Inside the research
Williams-Sonoma, Inc.
WSM Research profile · latest available data
Price overview
$231.90
▲ +3.24 (+1.4%)
| 52w hi | $251.78 |
|---|---|
| 52w lo | $168.08 |
| Vol | 624.20K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.05
| Short | -0.07 |
|---|---|
| Medium | -0.11 |
| Long | +0.11 |
computed 2026-09-27
Key fundamentals
Williams-Sonoma, Inc.
Consumer Cyclical · Specialty Retail
| Market cap | $27.31B |
|---|---|
| Enterprise value | $27.81B |
| Trailing P/E | 23.81x |
| Forward P/E | 22.06x |
| EV / EBITDA | 16.76x |
| P / S (ttm) | 3.41x |
| Profit margin | 14.7% |
| Return on equity | 55.0% |
| Revenue growth | +6.7% |
| Earnings growth | +42.0% |
| Debt / equity | 71.37 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.32 | |
| Sector | -0.03 | |
| Technical | -0.08 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home the United States and internationally. The company provides cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks. It offers home furnishings, home decor products and accessories, bedding, lighting, rugs, table essentials, kids accessories, made-to-order lighting, hardware, personalized products, custom gifts, and vintage-inspired heirloom products. It offers its products under the Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home, Rejuvenation, Mark and Graham, and GreenRow brand names. The company markets its products through e-commerce websites, direct-mail catalogs, and retail stores. Williams-Sonoma, Inc. was founded in 1956 and is headquartered in San Francisco, California.
Risk Metrics
| Beta vs SPX | 1.32 |
|---|---|
| Corr SPX | 0.50 |
| Annual vol | 42.5% |
| Annual ret | +31.0% |
| Sharpe | 0.73 |
| Max DD | -36.8% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $206.74 |
|---|---|
| High / Low | $230.00 / $136.00 |
| Median | $208.00 |
| Analysts | 19 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 8 | |
| Hold | 12 | |
| Sell | 0 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-04-14 | Evercore ISI Group | → In-Line |
| 2026-04-13 | Goldman Sachs | → Buy |
| 2026-03-20 | Barclays | → Equal-Weight |
| 2026-03-19 | Telsey Advisory Group | → Outperform |
| 2026-03-19 | TD Cowen | → Buy |
| 2026-03-19 | RBC Capital | → Outperform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-06-22 | Shareholder Vote | read |
| 2026-05-21 | Earnings Release, Exhibits | read |
| 2026-03-18 | Earnings Release, Other Material Event… | read |
| 2025-11-19 | Earnings Release, Exhibits | read |
| 2025-08-27 | Earnings Release, Exhibits | read |
| 2025-06-27 | Material Agreement, Material Obligation | read |
| 2025-06-13 | Shareholder Vote | read |
| 2025-05-22 | Earnings Release, Exhibits | read |
| 2025-03-19 | Earnings Release, Other Material Event… | read |
| 2024-11-20 | Earnings Release, Exhibits | read |
| 2024-09-27 | Bylaws Amendment, Exhibits | read |
| 2024-08-22 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | Yearout Karalyn | EVP CHIEF TALENT OFFICER | Sell | 522 | $128.62K |
| 2026-08-04 | Yearout Karalyn | EVP CHIEF TALENT OFFICER | Sell | 1.00K | $250.00K |
| 2026-08-03 | Huffington Arianna | Grant | 114 | — | |
| 2026-07-15 | ALBER LAURA | PRESIDENT & CEO | Sell | 1.00K | $219.10K |
| 2026-07-15 | ALBER LAURA | PRESIDENT & CEO | Sell | 8.55K | $1.88M |
| 2026-07-15 | ALBER LAURA | PRESIDENT & CEO | Sell | 5.19K | $1.15M |
| 2026-07-15 | ALBER LAURA | PRESIDENT & CEO | Sell | 16.89K | $3.75M |
| 2026-07-15 | ALBER LAURA | PRESIDENT & CEO | Sell | 3.36K | $749.07K |
| 2026-06-18 | Finucane Anne A. | Option exercise | 162 | — | |
| 2026-06-18 | Finucane Anne A. | Option exercise | 148 | — |
Flow & Concentration
| Insider 180d net | -$8.13M |
|---|---|
| Insider buys / sells | 0 / 7 |
| Insider bias | Sellers |
| 13F holders | 8 |
| Top-5 share | 97.9% |
| HHI | 4,038 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $1.38B | 5.91M |
| Fidelity / FMR LLC | $376.75M | 1.62M |
| Capital Research / Capital World | $268.86M | 1.15M |
| Citadel Advisors | $131.97M | 566.13K |
| Renaissance Technologies | $97.88M | 419.90K |
| AQR Capital Management | $41.91M | 179.78K |
| Millennium Management | $7.12M | 30.56K |
| T. Rowe Price Group | $65.35K | 280.36K |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.90% |
|---|---|
| $ / share (TTM) | $2.08 |
| 5y CAGR | +21.0% |
Annual dividend per share
| 2021 | $1.21 |
|---|---|
| 2022 | $1.52 |
| 2023 | $1.74 |
| 2024 | $2.15 |
| 2025 | $2.55 |
| 2026 | $1.42 |
SEC Filings
The Long Run
FY 2010–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $7.81B | +5.9% | |
| Gross profit | $3.60B | +7.1% | |
| Operating income | $1.24B | +26.9% | |
| Net income | $1.13B | +29.5% | |
| Cash from ops | $1.36B | +19.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $228.67 | $233.84 | $226.87 | $231.90 | 624.20K |
| Sep 24 | $227.93 | $229.82 | $225.80 | $228.66 | 863.50K |
| Sep 23 | $231.44 | $232.83 | $227.52 | $227.83 | 1.09M |
| Sep 22 | $231.12 | $234.33 | $230.24 | $232.69 | 1.10M |
| Sep 21 | $226.10 | $228.89 | $222.77 | $227.16 | 1.02M |
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