Wayfair (NYSE:W) Insider Sells $60,060.00 in Stock

October 20, 2026 by InsiderTrades.com

Key Points

Wayfair insider Jon Blotner sold 546 shares for approximately $60,060 at $110 per share under a pre-arranged Rule 10b5-1 plan. He retained 115,885 shares valued at roughly $12.75 million.
Wayfair reported quarterly EPS of $0.95, beating estimates of $0.90, while revenue of $3.52 billion exceeded expectations and increased 7.5% year over year.
Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $120.93; institutional investors own approximately 89.67% of the company.

Wayfair Inc. (NYSE:W - Get Free Report) insider Jon Blotner sold 546 shares of Wayfair stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $110.00, for a total value of $60,060.00. Following the transaction, the insider directly owned 115,885 shares of the company's stock, valued at approximately $12,747,350. This represents a 0.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

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 Stock Up 4.2%

Shares of W stock opened at $111.81 on Tuesday. Wayfair Inc. has a fifty-two week low of $55.60 and a fifty-two week high of $119.98. The stock has a market cap of $14.76 billion, a P/E ratio of 218.94, a P/E/G ratio of 3.86 and a beta of 3.02. The business has a fifty day simple moving average of $102.67 and a 200-day simple moving average of $87.96.

Big Banks Report Strong Earnings—So Why Are Shares Falling?

Wayfair (NYSE:W - Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The company reported $0.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.90 by $0.05. The business had revenue of $3.52 billion during the quarter, compared to the consensus estimate of $3.47 billion. Wayfair had a negative return on equity of 3.40% and a negative net margin of 2.49%. The business's revenue was up 7.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.87 EPS. On average, sell-side analysts anticipate that Wayfair Inc. will post 0.93 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on W shares. Evercore restated an "outperform" rating and set a $130.00 target price on shares of Wayfair in a report on Wednesday, August 5th. Wedbush lifted their target price on shares of Wayfair from $85.00 to $125.00 and gave the stock a "neutral" rating in a research report on Wednesday, August 5th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Wayfair in a report on Monday, September 14th. Needham & Company LLC upped their price target on shares of Wayfair from $83.00 to $133.00 and gave the company a "buy" rating in a report on Wednesday, August 5th. Finally, The Goldman Sachs Group reiterated a "neutral" rating on shares of Wayfair in a research report on Wednesday, August 5th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $120.93.

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Check Out Our Latest Stock Analysis on Wayfair

Hedge Funds Weigh In On Wayfair

Several hedge funds have recently bought and sold shares of W. Janus Henderson Group PLC raised its holdings in shares of Wayfair by 8.3% in the first quarter. Janus Henderson Group PLC now owns 3,866,708 shares of the company's stock worth $290,813,000 after acquiring an additional 296,233 shares during the last quarter. Atreides Management LP lifted its position in shares of Wayfair by 64.3% in the first quarter. Atreides Management LP now owns 1,430,997 shares of the company's stock valued at $107,625,000 after acquiring an additional 560,133 shares in the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of Wayfair by 46.4% during the first quarter. Dimensional Fund Advisors LP now owns 1,036,531 shares of the company's stock valued at $77,923,000 after acquiring an additional 328,358 shares during the last quarter. Assenagon Asset Management S.A. boosted its stake in shares of Wayfair by 42.2% during the second quarter. Assenagon Asset Management S.A. now owns 818,591 shares of the company's stock valued at $75,654,000 after acquiring an additional 242,791 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in shares of Wayfair by 1.8% during the first quarter. Bank of New York Mellon Corp now owns 310,825 shares of the company's stock valued at $23,377,000 after acquiring an additional 5,586 shares during the last quarter. Hedge funds and other institutional investors own 89.67% of the company's stock.

Wayfair News Roundup

Here are the key news stories impacting Wayfair this week:

Positive Sentiment: Wayfair plans to open a physical furniture store in Denver next month. The location could expand brand visibility, provide customers with an in-person shopping option and support an omnichannel strategy, although the store may also add operating costs before contributing materially to revenue. Furniture retailer Wayfair to open brick-and-mortar store in Denver next month
Neutral Sentiment: Recent coverage highlights Wayfair’s home-furnishings assortment, seasonal promotions and discounted products. These articles may support customer engagement and sales activity, but the emphasis on discounts could pressure gross margins and does not provide evidence of a material change in financial forecasts. Wayfair comforter promotion
Neutral Sentiment: A head-to-head survey comparing Brilliant Earth Group and Wayfair offers limited direct insight into Wayfair’s earnings outlook or near-term valuation. Brilliant Earth Group and Wayfair head-to-head survey
Negative Sentiment: Director Steven Conine and CEO Niraj Shah each sold 117,000 shares at an average price of $111.25, reducing their direct holdings by roughly 53% and generating approximately $13.0 million apiece. The transactions may weigh on sentiment because of their size, though both were scheduled under Rule 10b5-1 plans. Wayfair insider sale filing
Negative Sentiment: Insider Jon Blotner sold 546 shares for about $60,060. The transaction was small relative to his remaining ownership and was also made under a pre-arranged trading plan, limiting its significance. Wayfair insider transaction filing

Wayfair Company Profile

(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.

The company operates a portfolio of online brands and retail websites, including Wayfair, Joss & Main, AllModern, Birch Lane and Perigold. These brands are designed to serve different customer preferences, price points and areas of the home-furnishings market.