ETSY ($ETSY) posted quarterly earnings results for Q4 2025 on Thursday, February 19th. The company reported earnings of $0.92 per share, beating estimates of $0.86 by $0.06. The company also reported revenue of $881,640,000, missing estimates of $902,600,193 by $-20,960,193.
You can see Quiver Quantitative's $ETSY stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
ETSY Insider Trading Activity
ETSY insiders have traded $ETSY stock on the open market 33 times in the past 6 months. Of those trades, 0 have been purchases and 33 have been sales.
Here’s a breakdown of recent trading of $ETSY stock by insiders over the last 6 months:
- JOSH SILVERMAN has made 0 purchases and 17 sales selling 458,330 shares for an estimated $29,297,520.
- MERILEE BUCKLEY (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 5 sales selling 17,463 shares for an estimated $1,056,418.
- M MICHELE BURNS sold 14,464 shares for an estimated $908,628
- GOYAL KRUTI PATEL (President&Chief Growth Officer) has made 0 purchases and 4 sales selling 7,685 shares for an estimated $576,436.
- RICHARD EDWARD III COLBURN (Chief Product & Tech Officer) sold 3,200 shares for an estimated $184,960
- BRADLEY MINOR (Chief Marketing Officer) sold 3,095 shares for an estimated $178,921
- CHARLES ANDREW BALLARD sold 2,400 shares for an estimated $149,808
- NICHOLAS DANIEL (CHIEF PRODUCT OFFICER) sold 1,500 shares for an estimated $77,430
- MARLA J BLOW has made 0 purchases and 2 sales selling 300 shares for an estimated $15,705.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ETSY Hedge Fund Activity
We have seen 231 institutional investors add shares of ETSY stock to their portfolio, and 342 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LONE PINE CAPITAL LLC removed 3,880,316 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $215,124,719
- HOLOCENE ADVISORS, LP removed 2,909,068 shares (-93.7%) from their portfolio in Q4 2025, for an estimated $161,278,729
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,841,855 shares (-76.0%) from their portfolio in Q4 2025, for an estimated $102,112,441
- AQR CAPITAL MANAGEMENT LLC added 1,177,301 shares (+40.1%) to their portfolio in Q4 2025, for an estimated $65,269,567
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 997,468 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $66,221,900
- BANK OF AMERICA CORP /DE/ removed 935,104 shares (-51.1%) from their portfolio in Q4 2025, for an estimated $51,842,165
- BALYASNY ASSET MANAGEMENT L.P. added 932,381 shares (+78.5%) to their portfolio in Q4 2025, for an estimated $51,691,202
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ETSY Analyst Ratings
Wall Street analysts have issued reports on $ETSY in the last several months. We have seen 5 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 11/12/2025
- Canaccord Genuity issued a "Buy" rating on 10/30/2025
- Truist Securities issued a "Buy" rating on 10/30/2025
- Goldman Sachs issued a "Sell" rating on 10/30/2025
- Raymond James issued a "Outperform" rating on 10/30/2025
- Wells Fargo issued a "Underweight" rating on 10/30/2025
- Guggenheim issued a "Buy" rating on 09/18/2025
To track analyst ratings and price targets for ETSY, check out Quiver Quantitative's $ETSY forecast page.
ETSY Price Targets
Multiple analysts have issued price targets for $ETSY recently. We have seen 19 analysts offer price targets for $ETSY in the last 6 months, with a median target of $66.0.
Here are some recent targets:
- John Colantuoni from Jefferies set a target price of $55.0 on 02/12/2026
- Mark Kelley from Stifel set a target price of $62.0 on 01/27/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $55.0 on 01/08/2026
- Marvin Fong from BTIG set a target price of $74.0 on 12/30/2025
- Scott Devitt from Wedbush set a target price of $66.0 on 12/19/2025
- Ygal Arounian from Citigroup set a target price of $60.0 on 12/15/2025
- Trevor Young from Barclays set a target price of $62.0 on 10/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
