Cwm LLC Raises Stock Holdings in Wayfair Inc. $W

Cwm LLC grew its stake in Wayfair Inc. (NYSE:W) by 23.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 48,821 shares of the company’s stock after acquiring an additional 9,331 shares during the quarter. Cwm LLC’s holdings in Wayfair were worth $4,902,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Range Financial Group LLC purchased a new stake in shares of Wayfair in the third quarter valued at $1,330,000. Great Lakes Advisors LLC purchased a new stake in shares of Wayfair in the third quarter valued at $3,946,000. Concurrent Investment Advisors LLC purchased a new stake in shares of Wayfair in the third quarter valued at $3,332,000. Capital World Investors lifted its position in Wayfair by 4.1% during the third quarter. Capital World Investors now owns 13,374,574 shares of the company’s stock worth $1,194,750,000 after buying an additional 521,240 shares during the period. Finally, Baader Bank Aktiengesellschaft purchased a new position in Wayfair during the third quarter worth about $1,107,000. 89.67% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the company. Royal Bank Of Canada increased 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 reiterated a “buy” rating on shares of Wayfair in a research report on Tuesday, February 17th. Evercore set a $100.00 target price on Wayfair in a research report on Friday, February 20th. Mizuho reduced their target price on Wayfair from $130.00 to $110.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 24th. Finally, JPMorgan Chase & Co. reduced their target price on Wayfair from $114.00 to $105.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $104.62.

Wayfair Trading Down 0.9%

NYSE W opened at $80.33 on Wednesday. The business’s 50-day moving average price is $76.80 and its 200 day moving average price is $91.87. Wayfair Inc. has a twelve month low of $25.93 and a twelve month high of $119.98. The company has a market capitalization of $10.50 billion, a PE ratio of -33.06, a price-to-earnings-growth ratio of 6.76 and a beta of 3.30.

Wayfair (NYSE:W) last announced its quarterly earnings results on Thursday, February 19th. The company reported $0.85 EPS for the quarter, topping the consensus estimate of $0.64 by $0.21. The company had revenue of $3.34 billion during the quarter, compared to analyst estimates of $3.30 billion. Wayfair had a negative return on equity of 1.52% and a negative net margin of 2.51%.The firm’s revenue was up 6.9% on a year-over-year basis. During the same period in the prior year, the firm posted ($0.25) earnings per share. Equities analysts predict that Wayfair Inc. will post 0.4 EPS for the current year.

Key Wayfair News

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Wayfair is running Way Day and multiple promotional sales across furniture, patio and grills — media coverage highlights steep discounts that can drive traffic and short‑term revenue. Way Day 2026 is almost here Garden shed deal Forbes patio furniture sales
• Positive Sentiment: Additional retail coverage highlights category‑specific discounts (Weber grills, storage, patio sets) that may lift conversion and AOV during the promotional window. Weber grill sale Save up to 80%
• Neutral Sentiment: Zacks published a longer piece arguing Wayfair has an earnings‑surprise history and could beat again — this offsets some concern but is speculative ahead of the next report. Will Wayfair beat estimates again?
• Negative Sentiment: Zacks Research trimmed multiple EPS forecasts this week: Q2 2026 cut to $0.19 from $0.21; Q3 2026 to $0.10 from $0.11; Q2 2027 to $0.42 from $0.43; FY2027 to $0.96 from $0.98; FY2028 to $1.60 from $1.62. Those downward revisions put pressure on sentiment and likely explain intraday weakness.

Insiders Place Their Bets

In other Wayfair news, CEO Niraj Shah sold 1,571 shares of the company’s stock in a transaction dated Tuesday, March 24th. The stock was sold at an average price of $77.18, for a total transaction of $121,249.78. Following the completion of the sale, the chief executive officer directly owned 59,748 shares in the company, valued at $4,611,350.64. This represents a 2.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Steven Conine sold 1,687 shares of the company’s stock in a transaction dated Tuesday, March 24th. The stock was sold at an average price of $77.14, for a total value of $130,135.18. Following the sale, the director owned 59,467 shares of the company’s stock, valued at $4,587,284.38. This represents a 2.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 763,785 shares of company stock worth $68,051,942 over the last three months. 18.44% of the stock is owned by insiders.

About Wayfair

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.