Wayfair Inc. $W Shares Sold by Goodnow Investment Group LLC

Posted by Francis Steltz on Jun 16th, 2026

Goodnow Investment Group LLC lessened its holdings in shares of Wayfair Inc. (NYSE:W – Free Report) by 2.6% during the fourth quarter, HoldingsChannel reports. The fund owned 632,952 shares of the company’s stock after selling 16,696 shares during the period. Wayfair comprises approximately 5.9% of Goodnow Investment Group LLC’s investment portfolio, making the stock its 4th biggest holding. Goodnow Investment Group LLC’s holdings in Wayfair were worth $63,555,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Webster Bank N. A. acquired a new stake in Wayfair in the fourth quarter valued at $30,000. V Square Quantitative Management LLC purchased a new stake in shares of Wayfair during the 4th quarter worth $33,000. Piper Sandler & CO. acquired a new position in shares of Wayfair during the 4th quarter worth $34,000. Havemeyer Place LP purchased a new position in shares of Wayfair in the 4th quarter valued at about $39,000. Finally, EverSource Wealth Advisors LLC increased its holdings 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 purchasing an additional 653 shares in the last quarter. Hedge funds and other institutional investors own 89.67% of the company’s stock.

Wayfair Stock Up 7.2%

Wayfair stock opened at $83.20 on Tuesday. The firm has a market capitalization of $10.98 billion, a PE ratio of -35.55, a P/E/G ratio of 4.08 and a beta of 3.02. Wayfair Inc. has a 52 week low of $46.59 and a 52 week high of $119.98. The firm’s 50-day simple moving average is $70.76 and its 200 day simple moving average is $85.37.

Wayfair (NYSE:W – Get Free Report) last posted its earnings results on Thursday, April 30th. The company reported $0.26 earnings per share for the quarter, meeting the consensus estimate of $0.26. The firm had revenue of $2.93 billion during the quarter, compared to the consensus estimate of $2.89 billion. Wayfair had a negative net margin of 2.41% and a negative return on equity of 2.20%. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same period last year, the firm posted $0.10 EPS. On average, research analysts expect that Wayfair Inc. will post 0.63 EPS for the current fiscal year.

Insider Activity

In related news, Director Steven Conine sold 7,139 shares of the company’s stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $78.55, for a total value of $560,768.45. Following the sale, the director owned 429,073 shares of the company’s stock, valued at approximately $33,703,684.15. This represents a 1.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jon Blotner sold 4,790 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $72.19, for a total value of $345,790.10. Following the completion of the sale, the insider directly owned 111,158 shares in the company, valued at approximately $8,024,496.02. The trade was a 4.13% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 463,785 shares of company stock worth $35,864,224 over the last ninety days. 18.44% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms recently commented on W. Royal Bank Of Canada decreased their price objective on shares of Wayfair from $92.00 to $76.00 and set a “sector perform” rating on the stock in a report on Thursday, April 30th. Guggenheim reaffirmed a “buy” rating and issued a $100.00 target price on shares of Wayfair in a report on Wednesday, May 20th. Needham & Company LLC reduced their price target on shares of Wayfair from $125.00 to $83.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Robert W. Baird set a $76.00 price target on Wayfair in a research note on Monday, May 4th. Finally, JPMorgan Chase & Co. lowered their price target on Wayfair from $114.00 to $105.00 and set an “overweight” rating on the stock in a report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Wayfair currently has a consensus rating of “Moderate Buy” and a consensus price target of $99.68.

View Our Latest Report on W

About Wayfair

(Free Report)

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.