Insider Selling: Wayfair (NYSE:W) Insider Sells $60,000.00 in Stock

05 Nov 2026, 10:23 by Tristan Rich · The Markets Daily

Wayfair Inc. (NYSE:W – Get Free Report) insider Jon Blotner sold 500 shares of the company’s stock in a transaction that occurred on Thursday, October 29th. The shares were sold at an average price of $120.00, for a total value of $60,000.00. Following the completion of the sale, the insider owned 115,385 shares in the company, valued at approximately $13,846,200. This represents a 0.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

On Thursday, October 15th, Jon Blotner sold 546 shares of Wayfair stock. The stock was sold at an average price of $110.00, for a total value of $60,060.00.
On Friday, October 2nd, Jon Blotner sold 6,056 shares of Wayfair stock. The shares were sold at an average price of $104.13, for a total value of $630,611.28.
On Tuesday, September 8th, Jon Blotner sold 6,968 shares of Wayfair stock. The shares were sold at an average price of $100.22, for a total value of $698,332.96.

Wayfair Price Performance

Shares of NYSE:W opened at $122.82 on Thursday. The business’s fifty day moving average price is $105.55 and its two-hundred day moving average price is $89.17. Wayfair Inc. has a fifty-two week low of $55.60 and a fifty-two week high of $127.99. The stock has a market capitalization of $16.21 billion, a price-to-earnings ratio of 227.18, a price-to-earnings-growth ratio of 3.84 and a beta of 3.10.

Wayfair (NYSE:W – Get Free Report) last issued its quarterly earnings data on Wednesday, November 4th. The company reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.80 by $0.13. Wayfair had a negative return on equity of 3.40% and a negative net margin of 2.49%. The company had revenue of $3.42 billion during the quarter, compared to analysts’ expectations of $3.38 billion. During the same period last year, the business earned $0.70 earnings per share. The business’s revenue was up 9.7% on a year-over-year basis. Research analysts expect that Wayfair Inc. will post 0.97 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on W. Mizuho set a $132.00 price target on shares of Wayfair in a report on Thursday, October 29th. JPMorgan Chase & Co. upped their price objective on shares of Wayfair from $125.00 to $136.00 and gave the stock an “overweight” rating in a research note on Monday. Morgan Stanley reaffirmed an “overweight” rating on shares of Wayfair in a report on Wednesday, August 5th. BMO Capital Markets lifted their target price on shares of Wayfair from $105.00 to $115.00 and gave the company a “market perform” rating in a research note on Wednesday, August 5th. Finally, Jefferies Financial Group reiterated a “hold” rating and issued a $108.00 target price on shares of Wayfair in a research note on Tuesday, August 4th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $125.12.

Read Our Latest Research Report on W

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Lido Advisors LLC lifted its stake in shares of Wayfair by 451.2% during the third quarter. Lido Advisors LLC now owns 16,226 shares of the company’s stock valued at $1,664,000 after acquiring an additional 13,282 shares during the period. AlphaCore Capital LLC acquired a new stake in Wayfair in the third quarter worth about $622,000. Fulcrum Asset Management LLP acquired a new stake in Wayfair in the third quarter worth about $6,092,000. Bryn Mawr Trust Advisors LLC bought a new stake in Wayfair during the 3rd quarter worth about $226,000. Finally, Brighton Jones LLC raised its holdings in Wayfair by 106.3% during the 3rd quarter. Brighton Jones LLC now owns 19,822 shares of the company’s stock worth $2,033,000 after purchasing an additional 10,213 shares during the last quarter. 89.67% of the stock is owned by institutional investors.

Key Headlines Impacting Wayfair

Here are the key news stories impacting Wayfair this week:

Positive Sentiment: Wayfair reported Q3 revenue of $3.42 billion, up 9.7% year over year and ahead of estimates. Earnings of $0.93 per share also topped consensus, while coverage described the quarter as the company’s strongest growth period since the pandemic. CNBC report on Wayfair Q3 results
Positive Sentiment: U.S. revenue rose 11.4% to $3.0 billion, and reports highlighted market-share gains in a sluggish home-furnishings market. Analysts also pointed to stronger profitability, with one report describing the quarter’s margin as Wayfair’s best in six years. Why Wayfair stock is up
Positive Sentiment: Gordon Haskett upgraded Wayfair from “hold” to “buy” and set a $160 price target, adding to the positive reaction to the earnings report. Gordon Haskett rating information
Neutral Sentiment: A broad rally in U.S. stocks provided a supportive market backdrop, though Wayfair’s earnings and growth news appear to be the more company-specific drivers. Market rally report
Negative Sentiment: International revenue declined 2.3% to $380 million, contrasting with U.S. growth and showing that the recovery remains uneven across markets. Wayfair Q3 results release

About Wayfair

(Get Free Report)

Wayfair Inc is an e-commerce company that sells furniture, home furnishings and related products through digital platforms. Its selection includes furniture, décor, lighting, rugs, mattresses, kitchen and dining products, housewares, home improvement items, outdoor furnishings and other goods for residential and commercial spaces.