monday, April 13th. Finally, Royal Bank Of Canada set a $192.00 target price on shares of Williams-Sonoma and gave the company an “outperform” rating in a research note on Friday, May 22nd. One equities research 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 stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $212.65.

Read Our Latest Report on WSM

About Williams-Sonoma

(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.