Market Cap
$3.4B
WRBY
Warby Parker Inc.
$27.49 ▼ -1.04%
Prev close $27.78Market cap$3.4B
ConsensusBuy
12-mo target$30.46 (+10.8%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)39 New Institutional Positions11 Institutional Exits Healthcare & Medical Devices
Snapshot
The big-picture read on WRBY right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (68%)
Inst. Holders
50 funds
Inst. Value
$3.0B
Inst. Activity
39 buys / 11 sells
Insider Activity
$0.00 buy / $17.7M sell
Insider Net $
-$17.7M
Social Sentiment
63° Warm
SEC Reports
9
Price chart 30d +15.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: WRBY — 60.1% short (1.1M / 1.8M)
Short: 1,077,820 | Exempt: 106 | TRF Vol: 1,794,511 | Short Ratio: 60.1% | Off-exchange volume (dark
Sep 2, 2026 Insider
Gilboa David Abraham surrendered for taxes 23,637 shares
Co-Chief Executive Officer @ $24.19 ($571.8K)
Sep 2, 2026 Insider
Gilboa David Abraham acquired via exercise 44,640 shares
Co-Chief Executive Officer
Sep 2, 2026 Insider
Jul 9, 2026 SEC Blumenthal Neil Harris surrendered for taxes 23,637 shares
Co-Chief Executive Officer @ $24.19 ($571.8K)
Two Co-CEOs and a director of Warby Parker sold a combined $8.74M in shares over a 7-day window, representing 0.26% of t
CLUSTER — Impact 4/10
Two Warby Parker insiders — Co-CEO Neil Blumenthal and Director Jeffrey Raider — sold a combined $1.76M in open-market s
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
15,309,616 shares ($464.5M)
Jun 30, 2026 Inst.
STATE STREET CORP — ADD
4,184,803 shares ($127.0M)
Analyst ratings buy % -2.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
68% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jun 29, 2026 | B of A Securities | INITIATE | Buy | 54% |
| May 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 7, 2026 | BTIG | MAINTAIN | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 9 | 7 | 0 | 0 | 68% | |
| Aug 1, 2026 | 6 | 9 | 7 | 0 | 0 | 68% | |
| Jul 1, 2026 | 6 | 9 | 6 | 0 | 0 | 71% | |
| Jun 1, 2026 | 5 | 9 | 6 | 0 | 0 | 70% | |
| May 1, 2026 | 5 | 9 | 6 | 0 | 0 | 70% | |
| Apr 1, 2026 | 5 | 10 | 5 | 0 | 0 | 75% | |
| Mar 1, 2026 | 5 | 10 | 5 | 0 | 0 | 75% | |
| Feb 1, 2026 | 5 | 9 | 6 | 0 | 0 | 70% |
Price targets
Where 13 covering analysts think WRBY trades over the next 12 months.
$30.46 +10.8% upside Buy
Current$27.49 Low$24.00 Median$32.00 High$35.00 13 analysts
$24.00$35.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
63°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 6 neutral · avg impact 3.8/10.
NEUTRALCLUSTER4/10
Two Co-CEOs and a director of Warby Parker sold a combined $8.74M in shares over a 7-day window, rep
Jul 9, 2026
NEUTRALCLUSTER2/10
Two Warby Parker insiders — Co-CEO Neil Blumenthal and Director Jeffrey Raider — sold a combined $1.
Jul 3, 2026
MIXEDINST-CLUSTER4/10
In Q1 2026, 20 institutions accumulated $64.3M in Warby Parker (net +$37.1M) while 15 reduced holdin
Jun 14, 2026
NEUTRAL1442/10
Director Youngme Moon filed a Form 144 indicating intent to sell 10,000 shares of Warby Parker commo
Jun 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: WRBY — 60.1% short (1.1M / 1.8M)
Short: 1,077,820 | Exempt: 106 | TRF Vol: 1,794,511 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: WRBY — 71.5% short (1.3M / 1.8M)
Short: 1,319,973 | Exempt: 1,600 | TRF Vol: 1,845,628 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: WRBY — 58.1% short (0.8M / 1.5M)
Short: 843,057 | Exempt: 0 | TRF Vol: 1,450,508 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: WRBY — 57.0% short (0.7M / 1.1M)
Short: 653,095 | Exempt: 152 | TRF Vol: 1,146,332 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: WRBY — 55.7% short (0.8M / 1.5M)
Short: 823,753 | Exempt: 400 | TRF Vol: 1,479,599 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.09 | $0.08–$0.12 | -24.3% | +0.0% | 0↑ 5↓ | $0.2B | 9 |
| Next Q | $0.10 | $0.09–$0.13 | 371.7% | -0.5% | 4↑ 1↓ | $0.2B | 10 |
| Current FY | $0.42 | $0.29–$0.50 | 97.2% | +0.0% | 2↑ 3↓ | $1.0B | 9 |
| Next FY | $0.61 | $0.54–$0.76 | 46.6% | +0.7% | 0↑ 4↓ | $1.1B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.094 | — |
| 7d ago | $0.094 | — |
| 30d ago | $0.094 | — |
| 60d ago | $0.147 | -0.053 |
| 90d ago | $0.146 | -0.052 |
Institutional ownership
Which big funds own WRBY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.0B total value (99,518,631 shares) as of 2026-Q2. Top holders: FMR, BlackRock,, JPMORGAN. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 15,577,440 | $472.6M | 15.7% | — |
| BlackRock, Inc. | 15,309,616 | $464.5M | 15.4% | DOUBLED +110.9% |
| JPMORGAN CHASE & CO | 11,110,949 | $334.7M | 11.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,983,328 | $181.5M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,487,337 | $136.1M | 4.5% | — |
| STATE STREET CORP | 4,184,803 | $127.0M | 4.2% | ADD +72.7% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 3,107,226 | $94.3M | 3.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,571,338 | $78.0M | 2.6% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,397,130 | $72.7M | 2.4% | — |
| BANK OF AMERICA CORP /DE/ | 1,924,105 | $58.4M | 1.9% | ADD +39.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 7,259,063 | 15,309,616 | +110.9% | $464.5M |
| STATE STREET CORP | ADD | 2,423,644 | 4,184,803 | +72.7% | $127.0M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,377,646 | 1,924,105 | +39.7% | $58.4M |
| GOLDMAN SACHS GROUP INC | ADD | 1,296,675 | 1,664,862 | +28.4% | $50.5M |
| Woodline Partners LP | ADD | 1,086,297 | 1,563,094 | +43.9% | $47.4M |
| JENNISON ASSOCIATES LLC | ADD | 960,299 | 1,462,994 | +52.3% | $44.4M |
| UBS Group AG | ADD | 771,744 | 1,172,266 | +51.9% | $35.6M |
| NORTHERN TRUST CORP | ADD | 811,378 | 1,016,510 | +25.3% | $30.8M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 540,278 | 899,277 | +66.4% | $27.3M |
| MILLENNIUM MANAGEMENT LLC | ADD | 527,433 | 828,815 | +57.1% | $25.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$17.7M — $0.00 bought, $17.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Gilboa David Abraham | Co-Chief Executive Officer | TAX W/H | 23,637 | $24.19 | $571.8K |
| Sep 2, 2026 | Gilboa David Abraham | Co-Chief Executive Officer | EXERCISE | 44,640 | — | — |
| Sep 2, 2026 | Blumenthal Neil Harris | Co-Chief Executive Officer | TAX W/H | 23,637 | $24.19 | $571.8K |
| Sep 2, 2026 | Blumenthal Neil Harris | Co-Chief Executive Officer | EXERCISE | 44,640 | — | — |
| Sep 2, 2026 | Blumenthal Neil Harris | Co-Chief Executive Officer | TAX W/H | 11,504 | $24.19 | $278.3K |
| Sep 2, 2026 | Blumenthal Neil Harris | Co-Chief Executive Officer | EXERCISE | 9,815 | — | — |
| Sep 2, 2026 | Gilboa David Abraham | Co-Chief Executive Officer | EXERCISE | 9,815 | — | — |
| Sep 2, 2026 | Gilboa David Abraham | Co-Chief Executive Officer | TAX W/H | 11,504 | $24.19 | $278.3K |
| Sep 2, 2026 | Blumenthal Neil Harris | Co-Chief Executive Officer | EXERCISE | 10,983 | — | — |
| Sep 2, 2026 | Gilboa David Abraham | Co-Chief Executive Officer | EXERCISE | 10,983 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WRBY.
Shares short
17,622,902
Settlement Sep 15, 2026
Change vs prior
+8.1%
Semi-monthly cycle
Days to cover
6.8
At avg daily volume
Of shares outstanding
≈14.3%
Estimate — not % of float
All WRBY filing & press-release reports (9)
- CLUSTER reportJul 9, 2026
- CLUSTER reportJul 3, 2026
- INST-CLUSTER reportJun 14, 2026
- 144 reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportMay 21, 2026
- 144 reportMay 13, 2026
- CLUSTER reportMar 13, 2026
- 8-K reportFeb 26, 2026