Inceptionr LLC Takes Position in Williams-Sonoma, Inc. $WSM

Posted by George Bondi on Jul 25th, 2026

Inceptionr LLC purchased a new position in shares of Williams-Sonoma, Inc. (NYSE:WSM – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 4,133 shares of the specialty retailer’s stock, valued at approximately $754,000.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC increased its stake in Williams-Sonoma by 22.4% in the fourth quarter. Brighton Jones LLC now owns 6,742 shares of the specialty retailer’s stock valued at $1,248,000 after acquiring an additional 1,236 shares during the last quarter. Bison Wealth LLC acquired a new position in Williams-Sonoma during the fourth quarter valued at approximately $227,000. Woodline Partners LP bought a new stake in Williams-Sonoma during the first quarter worth $1,644,000. Guggenheim Capital LLC lifted its stake in Williams-Sonoma by 9.0% during the second quarter. Guggenheim Capital LLC now owns 4,153 shares of the specialty retailer’s stock worth $678,000 after purchasing an additional 342 shares during the last quarter. Finally, Brown Advisory Inc. boosted its holdings in shares of Williams-Sonoma by 5.9% in the 2nd quarter. Brown Advisory Inc. now owns 4,631 shares of the specialty retailer’s stock valued at $757,000 after purchasing an additional 260 shares in the last quarter. Institutional investors and hedge funds own 99.29% of the company’s stock.

Insider Transactions at Williams-Sonoma

In other news, EVP Karalyn Yearout sold 1,112 shares of the business’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $228.49, for a total transaction of $254,080.88. Following the sale, the executive vice president directly owned 21,717 shares in the company, valued at approximately $4,962,117.33. The trade was a 4.87% 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. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Laura Alber sold 20,000 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $172.61, for a total value of $3,452,200.00. Following the completion of the transaction, the chief executive officer directly owned 938,524 shares of the company’s stock, valued at $161,998,627.64. This represents a 2.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 36,634 shares of company stock valued at $6,812,283. Insiders own 1.10% of the company’s stock.

Williams-Sonoma Stock Performance

NYSE WSM opened at $226.41 on Friday. The firm’s fifty day moving average price is $215.79 and its two-hundred day moving average price is $202.63. The stock has a market cap of $26.66 billion, a PE ratio of 25.35, a PEG ratio of 2.39 and a beta of 1.49. Williams-Sonoma, Inc. has a fifty-two week low of $165.51 and a fifty-two week high of $244.65.

Williams-Sonoma (NYSE:WSM – Get Free Report) last announced its quarterly earnings results on Thursday, May 21st. The specialty retailer reported $1.93 EPS for the quarter, beating 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 company had revenue of $1.81 billion during the quarter, compared to analysts’ expectations of $1.80 billion. During the same period in the prior year, the company earned $1.85 EPS. Williams-Sonoma’s revenue was up 4.4% compared to the same quarter last year. As a group, sell-side analysts predict that Williams-Sonoma, Inc. will post 9.39 earnings per share for the current fiscal year.

Williams-Sonoma Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 21st. Shareholders of record on Friday, July 17th will be issued a $0.76 dividend. This represents a $3.04 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Friday, July 17th. Williams-Sonoma’s dividend payout ratio is presently 34.04%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on WSM. The Goldman Sachs Group upgraded Williams-Sonoma from a “neutral” rating to a “buy” rating and lifted their price target for the company from $185.00 to $218.00 in a research note on Monday, April 13th. KeyCorp upped their price objective on Williams-Sonoma from $230.00 to $250.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $225.00 price objective (up from $220.00) on shares of Williams-Sonoma in a research note on Friday, May 22nd. Evercore set a $200.00 target price on Williams-Sonoma in a research report on Tuesday, April 14th. Finally, Morgan Stanley set a $210.00 target price on Williams-Sonoma and gave the company an “equal weight” rating in a research report on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $213.12.

Read Our Latest Research Report on WSM

Williams-Sonoma 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.