Williams Companies, Inc. (WMB)

In Q2 2025, Williams reported earnings of $0.46 per share, missing estimates, and the stock price dropped by 2.1%. Williams sold its minority interest in South Mansfield assets to JERA for $398 million and partnered with Woodside Energy to invest in the Louisiana LNG project. The company declared a quarterly dividend of $0.50 per share. Larry Larsen was appointed Executive Vice President and Chief Operating Officer. WMB's stock has seen 2 upgrades and 1 downgrade from analysts with a consensus rating of "Moderate Buy". WMB stock prices surged 19.9% over the 52 weeks leading up to October 22, 2025, but experienced a decline of -8.19% in the 10 days leading up to October 24, 2025.

Demand for The Williams Cos., Inc.'s products and services is highly seasonal, peaking during colder winter months due to increased heating needs and also picking up during summer due to increased cooling demand. The shoulder seasons of spring and fall typically experience lower demand. LNG export growth and the rising energy needs from data centers are increasingly influencing U.S. natural gas demand. Natural gas markets can face increased seasonality and higher volatility, leading to greater demand for seasonal storage.

The Williams Companies, Inc. is an energy infrastructure company focused on natural gas processing and transportation. Its operations are divided into Transmission and Gulf of Mexico, Northeast G&P, West, and Gas & NGL Marketing Services. The company owns an extensive pipeline network and is expanding into onsite power plants for data centers.

The Williams Cos., Inc. operates primarily within the United States, with its headquarters in Tulsa, Oklahoma, and spans across 24 states. Key operational areas include the Gulf Coast Region, Northeast United States (Marcellus and Utica Shale regions), and Western United States (Rocky Mountain, Barnett Shale, Eagle Ford Shale, Haynesville Shale, and Mid-Continent regions). Williams has a significant presence in Louisiana, including the Louisiana Energy Gateway (LEG) system, and has entered a strategic partnership with Woodside Energy to invest in the Louisiana LNG project.

The Williams Cos., Inc. maintains a positive brand reputation as a reliable energy infrastructure provider. It is a Fortune 500 investment-grade corporation and was recognized by Forbes as one of "America's Best Large Employers" in 2024. Strategic partnerships, such as the one with Woodside Energy for the Louisiana LNG project, reinforce its role in providing low-carbon energy solutions. Analysts generally hold a "Moderate Buy" consensus rating for WMB stock.

Institutional investors hold a significant majority of The Williams Cos., Inc. stock, owning approximately 86.44% to 88.68% of the company's stock. Major institutional owners include Wellington Management Group LLP, Deutsche Bank AG, Northern Trust Corp, Goldman Sachs Group Inc., Vanguard Group Inc., Adams Natural Resources Fund Inc., Koshinski Asset Management Inc., and Pullen Investment Management LLC. Corporate insiders own a smaller percentage, around 0.42% to 0.46% of the company's stock.