Niraj Shah Sells 27,000 Shares of Wayfair (NYSE:W) Stock

Wayfair Inc. (NYSE:W) CEO Niraj Shah sold 27,000 shares of Wayfair stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $78.88, for a total transaction of $2,129,760.00. Following the sale, the chief executive officer owned 169,137 shares of the company’s stock, valued at approximately $13,341,526.56. This represents a 13.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

Niraj Shah also recently made the following trade(s):

• On Monday, February 23rd, Niraj Shah sold 93,000 shares of Wayfair stock. The stock was sold at an average price of $74.63, for a total transaction of $6,940,590.00.
• On Friday, January 23rd, Niraj Shah sold 150,000 shares of Wayfair stock. The shares were sold at an average price of $108.87, for a total transaction of $16,330,500.00.
• On Friday, December 26th, Niraj Shah sold 30,000 shares of Wayfair stock. The stock was sold at an average price of $102.32, for a total transaction of $3,069,600.00.
• On Tuesday, December 23rd, Niraj Shah sold 120,000 shares of Wayfair stock. The shares were sold at an average price of $100.27, for a total transaction of $12,032,400.00.

Wayfair Trading Down 3.6%

NYSE:W traded down $2.83 on Friday, hitting $76.14. The company’s stock had a trading volume of 3,263,963 shares, compared to its average volume of 3,848,503. The firm has a market capitalization of $9.92 billion, a P/E ratio of -31.33, a price-to-earnings-growth ratio of 5.61 and a beta of 3.36. The stock has a fifty day moving average of $99.72 and a two-hundred day moving average of $93.55. Wayfair Inc. has a one year low of $20.41 and a one year high of $119.98.

Key Headlines Impacting Wayfair

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Marketplace expansion: a consumer brand (Drinkmate) has launched on Wayfair.com (and Nordstrom.com), highlighting Wayfair’s role as a third‑party distribution channel that can boost assortment and marketplace revenue. Drinkmate Launches on Wayfair
• Positive Sentiment: Promotions and traffic: multiple outlets are highlighting large Wayfair sales (spring sale up to ~70% off) and high‑visibility product deals — signals of marketing push and potential short‑term order/traffic lift. These stories include curated deal roundups and editor picks that can drive consumer demand. Wayfair Spring Sale Deals
• Neutral Sentiment: Analyst repositioning: Citigroup cut its price target from $135 to $110 but kept a “buy” rating — this lowers upside expectations while maintaining analyst conviction in recovery, producing mixed investor reaction. Citigroup Lowers PT
• Negative Sentiment: Earnings tone and active‑customer softness: post‑Q4 commentary showed revenue/profit beats but management flagged ongoing customer softness and headwinds in active customers — the market reacted poorly to the cautious commentary despite the beats. Analyst Questions from Q4 Call
• Negative Sentiment: Insider selling: CEO Niraj Shah and co‑founder Steven Conine reported large share sales (each ~93k shares on Feb 23), materially reducing their stakes — a near‑term negative signal that likely pressured sentiment. Insider Selling Filing
• Negative Sentiment: Comparative outlook: analyst pieces comparing MercadoLibre and Wayfair argue MELI has stronger long‑term upside (fintech growth & LatAm dominance), suggesting investors may prefer other e‑commerce exposure over Wayfair now. MercadoLibre vs Wayfair

Institutional Investors Weigh In On Wayfair

Several large investors have recently added to or reduced their stakes in W. Cornerstone Planning Group LLC raised its position in shares of Wayfair by 28,200.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 283 shares of the company’s stock worth $25,000 after buying an additional 282 shares in the last quarter. True Wealth Design LLC lifted its position in shares of Wayfair by 250.5% in the 3rd quarter. True Wealth Design LLC now owns 326 shares of the company’s stock valued at $29,000 after acquiring an additional 233 shares in the last quarter. Global Retirement Partners LLC lifted its stake in Wayfair by 156.3% in the 3rd quarter. Global Retirement Partners LLC now owns 328 shares of the company’s stock worth $29,000 after acquiring an additional 200 shares in the last quarter. Webster Bank N. A. purchased a new stake in shares of Wayfair in the fourth quarter worth approximately $30,000. Finally, V Square Quantitative Management LLC acquired a new stake in shares of Wayfair during the 4th quarter valued at $33,000. 89.67% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

W has been the subject of a number of recent research reports. Royal Bank Of Canada upped their target price on Wayfair from $86.00 to $92.00 and gave the stock a “sector perform” rating in a report on Friday, February 20th. 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 research report on Friday, February 20th. UBS Group restated a “buy” rating on shares of Wayfair in a report on Tuesday, February 17th. Evercore set a $100.00 price target on shares of Wayfair in a research report on Friday, February 20th. Finally, Needham & Company LLC reissued a “buy” rating and set a $125.00 target price on shares of Wayfair in a research report on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $104.62.

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.