American Century Companies Inc. Makes New $58.95 Million Investment in Wayfair Inc. $W

American Century Companies Inc. acquired a new stake in Wayfair Inc. (NYSE:W) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 659,887 shares of the company’s stock, valued at approximately $58,948,000.

Several other institutional investors and hedge funds also recently made changes to their positions in W. Cornerstone Planning Group LLC raised its position in Wayfair by 28,200.0% in the 3rd quarter. Cornerstone Planning Group LLC now owns 283 shares of the company’s stock worth $25,000 after purchasing an additional 282 shares during the period. True Wealth Design LLC grew its stake in shares of Wayfair by 250.5% during the third 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. 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 worth $29,000 after buying an additional 200 shares during the period. Cullen Frost Bankers Inc. bought a new stake in shares of Wayfair in the 3rd quarter valued at about $71,000. Finally, EverSource Wealth Advisors LLC lifted its stake in shares of Wayfair by 393.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 819 shares of the company’s stock valued at $42,000 after acquiring an additional 653 shares during the last quarter. Institutional investors own 89.67% of the company’s stock.

Wayfair News Summary

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Wayfair confirmed the opening date for a second large-format store in Atlanta (March 31) and plans a grand-opening weekend in April — a strategic push into omnichannel retail that management says complements online sales and can drive customer acquisition and higher ticket purchases. Wayfair Announces Opening Dates for Its Second Large-Format Store in Atlanta
• Positive Sentiment: Positive take from some investors/analysts who highlight strong Q4 results (y/y revenue growth, US adj. EBITDA improvement and adjusted EPS turning positive) and argue the stock remains undervalued relative to potential margin expansion and customer retention programs. Wayfair: Valuation Is Still Cheap
• Neutral Sentiment: Ongoing promotional activity (flash sales, outlet/closeout discounts and seasonal deals) is driving traffic and short-term revenue but may exert margin pressure; these marketing pushes can be positive for top-line growth but ambiguous for near-term profitability. The 50 Best Deals at Wayfair’s Flash Sale
• Negative Sentiment: Wayfair reported a full-year 2025 net loss (about $313M) and continues to face higher interest costs and debt-related charges — factors that weighed on some analysts’ outlooks and raise questions about capital costs and profitability runway. How Investors May Respond To Wayfair (W) Expanding Physical Retail Despite a 2025 Net Loss
• Negative Sentiment: Macro and structural headwinds flagged by bearish analysts — including weak consumer confidence, soft home sales and the company’s difficulty growing active customers — could limit upside and explain skepticism among some investors. Wayfair: The Headwinds Persist
• Negative Sentiment: Broad sales-tax complexity after 2025 adds compliance and operational costs for online sellers, a regulatory risk that could increase Wayfair’s cost base and reduce net margins. Sales Tax Chaos of 2025 Signals Tougher Road Ahead for Businesses in 2026

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on W shares. Oppenheimer raised their price target on Wayfair from $100.00 to $144.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 12th. Evercore set a $100.00 price objective on Wayfair in a research note on Friday, February 20th. Stifel Nicolaus cut their target price on shares of Wayfair from $100.00 to $89.00 and set a “hold” rating on the stock in a report on Friday, February 20th. Jefferies Financial Group downgraded shares of Wayfair from a “buy” rating to a “hold” rating and set a $94.00 target price on the stock. in a research note on Wednesday, December 3rd. Finally, The Goldman Sachs Group set a $92.00 price target on shares of Wayfair in a report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $104.62.

Wayfair Trading Up 4.3%

Shares of W opened at $78.76 on Thursday. Wayfair Inc. has a 1-year low of $20.41 and a 1-year high of $119.98. The firm’s 50-day moving average price is $97.67 and its 200-day moving average price is $93.65. The firm has a market capitalization of $10.30 billion, a price-to-earnings ratio of -32.41, a PEG ratio of 5.59 and a beta of 3.40.

Insiders Place Their Bets

In other news, insider Jon Blotner sold 4,997 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $105.84, for a total value of $528,882.48. Following the completion of the transaction, the insider owned 106,107 shares in the company, valued at $11,230,364.88. This trade represents a 4.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Kate Gulliver sold 36,497 shares of the company’s stock in a transaction 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 completion of the sale, the chief financial officer directly owned 149,238 shares in the company, valued at approximately $15,893,847. The trade was a 19.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 890,494 shares of company stock valued at $86,493,261 over the last ninety days. 21.91% of the stock is owned by corporate insiders.

About Wayfair

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.