12,468 Shares in Wayfair Inc. $W Bought by Baader Bank Aktiengesellschaft

Baader Bank Aktiengesellschaft bought a new position in Wayfair Inc. (NYSE:W) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 12,468 shares of the company’s stock, valued at approximately $1,107,000.

A number of other hedge funds have also recently made changes to their positions in the company. Versant Capital Management Inc increased its stake 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 during the period. Global Retirement Partners LLC raised its position in Wayfair by 156.3% during the 3rd quarter. Global Retirement Partners LLC now owns 328 shares of the company’s stock worth $29,000 after purchasing an additional 200 shares during the last quarter. Daiwa Securities Group Inc. lifted its holdings in Wayfair by 3.0% during the 2nd quarter. Daiwa Securities Group Inc. now owns 6,882 shares of the company’s stock worth $352,000 after buying an additional 200 shares during the period. True Wealth Design LLC grew 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 buying an additional 233 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its position in shares of Wayfair by 12.3% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,462 shares of the company’s stock valued at $126,000 after buying an additional 270 shares during the last quarter. 89.67% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Wayfair

In other Wayfair news, CFO Kate Gulliver sold 36,497 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $106.50, for a total value 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Niraj Shah sold 150,000 shares of the firm’s stock in a transaction that occurred on Friday, January 23rd. The shares were sold at an average price of $108.87, for a total value of $16,330,500.00. Following the completion of the sale, the chief executive officer directly owned 289,137 shares of the company’s stock, valued at $31,478,345.19. This trade represents a 34.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 950,494 shares of company stock valued at $100,127,813 in the last 90 days. Corporate insiders own 21.91% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. TD Cowen restated a “hold” rating on shares of Wayfair in a research report on Wednesday, October 29th. Stifel Nicolaus set a $100.00 price target on shares of Wayfair in a report on Wednesday, October 29th. Royal Bank Of Canada boosted their price target on shares of Wayfair from $51.00 to $86.00 and gave the stock a “sector perform” rating in a research report on Thursday, October 30th. Gordon Haskett upgraded shares of Wayfair from an “accumulate” rating to a “buy” rating and set a $150.00 price objective for the company in a research report on Tuesday, October 28th. Finally, Morgan Stanley lifted their target price on shares of Wayfair from $130.00 to $140.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $107.21.

More Wayfair News

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Expanded Affirm partnership could help international conversion and payment flexibility, supporting revenue growth and customer acquisition. Is Wayfair Inc. (W) One of the Best E-Commerce Stocks to Buy Now?
• Positive Sentiment: Broad Presidents’ Day promotions (sitewide furniture & appliance deals) are getting heavy coverage — likely driving traffic and short-term sales uplift if conversion holds. From Accent Chairs to Appliances, Wayfair’s Best Presidents’ Day Deals Are Up to 70% Off
• Neutral Sentiment: High-profile merchandising (Kelly Clarkson–inspired set pieces and other curated picks) increases brand visibility but is unlikely to move fundamentals by itself. Kelly Clarkson’s Talk Show Is Ending, but You Can Still Shop Wayfair Pieces Inspired by Her Set for Up to 83% Off
• Neutral Sentiment: Individual product deals (e.g., mid-century sofa marked down to $210, pet bed 69% off, popular lamps and loveseats on sale) suggest promotional depth but vary in profit impact by SKU and vendor. Wayfair is selling a $789 vintage-style mid-century modern sofa for $210
• Negative Sentiment: Very steep markdowns and closeouts (examples: Kelly Clarkson rugs up to 87% off, big Sealy mattress discounts) point to inventory-clearing that can depress gross margins if sustained. 7 of Kelly Clarkson’s ‘Expensive’-Looking Rugs Are on Sale from $16 at Wayfair’s Closeout Sale — Save Up to 87%
• Negative Sentiment: Frequent heavy promotions (coverage across MSN, Yahoo, PennLive, Forbes) may boost near-term revenue but risk compressing margins and inflating marketing costs; watch Q1 guidance, gross margin trends, and inventory levels for signals. Wayfair is having its massive Presidents’ Day sale right now and Sealy mattresses are up to $800 off

Wayfair Trading Down 2.0%

Shares of NYSE W opened at $88.23 on Thursday. The firm has a market capitalization of $11.50 billion, a P/E ratio of -34.46, a P/E/G ratio of 7.40 and a beta of 3.36. The firm’s 50-day moving average price is $103.33 and its 200-day moving average price is $92.90. Wayfair Inc. has a 1-year low of $20.41 and a 1-year high of $119.98.

Wayfair 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.