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 dated Thursday, April 2nd. The stock was sold at an average price of $72.19, for a total transaction of $345,790.10. Following the sale, the insider directly owned 111,158 shares in the company, valued at $8,024,496.02. The trade was a 4.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 transaction of $528,882.48.

Wayfair Stock Up 0.2%

Shares of NYSE W traded up $0.16 on Friday, reaching $72.77. 4,341,891 shares of the company’s stock traded hands, compared to its average volume of 3,354,013. The business’s 50 day simple moving average is $83.52 and its two-hundred day simple moving average is $92.84. Wayfair Inc. has a 12 month low of $20.41 and a 12 month high of $119.98. The company has a market cap of $9.51 billion, a price-to-earnings ratio of -29.95, a price-to-earnings-growth ratio of 5.56 and a beta of 3.30.

Wayfair (NYSE:W) last issued 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. The firm had revenue of $3.34 billion for the quarter, compared to analysts’ expectations of $3.30 billion. Wayfair had a negative return on equity of 1.52% and a negative net margin of 2.51%.The business’s revenue for the quarter was up 6.9% compared to the same quarter last year. During the same period in the previous year, the firm posted ($0.25) EPS. Analysts forecast that Wayfair Inc. will post -2.54 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of W. Optas LLC increased its holdings in Wayfair by 2.1% in the 4th quarter. Optas LLC now owns 5,057 shares of the company’s stock worth $508,000 after buying an additional 106 shares in the last quarter. Larson Financial Group LLC lifted its stake in Wayfair by 30.0% during the 3rd quarter. Larson Financial Group LLC now owns 520 shares of the company’s stock valued at $46,000 after acquiring an additional 120 shares during the period. Wedmont Private Capital boosted its holdings in shares of Wayfair by 3.3% during the 4th quarter. Wedmont Private Capital now owns 3,774 shares of the company’s stock valued at $415,000 after acquiring an additional 121 shares during the last quarter. True Wealth Design LLC boosted its holdings in shares of Wayfair by 37.7% during the 4th quarter. True Wealth Design LLC now owns 449 shares of the company’s stock valued at $45,000 after acquiring an additional 123 shares during the last quarter. Finally, State of Alaska Department of Revenue grew its stake in shares of Wayfair by 2.3% in the fourth quarter. State of Alaska Department of Revenue now owns 5,418 shares of the company’s stock worth $544,000 after acquiring an additional 124 shares during the period. Hedge funds and other institutional investors own 89.67% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. Morgan Stanley increased their target price on Wayfair from $130.00 to $140.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Mizuho dropped their price target on shares of Wayfair from $130.00 to $110.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 24th. Wedbush cut their price objective on shares of Wayfair from $100.00 to $85.00 and set a “neutral” rating on the stock in a research report on Friday, February 20th. Piper Sandler reissued an “overweight” rating and set a $125.00 price objective on shares of Wayfair in a research report on Friday, February 20th. Finally, Robert W. Baird reduced their price objective on shares of Wayfair from $98.00 to $85.00 and set a “neutral” rating for the company in a research note on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $104.62.

Key Headlines Impacting Wayfair

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.)

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.