Williams-Sonoma Posts $2.84 GAAP EPS as Q2 Revenue Rises 6.7%

Williams-Sonoma (NYSE: WSM) reported second-quarter fiscal 2026 net revenue of $1.96 billion, up 6.7% from a year earlier, for the 13 weeks ended August 2, 2026. Net earnings were $338.1 million, while GAAP diluted earnings per share rose 42.0% year over year to $2.84.

The company raised its fiscal 2026 outlook, forecasting annual net revenue growth of 4.7% to 7.2%, comparable brand revenue growth of 4.0% to 6.5%, and non-GAAP operating margin of 17.8% to 18.2%.

• Comparable brand revenue increased 6.2% in the second quarter.
• GAAP operating income was $448.8 million, producing a 22.9% operating margin.
• GAAP gross margin was 51.6%, compared with 47.1% a year earlier.
• Cash and cash equivalents totaled $1.03 billion as of August 2, 2026.
• Operating cash flow totaled $695.9 million for the 26 weeks ended August 2, 2026.

$WSM Insider Trading Activity

$WSM insiders have traded $WSM stock on the open market 34 times in the past 6 months. Of those trades, 0 have been purchases and 34 have been sales.

Here’s a breakdown of recent trading of $WSM stock by insiders over the last 6 months:

• LAURA ALBER (PRESIDENT & CEO) has made 0 purchases and 16 sales selling 105,000 shares for an estimated $20,860,866.
• JEFFREY HOWIE (EVP CHIEF FINANCIAL OFFICER) has made 0 purchases and 12 sales selling 34,103 shares for an estimated $6,171,317.
• KARALYN YEAROUT (EVP CHIEF TALENT OFFICER) has made 0 purchases and 6 sales selling 5,423 shares for an estimated $1,175,065.

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$WSM Hedge Fund Activity

We have seen 480 institutional investors add shares of $WSM stock to their portfolio, and 497 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• FMR LLC removed 2,538,686 shares (-61.1%) from their portfolio in Q2 2026, for an estimated $591,767,706
• NUVEEN, LLC added 848,272 shares (+134.1%) to their portfolio in Q2 2026, for an estimated $197,732,203
• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 779,781 shares (+inf%) to their portfolio in Q2 2026, for an estimated $181,766,951
• JPMORGAN CHASE & CO added 593,806 shares (+inf%) to their portfolio in Q2 2026, for an estimated $138,416,178
• D. E. SHAW & CO., INC. removed 501,534 shares (-35.8%) from their portfolio in Q2 2026, for an estimated $116,907,575
• UBS GROUP AG added 395,199 shares (+52.8%) to their portfolio in Q2 2026, for an estimated $92,120,886
• PACER ADVISORS, INC. removed 355,269 shares (-96.1%) from their portfolio in Q2 2026, for an estimated $82,813,203

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.