Insider Selling: Wayfair (NYSE:W) CEO Sells $13,016,250.00 in Stock

22 Oct 2026, 08:11 by Kim Johansen · The Markets Daily

Wayfair Inc. (NYSE:W – Get Free Report) CEO Niraj Shah sold 117,000 shares of the company’s stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $111.25, for a total transaction of $13,016,250.00. Following the transaction, the chief executive officer owned 105,137 shares of the company’s stock, valued at $11,696,491.25. This trade represents a 52.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

On Monday, October 12th, Niraj Shah sold 69,000 shares of Wayfair stock. The shares were sold at an average price of $105.75, for a total value of $7,296,750.00.
On Monday, September 14th, Niraj Shah sold 69,000 shares of Wayfair stock. The shares were sold at an average price of $103.35, for a total value of $7,131,150.00.
On Wednesday, August 12th, Niraj Shah sold 69,000 shares of Wayfair stock. The shares were sold at an average price of $103.36, for a total value of $7,131,840.00.

Wayfair Stock Down 0.2%

Shares of W stock opened at $113.33 on Thursday. The firm has a market capitalization of $14.96 billion, a P/E ratio of -46.07, a P/E/G ratio of 4.08 and a beta of 3.02. Wayfair Inc. has a twelve month low of $55.60 and a twelve month high of $119.98. The stock’s fifty day simple moving average is $103.08 and its 200 day simple moving average is $88.52.

Wayfair (NYSE:W – Get Free Report) last issued its earnings results on Tuesday, August 4th. The company reported $0.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.90 by $0.05. Wayfair had a negative return on equity of 3.40% and a negative net margin of 2.49%. The business had revenue of $3.52 billion during the quarter, compared to analysts’ expectations of $3.47 billion. During the same quarter in the prior year, the firm earned $0.87 EPS. The business’s revenue for the quarter was up 7.5% compared to the same quarter last year. As a group, equities research analysts expect that Wayfair Inc. will post 0.93 EPS for the current fiscal year.

Key Wayfair News

Here are the key news stories impacting Wayfair this week:

Positive Sentiment: Wayfair is preparing for its fall Way Day sale, with discounts of up to 85% on home furnishings and related products. The event could drive traffic, order volume and holiday-season customer acquisition, although heavy discounting may limit margins. Wayfair fall Way Day sale
Positive Sentiment: The company is scheduled to open a large physical furniture store at Denver’s Avenues at Northfield shopping center. The location could strengthen brand visibility and Wayfair’s omnichannel strategy, though the financial contribution and store operating costs remain uncertain. Wayfair Denver store opening
Neutral Sentiment: Coverage of discounts on Blackstone grills, Bedsure blankets, furniture sets and seasonal bedding highlights active merchandising and potentially strong consumer engagement, but these are individual promotions rather than evidence of a change in revenue or earnings expectations. Wayfair Blackstone griddle promotion
Negative Sentiment: CEO Niraj Shah reportedly sold 117,000 Wayfair shares. Large insider sales can pressure sentiment because they may be interpreted as reduced insider exposure, although the transaction details and whether it occurred under a pre-arranged trading plan are important qualifiers. Niraj Shah insider sale
Negative Sentiment: Insider Jon Blotner sold 546 shares for approximately $60,060 under a Rule 10b5-1 trading plan. The transaction is small relative to his remaining holdings, so its direct impact should be limited. Jon Blotner insider sale
Negative Sentiment: A proposed class-action lawsuit alleges that Wayfair sent Washington residents emails with misleading subject lines. The case could create legal costs and reputational risk, though no financial liability has been established. Wayfair email lawsuit

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Robert W. Baird upped their price objective on Wayfair from $116.00 to $117.00 and gave the company a “neutral” rating in a research note on Thursday, October 8th. Zacks Research downgraded shares of Wayfair from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 28th. Royal Bank Of Canada boosted their target price on shares of Wayfair from $78.00 to $92.00 and gave the stock a “sector perform” rating in a report on Wednesday, August 5th. Citigroup boosted their target price on shares of Wayfair from $95.00 to $133.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. Finally, TD Cowen upped their price target on shares of Wayfair from $75.00 to $110.00 and gave the company a “hold” rating in a research report on Wednesday, August 5th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eleven have assigned a Hold rating and one has 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 an average target price of $121.00.

Check Out Our Latest Research Report on W

Institutional Trading of Wayfair

Several institutional investors have recently added to or reduced their stakes in W. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in Wayfair during the second quarter worth $2,001,000. Baird Financial Group Inc. acquired a new position in Wayfair in the second quarter valued at $16,362,000. WINTON GROUP Ltd acquired a new position in Wayfair in the second quarter valued at $3,207,000. Assenagon Asset Management S.A. boosted its position in Wayfair by 42.2% during the second quarter. Assenagon Asset Management S.A. now owns 818,591 shares of the company’s stock valued at $75,654,000 after acquiring an additional 242,791 shares during the last quarter. Finally, Public Employees Retirement System of Ohio bought a new stake in Wayfair during the second quarter valued at $2,874,000. 89.67% of the stock is currently owned by institutional investors.

Wayfair Company Profile

(Get Free Report)

Wayfair Inc is an e-commerce company that sells furniture, home furnishings and related products through digital platforms. Its selection includes furniture, décor, lighting, rugs, mattresses, kitchen and dining products, housewares, home improvement items, outdoor furnishings and other goods for residential and commercial spaces.