Jon Blotner Sells 4,790 Shares of Wayfair (NYSE:W) Stock

Wayfair Inc. (NYSE:W) insider Jon Blotner sold 4,790 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The stock was 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 in the company, valued at approximately $8,024,496.02. The trade was a 4.13% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed 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 value of $528,882.48.

Wayfair Stock Performance

Shares of NYSE W opened at $72.77 on Friday. Wayfair Inc. has a 1 year low of $20.41 and a 1 year high of $119.98. The firm has a market cap of $9.51 billion, a P/E ratio of -29.95, a PEG ratio of 5.36 and a beta of 3.30. The stock has a fifty day moving average price of $82.78 and a two-hundred day moving average price of $92.78.

Wayfair (NYSE:W) last posted its quarterly earnings data on Thursday, February 19th. The company reported $0.85 EPS for the quarter, topping analysts’ consensus estimates of $0.64 by $0.21. The company had revenue of $3.34 billion for the quarter, compared to the consensus estimate of $3.30 billion. Wayfair had a negative return on equity of 1.52% and a negative net margin of 2.51%.The company’s quarterly revenue was up 6.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.25) EPS. On average, research analysts predict that Wayfair Inc. will post -2.54 earnings per share for the current fiscal year.

Key Stories Impacting Wayfair

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.)

Institutional Trading of Wayfair

Institutional investors and hedge funds have recently bought and sold shares of the stock. Great Lakes Advisors LLC acquired a new stake in shares of Wayfair during the third quarter valued at approximately $3,946,000. Range Financial Group LLC acquired a new position in Wayfair in the 3rd quarter worth approximately $1,330,000. Concurrent Investment Advisors LLC acquired a new position in Wayfair in the 3rd quarter worth approximately $3,332,000. Hook Mill Capital Partners LP purchased a new position in Wayfair during the 2nd quarter worth approximately $39,965,000. Finally, Baader Bank Aktiengesellschaft purchased a new position in Wayfair during the 3rd quarter worth approximately $1,107,000. Institutional investors and hedge funds own 89.67% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on W. Mizuho reduced their price objective on shares of Wayfair from $130.00 to $110.00 and set an “outperform” rating for the company in a research report on Tuesday, February 24th. Wedbush dropped their target price 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. Truist Financial cut their target price on shares of Wayfair from $120.00 to $105.00 and set a “buy” rating for the company in a research note on Friday, February 20th. Piper Sandler restated an “overweight” rating and set a $125.00 target price on shares of Wayfair in a report on Friday, February 20th. Finally, Robert W. Baird decreased their price target on shares of Wayfair from $98.00 to $85.00 and set a “neutral” rating on the stock in a research report on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $104.62.

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.