Etsy Inc $ETSY Stock Acquired by Sterling Capital Management LLC

Sterling Capital Management LLC grew its holdings in Etsy Inc (NYSE:ETSY) by 20.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 38,493 shares of the company’s stock after buying an additional 6,555 shares during the period. Sterling Capital Management LLC’s holdings in Etsy were worth $2,752,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Renaissance Technologies LLC raised its stake in shares of Etsy by 11.1% in the first quarter. Renaissance Technologies LLC now owns 5,962,210 shares of the company’s stock valued at $297,991,000 after acquiring an additional 594,768 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in shares of Etsy by 51.4% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 3,278,123 shares of the company’s stock worth $163,841,000 after purchasing an additional 1,112,520 shares during the period. Assenagon Asset Management S.A. boosted its stake in shares of Etsy by 48.0% during the 2nd quarter. Assenagon Asset Management S.A. now owns 1,613,333 shares of the company’s stock worth $121,532,000 after purchasing an additional 523,092 shares during the period. William Blair Investment Management LLC bought a new position in shares of Etsy during the second quarter valued at approximately $120,417,000. Finally, Dimensional Fund Advisors LP raised its holdings in shares of Etsy by 6.8% in the first quarter. Dimensional Fund Advisors LP now owns 1,573,696 shares of the company’s stock worth $78,642,000 after buying an additional 100,542 shares during the period. 99.53% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Etsy

In related news, insider Richard Colburn, III sold 4,472 shares of the company’s stock in a transaction on Monday, October 5th. The stock was sold at an average price of $71.31, for a total transaction of $318,898.32. Following the completion of the sale, the insider directly owned 6,503 shares in the company, valued at $463,728.93. This represents a 40.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Merilee Buckley sold 5,076 shares of the firm’s stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $90.00, for a total value of $456,840.00. Following the sale, the chief accounting officer directly owned 5,076 shares in the company, valued at approximately $456,840. The trade was a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 133,251 shares of company stock valued at $10,966,499. 2.50% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

ETSY has been the subject of a number of recent analyst reports. Guggenheim boosted their price objective on Etsy from $85.00 to $95.00 and gave the company a “buy” rating in a report on Friday, August 7th. Seaport Research Partners upgraded Etsy to a “buy” rating in a research report on Thursday, August 20th. UBS Group boosted their target price on shares of Etsy from $74.00 to $86.00 and gave the company a “neutral” rating in a research note on Friday, August 7th. Royal Bank Of Canada lowered shares of Etsy to a “sector perform” rating in a research note on Thursday, August 20th. Finally, Piper Sandler upped their price target on shares of Etsy from $70.00 to $80.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $86.21.

Etsy Stock Performance

NYSE ETSY opened at $86.93 on Monday. Etsy Inc has a one year low of $44.00 and a one year high of $91.12. The company has a market capitalization of $8.25 billion, a price-to-earnings ratio of 48.56, a price-to-earnings-growth ratio of 2.17 and a beta of 1.86. The company’s 50-day simple moving average is $77.75 and its two-hundred day simple moving average is $73.39.

Etsy (NYSE:ETSY) last issued its quarterly earnings data on Wednesday, August 5th. The company reported ($0.49) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.75 by ($1.24). The business had revenue of $668.31 million for the quarter, compared to analysts’ expectations of $646.10 million. Etsy had a net margin of 7.32% and a negative return on equity of 34.18%. The business’s quarterly revenue was down .7% compared to the same quarter last year. During the same period in the previous year, the business earned $0.25 earnings per share. Equities analysts expect that Etsy Inc will post 3.94 earnings per share for the current fiscal year.

Key Headlines Impacting Etsy

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Stronger marketplace quality controls: Etsy is banning AI-generated recipes, crafting patterns and instructions, while also prohibiting fully bot-generated listings without meaningful human involvement. The policy could help protect Etsy’s reputation, differentiate its products and reduce “AI slop,” potentially supporting long-term buyer and seller engagement. Etsy bans AI-generated recipes and patterns from its online marketplace
• Positive Sentiment: Potential holiday demand: Etsy’s forecast that “merry-maxxing”—an especially elaborate and festive decorating style—will influence 2026 holiday purchases could provide a merchandising and marketing opportunity during the important seasonal shopping period. Etsy predicts merry-maxxing will dominate holiday decor trends in 2026
• Neutral Sentiment: Policy implementation remains important: Etsy is emphasizing craftsmanship and human creativity rather than banning every use of AI. The approach may improve marketplace quality, but its effect on listings, seller activity and revenue will depend on enforcement and seller response. Etsy updates AI use policies to emphasize craftsmanship
• Negative Sentiment: Operational concerns: Shoppers and sellers reported marketplace access and service problems, with outage reports increasing Friday morning. Even a temporary disruption can hurt transactions, frustrate users and add to near-term investor caution. Etsy users report marketplace service problems

About Etsy

Etsy, Inc operates an online marketplace that connects independent sellers with consumers seeking unique and creative goods. Its marketplace features products such as handmade items, personalized gifts, vintage merchandise, home décor, jewelry, clothing, craft supplies and other goods made, designed, selected or sourced by individual sellers and small businesses.

The company provides tools and services that support marketplace activity, including seller storefronts, search and discovery features, payment processing, advertising, shipping assistance and customer support.