Etsy (NYSE:ETSY) Shares Down 5% on Insider Selling

Posted by George Bondi on Sep 4th, 2026

Etsy Inc (NYSE:ETSY – Get Free Report)’s stock price dropped 5% on Friday following insider selling activity. The company traded as low as $78.00 and last traded at $77.9060. Approximately 816,006 shares traded hands during mid-day trading, a decline of 75% from the average session volume of 3,218,738 shares. The stock had previously closed at $82.03.

Specifically, insider Josh Silverman sold 11,696 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $81.85, for a total transaction of $957,317.60. Following the sale, the insider owned 249,559 shares of the company’s stock, valued at $20,426,404.15. This trade represents a 4.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Josh Silverman sold 1,671 shares of Etsy stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $84.00, for a total value of $140,364.00. Following the completion of the transaction, the insider owned 249,559 shares in the company, valued at $20,962,956. This trade represents a 0.67% 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. In other Etsy news, Director Frederick Wilson sold 20,000 shares of the stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $81.86, for a total transaction of $1,637,200.00. Following the completion of the sale, the director directly owned 401,329 shares of the company’s stock, valued at approximately $32,852,791.94. This represents a 4.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Wall Street Analyst Weigh In

Several brokerages have recently commented on ETSY. Piper Sandler increased their price objective on Etsy from $70.00 to $80.00 and gave the company a “neutral” rating in a report on Friday, August 7th. Argus raised shares of Etsy from a “hold” rating to a “buy” rating and set a $67.00 target price for the company in a report on Thursday, May 21st. Weiss Ratings cut Etsy from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, August 6th. Loop Capital set a $105.00 target price on shares of Etsy in a research note on Thursday, August 20th. Finally, Cantor Fitzgerald upped their price objective on shares of Etsy from $80.00 to $85.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, seventeen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Etsy has an average rating of “Moderate Buy” and an average target price of $84.68.

Get Our Latest Analysis on ETSY

Etsy News Roundup

Here are the key news stories impacting Etsy this week:

Positive Sentiment: Etsy will participate in the Goldman Sachs Communacopia and Technology Conference on September 9. Management’s fireside chat could provide updates on marketplace trends, growth initiatives and its outlook, although no new guidance was announced. Etsy investor conference announcement
Neutral Sentiment: Analyst sentiment remains generally favorable. Etsy has a consensus “Moderate Buy” rating and an average price target of $84.68, with recent targets ranging from $76 to $92. Morgan Stanley upgraded the stock to “outperform,” while Cantor Fitzgerald maintained a “neutral” rating with an $85 target. Etsy analyst coverage
Neutral Sentiment: Recent quarterly results were mixed: revenue of $668.31 million exceeded estimates, but revenue declined 0.7% year over year and adjusted earnings fell well short of consensus. The company is expected to report approximately $3.94 in earnings per share for the current fiscal year, while its elevated valuation leaves the stock sensitive to execution and growth concerns.
Negative Sentiment: Insiders reported sales totaling about 36,280 shares. CEO Josh Silverman sold 13,367 shares, director Frederick Wilson sold 20,000 shares, and Richard Edward Colburn III sold 2,913 shares. Silverman and Wilson used Rule 10b5-1 plans, while Colburn’s sale covered tax withholding; all sellers retained meaningful positions. The transactions may nevertheless create near-term selling pressure and raise investor scrutiny. Etsy insider transaction filing

Etsy Trading Down 5.0%

The stock’s 50-day moving average is $81.31 and its 200-day moving average is $67.25. The stock has a market cap of $7.39 billion, a price-to-earnings ratio of 43.51, a P/E/G ratio of 2.04 and a beta of 1.81.

Etsy (NYSE:ETSY – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported ($0.49) earnings per share for the quarter, missing analysts’ consensus estimates of $0.75 by ($1.24). Etsy had a negative return on equity of 34.18% and a net margin of 7.32%.The company had revenue of $668.31 million during the quarter, compared to analysts’ expectations of $646.10 million. During the same quarter in the prior year, the company earned $0.25 EPS. The firm’s revenue was down .7% compared to the same quarter last year. On average, equities analysts predict that Etsy Inc will post 3.94 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the company. Smartleaf Asset Management LLC increased its stake in Etsy by 10.0% during the second quarter. Smartleaf Asset Management LLC now owns 1,734 shares of the company’s stock valued at $88,000 after purchasing an additional 158 shares during the last quarter. Alamea Verwaltungs GmbH boosted its position in shares of Etsy by 2.3% in the second quarter. Alamea Verwaltungs GmbH now owns 7,380 shares of the company’s stock worth $370,000 after buying an additional 169 shares during the period. PNC Financial Services Group Inc. grew its stake in Etsy by 2.4% in the fourth quarter. PNC Financial Services Group Inc. now owns 7,550 shares of the company’s stock valued at $419,000 after purchasing an additional 180 shares in the last quarter. Blue Trust Inc. lifted its holdings in shares of Etsy by 19.3% during the first quarter. Blue Trust Inc. now owns 1,238 shares of the company’s stock worth $62,000 after buying an additional 200 shares during the last quarter. Finally, Oregon Public Employees Retirement Fund grew its holdings in shares of Etsy by 1.0% during the 4th quarter. Oregon Public Employees Retirement Fund now owns 22,547 shares of the company’s stock worth $1,250,000 after purchasing an additional 224 shares in the last quarter. Institutional investors and hedge funds own 99.53% of the company’s stock.

Etsy Company Profile

(Get Free Report)

Etsy, Inc operates two-sided online marketplaces that connect buyers and sellers primarily in the United States, the United Kingdom, Germany, Canada, Australia, France, and India. Its primary marketplace is Etsy.com that connects artisans and entrepreneurs with various consumers. The company also offers Reverb, a musical instrument marketplace; Depop, a fashion resale marketplace; and Elo7, a Brazil-based marketplace for handmade and unique items. In addition, it offers various seller services, including Etsy Payments, a payment processing service; Etsy Ads, an advertising platform; and Shipping Labels, which allows sellers in the United States, Canada, the United Kingdom, Australia, and India to purchase discounted shipping labels.