Wayfair (W) Insider Jon Blotner Sells $60K of Stock

Wayfair Inc. (NYSE: W) President of Commercial and Operations Jon Blotner sold 546 shares of the company's stock on October 15, 2026. The transaction was disclosed in a Form 4 filing with the Securities and Exchange Commission. The shares were sold at a price of $110.00 apiece, resulting in a total value of $60,060.00. The stock closed at $111.93 on the day of the transaction.

W Wayfair Inc.

$107.28 ▲ +0.68% year to date

1M 3M YTD

Daily close · Oct 16, 2026

Inside Jon Blotner's Wayfair Trade

The planned sale reduced Blotner's holdings by about 0.47%. Following the execution of this trade, which was carried out under a Rule 10b5-1 plan, the executive maintains ownership of 115,885 shares in the home goods e-commerce retailer.

Other Institutional Activity in Wayfair Inc.

Institutional investors have adjusted their positions in the retailer recently. Portman Square Capital grew its holdings by 336,502 shares, ending with 745,851 shares worth about $76,494,479.0 on October 15, 2026. Renaissance Technologies, LLC reduced its stake by 457,956 shares, holding 4,514,426 shares valued at $505,525,438.0 as of June 30, 2026. Jupiter Topco LLC opened a new position by adding 2,234,554 shares, finishing the period with 4,469,109 shares worth about $500,450,840.0. AQR Capital Management, LLC grew its holdings by 1,248,817 shares, ending with 3,101,936 shares valued at $347,354,803.0. Spruce House Investment Management LLC grew its holdings by 309,664 shares, ending with 2,909,700 shares valued at $325,828,215.0.

Wayfair Inc. Stock Up 4.4%

The company's shares recently traded around $111.98 as of October 19, 2026. The stock sits well above its 200-day moving average and trades below its 52-week high of $119.98.

Recent Earnings

Wayfair posted trailing twelve month revenue of $12,904,000,000.0 with a net profit margin of -2.5% and an annualized revenue growth rate of 7.5%. The company is scheduled to report its next set of financial results on November 4, 2026.

Insider Buying and Selling at Wayfair Inc.

Executive and director transactions at the company precede this latest filing. Chief Executive Officer Niraj Shah sold 69,000 shares on October 12, 2026, under a planned arrangement. Director Steven Conine also sold 69,000 shares on October 12, 2026.

Analysts Set New Price Targets

Analyst coverage includes several recent rating updates from major financial firms. On August 14, 2026, Bernstein upgraded the stock to an Outperform rating and raised its price target from $100.0 to $125.0. On the same day, Citigroup maintained a Buy rating while lifting its price target to $133.0 from $95.0. Rosenblatt initiated coverage on August 20, 2026, with a Buy rating and a $125.0 price target. Mizuho maintained an Outperform rating on September 29, 2026, while raising its target to $110.0 from $90.0. Baird maintained a Neutral rating on October 8, 2026, moving its target to $117.0 from $116.0. Overall, the stock carries a buy recommendation from 29 analysts who maintain a target mean price of $122.69.

About Wayfair Inc.

Wayfair operates digital storefronts specializing in furniture, decor, and home improvement items. The Boston-based company connects online shoppers with a vast selection of goods across multiple specialized retail brands.

Bottom Line

Investors will look toward the upcoming earnings release on November 4, 2026, for further insight into the retailer's financial direction. Insider transactions will continue to face regulatory scrutiny through subsequent SEC filings.