Key Points
- Insider sale: Jon Blotner sold 4,790 Wayfair shares on April 2 at an average price of $72.19 under a pre-arranged Rule 10b5‑1 plan, trimming his stake by ~4.13% (≈$345,790).
- Earnings beat but still unprofitable: Wayfair reported Q1 EPS of $0.85 (vs. $0.64 expected) and revenue of $3.34B (vs. $3.30B) while retaining a negative net margin (-2.51%) and analysts forecast full‑year EPS of about -2.54.
- Market positioning: Shares trade near ~$72.77, below the 50‑day (~$83) and 200‑day (~$92) moving averages, yet analysts have a consensus "Moderate Buy" with an average target of $104.62, signaling potential upside but technical resistance.
Wayfair Inc. (NYSE:W - Get Free Report) insider Jon Blotner sold 4,790 shares of the stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $72.19, for a total value of $345,790.10. Following the sale, the insider directly owned 111,158 shares of the company's stock, valued at approximately $8,024,496.02. This trade represents a 4.13% decrease in their position. The transaction was disclosed in a document filed 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 transaction of $528,882.48.
Wayfair Stock Up 0.2%
NYSE:W opened at $72.77 on Friday. The firm has a market capitalization of $9.51 billion, a P/E ratio of -29.95, a P/E/G ratio of 5.36 and a beta of 3.30. Wayfair Inc. has a 52 week low of $20.41 and a 52 week high of $119.98. The company has a fifty day moving average of $82.78 and a 200 day moving average of $92.74.
Wayfair (NYSE:W - Get Free Report) last released its quarterly earnings data on Thursday, February 19th. The company reported $0.85 earnings per share (EPS) for the quarter, beating 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 net margin of 2.51% and a negative return on equity of 1.52%. The company's revenue for the quarter was up 6.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned ($0.25) earnings per share. As a group, analysts anticipate that Wayfair Inc. will post -2.54 EPS for the current year.
Institutional Investors Weigh In On Wayfair
Several hedge funds and other institutional investors have recently added to or reduced their stakes in W. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Wayfair by 29.0% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 67,023 shares of the company's stock valued at $2,147,000 after buying an additional 15,084 shares during the period. Rhumbline Advisers grew its position in shares of Wayfair by 1.9% in the 2nd quarter. Rhumbline Advisers now owns 93,033 shares of the company's stock worth $4,758,000 after buying an additional 1,761 shares during the period. Prudential Financial Inc. grew its position in shares of Wayfair by 30.4% in the 2nd quarter. Prudential Financial Inc. now owns 7,328 shares of the company's stock worth $375,000 after buying an additional 1,710 shares during the period. State Board of Administration of Florida Retirement System increased its stake in shares of Wayfair by 1.2% in the 2nd quarter. State Board of Administration of Florida Retirement System now owns 95,408 shares of the company's stock worth $4,879,000 after acquiring an additional 1,090 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its stake 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 acquiring an additional 270 shares in the last quarter. 89.67% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
A number of equities research analysts have recently weighed in on W shares. The Goldman Sachs Group set a $92.00 price objective on Wayfair in a research report on Friday, February 20th. Jefferies Financial Group reaffirmed a "hold" rating on shares of Wayfair in a research note on Tuesday, March 10th. Wedbush cut their price target on shares of Wayfair from $100.00 to $85.00 and set a "neutral" rating on the stock in a report on Friday, February 20th. UBS Group reissued a "buy" rating on shares of Wayfair in a research report on Tuesday, February 17th. Finally, Truist Financial dropped their target price 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. 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 assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $104.62.
View Our Latest Stock Analysis on W
More 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.)
Wayfair Company Profile
(
Get Free Report)
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.
Read More

This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].