Insider Selling: Wayfair (NYSE:W) CTO Sells $1,000,000.00 in Stock

Posted by Francis Steltz on Nov 6th, 2026

Wayfair Inc. (NYSE:W – Get Free Report) CTO Fiona Tan sold 8,000 shares of the company’s stock in a transaction on Wednesday, November 4th. The shares were sold at an average price of $125.00, for a total value of $1,000,000.00. Following the completion of the transaction, the chief technology officer directly owned 188,698 shares in the company, valued at approximately $23,587,250. The trade was a 4.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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.

Fiona Tan also recently made the following trade(s):

On Thursday, November 5th, Fiona Tan sold 7,000 shares of Wayfair stock. The stock was sold at an average price of $122.73, for a total value of $859,110.00.
On Tuesday, October 20th, Fiona Tan sold 8,000 shares of Wayfair stock. The stock was sold at an average price of $115.00, for a total value of $920,000.00.
On Thursday, October 1st, Fiona Tan sold 7,000 shares of Wayfair stock. The stock was sold at an average price of $102.18, for a total value of $715,260.00.

Wayfair Price Performance

Wayfair stock traded down $1.30 during trading hours on Friday, hitting $112.08. 1,644,049 shares of the stock traded hands, compared to its average volume of 3,372,484. The firm’s 50 day moving average price is $105.74 and its 200-day moving average price is $89.17. The stock has a market capitalization of $14.79 billion, a price-to-earnings ratio of -89.67, a P/E/G ratio of 4.26 and a beta of 3.10. Wayfair Inc. has a 1 year low of $55.60 and a 1 year high of $127.99.

Wayfair (NYSE:W – Get Free Report) last announced its quarterly earnings data on Wednesday, November 4th. The company reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.80 by $0.13. Wayfair had a negative return on equity of 5.14% and a negative net margin of 1.21%. The business had revenue of $3.42 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same period in the prior year, the company earned $0.70 earnings per share. The company’s revenue was up 9.7% on a year-over-year basis. Research analysts forecast that Wayfair Inc. will post 0.97 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on W shares. TD Cowen increased their price target on shares of Wayfair from $110.00 to $114.00 and gave the stock a “hold” rating in a report on Thursday. Mizuho set a $132.00 price objective on shares of Wayfair in a research note on Thursday, October 29th. Zacks Research raised shares of Wayfair from a “hold” rating to a “strong-buy” rating in a report on Tuesday. Moffett Nathanson upped their price objective on shares of Wayfair from $43.00 to $63.00 and gave the company a “neutral” rating in a report on Monday, August 3rd. Finally, Guggenheim boosted their price objective on Wayfair from $100.00 to $135.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Wayfair has an average rating of “Moderate Buy” and a consensus price target of $128.57.

View Our Latest Research Report on W

More Wayfair News

Here are the key news stories impacting Wayfair this week:

Positive Sentiment: Wayfair beat Q3 earnings and revenue estimates: adjusted EPS was $0.93 versus $0.80 expected, while revenue rose 9.7% year over year to $3.42 billion. U.S. sales growth and market-share gains, alongside better advertising-cost leverage, supported the results. Wayfair Q3 Earnings Beat on U.S. Growth and Ad Cost Leverage
Positive Sentiment: Several analysts raised price targets, and some maintained or issued bullish ratings. Needham lifted its target to $145 with a Buy rating, while Wells Fargo raised its target to $140 and kept an Overweight rating. Needham recommendations Wells Fargo recommendations
Neutral Sentiment: Wayfair forecast high-single-digit Q4 growth and a 6%–7% adjusted EBITDA margin, but analysts’ views remain mixed: Deutsche Bank raised its target to $140 while retaining a Hold rating; RBC raised its target to $128 and kept Sector Perform. Deutsche Bank recommendations RBC recommendations
Negative Sentiment: Management expects heavier holiday advertising spending in Q4. While intended to support growth, the added expense could limit near-term margin improvement and temper the reaction to the Q3 beat.

Institutional Investors Weigh In On Wayfair

A number of hedge funds and other institutional investors have recently made changes to their positions in W. Versant Capital Management Inc increased its holdings in shares of Wayfair by 4.1% during the 3rd quarter. Versant Capital Management Inc now owns 3,551 shares of the company’s stock valued at $364,000 after purchasing an additional 140 shares in the last quarter. Flynn Zito Capital Management LLC boosted its holdings in Wayfair by 6.4% during the first quarter. Flynn Zito Capital Management LLC now owns 2,775 shares of the company’s stock worth $209,000 after buying an additional 168 shares in the last quarter. Eurizon Capital SGR S.p.A. boosted its holdings in Wayfair by 10.5% during the third quarter. Eurizon Capital SGR S.p.A. now owns 1,836 shares of the company’s stock worth $187,000 after buying an additional 175 shares in the last quarter. Arizona State Retirement System boosted its holdings in Wayfair by 0.7% during the second quarter. Arizona State Retirement System now owns 28,514 shares of the company’s stock worth $2,635,000 after buying an additional 201 shares in the last quarter. Finally, Triumph Capital Management grew its position in Wayfair by 6.3% during the second quarter. Triumph Capital Management now owns 3,498 shares of the company’s stock valued at $323,000 after buying an additional 207 shares during the period. Institutional investors and hedge funds own 89.67% of the company’s stock.

Wayfair Company Profile

(Get Free Report)

Wayfair Inc is an e-commerce company that sells furniture, home furnishings and related products through digital platforms. Its selection includes furniture, décor, lighting, rugs, mattresses, kitchen and dining products, housewares, home improvement items, outdoor furnishings and other goods for residential and commercial spaces.

The company operates a portfolio of online brands and retail websites, including Wayfair, Joss & Main, AllModern, Birch Lane and Perigold. These brands are designed to serve different customer preferences, price points and areas of the home-furnishings market.