Rothschild & Co Wealth Management UK Ltd Has $26.42 Million Stock Holdings in Wayfair Inc. $W

Rothschild & Co Wealth Management UK Ltd increased its position in shares of Wayfair Inc. (NYSE:W) by 5.3% in the 4th quarter, Holdings Channel.com reports. The fund owned 263,147 shares of the company’s stock after buying an additional 13,201 shares during the quarter. Wayfair comprises about 0.4% of Rothschild & Co Wealth Management UK Ltd’s holdings, making the stock its 15th biggest position. Rothschild & Co Wealth Management UK Ltd’s holdings in Wayfair were worth $26,423,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the company. M&T Bank Corp grew its stake in Wayfair by 3,713.2% in the fourth quarter. M&T Bank Corp now owns 168,505 shares of the company’s stock valued at $16,920,000 after purchasing an additional 164,086 shares in the last quarter. Optas LLC increased its position in Wayfair by 2.1% in the 4th quarter. Optas LLC now owns 5,057 shares of the company’s stock worth $508,000 after purchasing an additional 106 shares during the last quarter. Evergreen Capital Management LLC purchased a new stake in shares of Wayfair during the 4th quarter worth about $305,000. PFG Advisors acquired a new stake in shares of Wayfair during the 4th quarter valued at about $408,000. Finally, Krilogy Financial LLC lifted its holdings in shares of Wayfair by 38.6% during the 4th quarter. Krilogy Financial LLC now owns 4,445 shares of the company’s stock valued at $490,000 after buying an additional 1,239 shares during the last quarter. Institutional investors and hedge funds own 89.67% of the company’s stock.

Wayfair Stock Performance

Shares of W stock opened at $80.55 on Thursday. The stock’s 50 day simple moving average is $76.65 and its 200 day simple moving average is $91.79. Wayfair Inc. has a twelve month low of $28.19 and a twelve month high of $119.98. The company has a market capitalization of $10.53 billion, a price-to-earnings ratio of -33.15, a PEG ratio of 6.71 and a beta of 3.30.

Wayfair (NYSE:W) last announced its earnings results on Thursday, February 19th. The company reported $0.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.64 by $0.21. Wayfair had a negative return on equity of 1.52% and a negative net margin of 2.51%.The firm had revenue of $3.34 billion during the quarter, compared to analysts’ expectations of $3.30 billion. During the same quarter in the prior year, the business earned ($0.25) earnings per share. The company’s revenue was up 6.9% on a year-over-year basis. On average, analysts forecast that Wayfair Inc. will post 0.4 EPS for the current fiscal year.

More Wayfair News

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

A number of equities analysts recently commented on the company. Morgan Stanley increased their price objective on Wayfair from $130.00 to $140.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Wayfair in a research note on Monday. Truist Financial decreased their target price on shares of Wayfair from $120.00 to $105.00 and set a “buy” rating for the company in a research report on Friday, February 20th. Stifel Nicolaus cut their price target on shares of Wayfair from $100.00 to $89.00 and set a “hold” rating on the stock in a report on Friday, February 20th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Wayfair from $114.00 to $105.00 and set an “overweight” rating for the company in a research note on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $104.62.

Insider Transactions at Wayfair

In related news, Director Steven Conine sold 1,687 shares of the company’s stock in a transaction on Tuesday, March 24th. The shares were sold at an average price of $77.14, for a total transaction of $130,135.18. Following the completion of the sale, the director directly owned 59,467 shares of the company’s stock, valued at approximately $4,587,284.38. This represents a 2.76% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Niraj Shah sold 1,571 shares of the firm’s stock in a transaction on Tuesday, March 24th. The shares were sold at an average price of $77.18, for a total transaction of $121,249.78. Following the completion of the transaction, the chief executive officer owned 59,748 shares in the company, valued at $4,611,350.64. The trade was a 2.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 763,785 shares of company stock worth $68,051,942. 18.44% of the stock is owned by insiders.

Wayfair Company 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.