US · Energy · Oil & Gas Midstream
EPS came in at 0.54 against a street estimate of 0.55 — a miss of 1.8%.
Analysts rate Williams Companies Inc a strong buy (23 buy, 2 hold, 0 sell out of 25) with an average price target of $85.38.
CONFIDENT Williams delivered 10% YTD EBITDA growth, achieved Socrates Phase 1 in-service on-time/on-budget, acquired Momentum Midstream for $5.5B, and raised FY26 guidance $200M to $8.3-8.5B; long-term growth target raised to 11%+ CAGR. Q2 FY26 Haynesville positioned as single most important U.S. supply basin for decade; LNG exports forecast to double. Combined Williams-Momentum platform connects fastest-growing supply to fastest-growing demand corridor. Analysts probed 11%+ CAGR conservatism (appears justified by backlog); Socrates acceleration/modularity (deliberate pacing); multiple hyperscaler exposure (non-exclusive). Management emphasized backlog depth, staged capital deployment, and 2028+ earnings ramp as leverage relief valve. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.44% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 5.89% |
| Bank of America Corp | 3.65% |
| Vanguard Portfolio Management, LLC | 3.56% |
| Wellington Management Company LLP | 2.71% |
| Morgan Stanley - Brokerage Accounts | 2.60% |
| Geode Capital Management, LLC | 2.45% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the quarter ended September 30, 2026, revenue was $3,223 million, up from $2,923 million in the same quarter of 2025. • Opera | 2026-11-02 |
| Company announcement · Q4 2026 OTHER NOTABLE POINTS • On November 2, 2026, The Williams Companies filed a prospectus supplement covering the resale of up to 26,874,496 shares of it | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 GAAP net income was $699 million, or $0.56 per diluted share, up 8% and 6%, respectively, versus 3Q 2025. • Ad | 2026-11-02 |
| Material agreement · Q3 2026 WILLIAMS COMPANIES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company completed a registered debt offering on September 10, 2026, totaling $2.75 billion | 2026-09-10 |
| Reg FD disclosure · Q3 2026 WILLIAMS COMPANIES, INC. (WMB) – 8-K SUMMARY HEADLINE NUMBERS • Company issued $2.75 billion in senior notes across four separate tranches in an und | 2026-09-10 |
| Company announcement · Q3 2026 WILLIAMS COMPANIES, INC. (WMB) - 8-K SUMMARY HEADLINE NUMBERS • Company filed prospectus supplement on September 3, 2026 • Up to 26,874,496 shares o | 2026-09-03 |
| Board / officer change · Q3 2026 SUMMARY: THE WILLIAMS COMPANIES, INC. (FORM 8-K) OTHER NOTABLE POINTS • Michael A. Creel is retiring from The Williams Companies' Board of Directors | 2026-08-21 |
| Quarterly report · Q2 2026 THE WILLIAMS COMPANIES, INC. - FORM 10-Q SUMMARY For Quarterly Period Ended June 30, 2026 --- HEADLINE NUMBERS • Net income attributable to William | 2026-08-03 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.53 / share ex-date Dec 11, 2026 · pay Dec 28, 2026 | 2026-12-11 |
| Dividend | $0.53 / share ex-date Sep 11, 2026 · pay Sep 28, 2026 | 2026-09-11 |
| Dividend | $0.53 / share ex-date Jun 12, 2026 · pay Jun 29, 2026 | 2026-06-12 |
| Dividend | $0.53 / share ex-date Mar 13, 2026 · pay Mar 30, 2026 | 2026-03-13 |
| Dividend | $0.50 / share ex-date Dec 12, 2025 · pay Dec 29, 2025 | 2025-12-12 |
| Announcement | Date |
|---|---|
| Williams Power Innovation Joint Venture Financing announced The Williams Companies filed an 8-K on July 13, 2026, disclosing information about a joint venture financing related to Williams Power Innovation. The filing itself contains minimal substant | 2026-07-13 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.