Insiders Trades
Wayfair Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 04 Sept 2025.
Wayfair Inc.: what insiders have been doing
Wayfair Inc., founded in 2002, is a Retail & Commerce company based in Boston, United States. Its directors and officers file their transactions with SEC (Form 4). Between 18 October 2025 and 18 October 2026, 16 insiders published 159 filings.
Only sales appear on the open market, 77 sales in all totalling €86.1M, filed by 5 insiders. At €6.2M, the sale published on 27 January 2026 by Conine Steven is the largest of the period.
Typically, a trade is published a median of 2 days after it takes place. US insiders must file a Form 4 within two business days of a trade. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
Compared with its exchange (5,810 companies, median 19 filings), a count of 159 filings is above the norm. Over the whole record (from 2016), the tally stands at 4 purchases and 241 sales. The 10-K for the year ended 31 December 2025 shows 12.46 bn USD of revenue and -313.0 m USD of net income.
Other companies in the same sector with recent insider buying flagged by our signals: GameStop Corp. and Dick's Sporting Goods, Inc. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
510
Thresholds
n/a
Buy Volume
€5M
4 ops. · all time
Sell Volume
€128M
241 ops. · all time
Who traded when
BuySaleConine Steven53 sales
Shah Niraj53 sales
Blotner Jon7 sales
Fiona Tan7 sales
Schaferkordt Anke3 sales
Kate Gulliver2 sales
+3 other insiders
Since the insiders bought
- +11.6%Entry US$89.61 · Close at T+365 US$99.97
- -33.1%Entry US$51.42 · Close at T+365 US$34.40
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Wayfair Inc. Buy (bullish), based on 29 analysts. Average price target: US$122.69.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 17,849 of 24,148 companies
35.5
score / 100
Value38
Quality33
FCF yld2.3%
Earn yld-2.2%
EV/EBITDA·
ROE·
Gross mgn30%
Net mgn-2.5%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$104.78
Analyst consensus
29 analystsBuy
US$80.00Target US$122.69(+17%)US$156.00
Income statement
RevenueUS$12.5B
Gross profitUS$3.8B30% margin
EBITDAUS$120M1% margin
Net income-US$313M-2.5% margin
Valuation
PER (forward)27.0x
Beta3.03
Balance sheet & cash
Market capUS$13.8B
Total debtUS$4.3B
Free Cash FlowUS$329M
Profitability & ownership
ROA5.3%
% insiders2.4%
% institutions105.8%
Last declaration on 15 October 2026
Declarations510 total
546 shares@ US$110.00Class ASEC144:0001959173-26-007397
117,000 shares@ US$111.2517Class ASEC144:0001959173-26-007400
117,000 shares@ US$111.2493Class ASEC144:0001959173-26-007401
5,050 shares@ US$103.660.0037% mcap0.6% of flowClass A Common StockSEC:0001616707-26-000174:0
594 shares@ US$107.310.0005% mcap0.1% of flowClass A Common StockSEC:0001616707-26-000172:4
594 shares@ US$107.310.0005% mcap0.1% of flowClass A Common StockSEC:0001616707-26-000174:4
8,651 shares@ US$104.910.0065% mcap1.0% of flowClass A Common StockSEC:0001616707-26-000174:1
39,108 shares@ US$105.810.030% mcap4.7% of flowClass A Common StockSEC:0001616707-26-000174:2
15,597 shares@ US$106.680.012% mcap1.9% of flowClass A Common StockSEC:0001616707-26-000174:3
5,050 shares@ US$103.660.0037% mcap0.6% of flowClass A Common StockSEC:0001616707-26-000172:0
8,651 shares@ US$104.910.0065% mcap1.0% of flowClass A Common StockSEC:0001616707-26-000172:1
39,106 shares@ US$105.810.030% mcap4.7% of flowClass A Common StockSEC:0001616707-26-000172:2
15,599 shares@ US$106.680.012% mcap1.9% of flowClass A Common StockSEC:0001616707-26-000172:3
6,000 shares@ US$104.220.0045% mcap0.8% of flowClass ASEC144:0001959173-26-007334
69,000 shares@ US$105.7520.052% mcap9.0% of flowClass ASEC144:0001959173-26-007332
69,000 shares@ US$105.7520.052% mcap9.0% of flowClass ASEC144:0001959173-26-007344
6,000 shares@ US$104.220.0045% mcap0.8% of flowClass ASEC144:0001959173-26-007345
392 shares0Class A Common StockSEC:0001616707-26-000168:0
327 shares0Class A Common StockSEC:0001616707-26-000166:0
182 shares0Class A Common StockSEC:0001616707-26-000166:1
22,942 shares0Class A Common StockSEC:0001616707-26-000166:2
219 shares0Class A Common StockSEC:0001616707-26-000168:1
25 of 510 declarations
About Wayfair Inc.
Wayfair Inc. is a leading e-commerce company focused on the home category and listed on the NYSE under the ticker W in the United States. For French-speaking investors, it should be viewed as a pure-play digital retailer for furniture, home décor and household furnishings, with a clearly established brand in the “home” segment. The company was founded in 2002 by Niraj Shah and Steve Conine, and its headquarters are in Boston, Massachusetts. Wayfair’s business model combines a marketplace-style platform with a broad retail assortment, giving customers access to a very wide range of products for indoor and outdoor living spaces, including furniture, lighting, bedding, kitchenware, storage and decorative accessories.
Operationally, Wayfair stands out for the scale and breadth of its selection, its focus on customer experience and the logistical requirements of shipping bulky items. The company primarily serves households, while also building capabilities for certain professional customers through its broader commercial ecosystem. Its competitive position sits at the intersection of e-commerce, specialty retail and last-mile logistics, where it competes with general merchandise retailers, traditional home-furnishing chains and other online platforms. A core strategic advantage is the depth of its assortment and its ability to digitize a fragmented category into a unified shopping experience.
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Wayfair’s business is concentrated in North America, with the United States as the main revenue engine, alongside a more selective international footprint. Recent disclosures show that management continues to emphasize active-customer growth, market share gains and incremental profitability improvement. In its first quarter 2026 update, Wayfair reported a return to active-customer growth and year-over-year revenue expansion, while management commentary highlighted operating discipline, logistics leverage and greater use of technology, including artificial intelligence and machine learning. In May 2026, the company also announced a proposed $400 million senior secured notes offering, underscoring active balance-sheet management. For investors, Wayfair remains a cyclical growth name tied to U.S. consumer spending, housing activity and home-related discretionary demand, but supported by a strong brand and a specialized competitive niche that is difficult to replicate at scale.
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