Williams Sonoma Ownership

WSM Stock  USD 171.39  2.61  1.50%   
Williams Sonoma retains a total of 123.1 Million outstanding shares. The majority of Williams Sonoma outstanding shares are owned by institutional investors. These institutions are usually referred to as non-private investors looking to purchase positions in Williams Sonoma to benefit from reduced commissions. Consequently, other corporate entities are subject to a different set of regulations than regular investors in Williams Sonoma. Please pay attention to any change in the institutional holdings of Williams Sonoma as this could imply that something significant has changed or is about to change at the company. Also note that almost nine hundred twenty-three thousand two hundred fifty invesors are currently shorting Williams Sonoma expressing very little confidence in its future performance.
 
Shares in Circulation  
First Issued
1985-12-31
Previous Quarter
127.8 M
Current Value
126.9 M
Avarage Shares Outstanding
193.6 M
Quarterly Volatility
32.7 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Williams Sonoma in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Williams Sonoma, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
As of the 28th of November 2024, Dividends Paid is likely to drop to about 129.6 M. In addition to that, Dividend Yield is likely to drop to 0.02. As of the 28th of November 2024, Common Stock Shares Outstanding is likely to grow to about 156.4 M. Also, Net Income Applicable To Common Shares is likely to grow to about 1.4 B.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Williams Sonoma. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.
To learn how to invest in Williams Stock, please use our How to Invest in Williams Sonoma guide.

Williams Stock Ownership Analysis

About 100.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.2. Williams Sonoma recorded earning per share (EPS) of 8.46. The entity last dividend was issued on the 18th of October 2024. The firm had 2:1 split on the 9th of July 2024. Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home. Williams-Sonoma, Inc. was founded in 1956 and is headquartered in San Francisco, California. Williams Sonoma operates under Specialty Retail classification in the United States and is traded on New York Stock Exchange. It employs 12200 people. For more information please call Laura Alber at 415 421 7900 or visit https://www.williams-sonomainc.com.
Besides selling stocks to institutional investors, Williams Sonoma also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Williams Sonoma's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Williams Sonoma's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Williams Sonoma Quarterly Liabilities And Stockholders Equity

4.97 Billion

Williams Sonoma Insider Trades History

Only 1.18% of Williams Sonoma are currently held by insiders. Unlike Williams Sonoma's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Williams Sonoma's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Williams Sonoma's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Williams Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Williams Sonoma is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Williams Sonoma backward and forwards among themselves. Williams Sonoma's institutional investor refers to the entity that pools money to purchase Williams Sonoma's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Amvescap Plc.2024-06-30
1.3 M
Morgan Stanley - Brokerage Accounts2024-06-30
1.1 M
Ubs Asset Mgmt Americas Inc2024-09-30
1.1 M
Jacobs Levy Equity Management, Inc.2024-09-30
M
Principal Financial Group Inc2024-09-30
M
Pacer Advisors, Inc.2024-06-30
964.9 K
First Trust Advisors L.p.2024-06-30
935.5 K
Charles Schwab Investment Management Inc2024-09-30
833.4 K
Skandinaviska Enskilda Banken Ab2024-09-30
753.8 K
Vanguard Group Inc2024-09-30
13.1 M
Aristotle Capital Management Llc2024-09-30
9.1 M
Note, although Williams Sonoma's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Williams Sonoma Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Williams Sonoma insiders, such as employees or executives, is commonly permitted as long as it does not rely on Williams Sonoma's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Williams Sonoma insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Williams Sonoma Outstanding Bonds

Williams Sonoma issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Williams Sonoma uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Williams bonds can be classified according to their maturity, which is the date when Williams Sonoma has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Williams Sonoma Corporate Filings

F4
26th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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10Q
22nd of November 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
8K
20th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
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13A
13th of November 2024
An amended filing to the original Schedule 13G
ViewVerify

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When determining whether Williams Sonoma is a strong investment it is important to analyze Williams Sonoma's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Williams Sonoma's future performance. For an informed investment choice regarding Williams Stock, refer to the following important reports:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Williams Sonoma. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.
To learn how to invest in Williams Stock, please use our How to Invest in Williams Sonoma guide.
You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Is Homefurnishing Retail space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Williams Sonoma. If investors know Williams will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Williams Sonoma listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.115
Earnings Share
8.46
Revenue Per Share
59.086
Quarterly Revenue Growth
(0.04)
Return On Assets
0.178
The market value of Williams Sonoma is measured differently than its book value, which is the value of Williams that is recorded on the company's balance sheet. Investors also form their own opinion of Williams Sonoma's value that differs from its market value or its book value, called intrinsic value, which is Williams Sonoma's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Williams Sonoma's market value can be influenced by many factors that don't directly affect Williams Sonoma's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Williams Sonoma's value and its price as these two are different measures arrived at by different means. Investors typically determine if Williams Sonoma is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Williams Sonoma's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.