Illinois Municipal Retirement Fund Has $4.08 Million Stake in Wayfair Inc. $W

Posted by Geri Gentry on Jul 19th, 2026

Illinois Municipal Retirement Fund lifted its stake in Wayfair Inc. (NYSE:W – Free Report) by 42.1% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 54,309 shares of the company’s stock after acquiring an additional 16,077 shares during the period. Illinois Municipal Retirement Fund’s holdings in Wayfair were worth $4,085,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Sanctuary Advisors LLC raised its position in shares of Wayfair by 13.6% in the first quarter. Sanctuary Advisors LLC now owns 6,108 shares of the company’s stock valued at $459,000 after purchasing an additional 732 shares during the period. Flynn Zito Capital Management LLC raised its holdings in Wayfair by 6.4% in the 1st quarter. Flynn Zito Capital Management LLC now owns 2,775 shares of the company’s stock worth $209,000 after acquiring an additional 168 shares during the period. Check Capital Management Inc. CA lifted its position in Wayfair by 0.5% during the 1st quarter. Check Capital Management Inc. CA now owns 167,948 shares of the company’s stock worth $12,631,000 after acquiring an additional 756 shares during the last quarter. Principal Financial Group Inc. lifted its position in Wayfair by 18.9% during the 1st quarter. Principal Financial Group Inc. now owns 3,168 shares of the company’s stock worth $238,000 after acquiring an additional 503 shares during the last quarter. Finally, Teachers Retirement System of The State of Kentucky boosted its holdings in Wayfair by 28.3% during the first quarter. Teachers Retirement System of The State of Kentucky now owns 165,160 shares of the company’s stock valued at $12,421,000 after acquiring an additional 36,389 shares during the period. 89.67% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

W has been the subject of several research analyst reports. The Goldman Sachs Group set a $79.00 price objective on Wayfair in a research report on Friday, May 1st. Guggenheim reaffirmed a “buy” rating and issued a $100.00 price target on shares of Wayfair in a research report on Wednesday, May 20th. UBS Group dropped their price target on Wayfair from $130.00 to $115.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. Wells Fargo & Company cut their price target on Wayfair from $125.00 to $100.00 and set an “overweight” rating for the company in a report on Friday, May 1st. Finally, TD Cowen lowered their price objective on shares of Wayfair from $88.00 to $75.00 and set a “hold” rating on the stock in a research note on Thursday, April 30th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Wayfair currently has a consensus rating of “Moderate Buy” and a consensus target price of $100.36.

Get Our Latest Analysis on W

Wayfair Stock Performance

Shares of W opened at $89.58 on Friday. The company has a 50-day simple moving average of $78.82 and a 200-day simple moving average of $83.69. Wayfair Inc. has a 52 week low of $55.01 and a 52 week high of $119.98. The firm has a market capitalization of $11.82 billion, a P/E ratio of -38.28, a P/E/G ratio of 4.70 and a beta of 2.96.

Wayfair (NYSE:W – Get Free Report) last released its earnings results on Thursday, April 30th. The company reported $0.26 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.26. Wayfair had a negative return on equity of 2.20% and a negative net margin of 2.41%.The business had revenue of $2.93 billion for the quarter, compared to the consensus estimate of $2.89 billion. During the same period last year, the business earned $0.10 earnings per share. The firm’s revenue for the quarter was up 7.4% compared to the same quarter last year. As a group, equities analysts forecast that Wayfair Inc. will post 0.63 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Steven Conine sold 7,139 shares of the business’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 transaction of $560,768.45. Following the sale, the director directly owned 429,073 shares in the company, valued at approximately $33,703,684.15. The trade was a 1.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Niraj Shah sold 6,137 shares of the company’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $78.62, for a total value of $482,490.94. Following the completion of the transaction, the chief executive officer owned 429,137 shares of the company’s stock, valued at $33,738,750.94. The trade was a 1.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 245,925 shares of company stock worth $19,183,749. 18.44% of the stock is currently owned by company insiders.

Wayfair Company Profile

(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.