Artisan Partners Limited Partnership Sells 46,119 Shares of Warby Parker Inc. $WRBY

Artisan Partners Limited Partnership lessened its holdings in shares of Warby Parker Inc. (NYSE:WRBY) by 3.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,211,937 shares of the company’s stock after selling 46,119 shares during the period. Artisan Partners Limited Partnership owned about 1.15% of Warby Parker worth $33,425,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Farther Finance Advisors LLC grew its position in Warby Parker by 259.3% during the third quarter. Farther Finance Advisors LLC now owns 1,193 shares of the company’s stock worth $33,000 after buying an additional 861 shares in the last quarter. PNC Financial Services Group Inc. lifted its position in shares of Warby Parker by 400.3% during the 2nd quarter. PNC Financial Services Group Inc. now owns 1,601 shares of the company’s stock valued at $35,000 after acquiring an additional 1,281 shares during the period. Huntington National Bank lifted its position in shares of Warby Parker by 111.0% during the 2nd quarter. Huntington National Bank now owns 1,675 shares of the company’s stock valued at $37,000 after acquiring an additional 881 shares during the period. State of Tennessee Department of Treasury acquired a new stake in shares of Warby Parker during the 2nd quarter worth $126,000. Finally, Headlands Technologies LLC increased its position in shares of Warby Parker by 981.3% in the second quarter. Headlands Technologies LLC now owns 6,077 shares of the company’s stock worth $133,000 after purchasing an additional 5,515 shares during the period. 93.24% of the stock is currently owned by institutional investors and hedge funds.

Key Warby Parker News

Here are the key news stories impacting Warby Parker this week:

• Positive Sentiment: First sustained profitability: Warby reported its first full year of positive net income for FY2025 and delivered full‑year revenue growth of 13% and Q4 growth of 11.2%, signaling progress toward durable profitability. Warby Parker Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Retail and customer traction: Management highlighted record store openings, active customers up ~7%, and average revenue per customer (ARPC) of $324 (+5.7% YoY), which supports long‑term unit economics and omnichannel growth. Warby Parker Inc (WRBY) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Earnings call detail available: The full Q4 2025 earnings call transcript provides management commentary on margin drivers, store economics, and cadence for 2026; useful for investors parsing guidance assumptions. Warby Parker Inc. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Short‑term volatility noted: Some coverage highlighted a strong intraday pop tied to the profitability print (coverage headlined a large gain), underscoring choppy sentiment as investors react to mixed data. Warby Parker (WRBY) Soars 17.8% on First Swing to Profits
• Negative Sentiment: EPS and revenue mixed/missed: Reported EPS was reported as roughly break‑even to a ($0.05) print versus a positive consensus (~$0.05), and Q4 revenue came in slightly below estimates — a mixed beat/miss that clouded the quarter’s headline. Warby Parker earnings press/summary Warby Parker Reports Break-Even Earnings for Q4
• Negative Sentiment: Softer FY2026 revenue guidance: The company guided FY2026 revenue to roughly $959M–$976M versus a street consensus near $986.7M — the below‑consensus midpoint was a primary driver of the negative reaction as it limits near‑term growth visibility. Warby Parker (NYSE:WRBY) Posts Q4 CY2025 Sales In Line With Estimates But Stock Drops

Analyst Upgrades and Downgrades

WRBY has been the subject of several recent analyst reports. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Warby Parker in a research report on Monday, December 29th. Citigroup raised shares of Warby Parker from a “hold” rating to an “outperform” rating in a report on Wednesday, December 10th. BTIG Research boosted their target price on shares of Warby Parker from $25.00 to $32.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Citizens Jmp upgraded shares of Warby Parker from a “market perform” rating to an “outperform” rating and set a $30.00 price target on the stock in a research report on Wednesday, December 10th. Finally, Wall Street Zen cut shares of Warby Parker from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Eleven analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $27.83.

Insider Buying and Selling at Warby Parker

In related news, Director Joel E. Cutler sold 19,932 shares of the business’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $26.01, for a total transaction of $518,431.32. Following the sale, the director owned 20,000 shares in the company, valued at $520,200. The trade was a 49.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Neil Harris Blumenthal sold 50,000 shares of the company’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $27.08, for a total value of $1,354,000.00. Following the completion of the transaction, the chief executive officer directly owned 37,119 shares of the company’s stock, valued at approximately $1,005,182.52. The trade was a 57.39% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 359,424 shares of company stock worth $9,813,571 over the last quarter. Corporate insiders own 18.24% of the company’s stock.

Warby Parker Trading Down 2.3%

WRBY stock opened at $25.06 on Friday. The firm has a 50-day moving average price of $25.06 and a 200-day moving average price of $24.04. Warby Parker Inc. has a 12 month low of $13.63 and a 12 month high of $31.00. The stock has a market capitalization of $2.65 billion, a P/E ratio of 1,253.53 and a beta of 2.05.

About Warby Parker

Warby Parker, Inc (NYSE: WRBY) is a U.S.-based eyewear company that designs, manufactures and sells prescription glasses, sunglasses and contact lenses through a direct-to-consumer model. Since its founding, the company has combined online and brick-and-mortar channels to streamline the customer experience, offering features such as virtual try-on technology and a home try-on program that allows consumers to sample frames before purchase.

Established in 2010 by Wharton graduates Neil Blumenthal, Dave Gilboa, Andrew Hunt and Jeffrey Raider, Warby Parker set out to disrupt the traditional optical market by controlling the entire supply chain—from frame design and lens production to warehousing and distribution.