Etsy (NASDAQ:ETSY) Director Sells $13,404.00 in Stock

February 20, 2026 by InsiderTrades.com

Key Points

Director sale: Etsy Director Marla Blow sold 300 shares for $13,404 on Feb. 17, reducing her stake to 8,891 shares (a 3.26% decrease), as disclosed in an SEC Form 4.
Catalysts behind the rally: The stock jumped 6.1% to $51.10 after Etsy agreed to sell Depop to eBay for $1.2B (providing >$1B of liquidity) and reported a Q4 EPS beat ($0.92) with early signs of GMS stabilization, though high short interest amplified the move.
Capital return and analyst mix: The board authorized a $750M buyback (up to ~14.2% of shares), while analysts remain mixed—several cuts lowered targets even as the average price target sits around $61.60—reflecting valuation and profitability concerns.

Etsy, Inc. (NASDAQ:ETSY - Get Free Report) Director Marla Blow sold 300 shares of the business's stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $44.68, for a total value of $13,404.00. Following the completion of the transaction, the director directly owned 8,891 shares of the company's stock, valued at $397,249.88. The trade was a 3.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website.

Etsy Trading Up 6.1%

Why eBay’s Depop Acquisition Matters More Than the Earnings Beat

ETSY traded up $2.96 on Friday, reaching $51.10. The stock had a trading volume of 4,598,301 shares, compared to its average volume of 4,037,009. The business's 50-day moving average price is $55.66 and its two-hundred day moving average price is $59.49. The company has a market cap of $5.04 billion, a P/E ratio of 41.13, a price-to-earnings-growth ratio of 10.65 and a beta of 1.77. Etsy, Inc. has a 12-month low of $40.05 and a 12-month high of $76.51.

Etsy declared that its Board of Directors has authorized a stock buyback plan on Thursday, December 18th that allows the company to repurchase $750.00 million in shares. This repurchase authorization allows the specialty retailer to reacquire up to 14.2% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company's leadership believes its shares are undervalued.

Key Headlines Impacting Etsy

These 3 Consumer Stocks Just Authorized Big-Time Buyback Programs

Here are the key news stories impacting Etsy this week:

Positive Sentiment: Sale of Depop to eBay for $1.2B in cash — provides >$1B of liquidity, lets Etsy refocus on its core marketplace and was the main catalyst for the rally. CNBC: eBay buying Depop from Etsy
Positive Sentiment: Q4 EPS beat and early signs of stabilization — Etsy reported $0.92 EPS, beating estimates, and returned to slight year‑over‑year GMS growth, which helped investors look past softer revenue/near‑term demand pressures. PR Newswire: Etsy Q4 and FY2025 results
Positive Sentiment: Analyst bullishness from Truist (PT raised to $83, buy) and Needham (still a buy at $65) reinforces upside narratives for some investors. Benzinga: Truist/Needham coverage
Neutral Sentiment: UBS maintained a Hold, saying the Depop divestiture improves profitability but modest GMS growth and a valuation reset justify a cautious stance. TipRanks: UBS commentary
Neutral Sentiment: Market dynamics: high short interest amplified the rally (short squeeze component), so some of the move may be technical rather than solely fundamental. Benzinga: short interest note
Negative Sentiment: Multiple analyst cuts/re-rating: Morgan Stanley lowered its PT to $60 (equal‑weight), Stifel cut to $55 (hold) and Cantor Fitzgerald trimmed to $51 (neutral) — these moves signal analyst caution on medium‑term growth/valuation. MarketScreener: Morgan Stanley cut The Fly: Stifel cut TickerReport: Cantor Fitzgerald cut
Negative Sentiment: Mixed Q4 fundamentals and profitability pressure — revenue was roughly inline but gross profit/operating metrics showed strain (WSJ/earnings commentary), supporting some analysts’ lower targets and the view that a valuation reset may be underway. WSJ: profit vs revenue note
Negative Sentiment: Insider sale disclosed (director sold 300 shares) — small in size but noted by markets as a mild negative governance/insider‑sentiment datapoint. SEC Form 4: director sale

Analysts Set New Price Targets

Several brokerages have recently weighed in on ETSY. Morgan Stanley reduced their target price on Etsy from $65.00 to $60.00 and set an "equal weight" rating for the company in a research note on Friday. Raymond James Financial reissued an "outperform" rating and set a $78.00 target price (down previously from $80.00) on shares of Etsy in a research note on Thursday, October 30th. Evercore lowered shares of Etsy from a "strong-buy" rating to a "hold" rating in a research note on Thursday, October 30th. Wells Fargo & Company cut their price objective on Etsy from $58.00 to $52.00 and set an "underweight" rating for the company in a research note on Thursday, October 30th. Finally, Piper Sandler reissued a "neutral" rating on shares of Etsy in a report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eighteen have issued a Hold rating and three have given a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Hold" and an average price target of $61.60.

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Check Out Our Latest Stock Report on Etsy

Hedge Funds Weigh In On Etsy

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Heritage Wealth Advisors grew its holdings in Etsy by 476.5% in the 2nd quarter. Heritage Wealth Advisors now owns 490 shares of the specialty retailer's stock valued at $25,000 after buying an additional 405 shares in the last quarter. EFG International AG purchased a new stake in shares of Etsy in the fourth quarter valued at about $33,000. Elevation Point Wealth Partners LLC acquired a new stake in Etsy during the second quarter worth about $35,000. Employees Retirement System of Texas acquired a new stake in Etsy during the second quarter worth about $47,000. Finally, SJS Investment Consulting Inc. raised its stake in Etsy by 12,600.0% during the third quarter. SJS Investment Consulting Inc. now owns 762 shares of the specialty retailer's stock worth $51,000 after purchasing an additional 756 shares during the period. Institutional investors and hedge funds own 99.53% of the company's stock.

About Etsy

(Get Free Report)

Etsy, Inc (NASDAQ: ETSY) operates a global e-commerce marketplace focused on handmade, vintage and unique goods. The platform connects individual artisans, small businesses and collectors with buyers seeking one-of-a-kind items, ranging from handcrafted jewelry and clothing to home décor and art supplies. Etsy's revenue is primarily generated through listing fees, transaction fees on sales and optional seller services such as advertising and shipping labels.

Founded in 2005 and headquartered in Brooklyn, New York, Etsy has cultivated a community-driven ethos, encouraging sustainable practices and personal entrepreneurship.