Wayfair (NYSE:W) CEO Niraj Shah Sells 27,000 Shares

Wayfair Inc. (NYSE:W) CEO Niraj Shah sold 27,000 shares of the firm’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $78.88, for a total value of $2,129,760.00. Following the sale, the chief executive officer directly owned 169,137 shares in the company, valued at approximately $13,341,526.56. This trade represents a 13.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Niraj Shah also recently made the following trade(s):

• On Monday, February 23rd, Niraj Shah sold 93,000 shares of Wayfair stock. The shares were sold at an average price of $74.63, for a total value of $6,940,590.00.
• On Friday, January 23rd, Niraj Shah sold 150,000 shares of Wayfair stock. The stock was sold at an average price of $108.87, for a total value of $16,330,500.00.
• On Friday, December 26th, Niraj Shah sold 30,000 shares of Wayfair stock. The shares were sold at an average price of $102.32, for a total value of $3,069,600.00.
• On Tuesday, December 23rd, Niraj Shah sold 120,000 shares of Wayfair stock. The shares were sold at an average price of $100.27, for a total transaction of $12,032,400.00.

Wayfair Price Performance

NYSE:W opened at $76.14 on Friday. Wayfair Inc. has a one year low of $20.41 and a one year high of $119.98. The company has a market cap of $9.92 billion, a PE ratio of -31.33, a P/E/G ratio of 5.85 and a beta of 3.36. The firm’s 50 day simple moving average is $99.21 and its 200 day simple moving average is $93.58.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on W. Royal Bank Of Canada raised their target price on Wayfair from $86.00 to $92.00 and gave the stock a “sector perform” rating in a research report on Friday, February 20th. UBS Group restated a “buy” rating on shares of Wayfair in a research report on Tuesday, February 17th. Robert W. Baird lowered their price target on shares of Wayfair from $98.00 to $85.00 and set a “neutral” rating for the company in a report on Friday, February 20th. Stifel Nicolaus reduced their price objective on shares of Wayfair from $100.00 to $89.00 and set a “hold” rating on the stock in a research note on Friday, February 20th. Finally, Wedbush decreased their price objective on shares of Wayfair from $100.00 to $85.00 and set a “neutral” rating for the company in a research report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Wayfair has an average rating of “Moderate Buy” and an average price target of $104.62.

More Wayfair News

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Marketplace expansion: a consumer brand (Drinkmate) has launched on Wayfair.com (and Nordstrom.com), highlighting Wayfair’s role as a third‑party distribution channel that can boost assortment and marketplace revenue. Drinkmate Launches on Wayfair
• Positive Sentiment: Promotions and traffic: multiple outlets are highlighting large Wayfair sales (spring sale up to ~70% off) and high‑visibility product deals — signals of marketing push and potential short‑term order/traffic lift. These stories include curated deal roundups and editor picks that can drive consumer demand. Wayfair Spring Sale Deals
• Neutral Sentiment: Analyst repositioning: Citigroup cut its price target from $135 to $110 but kept a “buy” rating — this lowers upside expectations while maintaining analyst conviction in recovery, producing mixed investor reaction. Citigroup Lowers PT
• Negative Sentiment: Earnings tone and active‑customer softness: post‑Q4 commentary showed revenue/profit beats but management flagged ongoing customer softness and headwinds in active customers — the market reacted poorly to the cautious commentary despite the beats. Analyst Questions from Q4 Call
• Negative Sentiment: Insider selling: CEO Niraj Shah and co‑founder Steven Conine reported large share sales (each ~93k shares on Feb 23), materially reducing their stakes — a near‑term negative signal that likely pressured sentiment. Insider Selling Filing
• Negative Sentiment: Comparative outlook: analyst pieces comparing MercadoLibre and Wayfair argue MELI has stronger long‑term upside (fintech growth & LatAm dominance), suggesting investors may prefer other e‑commerce exposure over Wayfair now. MercadoLibre vs Wayfair

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of W. Cornerstone Planning Group LLC grew its position in Wayfair by 28,200.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 283 shares of the company’s stock worth $25,000 after acquiring an additional 282 shares during the last quarter. True Wealth Design LLC increased its stake in shares of Wayfair by 250.5% in the third quarter. True Wealth Design LLC now owns 326 shares of the company’s stock worth $29,000 after buying an additional 233 shares during the period. Global Retirement Partners LLC raised its holdings in Wayfair by 156.3% during the 3rd quarter. Global Retirement Partners LLC now owns 328 shares of the company’s stock valued at $29,000 after buying an additional 200 shares during the last quarter. Webster Bank N. A. purchased a new stake in Wayfair during the 4th quarter valued at $30,000. Finally, V Square Quantitative Management LLC bought a new stake in Wayfair in the 4th quarter worth $33,000. Hedge funds and other institutional investors own 89.67% of the company’s stock.

Wayfair Company Profile

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.