Hsbc Holdings PLC Has $13.04 Million Position in Wayfair Inc. $W

Posted by Geri Gentry on Jul 8th, 2026

Hsbc Holdings PLC increased its stake in shares of Wayfair Inc. (NYSE:W – Free Report) by 215.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 129,707 shares of the company’s stock after acquiring an additional 88,567 shares during the quarter. Hsbc Holdings PLC’s holdings in Wayfair were worth $13,038,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the stock. Covenant Asset Management LLC purchased a new stake in shares of Wayfair in the fourth quarter worth approximately $4,403,000. Capital World Investors boosted its position in shares of Wayfair by 4.1% during the third quarter. Capital World Investors now owns 13,374,574 shares of the company’s stock valued at $1,194,750,000 after buying an additional 521,240 shares during the last quarter. WINTON GROUP Ltd bought a new stake in Wayfair during the third quarter worth $2,635,000. North Dakota State Investment Board bought a new stake in Wayfair during the fourth quarter worth $3,636,000. Finally, Divisadero Street Capital Management LP purchased a new stake in Wayfair in the 3rd quarter valued at $1,929,000. 89.67% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

W has been the topic of several recent analyst reports. Robert W. Baird set a $76.00 price objective on Wayfair in a research note on Monday, May 4th. Truist Financial set a $99.00 target price on shares of Wayfair in a research note on Monday, June 8th. The Goldman Sachs Group set a $79.00 target price on shares of Wayfair in a report on Friday, May 1st. Citigroup dropped their price target on shares of Wayfair from $110.00 to $95.00 and set a “buy” rating on the stock in a research report on Tuesday, May 19th. Finally, Canaccord Genuity Group cut their price target on shares of Wayfair from $125.00 to $115.00 and set a “buy” rating on the stock in a report on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $99.68.

View Our Latest Stock Analysis on W

Trending Headlines about Wayfair

Here are the key news stories impacting Wayfair this week:

Positive Sentiment: Wayfair was added to Zacks Rank #1 (Strong Buy) and highlighted in multiple “momentum” and “bargain” screens, which suggests improving earnings expectations and technical strength. New Strong Buy Stocks for July 6th
Positive Sentiment: Zacks also upgraded Wayfair (W) to Strong Buy, reinforcing optimism that earnings trends could support further upside. Wayfair Rating Upgrade to Strong Buy
Positive Sentiment: Another Zacks note pointed to broker rating upgrades and upbeat earnings expectations as reasons investors may be rotating into W. 3 Stocks to Buy as Broker Ratings Upgrade Signals Growth Potential
Neutral Sentiment: Wayfair was also mentioned in a consumer-facing shopping article promoting discounted home decor, which is more promotional than stock-moving but keeps the brand in front of shoppers. This 6-piece outdoor dining set looks designer-worthy…
Negative Sentiment: An insider filing showed Jon Blotner sold 5,925 shares, though the company said the sale was pre-planned and tied to tax withholding on equity vesting, limiting the negative signal. Wayfair Insider Jon Blotner Sells 5,925 Shares of Stock
Negative Sentiment: A Seeking Alpha article argued that Wayfair’s profits are adjusted while losses remain real, which could weigh on sentiment by focusing attention on profitability concerns. Wayfair: The Profits Are Adjusted – The Losses Are Real
Negative Sentiment: Health Canada issued a recall notice for a banned baby item sold on Amazon and Wayfair, creating a small reputational headwind. Health Canada issued a product recall notice…

Wayfair Price Performance

NYSE W opened at $93.37 on Wednesday. The stock has a market capitalization of $12.32 billion, a price-to-earnings ratio of -39.90, a PEG ratio of 4.90 and a beta of 2.96. Wayfair Inc. has a one year low of $53.07 and a one year high of $119.98. The business’s fifty day moving average is $75.49 and its 200-day moving average is $84.22.

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

Insider Buying and Selling at Wayfair

In other news, Director Steven Conine sold 112,861 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $77.50, for a total transaction of $8,746,727.50. Following the completion of the transaction, the director directly owned 436,212 shares of the company’s stock, valued at $33,806,430. This represents a 20.55% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Niraj Shah sold 113,863 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $77.49, for a total transaction of $8,823,243.87. Following the sale, the chief executive officer owned 435,274 shares of the company’s stock, valued at approximately $33,729,382.26. The trade was a 20.73% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 245,925 shares of company stock worth $19,183,749 over the last three months. 18.44% of the stock is currently owned by 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.