Williams-Sonoma, Inc. $WSM Shares Sold by Dana Investment Advisors Inc.

Dana Investment Advisors Inc. decreased its position in Williams-Sonoma, Inc. (NYSE:WSM) by 7.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,431 shares of the specialty retailer’s stock after selling 2,799 shares during the period. Dana Investment Advisors Inc.’s holdings in Williams-Sonoma were worth $7,120,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Gateway Investment Advisers LLC lifted its holdings in shares of Williams-Sonoma by 37.9% in the 3rd quarter. Gateway Investment Advisers LLC now owns 16,398 shares of the specialty retailer’s stock valued at $3,205,000 after buying an additional 4,510 shares during the period. EFG Asset Management North America Corp. grew its holdings in Williams-Sonoma by 51.5% during the third quarter. EFG Asset Management North America Corp. now owns 14,593 shares of the specialty retailer’s stock worth $2,852,000 after acquiring an additional 4,961 shares during the period. Principal Financial Group Inc. raised its position in Williams-Sonoma by 30.2% in the third quarter. Principal Financial Group Inc. now owns 997,414 shares of the specialty retailer’s stock worth $194,947,000 after acquiring an additional 231,489 shares in the last quarter. Soltis Investment Advisors LLC raised its position in Williams-Sonoma by 54.9% in the second quarter. Soltis Investment Advisors LLC now owns 24,245 shares of the specialty retailer’s stock worth $3,961,000 after acquiring an additional 8,592 shares in the last quarter. Finally, Vest Financial LLC lifted its holdings in Williams-Sonoma by 39.5% in the third quarter. Vest Financial LLC now owns 282,503 shares of the specialty retailer’s stock valued at $55,215,000 after acquiring an additional 80,044 shares during the period. 99.29% of the stock is currently owned by institutional investors and hedge funds.

Williams-Sonoma Price Performance

WSM stock opened at $208.77 on Wednesday. The company’s 50 day simple moving average is $202.96 and its 200-day simple moving average is $195.84. Williams-Sonoma, Inc. has a 12 month low of $130.07 and a 12 month high of $222.00. The firm has a market capitalization of $24.92 billion, a PE ratio of 22.97, a P/E/G ratio of 3.02 and a beta of 1.64.

Williams-Sonoma Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 20th. Shareholders of record on Friday, January 16th were issued a dividend of $0.66 per share. This represents a $2.64 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Friday, January 16th. Williams-Sonoma’s dividend payout ratio is 29.04%.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the stock. Zelman & Associates raised shares of Williams-Sonoma from an “underperform” rating to a “neutral” rating and set a $205.00 price target on the stock in a research note on Thursday, January 29th. Telsey Advisory Group lowered their target price on shares of Williams-Sonoma from $225.00 to $220.00 and set an “outperform” rating on the stock in a research report on Thursday, November 20th. TD Cowen reaffirmed a “buy” rating and issued a $245.00 target price (up from $210.00) on shares of Williams-Sonoma in a report on Tuesday, January 20th. Royal Bank Of Canada set a $206.00 price target on Williams-Sonoma and gave the stock an “outperform” rating in a research note on Friday, November 21st. Finally, Evercore set a $215.00 price target on Williams-Sonoma in a report on Tuesday, February 10th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, Williams-Sonoma currently has a consensus rating of “Moderate Buy” and a consensus price target of $202.11.

Insider Buying and Selling at Williams-Sonoma

In related news, CEO Laura Alber sold 35,000 shares of Williams-Sonoma stock in a transaction dated 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 in the company, valued at approximately $167,267,708.43. This trade represents a 4.16% decrease in their position. 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 business’s stock in a transaction dated Wednesday, January 14th. The shares were 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 directly owned 13,236 shares of the company’s stock, valued at $2,715,497.76. The trade was a 5.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.10% of the company’s stock.

Williams-Sonoma Profile

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.