Pacific Heights Asset Management LLC Raises Stock Position in Williams-Sonoma, Inc. $WSM

20 Jan 2026, 13:40 by Mitch Edgeman · The Markets Daily

Pacific Heights Asset Management LLC boosted its position in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 18.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 130,000 shares of the specialty retailer’s stock after purchasing an additional 20,000 shares during the quarter. Williams-Sonoma comprises 1.1% of Pacific Heights Asset Management LLC’s investment portfolio, making the stock its 20th biggest position. Pacific Heights Asset Management LLC owned about 0.11% of Williams-Sonoma worth $25,408,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of WSM. True Wealth Design LLC increased its holdings in shares of Williams-Sonoma by 111.8% in the third quarter. True Wealth Design LLC now owns 144 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 76 shares during the period. Maseco LLP purchased a new position in Williams-Sonoma during the second quarter worth about $26,000. Vermillion & White Wealth Management Group LLC grew its position in Williams-Sonoma by 130.8% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 180 shares of the specialty retailer’s stock worth $29,000 after buying an additional 102 shares in the last quarter. SJS Investment Consulting Inc. increased its stake in Williams-Sonoma by 1,236.8% in the 3rd quarter. SJS Investment Consulting Inc. now owns 254 shares of the specialty retailer’s stock worth $50,000 after acquiring an additional 235 shares during the last quarter. Finally, Richardson Financial Services Inc. purchased a new stake in shares of Williams-Sonoma in the 2nd quarter valued at about $48,000. 99.29% of the stock is owned by institutional investors.

Analysts Set New Price Targets

WSM has been the subject of several recent analyst reports. TD Cowen cut their price objective on Williams-Sonoma from $225.00 to $210.00 and set a “buy” rating for the company in a report on Thursday, November 20th. Evercore ISI boosted their price target on shares of Williams-Sonoma from $190.00 to $195.00 and gave the stock an “in-line” rating in a research note on Tuesday, December 23rd. Weiss Ratings restated a “hold (c+)” rating on shares of Williams-Sonoma in a research report on Monday, December 29th. Wells Fargo & Company lifted their price objective on shares of Williams-Sonoma from $190.00 to $205.00 and gave the stock an “equal weight” rating in a report on Tuesday, November 11th. Finally, Royal Bank Of Canada set a $206.00 target price on Williams-Sonoma and gave the company an “outperform” rating in a research note on Friday, November 21st. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Williams-Sonoma has an average rating of “Moderate Buy” and a consensus target price of $198.71.

View Our Latest Stock Report on WSM

Williams-Sonoma Stock Performance

Shares of Williams-Sonoma stock opened at $211.71 on Tuesday. Williams-Sonoma, Inc. has a 52-week low of $130.07 and a 52-week high of $219.98. The company has a fifty day moving average of $187.65 and a 200-day moving average of $190.41. The stock has a market capitalization of $25.27 billion, a price-to-earnings ratio of 23.29, a price-to-earnings-growth ratio of 3.31 and a beta of 1.58.

Williams-Sonoma (NYSE:WSM – Get Free Report) last posted its quarterly earnings results on Wednesday, November 19th. The specialty retailer reported $1.96 earnings per share for the quarter, topping the consensus estimate of $1.87 by $0.09. Williams-Sonoma had a net margin of 14.30% and a return on equity of 53.10%. The business had revenue of $1.88 billion during the quarter, compared to the consensus estimate of $1.86 billion. During the same period in the previous year, the firm posted $1.96 earnings per share. The firm’s revenue for the quarter was up 4.6% on a year-over-year basis. On average, equities research analysts forecast that Williams-Sonoma, Inc. will post 8.36 earnings per share for the current fiscal year.

Williams-Sonoma Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 20th. Investors of record on Friday, January 16th will be issued a dividend of $0.66 per share. The ex-dividend date is Friday, January 16th. This represents a $2.64 annualized dividend and a yield of 1.2%. Williams-Sonoma’s dividend payout ratio is currently 29.04%.

Insider Activity at Williams-Sonoma

In other news, CEO Laura Alber sold 35,000 shares of the stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $207.39, for a total transaction of $7,258,650.00. Following the completion of the sale, the chief executive officer owned 806,537 shares of the company’s stock, valued at approximately $167,267,708.43. This represents a 4.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Karalyn Yearout sold 767 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $205.16, for a total transaction of $157,357.72. Following the completion of the transaction, the executive vice president owned 13,236 shares in the company, valued at $2,715,497.76. This represents a 5.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 65,767 shares of company stock worth $12,802,440. 1.10% of the stock is owned by corporate insiders.

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.