Signaturefd LLC cut its holdings in Wayfair Inc. (NYSE:W – Free Report) by 74.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 7,094 shares of the company’s stock after selling 20,994 shares during the quarter. Signaturefd LLC’s holdings in Wayfair were worth $712,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently bought and sold shares of W. Larson Financial Group LLC increased its holdings in shares of Wayfair by 30.0% in the third quarter. Larson Financial Group LLC now owns 520 shares of the company’s stock valued at $46,000 after buying an additional 120 shares in the last quarter. Wedmont Private Capital increased its holdings in shares of Wayfair by 3.3% in the fourth quarter. Wedmont Private Capital now owns 3,774 shares of the company’s stock valued at $415,000 after buying an additional 121 shares in the last quarter. True Wealth Design LLC increased its holdings in shares of Wayfair by 37.7% in the fourth quarter. True Wealth Design LLC now owns 449 shares of the company’s stock valued at $45,000 after buying an additional 123 shares in the last quarter. Versant Capital Management Inc increased its holdings in shares of Wayfair by 8.4% in the third quarter. Versant Capital Management Inc now owns 1,948 shares of the company’s stock valued at $174,000 after buying an additional 151 shares in the last quarter. Finally, Global Retirement Partners LLC increased its holdings in shares of Wayfair by 156.3% in the third quarter. Global Retirement Partners LLC now owns 328 shares of the company’s stock valued at $29,000 after buying an additional 200 shares in the last quarter. 89.67% of the stock is currently owned by institutional investors.
Insiders Place Their Bets
In other news, CEO Niraj Shah sold 150,000 shares of the company’s stock in a transaction dated Friday, January 23rd. The stock was sold at an average price of $108.87, for a total value of $16,330,500.00. Following the transaction, the chief executive officer owned 289,137 shares in the company, valued at $31,478,345.19. This represents a 34.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Jon Blotner sold 4,790 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $72.19, for a total value of $345,790.10. Following the completion of the transaction, the insider owned 111,158 shares in the company, valued at $8,024,496.02. This represents a 4.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 772,785 shares of company stock worth $69,122,942 over the last quarter. Company insiders own 21.91% of the company’s stock.
Wayfair Stock Down 2.9%
Wayfair (NYSE:W – Get Free Report) last announced its earnings results on Thursday, February 19th. The company reported $0.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.64 by $0.21. Wayfair had a negative net margin of 2.51% and a negative return on equity of 1.52%. The company had revenue of $3.34 billion for the quarter, compared to the consensus estimate of $3.30 billion. During the same period in the previous year, the business earned ($0.25) EPS. The company’s revenue was up 6.9% on a year-over-year basis. Equities research analysts anticipate that Wayfair Inc. will post -2.54 earnings per share for the current year.
Analyst Ratings Changes
W has been the topic of several research reports. JPMorgan Chase & Co. dropped their price target on Wayfair from $114.00 to $105.00 and set an “overweight” rating on the stock in a report on Friday, February 20th. Evercore set a $100.00 price objective on Wayfair in a report on Friday, February 20th. Weiss Ratings restated a “sell (d-)” rating on shares of Wayfair in a report on Wednesday, January 21st. Morgan Stanley boosted their price objective on Wayfair from $130.00 to $140.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. Finally, Stifel Nicolaus cut their price objective on Wayfair from $100.00 to $89.00 and set a “hold” rating on the stock in a report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $104.62.
Read Our Latest Analysis on Wayfair
Wayfair News Roundup
Here are the key news stories impacting Wayfair this week:
- Positive Sentiment: Wayfair announced its first large-format Florida store at Galleria Fort Lauderdale — ~94,000 sq. ft. across two levels, opening in late 2027. This underscores Wayfair’s push into physical retail and could boost brand awareness, fulfillment options and average order value over time. Wayfair Announces First Florida Store in Fort Lauderdale, Opening in 2027
- Positive Sentiment: Strong consumer coverage of Wayfair deals and viral product picks (chairs, patio sets, sleep/tech items) may drive traffic and near-term sales during tax‑refund season. Increased visibility can help top‑line momentum in Q2. Got a tax refund? This viral accent swivel chair drops to just $197 in Wayfair’s spring sale
- Neutral Sentiment: Widespread lifestyle and shopping roundups highlighting Wayfair’s inventory and discounts act as free marketing; useful for traffic but not a direct read on profitability. I memorized nearly all of Wayfair’s inventory—these are the 15 best deals I’ve seen lately
- Neutral Sentiment: Profile on a Wayfair alum (Michael Fleisher) joining another company’s board is background on executive talent but not material to Wayfair’s near-term outlook. How Wayfair alum Michael Fleisher crafts an ‘engaged’ board approach
- Negative Sentiment: Reported insider selling (~$345,790) may have added to downward pressure on the shares by signaling some insider liquidity-taking. Size is modest but visible. Insider Selling: Wayfair (NYSE:W) Insider Sells $345,790.10 in Stock
- Negative Sentiment: Multiple outlets highlight deep discounting (sales up to ~80–86% off). While good for traffic, aggressive promotions can compress gross margins and earnings — a near‑term headwind investors worry about. Wayfair’s epic tax refund sale is live
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.
Further Reading
Want to see what other hedge funds are holding W? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Wayfair Inc. (NYSE:W – Free Report).
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