Vanguard Group Inc. Sells 96,049 Shares of Etsy Inc $ETSY

Key Points

• Vanguard Group trimmed its stake in Etsy by 0.9%, selling 96,049 shares and now holds 10,468,334 shares—about 10.61% of the company valued at $580.36 million.
• Etsy’s momentum is improving: the company posted a Q1 revenue beat with active buyers rising, spurring analyst upgrades, a large intraday rally, and investor interest in AI seller tools and the Depop divestiture.
• Ownership and insider activity: institutional investors own 99.53% of the stock, while insiders have sold 183,413 shares (~$11.6M) over the past 90 days and now hold 2.8%.

Vanguard Group Inc. reduced its position in Etsy Inc (NYSE:ETSY - Free Report) by 0.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,468,334 shares of the company's stock after selling 96,049 shares during the quarter. Vanguard Group Inc. owned approximately 10.61% of Etsy worth $580,364,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ETSY. Abich Financial Wealth Management LLC bought a new position in Etsy in the third quarter worth $51,000. Danske Bank A S bought a new position in shares of Etsy during the third quarter valued at $66,000. LSV Asset Management bought a new position in shares of Etsy during the third quarter valued at $86,000. MAI Capital Management lifted its holdings in shares of Etsy by 215.0% during the third quarter. MAI Capital Management now owns 1,320 shares of the company's stock valued at $88,000 after acquiring an additional 901 shares during the period. Finally, Smartleaf Asset Management LLC lifted its holdings in shares of 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 acquiring an additional 158 shares during the period. 99.53% of the stock is owned by institutional investors.

Key Headlines Impacting Etsy

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Q1 revenue beat and buyer growth — Etsy reported Q1 revenue that topped expectations and said active buyers increased again, a key signal that marketplace demand is returning and supporting revenue/GMV momentum. Etsy posts Q1 revenue beat as active buyers grow again
• Positive Sentiment: Big intraday rally tied to returning buyers — Market reaction has been strong, with reports of a large one-day share jump as investors priced in renewed buyer engagement and better near-term growth visibility. Etsy stock jumps 29% as buyers return after two years
• Positive Sentiment: Analyst upgrades and higher fair value after Depop sale — Coverage has become more constructive: a Seeking Alpha upgrade cites accelerating core marketplace sales and margin improvement, and other analysis raised Etsy’s fair-value target after the Depop divestiture, framing the company as more focused and cash-efficient. Etsy Marketplace Is Showing Signs Of Life (Upgrade) How The Investment Story Around Etsy (ETSY) Is Shifting After The Depop Sale
• Positive Sentiment: Product investments: expanded AI tools for sellers — Etsy is rolling out AI features to help sellers with listings and efficiency, which investors view as supportive for GMV and conversion without undermining the handmade/creative positioning. Etsy expands AI tools to boost seller efficiency without losing creativity
• Neutral Sentiment: Investor interest pieces and momentum framing — Multiple articles and analyst notes (Zacks, Yahoo/market pieces) discuss Etsy as a momentum stock and compare its performance to peers; useful for sentiment but not new catalysts. What Makes Etsy (ETSY) a Strong Momentum Stock: Buy Now?
• Neutral Sentiment: How-to/SEO coverage — Several consumer-facing guides about Etsy SEO and shop growth are circulating; they help seller adoption but are informational rather than company-specific catalysts. Master Etsy SEO with AI tools for 2026 success
• Negative Sentiment: Reputational risk from fur ban dispute — Alaska Native artists claim Etsy’s new fur ban discriminates against Indigenous sellers, a story that could create PR/headline risk and potential policy/legal scrutiny. Alaska Native artists say Etsy’s new fur ban discriminates against Indigenous sellers

Etsy Price Performance

Etsy stock opened at $64.05 on Tuesday. The firm has a 50-day simple moving average of $55.48. Etsy Inc has a 12-month low of $43.69 and a 12-month high of $76.51. The company has a market capitalization of $6.08 billion, a PE ratio of 26.69, a price-to-earnings-growth ratio of 2.59 and a beta of 1.90.

Etsy (NYSE:ETSY - Get Free Report) last released its quarterly earnings results on Thursday, February 19th. The company reported $0.92 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.88 by $0.04. Etsy had a negative return on equity of 28.60% and a net margin of 9.94%.The business had revenue of $881.64 million during the quarter. Equities analysts predict that Etsy Inc will post 3.71 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ETSY. Deutsche Bank Aktiengesellschaft lifted their price objective on Etsy from $74.00 to $75.00 and gave the company a "hold" rating in a report on Thursday, April 30th. Weiss Ratings reissued a "hold (c-)" rating on shares of Etsy in a report on Monday, April 20th. Jefferies Financial Group cut their price objective on Etsy from $62.00 to $55.00 and set a "hold" rating for the company in a report on Thursday, February 12th. Canaccord Genuity Group lifted their price objective on Etsy from $72.00 to $80.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Finally, UBS Group lifted their price objective on Etsy from $72.00 to $74.00 and gave the company a "neutral" rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, nineteen have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $70.09.

Insider Activity at Etsy

In related news, CAO Merilee Buckley sold 1,993 shares of Etsy stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $52.92, for a total value of $105,469.56. Following the completion of the sale, the chief accounting officer directly owned 809 shares in the company, valued at $42,812.28. This trade represents a 71.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles Andrew Ballard sold 1,790 shares of Etsy stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $55.74, for a total value of $99,774.60. Following the completion of the sale, the director owned 4,006 shares of the company's stock, valued at approximately $223,294.44. The trade was a 30.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 183,413 shares of company stock valued at $11,614,338 over the last ninety days. 2.80% of the stock is owned by insiders.

Etsy Profile

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.

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