Rothschild & Co Wealth Management UK Ltd lifted its holdings in Wayfair Inc. (NYSE:W – Free Report) by 5.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 263,147 shares of the company’s stock after purchasing an additional 13,201 shares during the period. Wayfair comprises 0.4% of Rothschild & Co Wealth Management UK Ltd’s holdings, making the stock its 15th biggest holding. Rothschild & Co Wealth Management UK Ltd owned about 0.20% of Wayfair worth $26,423,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also made changes to their positions in the company. Arrowstreet Capital Limited Partnership boosted its holdings in Wayfair by 826.0% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,817,056 shares of the company’s stock worth $251,648,000 after buying an additional 2,512,854 shares in the last quarter. Voloridge Investment Management LLC bought a new position in shares of Wayfair in the third quarter valued at $108,125,000. AQR Capital Management LLC lifted its position in shares of Wayfair by 197.3% during the 2nd quarter. AQR Capital Management LLC now owns 1,557,937 shares of the company’s stock valued at $79,673,000 after acquiring an additional 1,033,865 shares during the last quarter. Holocene Advisors LP boosted its stake in shares of Wayfair by 351.9% during the 2nd quarter. Holocene Advisors LP now owns 1,294,057 shares of the company’s stock worth $66,178,000 after acquiring an additional 1,007,676 shares in the last quarter. Finally, Scopus Asset Management L.P. bought a new stake in shares of Wayfair during the 2nd quarter worth $40,536,000. 89.67% of the stock is currently owned by institutional investors.
Key Stories Impacting Wayfair
Here are the key news stories impacting Wayfair this week:
- Positive Sentiment: Multiple national outlets report Wayfair’s Way Day promotions and deep discounts (up to ~80%), which should drive site traffic and near-term sales around the promotion window. Save up to 80% on furniture, bedding and more at Wayfair today
- Positive Sentiment: Pre-Way Day coverage (timing guides and early deals) amplifies consumer awareness and could pull forward purchases, supporting near-term revenue growth expectations. Way Day 2026 is days away — here’s how to score up to 80% off at Wayfair and deals to shop now
- Positive Sentiment: Product-level deal stories (e.g., a popular countertop ice maker on deep discount) signal high consumer engagement and social proof that can amplify conversion rates during the sale period. Wayfair shoppers are running to grab this countertop ice maker on sale for $74
- Positive Sentiment: High-visibility, steep discounts on specific categories (e.g., a cooling mattress at ~71% off) may accelerate clearance of inventory and increase order volumes during the promotion. Wayfair’s early Way Day deal just took 71% off a cooling mattress that fans say ‘works miracles’
- Neutral Sentiment: Widespread promotions across outdoor furniture and other categories are likely to lift GMV (gross merchandise value) near-term but could compress gross margins depending on markdown depth and inventory mix. Wayfair is taking up to 71% off outdoor furniture right as warm weather begins
- Negative Sentiment: Zacks Research cut near-term EPS forecasts for Wayfair — trimming Q1 2026 and FY2026 estimates (Q1 2026 to about -$0.41, FY2026 to ~$0.08) and nudging longer-term quarterly estimates lower — which can pressure the stock as it reduces near-term earnings visibility. Zacks Research Comments on Wayfair’s Q2 Earnings (NYSE:W)
Analyst Ratings Changes
Read Our Latest Research Report on W
Insider Buying and Selling at Wayfair
In other news, insider Steven Conine sold 150,000 shares of the company’s stock in a transaction dated Friday, January 23rd. The stock was sold at an average price of $108.87, for a total value of $16,330,500.00. Following the transaction, the insider owned 289,073 shares in the company, valued at $31,471,377.51. This represents a 34.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Niraj Shah sold 150,000 shares of the stock in a transaction that occurred on Friday, January 23rd. The stock was sold at an average price of $108.87, for a total transaction 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 763,785 shares of company stock valued at $68,051,942 in the last 90 days. 18.44% of the stock is currently owned by corporate insiders.
Wayfair Stock Up 0.6%
Shares of Wayfair stock opened at $80.55 on Thursday. Wayfair Inc. has a 12 month low of $28.19 and a 12 month high of $119.98. The stock has a market cap of $10.53 billion, a PE ratio of -33.15, a price-to-earnings-growth ratio of 6.71 and a beta of 3.30. The business has a fifty day simple moving average of $76.65 and a 200-day simple moving average of $91.79.
Wayfair (NYSE:W – Get Free Report) last posted its quarterly earnings results on Thursday, February 19th. The company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.64 by $0.21. The firm had revenue of $3.34 billion for the quarter, compared to analyst estimates of $3.30 billion. Wayfair had a negative return on equity of 1.52% and a negative net margin of 2.51%.Wayfair’s quarterly revenue was up 6.9% on a year-over-year basis. During the same period in the previous year, the firm earned ($0.25) earnings per share. Analysts expect that Wayfair Inc. will post 0.4 EPS for the current fiscal year.
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.
Further Reading
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