WSM Williams-Sonoma, Inc. Common Stock (DE)
NYSE · Retail · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 28, 2026
$232.30
· of 52w range
· above low
· to high
$165.5152w low
$254.8952w high
Market Cap
$27.59B
P/E (TTM)
23.8
EPS (TTM)
$9.76
Revenue (TTM)
$8.01B
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52W Range
$166–$255
Analyst Rating
HOLD
Price Target
$248
P/E
23.8
ROE
51.4%
Net Profit Margin
14.7%
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WSM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$232.30
Market Cap
$27.59B
P/E (TTM)
23.8
EPS (TTM)
$9.76
Revenue (TTM)
$8.01B
Div Yield
1.1%
ROE
51.4%
52W Range
$166–$255
WSM Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| July 9, 2024 | 2-for-1 | Forward |
| May 10, 2002 | 2-for-1 | Forward |
| May 18, 1998 | 2-for-1 | Forward |
| Sept. 27, 1994 | 3-for-2 | Forward |
| Feb. 22, 1994 | 3-for-2 | Forward |
| July 2, 1990 | 3-for-2 | Forward |
| June 29, 1989 | 3-for-2 | Forward |
| June 27, 1986 | 3-for-2 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$7.81B2024-01-28 → 2026-02-01
EPS$8.842024-01-28 → 2026-02-01
Free Cash Flow$1.06B2024-01-28 → 2026-02-01
Net margin14.7%2024-01-28 → 2026-02-01
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | WSM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 23.8 | · | 21.8 | Overvalued | |
| P/S | 3.5 | · | 1.0 | Overvalued | |
| P/B | 13.2 | · | 7.8 | Overvalued | |
| Price / FCF | 26.1 | · | · | · | |
| Price / Cash Flow | 21.0 | · | 16.0 | Overvalued | |
| Price / Tangible Book | 13.8 | · | · | · | |
| PEG Ratio | ≈44.9 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | WSM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 47.2% | · | 49.9% | Top tier | |
| Operating Margin (TTM) | 19.2% | · | 12.7% | Top tier | |
| EBITDA Margin | 21.1% | · | 12.2% | Top tier | |
| Pretax Margin (TTM) | 19.7% | · | 9.6% | Top tier | |
| Net Profit Margin (TTM) | 14.7% | · | 7.9% | Top tier | |
| ROA | 20.3% | · | 3.0% | Top tier | |
| ROE | 51.4% | · | 16.7% | Top tier | |
| ROIC | 50.9% | · | 33.2% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | WSM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio | 1.4 | · | 1.3 | Strong liquidity | |
| Quick Ratio | 0.6 | · | 0.5 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | WSM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 1.2% | · | · | · | |
| Revenue CAGR 3Y | -3.5% | · | · | · | |
| Revenue CAGR 5Y | 2.9% | · | · | · | |
| EPS YoY | 0.57% | · | · | · | |
| Net Income YoY | -3.3% | · | · | · | |
| EPS CAGR 3Y | 2.7% | · | · | · | |
| EPS CAGR 5Y | 0.53% | · | · | · | |
| Net Income CAGR 3Y | -1.2% | · | · | · | |
| Net Income CAGR 5Y | 9.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | WSM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.5 | · | 1.2 | Top tier | |
| Inventory Turnover | 3.0 | · | 3.2 | Weak | |
| Receivables Turnover | 63.9 | · | 75.3 | Weak | |
| Revenue / Employee | ≈$394.3K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield1.1%
Payout Ratio29.1%
Annualized Payout≈$3.04
5Y Div CAGR≈22.4%
Growth Streak≈18
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 17, 2026 | $0.76 | USD | ≈1.2% |
| Apr 17, 2026 | $0.76 | USD | ≈1.4% |
| Jan 16, 2026 | $0.66 | USD | ≈1.2% |
| Oct 17, 2025 | $0.66 | USD | ≈1.4% |
| Jul 18, 2025 | $0.66 | USD | ≈1.4% |
| Apr 17, 2025 | $0.66 | USD | ≈1.7% |
| Jan 17, 2025 | $0.57 | USD | ≈1.1% |
| Oct 18, 2024 | $0.57 | USD | ≈1.5% |
| Jul 19, 2024 | $0.57 | USD | ≈1.4% |
| Apr 18, 2024 | $0.57 | USD | ≈1.4% |
| Jan 18, 2024 | $0.45 | USD | ≈1.7% |
| Oct 19, 2023 | $0.45 | USD | ≈2.2% |
| Jul 20, 2023 | $0.45 | USD | ≈2.6% |
| Apr 20, 2023 | $0.45 | USD | ≈2.7% |
| Jan 19, 2023 | $0.39 | USD | ≈2.6% |
| Oct 20, 2022 | $0.39 | USD | ≈2.7% |
| Jul 21, 2022 | $0.39 | USD | ≈2.1% |
| Apr 21, 2022 | $0.39 | USD | ≈2.0% |
| Jan 20, 2022 | $0.36 | USD | ≈1.8% |
| Oct 21, 2021 | $0.36 | USD | ≈1.3% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Beat Rate
75.0%
Avg Surprise
4.2%
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2027 | Aug 26, 2026 | $2.10 | $2.10 | 0.06% |
| March 31, 2027 | May 21, 2026 | $1.93 | $1.83 | 5.7% |
| Sept. 30, 2026 | $2.10 | $2.10 | 0.06% | |
| June 30, 2026 | $1.93 | $1.83 | 5.7% | |
| March 31, 2026 | $3.04 | $2.92 | 3.9% | |
| Dec. 31, 2025 | $1.96 | $1.89 | 3.9% | |
| Sept. 30, 2025 | $2.00 | $1.82 | 9.7% | |
| June 30, 2025 | $1.85 | $1.78 | 4.2% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $7.81B | $7.71B | · | · | · | · | · | |
| Cost of Revenue | $4.20B | $4.13B | · | · | · | · | · | |
| Gross Profit | $3.60B | $3.58B | · | · | · | · | · | |
| SG&A Expense | $2.19B | $2.15B | · | · | · | · | · | |
| Operating Income | $1.42B | $1.43B | · | · | · | · | · | |
| Pretax Income | $1.45B | $1.49B | · | · | · | · | · | |
| Income Tax | $364M | $360M | · | · | · | · | · | |
| Net Income | $1.09B | $1.13B | · | · | · | · | · | |
| EPS (Basic) | $8.96 | $8.91 | · | · | · | · | · | |
| EPS (Diluted) | $8.84 | $8.79 | · | · | · | · | · | |
| Shares (Basic) | 121,446,000 | 126,242,000 | · | · | · | · | · | |
| Shares (Diluted) | 123,153,000 | 128,041,000 | · | · | · | · | · | |
| EBITDA | $1.65B | $1.66B | · | · | · | · | · |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.02B | $1.21B | $1.25B | $297M | $325M | $640M | $948M | |
| Receivables | $127M | $118M | $115M | $109M | $123M | $142M | $129M | |
| Inventory | $1.46B | $1.33B | $1.21B | $1.40B | $1.40B | $1.09B | $1.04B | |
| Prepaid Expense | $80M | $67M | $63M | $63M | $61M | $59M | $109M | |
| Other Current Assets | $24M | $25M | $23M | $28M | $24M | $21M | $27M | |
| Current Assets | $2.71B | $2.75B | $2.67B | $1.90B | $1.93B | $1.95B | $2.26B | |
| PP&E (Net) | $1.10B | $1.03B | $990M | $1.05B | $942M | $875M | $887M | |
| PP&E (Gross) | $3.14B | $2.97B | · | · | · | · | · | |
| Accum. Depreciation | $2.04B | $1.94B | · | · | · | · | · | |
| Goodwill | $77M | $77M | $77M | $77M | $85M | $85M | $85M | |
| Other Non-current Assets | $157M | $137M | $129M | $115M | $103M | $88M | $75M | |
| Total Assets | $5.41B | $5.30B | $5.15B | $4.47B | $4.21B | $4.11B | $4.49B | |
| Accounts Payable | $638M | $646M | $502M | $630M | $643M | $575M | $373M | |
| Accrued Liabilities | $315M | $286M | $153M | $205M | $184M | $174M | $158M | |
| Current Liabilities | $1.95B | $1.91B | $1.72B | $1.70B | $1.74B | $1.52B | $1.66B | |
| Capital Leases | $1.24B | $1.11B | $1.11B | $1.19B | $1.04B | $999M | $1.08B | |
| Other Non-current Liabilities | $140M | $134M | $117M | $116M | $119M | $125M | $86M | |
| Total Liabilities | $3.33B | $3.16B | $2.95B | $3.00B | $2.90B | $2.66B | $3.15B | |
| Long-term Debt | · | · | · | · | · | · | $299M | |
| Common Stock | $1M | $1M | $1M | $643.0K | $693.0K | $753.0K | $778.0K | |
| Paid-in Capital | $587M | $572M | $521M | $532M | $532M | $556M | $609M | |
| Retained Earnings | $1.51B | $1.59B | $1.70B | $952M | $790M | $895M | $737M | |
| Treasury Stock | $2M | $435.0K | $435.0K | $1M | $739.0K | $711.0K | $599.0K | |
| AOCI | $-13M | $-22M | $-17M | $-16M | $-12M | $-4M | $-13M | |
| Stockholders' Equity | $2.08B | $2.14B | $2.20B | $1.47B | $1.31B | $1.45B | $1.33B | |
| Liabilities + Equity | $5.41B | $5.30B | $5.15B | $4.47B | $4.21B | $4.11B | $4.49B | |
| Shares Outstanding | 118,770,000 | 123,125,000 | 128,675,000 | 64,222,000 | 69,219,000 | 75,235,000 | 77,796,000 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $231M | $230M | · | · | · | · | · | |
| Stock-based Comp | $107M | $99M | · | · | · | · | · | |
| Deferred Tax | $20M | $-10M | · | · | · | · | · | |
| Other Non-cash | $-132M | $-84M | · | · | · | · | · | |
| Operating Cash Flow | $1.31B | $1.36B | · | · | · | · | · | |
| CapEx | $259M | $222M | · | · | · | · | · | |
| Investing Cash Flow | $-261M | $-221M | · | · | · | · | · | |
| Stock Repurchased | $854M | $807M | · | · | · | · | · | |
| Net Stock Activity | $-854M | $-807M | · | · | · | · | · | |
| Dividends Paid | $316M | $280M | · | · | · | · | · | |
| Financing Cash Flow | $-1.25B | $-1.18B | · | · | · | · | · | |
| Net Change in Cash | $-193M | $-49M | · | · | · | · | · | |
| Taxes Paid | $330M | $399M | · | · | · | · | · | |
| Free Cash Flow | $1.06B | $1.14B | · | · | · | · | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 46.2% | 46.5% | · | · | · | · | · | |
| Operating Margin | 18.1% | 18.6% | · | · | · | · | · | |
| Net Margin | 13.9% | 14.6% | · | · | · | · | · | |
| Pretax Margin | 18.6% | 19.3% | · | · | · | · | · | |
| EBITDA Margin | 21.1% | 21.5% | · | · | · | · | · | |
| ROA | 20.3% | 22.0% | · | · | · | · | · | |
| ROE | 51.4% | 55.9% | · | · | · | · | · | |
| ROIC | 50.9% | 50.6% | · | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | · | · | · | · | · | |
| Quick Ratio | 0.6 | 0.7 | · | · | · | · | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.5 | · | · | · | · | · | |
| Inventory Turnover | 3.0 | · | · | · | · | · | · | |
| Receivables Turnover | 63.9 | 69.1 | · | · | · | · | · |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $17.53 | $17.40 | · | · | · | · | · | |
| Revenue / Share | $63.39 | $60.23 | · | · | · | · | · | |
| Cash Flow / Share | $10.68 | $10.62 | · | · | · | · | · | |
| Cash / Share | $8.59 | $9.85 | · | · | · | · | · | |
| Dividend / Share | $2.64 | $2.28 | · | · | · | · | · | |
| EPS (TTM) | $8.84 | $8.79 | · | · | · | · | · |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.2% | -0.50% | · | · | · | · | · | |
| Revenue CAGR 3Y | -3.5% | -2.2% | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.9% | · | · | · | · | · | · | |
| EPS YoY | 0.57% | 20.7% | · | · | · | · | · | |
| EPS CAGR 3Y | 2.7% | -15.8% | · | · | · | · | · | |
| EPS CAGR 5Y | 0.53% | · | · | · | · | · | · | |
| Net Income YoY | -3.3% | 18.5% | · | · | · | · | · | |
| Net Income CAGR 3Y | -1.2% | -0.03% | · | · | · | · | · | |
| Net Income CAGR 5Y | 9.8% | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 15.0% | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.81B | $7.71B | · | · | · | · | · | |
| Net Income TTM | $1.09B | $1.13B | · | · | · | · | · | |
| Market Cap | $24.31B | $26.02B | · | · | · | · | · | |
| P/E | 23.2 | 24.0 | · | · | · | · | · | |
| P/S | 3.1 | 3.4 | · | · | · | · | · | |
| P/B | 11.7 | 12.1 | · | · | · | · | · | |
| P / Tangible Book | 12.1 | 12.6 | · | · | · | · | · | |
| P / Cash Flow | 18.5 | 19.1 | · | · | · | · | · | |
| P / FCF | 23.0 | 22.9 | · | · | · | · | · | |
| Dividend Yield | 1.3% | 1.1% | · | · | · | · | · | |
| Earnings Yield | 4.3% | 4.2% | · | · | · | · | · | |
| Payout Ratio | 29.1% | 24.9% | · | · | · | · | · | |
| Annual Payout | $316M | $280M | · | · | · | · | · |
Income Statement
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.96B | $1.81B | $2.36B | $1.88B | $1.84B | $1.73B | $2.46B | $1.80B | $1.79B | $1.66B | $2.28B | $1.85B | $1.86B | $1.76B | $2.45B | $2.19B | |
| Cost of Revenue | $948M | $1.01B | $1.25B | $1.02B | $972M | $964M | $1.30B | $983M | $984M | · | · | · | · | · | · | · | |
| Gross Profit | $1.01B | $793M | $1.10B | $868M | $865M | $766M | $1.17B | $818M | $804M | $795M | $1.05B | $822M | $758M | $675M | $1.01B | $911M | |
| SG&A Expense | $563M | $502M | $627M | $549M | $537M | $475M | $635M | $513M | $526M | $478M | $591M | $507M | $486M | $476M | $540M | $571M | |
| Operating Income | $449M | $292M | $478M | $319M | $328M | $291M | $530M | $305M | $278M | $317M | $458M | $315M | $272M | $199M | $470M | $340M | |
| Pretax Income | $461M | $299M | $486M | $329M | $337M | $300M | $543M | $317M | $293M | $333M | $471M | $322M | $275M | $205M | $471M | $340M | |
| Income Tax | $123M | $67M | $118M | $87M | $90M | $69M | $132M | $80M | $76M | $73M | $117M | $85M | $73M | $48M | $116M | $88M | |
| Net Income | $338M | $231M | $368M | $242M | $248M | $231M | $411M | $237M | $217M | $260M | $354M | $237M | $202M | $157M | $355M | $252M | |
| EPS (Basic) | $2.87 | $1.95 | $3.06 | $1.99 | $2.03 | $1.88 | $3.30 | $1.89 | $1.69 | $2.03 | $1.55 | $1.85 | $1.57 | $2.38 | $-2.98 | $3.77 | |
| EPS (Diluted) | $2.84 | $1.93 | $3.03 | $1.96 | $2.00 | $1.85 | $3.26 | $1.87 | $1.67 | $1.99 | $1.54 | $1.83 | $1.56 | $2.35 | $-2.92 | $3.72 | |
| Shares (Basic) | 117,765,000 | 118,386,000 | · | 121,434,000 | 122,121,000 | 123,108,000 | · | 125,333,000 | 128,256,000 | 128,412,000 | · | 128,285,000 | 128,326,000 | 65,849,000 | · | 66,704,000 | |
| Shares (Diluted) | 118,892,000 | 119,894,000 | · | 123,273,000 | 123,595,000 | 124,789,000 | · | 126,892,000 | 129,810,000 | 130,629,000 | · | 129,549,000 | 129,051,000 | 66,696,000 | · | 67,617,000 | |
| EBITDA | $449M | $348M | · | $319M | $328M | $347M | · | $321M | $290M | $381M | · | $315M | $272M | $255M | · | $340M |
Balance Sheet
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.03B | $652M | $1.02B | $885M | $986M | $1.05B | $1.21B | $827M | $1.27B | $1.25B | · | $699M | $514M | $297M | · | $113M | |
| Receivables | $146M | $139M | $127M | $118M | $116M | $123M | $118M | $106M | $112M | $115M | · | $124M | $117M | $109M | · | $126M | |
| Inventory | $1.45B | $1.46B | $1.46B | $1.53B | $1.43B | $1.34B | $1.33B | $1.45B | $1.25B | $1.22B | · | $1.40B | $1.30B | $1.40B | · | $1.69B | |
| Prepaid Expense | $106M | $80M | $80M | $92M | $101M | $69M | $67M | $85M | $99M | $63M | · | $100M | $74M | $63M | · | $104M | |
| Other Current Assets | $18M | $20M | $24M | $21M | $20M | $23M | $25M | $19M | $20M | $23M | · | $27M | $26M | $28M | · | $30M | |
| Current Assets | $2.75B | $2.35B | $2.71B | $2.65B | $2.66B | $2.60B | $2.75B | $2.49B | $2.74B | $2.67B | · | $2.35B | $2.03B | $1.90B | · | $2.06B | |
| PP&E (Net) | $1.12B | $1.10B | $1.10B | $1.06B | $1.03B | $1.03B | $1.03B | $1.02B | $975M | $990M | · | $1.03B | $1.04B | $1.05B | · | $1.01B | |
| PP&E (Gross) | · | · | $3.14B | · | · | · | $2.97B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $2.04B | · | · | · | $1.94B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $77M | $77M | $77M | $77M | $77M | $77M | $77M | $77M | $77M | $77M | · | $77M | $77M | $77M | · | $85M | |
| Other Non-current Assets | $164M | $155M | $157M | $151M | $148M | $140M | $137M | $127M | $159M | $129M | · | $121M | $119M | $115M | · | $108M | |
| Total Assets | $5.51B | $5.06B | $5.41B | $5.31B | $5.23B | $5.16B | $5.30B | $4.97B | $5.21B | $5.16B | · | $4.88B | $4.57B | $4.47B | · | $4.59B | |
| Accounts Payable | $704M | $561M | $638M | $667M | $602M | $554M | $646M | $666M | $596M | $502M | · | $676M | $597M | $630M | · | $721M | |
| Accrued Liabilities | $208M | $151M | $315M | $247M | $203M | $147M | $286M | $235M | $208M | $154M | · | $204M | $185M | $205M | · | $275M | |
| Current Liabilities | $1.90B | $1.76B | $1.95B | $1.86B | $1.77B | $1.72B | $1.91B | $1.85B | $1.76B | $1.72B | · | $1.79B | $1.66B | $1.70B | · | $1.85B | |
| Capital Leases | $1.31B | $1.28B | $1.24B | $1.25B | $1.17B | $1.14B | $1.11B | $1.08B | $1.08B | $1.11B | · | $1.16B | $1.17B | $1.19B | · | $1.21B | |
| Other Non-current Liabilities | $156M | $149M | $140M | $143M | $141M | $134M | $134M | $133M | $122M | $117M | · | $118M | $119M | $116M | · | $104M | |
| Total Liabilities | $3.37B | $3.19B | $3.33B | $3.24B | $3.08B | $3.00B | $3.16B | $3.06B | $2.96B | $2.95B | · | $3.07B | $2.95B | $3.00B | · | $3.18B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $644.0K | · | $642.0K | $642.0K | $643.0K | · | $666.0K | |
| Paid-in Capital | $544M | $518M | $587M | $568M | $544M | $524M | $572M | $545M | $538M | $522M | · | $572M | $552M | $532M | · | $554M | |
| Retained Earnings | $1.61B | $1.36B | $1.51B | $1.52B | $1.62B | $1.65B | $1.59B | $1.38B | $1.73B | $1.70B | · | $1.26B | $1.08B | $952M | · | $877M | |
| Treasury Stock | $2M | $2M | $2M | $2M | $2M | $2M | $435.0K | $435.0K | $435.0K | $435.0K | · | $1M | $1M | $1M | · | $739.0K | |
| AOCI | $-14M | $-12M | $-13M | $-16M | $-16M | $-16M | $-22M | $-17M | $-17M | $-17M | · | $-19M | $-15M | $-16M | · | $-18M | |
| Stockholders' Equity | $2.14B | $1.87B | $2.08B | $2.07B | $2.15B | $2.16B | $2.14B | $1.91B | $2.25B | $2.21B | $2.13B | $1.81B | $1.62B | $1.47B | $1.70B | $1.41B | |
| Liabilities + Equity | $5.51B | $5.06B | $5.41B | $5.31B | $5.23B | $5.16B | $5.30B | $4.97B | $5.21B | $5.16B | · | $4.88B | $4.57B | $4.47B | · | $4.59B | |
| Shares Outstanding | 117,779,000 | 117,743,000 | 118,770,000 | 120,399,000 | 121,790,000 | 122,994,000 | 123,125,000 | 123,876,000 | 127,788,000 | 64,337,000 | 128,301,000 | 64,135,000 | 64,145,000 | 64,222,000 | 132,453,000 | 66,556,000 |
Cash Flow
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | $56M | $61M | $58M | $57M | $56M | $58M | $58M | $56M | $57M | $67M | $55M | $55M | $56M | $57M | $55M | |
| Stock-based Comp | · | $30M | $29M | $30M | $27M | $20M | $33M | $21M | $22M | $23M | $18M | $22M | $21M | $23M | $22M | $16M | |
| Deferred Tax | · | $4M | $878.0K | $5M | $16M | $-2M | $-738.0K | $-3M | $-5M | $-538.0K | $-21M | $-4M | $-2M | $-2M | $-13M | $-3M | |
| Other Non-cash | · | $-165M | · | · | · | $-188M | · | · | · | $-118M | · | · | · | $109M | · | · | |
| Operating Cash Flow | · | $156M | $597M | $316M | $283M | $119M | $633M | $253M | $246M | $227M | $675M | $290M | $372M | $343M | $464M | $205M | |
| CapEx | · | $58M | $81M | $68M | $52M | $58M | $67M | $83M | $31M | $40M | $54M | $42M | $43M | $50M | $120M | $86M | |
| Investing Cash Flow | · | $-58M | $-81M | $-68M | $-53M | $-58M | $-67M | $-83M | $-31M | $-39M | $-54M | $-42M | $-43M | $-50M | $-120M | $-86M | |
| Stock Repurchased | · | $288M | $298M | $267M | $199M | $90M | $100M | $534M | $130M | $44M | $1.0K | $3M | $10M | $300M | $39M | $75M | |
| Net Stock Activity | · | $-288M | · | $-267M | $-199M | $-90M | · | $-534M | $-130M | $-44M | · | $-3M | $-10M | $-300M | · | $-75M | |
| Dividends Paid | · | $86M | $80M | $81M | $81M | $75M | $71M | $73M | $73M | $63M | $58M | $58M | $59M | $58M | $52M | $53M | |
| Financing Cash Flow | · | $-467M | $-382M | $-349M | $-291M | $-230M | $-177M | $-609M | $-205M | $-194M | $-60M | $-62M | $-114M | $-362M | $-92M | $-128M | |
| Net Change in Cash | · | $-368M | $135M | $-101M | $-61M | $-166M | $386M | $-438M | $10M | $-7M | $563M | $184M | $217M | $-70M | $254M | $-12M | |
| Free Cash Flow | · | $99M | · | · | · | $61M | · | · | · | $187M | · | · | · | $292M | · | · |
Profitability
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.6% | 44.0% | · | 46.1% | 47.1% | 44.3% | · | 46.7% | 46.2% | 48.3% | · | 44.4% | 40.7% | 38.5% | · | 41.5% | |
| Operating Margin | 22.9% | 16.2% | · | 17.0% | 17.9% | 16.8% | · | 17.8% | 16.2% | 19.5% | · | 17.0% | 14.6% | 11.4% | · | 15.5% | |
| Net Margin | 17.2% | 12.8% | · | 12.8% | 13.5% | 13.4% | · | 13.8% | 12.6% | 16.0% | · | 12.8% | 10.8% | 8.9% | · | 11.5% | |
| Pretax Margin | 23.5% | 16.5% | · | 17.5% | 18.4% | 17.3% | · | 18.5% | 17.1% | 20.5% | · | 17.4% | 14.8% | 11.7% | · | 15.5% | |
| EBITDA Margin | 22.9% | 19.3% | · | 17.0% | 17.9% | 20.1% | · | 17.8% | 16.2% | 22.9% | · | 17.0% | 14.6% | 14.5% | · | 15.5% | |
| ROA | · | · | · | 4.7% | 4.7% | 4.5% | · | 5.1% | 4.6% | 5.5% | · | 5.0% | 4.5% | 3.6% | · | 5.5% | |
| ROE | · | · | · | 12.2% | 11.2% | 10.6% | · | 13.4% | 11.7% | 14.4% | · | 14.7% | 13.9% | 11.3% | · | 17.0% | |
| ROIC | · | · | · | 11.3% | 11.2% | 10.4% | · | 12.6% | 9.5% | 11.5% | · | 12.8% | 12.3% | 10.4% | · | 17.8% |
Liquidity & Solvency
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 1.4 | 1.5 | 1.5 | · | 1.3 | 1.6 | 1.6 | · | 1.3 | 1.2 | 1.1 | · | 1.1 | |
| Quick Ratio | · | · | · | 0.5 | 0.6 | 0.7 | · | 0.5 | 0.8 | 0.8 | · | 0.5 | 0.4 | 0.2 | · | 0.1 |
Efficiency
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | |
| Inventory Turnover | · | · | · | 0.7 | 0.7 | · | · | · | · | · | · | · | · | · | · | · | |
| Receivables Turnover | · | · | · | 16.8 | 16.1 | 14.5 | · | 15.7 | 15.6 | 14.8 | · | 14.8 | 14.9 | 15.1 | · | 16.5 |
Per Share
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | $17.18 | $17.65 | $17.57 | · | $15.39 | $17.61 | $34.34 | · | $28.27 | $25.27 | $22.84 | · | $21.23 | |
| Revenue / Share | $16.48 | $15.06 | · | $15.27 | $14.86 | $13.86 | · | $14.19 | $13.78 | $25.42 | · | $28.62 | $28.87 | $26.32 | · | $32.43 | |
| Cash Flow / Share | · | $1.30 | · | · | · | $0.95 | · | · | · | $3.47 | · | · | · | $5.14 | · | · | |
| Cash / Share | · | · | · | $7.35 | $8.09 | $8.51 | · | $6.67 | $9.90 | $19.50 | · | $10.90 | $8.02 | $4.63 | · | $1.70 | |
| Dividend / Share | $0.76 | $0.76 | $0.66 | $0.66 | $0.66 | $0.66 | $0.57 | $0.57 | $0.57 | $0.57 | $0.00 | $0.45 | $0.45 | $0.90 | $-0.78 | $0.78 | |
| EPS (TTM) | $9.76 | $8.92 | $8.84 | · | · | · | · | $7.07 | $7.03 | $6.92 | · | $2.82 | $4.71 | $7.02 | · | $16.44 |
Valuation (TTM)
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.01B | $7.88B | $7.81B | · | · | · | · | $7.53B | $7.58B | $7.66B | · | $7.92B | $8.26B | $8.54B | · | $8.72B | |
| Net Income TTM | $1.18B | $1.09B | $1.09B | · | · | · | · | $1.07B | $1.07B | $1.05B | · | $950M | $965M | $1.03B | · | $1.18B | |
| Market Cap | · | · | · | $23.40B | $22.86B | $19.75B | · | $16.69B | $19.87B | $9.08B | · | $4.68B | $4.51B | $3.89B | · | $4.08B | |
| P/E | 23.4 | 20.2 | 23.2 | · | · | · | · | 19.1 | 22.1 | 20.4 | · | 25.9 | 14.9 | 8.6 | · | 3.7 | |
| P/S | · | · | · | · | · | · | · | 2.2 | 2.6 | 1.2 | · | 0.6 | 0.5 | 0.5 | · | 0.5 | |
| P/B | · | · | · | 11.3 | 10.6 | 9.1 | · | 8.8 | 8.8 | 4.1 | · | 2.6 | 2.8 | 2.6 | · | 2.9 | |
| P / Tangible Book | · | · | · | 11.8 | 11.0 | 9.5 | · | 9.1 | 9.1 | 4.3 | · | 2.7 | 2.9 | 2.8 | · | 3.1 | |
| P / Cash Flow | · | · | · | · | · | 166.0 | · | · | · | 40.0 | · | · | · | 11.3 | · | · | |
| Dividend Yield | · | · | · | · | · | · | · | 1.6% | 1.3% | 2.6% | · | 4.9% | 4.9% | · | · | · | |
| Earnings Yield | 4.3% | 5.0% | 4.3% | · | · | · | · | 5.2% | 4.5% | 4.9% | · | 3.9% | 6.7% | 11.6% | · | 26.8% | |
| Payout Ratio | · | 37.0% | · | · | · | 32.3% | · | · | · | 23.7% | · | · | · | 37.1% | · | · | |
| Annual Payout | $327M | $327M | $316M | · | · | · | · | $267M | $252M | $237M | · | $227M | $221M | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-02-01 | 2025-08-03 | 2025-05-04 | 2025-02-02 | 2024-10-27 |
|---|---|---|---|---|---|
| Revenue | $7.81B | · | · | $7.71B | · |
| Gross Margin % | 46.2% | · | · | 46.5% | · |
| Operating Margin % | 18.1% | · | · | 18.6% | · |
| Net Income | $1.09B | · | · | $1.13B | · |
| Diluted EPS | $8.84 | · | · | $8.79 | · |
| Metric | 2026-02-01 | 2025-08-03 | 2025-05-04 | 2025-02-02 | 2024-10-27 |
|---|---|---|---|---|---|
| Current Ratio | 1.4 | · | · | 1.4 | · |
| Quick Ratio | 0.6 | · | · | 0.7 | · |
| Metric | 2026-02-01 | 2025-08-03 | 2025-05-04 | 2025-02-02 | 2024-10-27 |
|---|---|---|---|---|---|
| Free Cash Flow | $1.06B | · | · | $1.14B | · |
Institutional owners (13F) 1,086 filers · $29.2B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
1,086
Value held
$29.2B
New positions
154
Exited positions
62
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 154 (+33 vs prior Q) | 62 (-38 vs prior Q) | 337 (+19 vs prior Q) | 369 (-3 vs prior Q) | +1.5M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2,709,700,350 | 15,172,744 | 9.29% | Shares |
| BlackRock, Inc. | $2,656,061,983 | 11,394,517 | 9.11% | Shares |
| Aristotle Capital Management, LLC | $2,577,449,404 | 11,057,269 | 8.84% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $1,793,129,442 | 7,692,533 | 6.15% | Shares |
| BLACKHILL CAPITAL INC | $1,791,205,202 | 7,684,278 | 6.14% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,445,285,501 | 6,200,281 | 4.96% | Shares |
| STATE STREET CORP | $1,376,871,584 | 5,906,785 | 4.72% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $897,292,186 | 3,815,020 | 3.08% | Shares |
| FIRST TRUST ADVISORS LP | $650,478,195 | 2,790,554 | 2.23% | Shares |
| NORGES BANK | $409,575,348 | 1,757,080 | 1.40% | Shares |
| Invesco Ltd. | $393,679,779 | 1,688,888 | 1.35% | Shares |
| FMR LLC | $376,747,077 | 1,616,247 | 1.29% | Shares |
| NORTHERN TRUST CORP | $363,445,560 | 1,559,183 | 1.25% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $354,197,150 | 1,519,215 | 1.21% | Shares |
| Nuveen, LLC | $345,222,575 | 1,481,007 | 1.18% | Shares |
| Boston Partners | $335,498,371 | 1,442,945 | 1.15% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $322,093,851 | 1,381,784 | 1.10% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $316,416,939 | 1,735,408 | 1.08% | Shares |
| MORGAN STANLEY | $267,118,519 | 1,145,937 | 0.92% | Shares |
| UBS Group AG | $266,573,160 | 1,143,600 | 0.91% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $266,532,477 | 1,143,429 | 0.91% | Shares |
| BANK OF AMERICA CORP /DE/ | $264,440,911 | 1,134,453 | 0.91% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $241,256,832 | 1,026,887 | 0.83% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $239,898,192 | 1,030,777 | 0.82% | Shares |
| Leonard Green & Partners, L.P. | $233,100,000 | 1,000,000 | 0.80% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $220,521,357 | 946,038 | 0.76% | Shares |
| GOLDMAN SACHS GROUP INC | $217,566,075 | 933,359 | 0.75% | Shares |
| D. E. Shaw & Co., Inc. | $209,725,432 | 899,723 | 0.72% | Shares |
| Bank of New York Mellon Corp | $188,603,411 | 809,109 | 0.65% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $181,766,951 | 779,781 | 0.62% | Shares |
| DEUTSCHE BANK AG\ | $166,622,445 | 714,811 | 0.57% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $154,590,288 | 663,193 | 0.53% | Shares |
| JPMORGAN CHASE & CO | $143,930,459 | 593,806 | 0.49% | Shares |
| Legal & General Group Plc | $143,526,195 | 615,728 | 0.49% | Shares |
| Caisse de depot et placement du Quebec | $143,061,395 | 613,734 | 0.49% | Shares |
| AMERICAN CENTURY COMPANIES INC | $129,440,466 | 555,299 | 0.44% | Shares |
| Pictet Asset Management Holding SA | $118,579,369 | 508,706 | 0.41% | Shares |
| TRUIST FINANCIAL CORP | $118,191,406 | 507,042 | 0.41% | Shares |
| ASSETMARK, INC | $110,494,343 | 474,021 | 0.38% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $107,652,175 | 461,832 | 0.37% | Shares |
| Amundi | $105,149,637 | 451,112 | 0.36% | Shares |
| CITIGROUP INC | $104,607,127 | 448,765 | 0.36% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $97,878,690 | 419,900 | 0.34% | Shares |
| Clark Capital Management Group, Inc. | $94,437,194 | 405,136 | 0.32% | Shares |
| Robeco Institutional Asset Management B.V. | $93,646,062 | 401,742 | 0.32% | Shares |
| WELLS FARGO & COMPANY/MN | $90,058,534 | 386,352 | 0.31% | Shares |
| Quantinno Capital Management LP | $86,105,814 | 369,394 | 0.30% | Shares |
| Vest Financial, LLC | $83,938,843 | 360,098 | 0.29% | Shares |
| Swiss National Bank | $78,251,670 | 335,700 | 0.27% | Shares |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $76,795,728 | 329,454 | 0.26% | Shares |
Company insiders 51 insiders · 21 officers · 26 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Laura Alber | PRESIDENT & CEO | Sept. 16, 2026 S | 853,524 | 0 | 31 | $-41,248,010 |
| Marta Benson | CEO POTTERY BARN BRANDS | April 16, 2024 M | 84,456 | 0 | 0 | $0 |
| Howard Lester | CHAIRMAN & CEO | May 26, 2010 A | 2,053,139 | 0 | 0 | $0 |
| Jeffrey Howie | EVP CHIEF FINANCIAL OFFICER | Sept. 16, 2026 S | 34,138 | 0 | 20 | $-6,843,089 |
| Julie Patenaude | EVP CHIEF FINANCIAL OFFICER | July 29, 2022 S | 96,239 | 0 | 0 | $0 |
| Monica Bhargava | PRESIDENT POTTERY BARN BRAND | April 4, 2026 M | 55,244 | 0 | 0 | $0 |
| Ryan Ross | PRESIDENT WS BRAND | July 10, 2022 M | 22,336 | 0 | 0 | $0 |
| Alex Bellos | PRESIDENT WEST ELM BRAND | April 18, 2022 M | 41,050 | 0 | 0 | $0 |
| Janet Hayes | PRESIDENT WS BRAND | May 1, 2019 M | 85,399 | 0 | 0 | $0 |
| James W. Brett Jr. | PRESIDENT WEST ELM BRAND | May 1, 2017 A | 40,902 | 0 | 0 | $0 |
| Sandra Stangl | PRESIDENT POTTERY BARN BRANDS | May 31, 2016 S | 41,481 | 0 | 0 | $0 |
| Richard A. Harvey | PRESIDENT WS BRAND | Nov. 20, 2012 S | 0 | 0 | 0 | $0 |
| COWELL PAT | PRESIDENT WS BRAND | March 29, 2005 M | 0 | 0 | 0 | $0 |
| Vivian Stephenson | COO | Nov. 22, 2005 M | 0 | 0 | 0 | $0 |
| Jeremy Brooks | CHIEF ACCOUNTING OFFICER | April 4, 2026 M | 10,960 | 0 | 0 | $0 |
| David Randolph King | EVP GENERAL COUNSEL | April 4, 2026 M | 116,083 | 0 | 0 | $0 |
| Pat Connolly | EVP | April 26, 2016 M | 480,914 | 0 | 0 | $0 |
| Seth Jaffe | SVP - GENERAL COUNSEL | April 10, 2011 M | 9,243 | 0 | 0 | $0 |
| David Demattei | PRES WS WSH WE BRANDS | Nov. 7, 2008 A | 1,794 | 0 | 0 | $0 |
| Dean Miller | EVP CSCO | March 30, 2007 M | 0 | 0 | 0 | $0 |
| Donna Isralsky | SVP, PRODUCT SUPPLY CHAIN & | June 30, 2004 A | 4,034 | 0 | 0 | $0 |
| SCOTT ARNOLD DAHNKE | Director | June 18, 2026 A | 40,000 | 0 | 0 | $0 |
| Anne A. Finucane | Director | June 18, 2026 M | 10,198 | 0 | 0 | $0 |
| Frits D Van Paasschen | Director | June 18, 2026 A | 33,185 | 0 | 0 | $0 |
| Paula B Pretlow | Director | May 28, 2024 M | 4,257 | 0 | 0 | $0 |
| Sabrina Simmons | Director | May 31, 2022 M | 7,708 | 0 | 0 | $0 |
| Anne M Mulcahy | Director | May 31, 2022 M | 7,972 | 0 | 0 | $0 |
| Grace Puma Whiteford | Director | June 2, 2020 M | 2,775 | 0 | 0 | $0 |
| Adrian D P Bellamy | Director | June 2, 2020 M | 79,434 | 0 | 0 | $0 |
| Robert Lord | Director | Dec. 16, 2019 M | 6,489 | 0 | 0 | $0 |
| Christiana Smith Shi | Director | June 5, 2019 A | 6,431 | 0 | 0 | $0 |
| Anthony Greener | Director | May 30, 2019 M | 35,328 | 0 | 0 | $0 |
| Jerry D Stritzke | Director | May 30, 2018 A | 6,576 | 0 | 0 | $0 |
| Rose Marie Bravo | Director | May 29, 2018 M | 15,524 | 0 | 0 | $0 |
| Lorraine Twohill | Director | May 30, 2017 M | 14,316 | 0 | 0 | $0 |
| Ted W Hall | Director | May 30, 2017 M | 19,314 | 0 | 0 | $0 |
| Adrian T Dillon | Director | May 30, 2017 M | 78,658 | 0 | 0 | $0 |
| Mary Ann Casati | Director | May 28, 2014 M | 6,950 | 0 | 0 | $0 |
| Sharon Mccollam | Director | March 15, 2012 M | 8,796 | 0 | 0 | $0 |
| Dick Robertson | Director | May 24, 2011 M | 3,173 | 0 | 0 | $0 |
| David B Zenoff | Director | May 26, 2010 A | 11,000 | 0 | 0 | $0 |
| Edward A Mueller | Director | March 30, 2007 M | 0 | 0 | 0 | $0 |
| Jeanne P Jackson | Director | May 23, 2006 A | · | 0 | 0 | $0 |
| Sanjiv Ahuja | Director | May 23, 2006 A | · | 0 | 0 | $0 |
| Karalyn Yearout | · | Aug. 7, 2026 S | 20,195 | 0 | 7 | $-1,332,425 |
| Esi Eggleston Bracey | · | Aug. 3, 2026 A | 10,875 | 0 | 0 | $0 |
| Arianna Huffington | · | Aug. 3, 2026 A | 3,254 | 0 | 0 | $0 |
| Andrew Campion | · | Aug. 3, 2026 A | 2,655 | 0 | 0 | $0 |
| William J Ready | · | Aug. 3, 2026 A | 19,210 | 0 | 0 | $0 |
| Mike Lynch | · | May 28, 2015 M | 16,190 | 0 | 0 | $0 |
| Jay Mcmahan | · | May 20, 2003 M | 11,257,400 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 133 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| EBIZ · Global X Funds | 4.03% | 5,003 NS | July 31, 2026 | N-PORT |
| RSPD · Invesco Exchange-Traded Fund Trust | 2.21% | 35,326 SH | Oct. 1, 2026 | Daily |
| LCLG · Advisors Series Trust | 2.10% | 9,872 NS | July 31, 2026 | N-PORT |
| RDVI · First Trust Exchange-Traded Fund IV | 2.08% | 326,762 NS | July 31, 2026 | N-PORT |
| UPGD · Invesco Exchange-Traded Fund Trust | 1.97% | 9,891 SH | Oct. 1, 2026 | Daily |
| FDIV · EA Series Trust | 1.89% | 4,861 NS | July 31, 2026 | N-PORT |
| GDIV · Harbor ETF Trust | 1.24% | 12,774 NS | July 31, 2026 | N-PORT |
| ALTL · Pacer Funds Trust | 1.01% | 4,080 NS | July 31, 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0.96% | 642 NS | July 31, 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.94% | 37,568 NS | July 31, 2026 | N-PORT |
| FQAL · FIDELITY COVINGTON TRUST | 0.88% | 54,351 NS | July 31, 2026 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 0.84% | 9,907 NS | July 31, 2026 | N-PORT |
| JOET · Virtus ETF Trust II | 0.76% | 8,125 NS | July 31, 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0.69% | 2,254 NS | July 31, 2026 | N-PORT |
| QUAL · iShares Trust | 0.68% | 1,424,861 SH | Sept. 11, 2026 | Daily |
| QDF · FlexShares Trust | 0.67% | 65,459 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.58% | 51,600 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.58% | 1,714,229 SH | Aug. 19, 2026 | Daily |
| FDIS · FIDELITY COVINGTON TRUST | 0.48% | 35,481 NS | July 31, 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0.48% | 141,345 SH | Aug. 19, 2026 | Daily |
| IYC · iShares Trust | 0.45% | 23,404 SH | Sept. 11, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.45% | 9,188 SH | Aug. 19, 2026 | Daily |
| RXI · iShares Trust | 0.42% | 4,660 SH | Sept. 11, 2026 | Daily |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.40% | 8,163 NS | July 31, 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.39% | 7,853 NS | July 31, 2026 | N-PORT |
| DUHP · Dimensional ETF Trust | 0.39% | 210,606 NS | July 31, 2026 | N-PORT |
| LRGF · iShares Trust | 0.39% | 64,371 SH | Sept. 11, 2026 | Daily |
| WANT · Direxion Shares ETF Trust | 0.38% | 336 NS | July 31, 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0.38% | 389 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.33% | 2,700,472 SH | Aug. 19, 2026 | Daily |
| QLC · FlexShares Trust | 0.31% | 13,888 NS | July 31, 2026 | N-PORT |
| LGDX · Tidal Trust III | 0.31% | 1,940 NS | July 31, 2026 | N-PORT |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0.29% | 236,909 SH | Oct. 1, 2026 | Daily |
| SUSA · iShares Trust | 0.29% | 51,482 SH | Sept. 11, 2026 | Daily |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.26% | 92,454 NS | July 31, 2026 | N-PORT |
| SIZE · iShares Trust | 0.25% | 4,838 SH | Sept. 11, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.25% | 9,239 NS | July 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.22% | 151,778 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.21% | 859,723 SH | Oct. 1, 2026 | Daily |
| IMCV · iShares Trust | 0.21% | 10,634 SH | Sept. 11, 2026 | Daily |
| FEUS · FlexShares Trust | 0.20% | 990 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.19% | 479,224 SH | Sept. 11, 2026 | Daily |
| EUSA · iShares, Inc. | 0.19% | 16,104 SH | Sept. 11, 2026 | Daily |
| LCOW · Pacer Funds Trust | 0.19% | 212 NS | July 31, 2026 | N-PORT |
| IMCB · iShares Trust | 0.18% | 13,790 SH | Sept. 11, 2026 | Daily |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.18% | 12,090 NS | July 31, 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0.16% | 10,042 NS | July 31, 2026 | N-PORT |
| IMCG · iShares Trust | 0.16% | 28,910 SH | Sept. 11, 2026 | Daily |
| DFVX · Dimensional ETF Trust | 0.16% | 3,644 NS | July 31, 2026 | N-PORT |
| XOEF · iShares Trust | 0.15% | 149 SH | Sept. 11, 2026 | Daily |
| EVUS · iShares Trust | 0.15% | 2,530 SH | Sept. 11, 2026 | Daily |
| PALC · Pacer Funds Trust | 0.14% | 1,268 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.12% | 12,198 NS | July 31, 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.12% | 665,181 SH | Aug. 19, 2026 | Daily |
| ESGG · FlexShares Trust | 0.11% | 551 NS | July 31, 2026 | N-PORT |
| ESGU · iShares Trust | 0.11% | 88,833 SH | Sept. 11, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.11% | 466,249 SH | Aug. 19, 2026 | Daily |
| USXF · iShares Trust | 0.11% | 6,996 SH | Sept. 11, 2026 | Daily |
| IWP · iShares Trust | 0.10% | 85,043 SH | Sept. 11, 2026 | Daily |
| PFM · Invesco Exchange-Traded Fund Trust | 0.10% | 3,354 SH | Oct. 1, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.10% | 207,649 NS | July 31, 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.10% | 20,504 SH | Oct. 1, 2026 | Daily |
| ESG · FlexShares Trust | 0.10% | 570 NS | July 31, 2026 | N-PORT |
| AQLT · iShares Trust | 0.10% | 1,410 SH | Sept. 11, 2026 | Daily |
| HQGO · Lattice Strategies Trust | 0.09% | 200 NS | July 31, 2026 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.09% | 27,072 SH | Aug. 19, 2026 | Daily |
| IVE · iShares Trust | 0.09% | 195,360 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.09% | 2,077 NS | July 31, 2026 | N-PORT |
| DGRO · iShares Trust | 0.09% | 164,118 SH | Sept. 11, 2026 | Daily |
| IUSV · iShares Trust | 0.08% | 102,760 SH | Sept. 11, 2026 | Daily |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.08% | 9,030 NS | July 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.08% | 607 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.08% | 11,498 NS | July 31, 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 0.08% | 515 NS | July 31, 2026 | N-PORT |
| SUSL · iShares Trust | 0.08% | 4,147 SH | Sept. 11, 2026 | Daily |
| DSI · iShares Trust | 0.07% | 17,996 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.07% | 61,438 SH | Aug. 19, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.07% | 2,821 SH | Oct. 1, 2026 | Daily |
| HDUS · Lattice Strategies Trust | 0.06% | 571 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 2,196 SH | Oct. 1, 2026 | Daily |
| EGLE · Global X Funds | 0.06% | 6 NS | July 31, 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0.06% | 3 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.06% | 225,895 SH | Sept. 11, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.05% | 26,410 SH | Aug. 19, 2026 | Daily |
| USCL · iShares Trust | 0.05% | 6,269 SH | Sept. 11, 2026 | Daily |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.05% | 3,608 SH | Oct. 1, 2026 | Daily |
| TOPC · iShares Trust | 0.05% | 72 SH | Sept. 11, 2026 | Daily |
| XTR · Global X Funds | 0.05% | 10 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.05% | 25,101 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.05% | 1,366 SH | Sept. 11, 2026 | Daily |
| CHRI · Global X Funds | 0.04% | 15 NS | July 31, 2026 | N-PORT |
| CATH · Global X Funds | 0.04% | 2,438 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.04% | 93 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.04% | 6,048 NS | July 31, 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0.04% | 10,092 NS | July 31, 2026 | N-PORT |
| ILCV · iShares Trust | 0.04% | 2,523 SH | Sept. 11, 2026 | Daily |
| XYLG · Global X Funds | 0.04% | 118 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.04% | 5,909 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.04% | 1,988 NS | July 31, 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.04% | 17,543 SH | Oct. 1, 2026 | Daily |
| PBP · Invesco Exchange-Traded Fund Trust | 0.04% | 700 SH | Oct. 1, 2026 | Daily |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.04% | 20,384 SH | Oct. 1, 2026 | Daily |
| IVV · iShares Trust | 0.04% | 1,484,366 SH | Sept. 11, 2026 | Daily |
| ILCB · iShares Trust | 0.04% | 2,307 SH | Sept. 11, 2026 | Daily |
| VOO · VANGUARD INDEX FUNDS | 0.04% | 3,058,994 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.04% | 3,739,059 SH | Aug. 19, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.04% | 1,311 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.04% | 19,330 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.04% | 9,842 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.04% | 447 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.04% | 35,908 NS | July 31, 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0.04% | 444 NS | July 31, 2026 | N-PORT |
| XCLR · Global X Funds | 0.04% | 6 NS | July 31, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.04% | 2,828 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.04% | 81,274 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.04% | 5,040 SH | Sept. 11, 2026 | Daily |
| ILCG · iShares Trust | 0.04% | 5,128 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.04% | 32,426 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.04% | 152,608 SH | Sept. 11, 2026 | Daily |
| VOXP · Advisors Series Trust | 0.04% | 9 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.03% | 14,794 SH | Oct. 1, 2026 | Daily |
| PHDG · Invesco Actively Managed Exchange-T… | 0.03% | 93 SH | Oct. 1, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.03% | 824 NS | July 31, 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.03% | 9,205 NS | July 31, 2026 | N-PORT |
| TOK · iShares Trust | 0.03% | 327 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.03% | 2,916 NS | July 31, 2026 | N-PORT |
| URTH · iShares, Inc. | 0.03% | 10,542 SH | Sept. 11, 2026 | Daily |
| ACWI · iShares Trust | 0.03% | 37,731 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.02% | 100,199 SH | Aug. 19, 2026 | Daily |
| IWF · iShares Trust | 0.01% | 56,667 SH | Sept. 11, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 23,881 SH | Aug. 19, 2026 | Daily |
| CRBN · iShares Trust | 0.00% | 250 SH | Sept. 8, 2026 | Daily |
| SMLF · iShares Trust | · | 110,800 SH | Sept. 11, 2026 | Daily |
WSM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 28 analysts
BUY
Median target
$257.00
+10.6%
6 21.4%
Strong Buy
8 28.6%
Buy
12 42.9%
Hold
2 7.1%
Sell
0 0.0%
Strong Sell
12-Month Price Target
20 analysts · 2026-10-01Mean target $247.85 +6.7%
Now
Current price $232.30
Low$151.00
Mean$247.85
High$280.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
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Source: SEC 10-Q filed Aug 28, 2026