Vest Financial 13F: Cuts Williams-Sonoma (WSM) Stake by $12M
Key Points
- Vest Financial reduced its holdings in Williams-Sonoma, Inc. by 53,706 shares, bringing its total stake down to 306,392 shares valued at roughly $69.8 million.
- Williams-Sonoma trades near $255.89, sitting close to its 52-week high of $256.86 while generating $8.0 billion in trailing twelve-month revenue.
- Company insiders and Wall Street analysts have remained active around the specialty retailer ahead of its next earnings release on November 18, 2026.
Since the filing, $WSM is up 0.8% to date (from the $253.32 close on Oct 21, 2026).
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Vest Financial reduced its holdings in Williams-Sonoma, Inc. (NYSE:WSM) by 14.9% during the quarter, according to a Form 13F filing with the SEC on October 21, 2026. The institutional investor cut its position by 53,706 shares, leaving it with 306,392 shares of the home goods retailer. The remaining stake carried a reported value of $69,838,993 on the day of the filing.
WSM
Williams-Sonoma, Inc.
What Changed in Vest Financial's Williams-Sonoma Position
Vest Financial held 360,098 shares of Williams-Sonoma before the adjustment. Dropping 53,706 shares brought the fund down to 306,392 shares. Williams-Sonoma closed at $253.32 on the filing date of October 21, 2026.
Other Institutional Activity in Williams-Sonoma
Other large institutional investors also adjusted their positions in Williams-Sonoma around the same time. Investment House cut its holdings by 24,662 shares, ending with 108,633 shares worth about $24,761,730. Aristotle Capital Management, LLC trimmed its stake by 83,556 shares, or 0.8%, leaving it with 110,572,692 shares valued at $2,837,405,636. Blackhill Capital, Inc. kept its holdings steady at 7,684,278 shares worth $1,971,862,465. First Trust Advisors LP grew its stake by 126,032 shares, or 4.7%, finishing with 2,790,554 shares worth roughly $716,084,021.
Williams-Sonoma, Inc. Stock Up 0.7%
Williams-Sonoma shares recently traded around $255.89 as of October 22, 2026, up about 1.0% from the filing date close of $253.32. The stock sits just below its 52-week high of $256.86 and well above its 52-week low of $165.51.
Recent Earnings
Williams-Sonoma reported trailing twelve-month revenue of $8,005,155,840 with earnings of $9.75 per share. The company posted a net profit margin of 14.7% and a return on equity of 55.0%. Its next quarterly earnings report is scheduled for November 18, 2026.
Dividend
Shareholders receive an annual dividend rate of $3.04 per share, translating to a dividend yield of 1.2%. The payout ratio stands at 29.1%.
Insider Buying and Selling at Williams-Sonoma, Inc.
Company insiders executed several transactions prior to the filing. On June 18, 2026, Andrew Campion acquired 1011 shares at a price of $0.00 valued at $0.00. William Ready acquired 1045 shares on June 18, 2026, at a price of $0.00 valued at $0.00. Later, on October 9, 2026, EVP Chief Talent Officer Karalyn Yearout sold 522 shares under a planned trading program at an average price of $239.36 for a total value of $124,945.92. Director Anne A. Finucane sold 794 shares on October 16, 2026, under a planned program at an average price of $252.14 for a total value of $200,197.17.
Analysts Set New Price Targets
Wall Street firms updated their outlooks on the stock in recent weeks. Citigroup maintained a neutral rating on August 27, 2026, while raising its target to $252.00 from $248.00. Argus Research maintained a buy rating on September 2, 2026, and lifted its target to $250.00 from $230.00. Evercore ISI Group maintained an in-line rating on September 9, 2026, while adjusting its target to $240.00 from $245.00. Piper Sandler maintained an overweight rating on October 20, 2026, raising its target to $286.00 from $259.00. Evercore ISI Group maintained an in-line rating on October 20, 2026, raising its target to $255.00 from $240.00. Analysts currently give the stock a consensus buy rating with a mean price target of $248.45 across 20 analyst opinions.
About Williams-Sonoma
Williams-Sonoma operates as a specialty retailer offering home products, cookware, tableware, and furnishings through its omni-channel platform. The company serves customers in the United States and internationally, catering to home cooks and interior design enthusiasts alike.
Bottom Line
Investors will look toward Williams-Sonoma's upcoming earnings report on November 18, 2026, for further updates on retail demand and profit margins. Future institutional filings will show whether funds continue trimming their positions following the stock's recent climb near its yearly highs.
Related Filing Alerts
Source: Vest Financial's 13F filing on $WSM (Oct 21, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts