US Capital Advisors Has Negative View of WMB FY2026 Earnings

Williams Companies, Inc. (The) (NYSE:WMB) – Investment analysts at US Capital Advisors cut their FY2026 earnings per share estimates for shares of Williams Companies in a research note issued on Monday, February 2nd. US Capital Advisors analyst J. Carreker now expects that the pipeline company will earn $2.22 per share for the year, down from their prior estimate of $2.25. The consensus estimate for Williams Companies’ current full-year earnings is $2.08 per share.

Williams Companies (NYSE:WMB) last posted its quarterly earnings results on Monday, November 3rd. The pipeline company reported $0.49 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.51 by ($0.02). Williams Companies had a return on equity of 16.74% and a net margin of 20.61%.The firm had revenue of $2.92 billion for the quarter, compared to analyst estimates of $2.87 billion. During the same quarter in the prior year, the business posted $0.43 EPS. The business’s revenue was up 10.2% on a year-over-year basis.

Several other analysts have also weighed in on WMB. Mizuho raised Williams Companies to a “strong-buy” rating in a research note on Monday, October 27th. Jefferies Financial Group raised their price target on shares of Williams Companies from $71.00 to $76.00 and gave the company a “buy” rating in a research note on Tuesday. Weiss Ratings reiterated a “buy (b)” rating on shares of Williams Companies in a research report on Monday, December 29th. Citigroup raised their target price on shares of Williams Companies from $65.00 to $70.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Finally, UBS Group reiterated a “buy” rating on shares of Williams Companies in a report on Monday, January 12th. Three research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $68.64.

Williams Companies Trading Down 3.1%

Shares of WMB stock opened at $66.38 on Tuesday. Williams Companies has a fifty-two week low of $51.58 and a fifty-two week high of $68.95. The stock’s fifty day moving average price is $61.59 and its two-hundred day moving average price is $60.25. The company has a debt-to-equity ratio of 1.73, a quick ratio of 0.36 and a current ratio of 0.42. The company has a market cap of $81.06 billion, a PE ratio of 34.22, a P/E/G ratio of 1.60 and a beta of 0.65.

Williams Companies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, March 13th will be issued a dividend of $0.525 per share. This is an increase from Williams Companies’s previous quarterly dividend of $0.50. This represents a $2.10 annualized dividend and a dividend yield of 3.2%. The ex-dividend date is Friday, March 13th. Williams Companies’s dividend payout ratio (DPR) is currently 103.09%.

Insider Activity

In other news, SVP Terrance Lane Wilson sold 4,000 shares of the firm’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $60.53, for a total value of $242,120.00. Following the completion of the sale, the senior vice president directly owned 302,645 shares in the company, valued at $18,319,101.85. This trade represents a 1.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Over the last quarter, insiders have sold 8,000 shares of company stock worth $498,700. 0.44% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. World Investment Advisors increased its stake in shares of Williams Companies by 185.6% during the third quarter. World Investment Advisors now owns 43,069 shares of the pipeline company’s stock valued at $2,728,000 after buying an additional 27,987 shares during the period. Mirae Asset Global Investments Co. Ltd. lifted its stake in Williams Companies by 9.5% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 184,123 shares of the pipeline company’s stock worth $11,664,000 after acquiring an additional 16,027 shares during the period. Compass Wealth Management LLC boosted its holdings in Williams Companies by 75.9% in the third quarter. Compass Wealth Management LLC now owns 125,290 shares of the pipeline company’s stock valued at $7,937,000 after acquiring an additional 54,057 shares in the last quarter. Nordea Investment Management AB increased its position in Williams Companies by 11.3% during the 3rd quarter. Nordea Investment Management AB now owns 1,740,024 shares of the pipeline company’s stock valued at $110,126,000 after purchasing an additional 176,880 shares during the period. Finally, Adams Natural Resources Fund Inc. raised its holdings in Williams Companies by 1,238.3% in the 2nd quarter. Adams Natural Resources Fund Inc. now owns 365,350 shares of the pipeline company’s stock worth $22,948,000 after purchasing an additional 338,050 shares in the last quarter. Institutional investors own 86.44% of the company’s stock.

Williams Companies News Roundup

Here are the key news stories impacting Williams Companies this week:

• Positive Sentiment: Jefferies raised its price target to $76 and maintained a Buy rating — a clear upside catalyst that supports investor interest. Jefferies Boosts PT to $76
• Positive Sentiment: Williams recently increased its quarterly dividend to $0.525 (annualized $2.10; ~3.1% yield), which is supportive of income‑oriented holders and can buoy the share price. MarketBeat: WMB Profile & Dividend
• Positive Sentiment: Late‑January cold weather sparked a natural gas price rally, a macro tailwind for midstream operators like Williams that can lift throughput and fee revenue. Cold Weather Boosts Natural Gas Prices
• Neutral Sentiment: Analysts expect Q4 results to show ~21% profit growth and ~14% revenue growth, setting up the Feb. 10 print as the immediate catalyst — a potential beat could reverse the pullback, while a miss would likely deepen it. Zacks Q4 Preview
• Neutral Sentiment: The Street’s average price target (~$68.29) and mixed analyst coverage imply limited consensus upside from current levels — a neutral backdrop that can mute strong moves absent a clear earnings surprise. Average Price Target $68.29
• Negative Sentiment: US Capital Advisors trimmed several 2026 EPS forecasts (Q2/Q3/Q4 and FY), shaving near‑term earnings expectations — modest but a downward revision that can pressure the stock ahead of results. MarketBeat: Analyst Estimate Changes
• Negative Sentiment: Senior VP Terrance Lane Wilson sold 2,000 shares (~$132,780), a small insider disposition that some investors view negatively even though his remaining stake remains large. SEC filing: SEC Form 4

Williams Companies Company Profile

Williams Companies, Inc (NYSE: WMB) is a U.S.-based energy infrastructure company focused on the midstream segment of the natural gas value chain. The company develops, owns and operates assets that gather, process, transport and store natural gas and natural gas liquids (NGLs). Its operations support the movement of gas from production areas to end users including utilities, power generators, industrial customers and export facilities.

Williams’s product and service offering includes interstate and intrastate pipeline transmission, gas-gathering systems, processing facilities that remove impurities and separate NGLs, storage services and fractionation and transportation of NGL products.