44,177 Shares in Wayfair Inc. $W Acquired by Great Lakes Advisors LLC

Great Lakes Advisors LLC bought a new position in Wayfair Inc. (NYSE:W) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 44,177 shares of the company’s stock, valued at approximately $3,946,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Wayfair by 29.0% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 67,023 shares of the company’s stock worth $2,147,000 after buying an additional 15,084 shares in the last quarter. Patriot Financial Group Insurance Agency LLC bought a new stake in Wayfair in the second quarter worth about $452,000. Ameritas Advisory Services LLC lifted its holdings in Wayfair by 32.9% in the 2nd quarter. Ameritas Advisory Services LLC now owns 27,800 shares of the company’s stock valued at $1,422,000 after acquiring an additional 6,884 shares during the last quarter. QRG Capital Management Inc. acquired a new stake in Wayfair in the 2nd quarter valued at about $342,000. Finally, KLP Kapitalforvaltning AS boosted its position in shares of Wayfair by 6.3% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 20,400 shares of the company’s stock valued at $1,043,000 after purchasing an additional 1,200 shares in the last quarter. 89.67% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts recently commented on the stock. Argus boosted their target price on shares of Wayfair from $105.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Stifel Nicolaus set a $100.00 price target on Wayfair in a report on Wednesday, October 29th. JPMorgan Chase & Co. increased their price objective on Wayfair from $82.00 to $105.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Weiss Ratings reissued a “sell (d-)” rating on shares of Wayfair in a research note on Wednesday, January 21st. Finally, Bank of America raised Wayfair from a “neutral” rating to a “buy” rating in a research report on Tuesday, October 28th. One research 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 stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.21.

Wayfair Trading Down 4.0%

Shares of Wayfair stock opened at $103.24 on Friday. Wayfair Inc. has a 1 year low of $20.41 and a 1 year high of $119.98. The company has a market cap of $13.46 billion, a P/E ratio of -40.33, a P/E/G ratio of 8.84 and a beta of 3.31. The stock has a 50-day moving average price of $105.46 and a 200 day moving average price of $90.71.

Wayfair (NYSE:W) last released its earnings results on Tuesday, October 28th. The company reported $0.70 earnings per share for the quarter, beating the consensus estimate of $0.44 by $0.26. The business had revenue of $3.12 billion for the quarter, compared to analysts’ expectations of $3.01 billion. The company’s revenue was up 8.1% compared to the same quarter last year. During the same period last year, the firm earned $0.22 EPS. On average, equities analysts forecast that Wayfair Inc. will post -2.54 earnings per share for the current fiscal year.

Insider Activity at Wayfair

In other Wayfair news, CEO Niraj Shah sold 150,000 shares of Wayfair stock in a transaction on Monday, November 24th. The shares were sold at an average price of $105.91, for a total transaction of $15,886,500.00. Following the completion of the sale, the chief executive officer owned 729,137 shares of the company’s stock, valued at $77,222,899.67. This trade represents a 17.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CFO Kate Gulliver sold 36,497 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $106.50, for a total transaction of $3,886,930.50. Following the transaction, the chief financial officer owned 149,238 shares in the company, valued at approximately $15,893,847. This represents a 19.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 966,453 shares of company stock valued at $101,748,287. Corporate insiders own 21.91% of the company’s stock.

Key Headlines Impacting Wayfair

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Forbes reports Wayfair has deployed AI initiatives that have driven “millions of dollars” in savings, which could improve gross margins and operating leverage over time as the company scales automation. Wayfair Lessons In Driving Millions Of Dollars In Savings With AI
• Positive Sentiment: Major promotional push: multiple outlets cover Wayfair’s “5 Days of Deals” event (large markdowns on mattresses, bedroom furniture and home goods). Such events can boost near-term traffic and revenue, especially heading into Presidents’ Day, though they may compress margins. Wayfair is having its massive 5 Days of Deals event with a jaw-dropping 74% off luxury mattresses
• Neutral Sentiment: Seasonal/marketing coverage: Forbes highlights Wayfair among Presidents’ Day furniture sales (discounts up to ~60%), reinforcing the company’s promotional cadence and competitive positioning in holiday sale windows. This is seasonal demand support rather than new strategic news. Best Presidents’ Day Furniture Sales: Up To 60% Off At Wayfair, West Elm And More
• Neutral Sentiment: Product-level deal coverage (air fryers, branded area rugs, comforters) — widespread consumer press highlighting discounted SKUs can drive incremental volume and brand reach, but individual product promos are unlikely to move fundamentals materially on their own. Wayfair has this 16-quart air fryer for 50% off, and it’s perfect for busy parents
• Negative Sentiment: Insider selling: co-founder Steven Conine disclosed a sale of 150,000 Wayfair shares — a headline that can trigger short-term investor concern or profit-taking even if such sales are not unusual from founders. Steven Conine Sells 150,000 Shares of Wayfair (NYSE:W) Stock

Wayfair Company Profile

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.