Jon Blotner Sells 4,790 Shares of Wayfair (NYSE:W) Stock

Wayfair Inc. (NYSE:W) insider Jon Blotner sold 4,790 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $72.19, for a total transaction of $345,790.10. Following the completion of the sale, the insider owned 111,158 shares of the company’s stock, valued at approximately $8,024,496.02. The trade was a 4.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Jon Blotner also recently made the following trade(s):

• On Monday, January 5th, Jon Blotner sold 4,997 shares of Wayfair stock. The stock was sold at an average price of $105.84, for a total value of $528,882.48.

Wayfair Stock Up 0.2%

Shares of NYSE W traded up $0.16 during midday trading on Friday, reaching $72.77. The company had a trading volume of 4,341,891 shares, compared to its average volume of 3,354,013. The stock has a market cap of $9.51 billion, a PE ratio of -29.95, a price-to-earnings-growth ratio of 5.56 and a beta of 3.30. Wayfair Inc. has a one year low of $20.41 and a one year high of $119.98. The firm’s fifty day moving average price is $83.52 and its 200-day moving average price is $92.84.

Wayfair (NYSE:W) last announced its quarterly earnings results on Thursday, February 19th. The company reported $0.85 EPS for the quarter, topping analysts’ consensus estimates of $0.64 by $0.21. Wayfair had a negative return on equity of 1.52% and a negative net margin of 2.51%.The business had revenue of $3.34 billion for the quarter, compared to analysts’ expectations of $3.30 billion. During the same period in the previous year, the firm earned ($0.25) EPS. The business’s quarterly revenue was up 6.9% on a year-over-year basis. As a group, equities research analysts expect that Wayfair Inc. will post -2.54 EPS for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on W. Truist Financial dropped their price target on shares of Wayfair from $120.00 to $105.00 and set a “buy” rating for the company in a research report on Friday, February 20th. Citigroup lowered their price objective on shares of Wayfair from $135.00 to $110.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Royal Bank Of Canada increased their target price on shares of Wayfair from $86.00 to $92.00 and gave the stock a “sector perform” rating in a report on Friday, February 20th. Jefferies Financial Group reissued a “hold” rating on shares of Wayfair in a research note on Tuesday, March 10th. Finally, Robert W. Baird reduced their price target on Wayfair from $98.00 to $85.00 and set a “neutral” rating on the stock in a report on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $104.62.

Key Wayfair News

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Multiple consumer headlines highlight large Wayfair sales and discounts this week, which could boost short-term gross merchandise value and traffic (examples include weekend sales and multiple outlet deal roundups). Read More. · Read More.
• Positive Sentiment: Media coverage of Wayfair’s brick-and-mortar push (inside its second store) signals management is continuing to diversify channels beyond e-commerce, which can help customer acquisition and returns in select markets. Read More.
• Positive Sentiment: Options-market activity shows elevated call buying and unusual volumes, indicating traders are positioned for a sizable move higher into the earnings/event window. This can amplify upside if Q1 prints beat expectations. Read More. · Read More.
• Neutral Sentiment: Wayfair scheduled its Q1 2026 earnings release and conference call for April 30 (before market open). The event is a clear near-term catalyst — results and guidance will likely drive a larger directional move. Read More.
• Negative Sentiment: An insider, Jon Blotner, sold 4,790 shares (~$345,790) on April 2 under a Rule 10b5?1 plan, trimming his stake ~4.1%. The 10b5?1 filing reduces the likelihood this reflects non-public info, but investors sometimes view insider sales as a mild negative signal. Read More.
• Negative Sentiment: Technically, W remains below its 50-day (~$83.52) and 200-day (~$92.84) moving averages, which can act as resistance for momentum-driven buyers and leave the stock vulnerable if earnings disappoint. (Background price/technical data used for context.)

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in W. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Wayfair by 29.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 67,023 shares of the company’s stock worth $2,147,000 after purchasing an additional 15,084 shares during the period. Rhumbline Advisers lifted its position in Wayfair by 1.9% during the second quarter. Rhumbline Advisers now owns 93,033 shares of the company’s stock valued at $4,758,000 after buying an additional 1,761 shares during the period. Prudential Financial Inc. boosted its holdings in shares of Wayfair by 30.4% during the 2nd quarter. Prudential Financial Inc. now owns 7,328 shares of the company’s stock valued at $375,000 after buying an additional 1,710 shares in the last quarter. State Board of Administration of Florida Retirement System boosted its holdings in shares of Wayfair by 1.2% during the 2nd quarter. State Board of Administration of Florida Retirement System now owns 95,408 shares of the company’s stock valued at $4,879,000 after buying an additional 1,090 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its position in shares of Wayfair by 12.3% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,462 shares of the company’s stock worth $126,000 after buying an additional 270 shares during the period. Hedge funds and other institutional investors own 89.67% of the company’s stock.

About Wayfair

Wayfair Inc (NYSE: W) is an e-commerce company focused on home furnishings and décor. Through its platform, Wayfair offers a broad assortment of furniture, lighting, home textiles, kitchenware and decorative accessories. The company’s portfolio includes flagship sites such as Wayfair.com, as well as specialty retail brands like Joss & Main, AllModern, Birch Lane and Perigold, each catering to distinct design styles and price points.

Founded in 2002 by Niraj Shah and Steve Conine under the name CSN Stores, the business rebranded as Wayfair in 2011 and went public in 2014.