Insider Selling: Etsy (NYSE:ETSY) Insider Sells 88,350 Shares of Stock

Etsy Inc (NYSE:ETSY) insider Josh Silverman sold 88,350 shares of Etsy stock in a transaction on Friday, May 1st. The shares were sold at an average price of $64.18, for a total value of $5,670,303.00. Following the transaction, the insider owned 130,694 shares of the company’s stock, valued at $8,387,940.92. The trade was a 40.33% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Josh Silverman also recently made the following trade(s):

• On Wednesday, April 29th, Josh Silverman sold 36,443 shares of Etsy stock. The stock was sold at an average price of $69.00, for a total value of $2,514,567.00.
• On Tuesday, April 21st, Josh Silverman sold 70,000 shares of Etsy stock. The stock was sold at an average price of $65.00, for a total value of $4,550,000.00.
• On Monday, April 20th, Josh Silverman sold 30,369 shares of Etsy stock. The stock was sold at an average price of $64.00, for a total transaction of $1,943,616.00.
• On Thursday, April 16th, Josh Silverman sold 24,296 shares of Etsy stock. The stock was sold at an average price of $59.00, for a total transaction of $1,433,464.00.
• On Monday, April 6th, Josh Silverman sold 12,148 shares of Etsy stock. The shares were sold at an average price of $54.00, for a total transaction of $655,992.00.
• On Wednesday, April 1st, Josh Silverman sold 6,074 shares of Etsy stock. The shares were sold at an average price of $49.07, for a total transaction of $298,051.18.

Etsy Stock Down 1.7%

NYSE:ETSY traded down $1.12 on Tuesday, reaching $62.92. 2,780,985 shares of the stock traded hands, compared to its average volume of 3,530,568. The firm has a market capitalization of $5.97 billion, a P/E ratio of 26.22, a price-to-earnings-growth ratio of 2.59 and a beta of 1.90. Etsy Inc has a 12 month low of $44.00 and a 12 month high of $76.51. The stock’s fifty day moving average is $55.48.

Etsy (NYSE:ETSY) last issued its earnings results on Thursday, February 19th. The company reported $0.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.88 by $0.04. Etsy had a net margin of 9.94% and a negative return on equity of 28.60%. The firm had revenue of $881.64 million for the quarter. As a group, research analysts predict that Etsy Inc will post 3.71 EPS for the current fiscal year.

Institutional Trading of Etsy

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. AQR Capital Management LLC raised its position in shares of Etsy by 40.1% during the fourth quarter. AQR Capital Management LLC now owns 4,111,639 shares of the company’s stock valued at $227,785,000 after buying an additional 1,177,301 shares during the last quarter. Lone Pine Capital LLC purchased a new stake in Etsy during the third quarter valued at $257,614,000. Van ECK Associates Corp lifted its position in Etsy by 1.1% during the fourth quarter. Van ECK Associates Corp now owns 3,734,156 shares of the company’s stock valued at $207,022,000 after purchasing an additional 39,067 shares during the last quarter. Assenagon Asset Management S.A. lifted its position in Etsy by 3.8% during the fourth quarter. Assenagon Asset Management S.A. now owns 1,611,431 shares of the company’s stock valued at $89,338,000 after purchasing an additional 59,123 shares during the last quarter. Finally, SG Americas Securities LLC grew its stake in shares of Etsy by 717.7% in the 1st quarter. SG Americas Securities LLC now owns 1,497,174 shares of the company’s stock worth $74,829,000 after buying an additional 1,314,071 shares in the last quarter. Institutional investors own 99.53% of the company’s stock.

Key Etsy News

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Launched a native Etsy app inside ChatGPT, opening a new discovery channel for Etsy’s >100M listings — a distribution/traffic catalyst if adoption scales. Etsy launches its app within ChatGPT as it continues its AI push
• Positive Sentiment: Reported Q1 results that beat revenue expectations and showed a swing to net income, with active buyers growing — supports the argument that core marketplace metrics are recovering. Etsy posts Q1 revenue beat as active buyers grow again
• Positive Sentiment: Coverage highlights a turnaround: profitability, ongoing buybacks, and the planned Depop sale have lifted investor confidence and contributed to recent multiple expansion. Etsy (ETSY) Valuation Check As Q1 Turnaround And Depop Sale Plan Lift Investor Confidence
• Positive Sentiment: Analyst/upgrades commentary (e.g., Seeking Alpha) upgraded Etsy to Buy, citing accelerating marketplace sales, margin improvement, and focus after divestitures — may support further analyst revisions. Etsy Marketplace Is Showing Signs Of Life (Upgrade)
• Neutral Sentiment: Analyses and value/price-target updates (some lifting fair value estimates) show mixed analyst views — helpful for sentiment but not a guaranteed catalyst. How The Investment Story Around Etsy (ETSY) Is Shifting After The Depop Sale
• Neutral Sentiment: Multiple consumer/SEO how-to pieces and momentum profiles highlight renewed retail interest and grassroots seller adoption — informative for long-term merchant health but indirect for near-term price moves. Master Etsy SEO with AI tools for 2026 success
• Negative Sentiment: Alaska Native artists allege Etsy’s new fur ban discriminates against Indigenous sellers — a reputational and policy risk that could draw regulatory scrutiny or seller backlash. Alaska Native artists say Etsy’s new fur ban discriminates against Indigenous sellers

Analysts Set New Price Targets

A number of research firms have commented on ETSY. Truist Financial lifted their target price on shares of Etsy from $83.00 to $85.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. JPMorgan Chase & Co. raised their price target on Etsy from $58.00 to $75.00 and gave the stock a “neutral” rating in a research note on Thursday, April 30th. Zacks Research lowered Etsy from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Raymond James Financial reissued an “outperform” rating and issued a $75.00 target price on shares of Etsy in a report on Thursday, April 23rd. Finally, BTIG Research boosted their target price on shares of Etsy from $65.00 to $78.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, nineteen have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $70.09.

About Etsy

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.