Etsy (NASDAQ:ETSY) Director Marla Blow Sells 300 Shares

Etsy, Inc. (NASDAQ:ETSY) Director Marla Blow sold 300 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $44.68, for a total value of $13,404.00. Following the sale, the director owned 8,891 shares of the company’s stock, valued at approximately $397,249.88. This represents a 3.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

Etsy Trading Up 6.1%

Shares of ETSY traded up $2.96 during trading hours on Friday, reaching $51.10. 4,598,301 shares of the stock traded hands, compared to its average volume of 4,037,009. Etsy, Inc. has a 52-week low of $40.05 and a 52-week high of $76.51. The company’s 50-day moving average price is $55.66 and its two-hundred day moving average price is $59.49. The company has a market cap of $5.04 billion, a P/E ratio of 41.13, a price-to-earnings-growth ratio of 10.65 and a beta of 1.77.

Etsy announced that its board has authorized a share buyback program on Thursday, December 18th that permits the company to repurchase $750.00 million in outstanding shares. This repurchase authorization permits the specialty retailer to purchase up to 14.2% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board of directors believes its stock is undervalued.

Analyst Ratings Changes

Several equities analysts have recently issued reports on ETSY shares. The Goldman Sachs Group boosted their price objective on Etsy from $48.00 to $57.00 and gave the company a “sell” rating in a report on Thursday, October 30th. Needham & Company LLC reduced their target price on Etsy from $76.00 to $65.00 and set a “buy” rating for the company in a report on Friday. Stifel Nicolaus dropped their price objective on shares of Etsy from $62.00 to $55.00 and set a “hold” rating on the stock in a research note on Friday. Wedbush cut their price target on Etsy from $72.00 to $66.00 and set a “neutral” rating for the company in a research note on Friday, December 19th. Finally, B. Riley Financial reduced their price objective on shares of Etsy from $78.00 to $70.00 and set a “buy” rating on the stock in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eighteen have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, Etsy presently has a consensus rating of “Hold” and an average target price of $61.60.

More Etsy News

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Sale of Depop to eBay for $1.2B in cash — provides >$1B of liquidity, lets Etsy refocus on its core marketplace and was the main catalyst for the rally. CNBC: eBay buying Depop from Etsy
• Positive Sentiment: Q4 EPS beat and early signs of stabilization — Etsy reported $0.92 EPS, beating estimates, and returned to slight year‑over‑year GMS growth, which helped investors look past softer revenue/near‑term demand pressures. PR Newswire: Etsy Q4 and FY2025 results
• Positive Sentiment: Analyst bullishness from Truist (PT raised to $83, buy) and Needham (still a buy at $65) reinforces upside narratives for some investors. Benzinga: Truist/Needham coverage
• Neutral Sentiment: UBS maintained a Hold, saying the Depop divestiture improves profitability but modest GMS growth and a valuation reset justify a cautious stance. TipRanks: UBS commentary
• Neutral Sentiment: Market dynamics: high short interest amplified the rally (short squeeze component), so some of the move may be technical rather than solely fundamental. Benzinga: short interest note
• Negative Sentiment: Multiple analyst cuts/re-rating: Morgan Stanley lowered its PT to $60 (equal‑weight), Stifel cut to $55 (hold) and Cantor Fitzgerald trimmed to $51 (neutral) — these moves signal analyst caution on medium‑term growth/valuation. MarketScreener: Morgan Stanley cut The Fly: Stifel cut TickerReport: Cantor Fitzgerald cut
• Negative Sentiment: Mixed Q4 fundamentals and profitability pressure — revenue was roughly inline but gross profit/operating metrics showed strain (WSJ/earnings commentary), supporting some analysts’ lower targets and the view that a valuation reset may be underway. WSJ: profit vs revenue note
• Negative Sentiment: Insider sale disclosed (director sold 300 shares) — small in size but noted by markets as a mild negative governance/insider‑sentiment datapoint. SEC Form 4: director sale

Institutional Trading of Etsy

A number of large investors have recently made changes to their positions in the business. Smartleaf Asset Management LLC increased its position in Etsy by 10.0% during the second quarter. Smartleaf Asset Management LLC now owns 1,734 shares of the specialty retailer’s stock valued at $88,000 after acquiring an additional 158 shares during the last quarter. Alamea Verwaltungs GmbH lifted its position in shares of Etsy by 2.3% during the second quarter. Alamea Verwaltungs GmbH now owns 7,380 shares of the specialty retailer’s stock valued at $370,000 after buying an additional 169 shares during the last quarter. Ameritas Investment Partners Inc. boosted its stake in Etsy by 0.6% in the second quarter. Ameritas Investment Partners Inc. now owns 28,705 shares of the specialty retailer’s stock valued at $1,440,000 after acquiring an additional 172 shares in the last quarter. PNC Financial Services Group Inc. grew its stake in Etsy by 2.4% during the 4th quarter. PNC Financial Services Group Inc. now owns 7,550 shares of the specialty retailer’s stock worth $419,000 after buying an additional 180 shares during the last quarter. Finally, GAMMA Investing LLC raised its position in shares of Etsy by 6.6% in the 4th quarter. GAMMA Investing LLC now owns 3,333 shares of the specialty retailer’s stock valued at $185,000 after purchasing an additional 205 shares during the last quarter. 99.53% of the stock is currently owned by institutional investors.

Etsy Company Profile

Etsy, Inc (NASDAQ: ETSY) operates a global e-commerce marketplace focused on handmade, vintage and unique goods. The platform connects individual artisans, small businesses and collectors with buyers seeking one-of-a-kind items, ranging from handcrafted jewelry and clothing to home décor and art supplies. Etsy’s revenue is primarily generated through listing fees, transaction fees on sales and optional seller services such as advertising and shipping labels.

Founded in 2005 and headquartered in Brooklyn, New York, Etsy has cultivated a community-driven ethos, encouraging sustainable practices and personal entrepreneurship.