Williams-Sonoma, Inc. $WSM Shares Sold by Formidable Asset Management LLC

03 Apr 2026, 10:24 by Tristan Rich · The Markets Daily

Formidable Asset Management LLC lessened its holdings in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 33.2% during the 4th quarter, Holdings Channel reports. The firm owned 6,666 shares of the specialty retailer’s stock after selling 3,309 shares during the quarter. Formidable Asset Management LLC’s holdings in Williams-Sonoma were worth $1,303,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of WSM. True Wealth Design LLC increased its stake in shares of Williams-Sonoma by 111.8% during the 3rd quarter. True Wealth Design LLC now owns 144 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 76 shares in the last quarter. Triumph Capital Management purchased a new stake in Williams-Sonoma in the 3rd quarter valued at approximately $37,000. Cary Street Partners Investment Advisory LLC lifted its stake in Williams-Sonoma by 66.7% in the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 220 shares of the specialty retailer’s stock valued at $43,000 after buying an additional 88 shares in the last quarter. Parkside Financial Bank & Trust grew its holdings in Williams-Sonoma by 57.2% during the 3rd quarter. Parkside Financial Bank & Trust now owns 228 shares of the specialty retailer’s stock valued at $45,000 after buying an additional 83 shares during the last quarter. Finally, Root Financial Partners LLC purchased a new position in Williams-Sonoma during the third quarter worth $48,000. 99.29% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Laura Alber sold 20,000 shares of the company’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $183.04, for a total transaction of $3,660,800.00. Following the completion of the transaction, the chief executive officer 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Karalyn Yearout sold 767 shares of the 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 transaction, the executive vice president 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 disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 88,451 shares of company stock valued at $16,980,845. Insiders own 1.10% of the company’s stock.

Williams-Sonoma Stock Performance

Shares of WSM opened at $180.21 on Friday. The stock has a fifty day moving average of $198.34 and a two-hundred day moving average of $193.66. The company has a market capitalization of $21.45 billion, a PE ratio of 20.36, a price-to-earnings-growth ratio of 2.28 and a beta of 1.58. Williams-Sonoma, Inc. has a fifty-two week low of $130.07 and a fifty-two week high of $222.00.

Williams-Sonoma (NYSE:WSM – Get Free Report) last posted its quarterly earnings data on Wednesday, March 18th. The specialty retailer reported $3.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.90 by $0.14. Williams-Sonoma had a return on equity of 51.45% and a net margin of 13.94%.The business had revenue of $2.36 billion for the quarter, compared to analysts’ expectations of $2.41 billion. During the same quarter last year, the firm earned $3.28 earnings per share. The business’s revenue was down 4.3% on a year-over-year basis. As a group, equities research analysts forecast that Williams-Sonoma, Inc. will post 8.36 earnings per share for the current fiscal year.

Williams-Sonoma Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, April 17th will be given a dividend of $0.76 per share. This represents a $3.04 annualized dividend and a yield of 1.7%. This is a boost from Williams-Sonoma’s previous quarterly dividend of $0.66. The ex-dividend date is Friday, April 17th. Williams-Sonoma’s dividend payout ratio (DPR) is currently 29.83%.

Trending Headlines about Williams-Sonoma

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

Positive Sentiment: Zacks raised multi‑year earnings targets — FY2028 EPS was lifted to $10.25 (from $9.58) and FY2029 to $11.42; Zacks also raised FY2027 to $9.25. These upward revisions point to stronger medium‑term profit expectations and could support a higher valuation for WSM. MarketBeat Zacks note
Positive Sentiment: Broad 2028 quarter‑by‑quarter raises — Zacks increased Q1–Q4 2028 estimates (Q1 2028 to $1.98, Q2 to $2.18, Q3 to $2.46, Q4 to $3.62), suggesting anticipated revenue/margin improvement through 2028. That trend is a catalyst for investors focused on earnings growth. MarketBeat Zacks note
Positive Sentiment: Upgrades to key 2027 quarters — Zacks lifted Q3 2027 to $2.12 and Q4 2027 to $3.29 (from $2.99), implying improved seasonal outlook for the comparable periods. Positive near‑term beats vs. expectations could boost sentiment. MarketBeat Zacks note
Neutral Sentiment: Zacks’ outlook contrasts with the posted consensus cited in reports (current consensus referenced at ~$8.36 FY). Divergent analyst views may drive short‑term volatility as investors await corroborating guidance or other analyst updates. MarketBeat Zacks note
Negative Sentiment: Small cuts to early‑2027 estimates — Zacks trimmed Q1 2027 (1.87 → 1.82) and Q2 2027 (2.02 → 2.01). Those modest downgrades signal slight near‑term softness risk and could pressure sentiment until clearer sales momentum is shown. MarketBeat Zacks note

Analysts Set New Price Targets

A number of research firms have recently weighed in on WSM. Royal Bank Of Canada boosted their price target on Williams-Sonoma from $206.00 to $214.00 and gave the stock an “outperform” rating in a report on Thursday, March 19th. Zelman & Associates raised Williams-Sonoma from an “underperform” rating to a “neutral” rating and set a $205.00 price objective on the stock in a research note on Thursday, January 29th. Weiss Ratings upgraded Williams-Sonoma from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 18th. Evercore set a $215.00 target price on shares of Williams-Sonoma in a research note on Tuesday, February 10th. Finally, UBS Group upped their target price on shares of Williams-Sonoma from $175.00 to $185.00 and gave the company a “neutral” rating in a report on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $209.56.

Get Our Latest Stock Report on Williams-Sonoma

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.