Q1 Earnings Beat: Social media erupted following Williams Companies' first-quarter earnings release, with traders spotlighting the adjusted EPS of $0.73 that surpassed estimates. Revenue came in slightly below expectations at $3.03 billion, flat year-over-year. The results underscored the company's stable pipeline operations amid shifting energy dynamics.
AI Infrastructure Pivot: Conversations heated up around the firm's bold foray into power innovation for data centers, backed by a $5.1 billion investment slate. This strategic shift aims to capture surging AI-driven demand, decoupling from commodity volatility. Participants flagged potential regulatory and execution hurdles in the ambitious expansion.
Dividend Hike Amid Risks: A 5% annualized dividend increase to $2.10 per share garnered positive nods, signaling confidence in cash flows. However, projected leverage rising to 4.1 times and hefty $7 billion growth capex tempered optimism. Overall sentiment leans mixed as growth prospects clash with balance sheet pressures.
Note: This discussion summary was generated from an AI condensation of post data.
Williams Companies Insider Trading Activity
Williams Companies insiders have traded $WMB stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $WMB stock by insiders over the last 6 months:
- JOHN DEAN PORTER (EVP & CFO) sold 50,000 shares for an estimated $3,768,280
- TERRANCE LANE WILSON (SVP & General Counsel) has made 0 purchases and 7 sales selling 41,000 shares for an estimated $2,914,220.
- MARY A. HAUSMAN (VP Chief Accounting Officer) sold 10,107 shares for an estimated $757,115
- TODD J. RINKE (Senior Vice President) sold 7,364 shares for an estimated $547,807
- PAYVAND FAZEL (Senior Vice President) sold 2,898 shares for an estimated $211,988
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.
Williams Companies Revenue
Williams Companies had revenues of $3B in Q1 2026. This is a decrease of -0.59% from the same period in the prior year.
You can track WMB financials on Quiver Quantitative's WMB stock page.
Williams Companies Congressional Stock Trading
Members of Congress have traded $WMB stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $WMB stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 02/10 and 1 sale worth up to $15,000 on 01/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Williams Companies Hedge Fund Activity
We have seen 815 institutional investors add shares of Williams Companies stock to their portfolio, and 778 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 23,846,894 shares (-72.8%) from their portfolio in Q4 2025, for an estimated $1,433,436,798
- WELLINGTON MANAGEMENT GROUP LLP removed 11,470,602 shares (-23.6%) from their portfolio in Q4 2025, for an estimated $689,497,886
- CLEARBRIDGE INVESTMENTS, LLC added 3,748,126 shares (+21.3%) to their portfolio in Q4 2025, for an estimated $225,299,853
- VICTORY CAPITAL MANAGEMENT INC added 3,323,012 shares (+295.7%) to their portfolio in Q4 2025, for an estimated $199,746,251
- MORGAN STANLEY added 3,314,851 shares (+11.0%) to their portfolio in Q4 2025, for an estimated $199,255,693
- SG AMERICAS SECURITIES, LLC removed 3,050,890 shares (-82.4%) from their portfolio in Q1 2026, for an estimated $222,043,774
- POINT72 ASSET MANAGEMENT, L.P. added 2,782,065 shares (+194.3%) to their portfolio in Q4 2025, for an estimated $167,229,927
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.
Williams Companies Analyst Ratings
Wall Street analysts have issued reports on $WMB in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 02/13/2026
- Citigroup issued a "Buy" rating on 11/13/2025
To track analyst ratings and price targets for Williams Companies, check out Quiver Quantitative's $WMB forecast page.
Williams Companies Price Targets
Multiple analysts have issued price targets for $WMB recently. We have seen 10 analysts offer price targets for $WMB in the last 6 months, with a median target of $83.5.
Here are some recent targets:
- Selman Akyol from Stifel set a target price of $83.0 on 05/06/2026
- John Mackay from Goldman Sachs set a target price of $82.0 on 04/20/2026
- Julien Dumoulin-Smith from Jefferies set a target price of $83.0 on 04/10/2026
- Elvira Scotto from RBC Capital set a target price of $82.0 on 04/06/2026
- Brandon Bingham from Scotiabank set a target price of $85.0 on 04/01/2026
- Gabe Daoud from Truist Securities set a target price of $84.0 on 03/24/2026
- Praneeth Satish from Wells Fargo set a target price of $89.0 on 03/13/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
