Mitsubishi UFJ Trust & Banking Corp Boosts Position in Etsy Inc $ETSY

Mitsubishi UFJ Trust & Banking Corp grew its holdings in shares of Etsy Inc (NYSE:ETSY) by 37.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 38,033 shares of the company’s stock after buying an additional 10,360 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Etsy were worth $2,109,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Abich Financial Wealth Management LLC purchased a new position in shares of Etsy during the third quarter valued at approximately $51,000. Danske Bank A S purchased a new position in shares of Etsy during the third quarter valued at approximately $66,000. LSV Asset Management purchased a new stake in Etsy in the third quarter worth $86,000. MAI Capital Management grew its stake in Etsy by 215.0% in the third quarter. MAI Capital Management now owns 1,320 shares of the company’s stock worth $88,000 after purchasing an additional 901 shares during the period. Finally, Brown Brothers Harriman & Co. purchased a new stake in Etsy in the third quarter worth $93,000. 99.53% of the stock is owned by hedge funds and other institutional investors.

Etsy Stock Up 1.4%

Etsy stock opened at $64.05 on Tuesday. The business has a fifty day 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 P/E ratio of 26.69, a price-to-earnings-growth ratio of 2.59 and a beta of 1.90.

Etsy (NYSE:ETSY) last released its earnings results on Thursday, February 19th. The company reported $0.92 EPS for the quarter, topping the consensus estimate 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 for the quarter. On average, equities analysts expect that Etsy Inc will post 3.71 EPS for the current fiscal year.

Key Headlines Impacting Etsy

Here are the key news stories impacting Etsy this week:

• Positive Sentiment: Seeking Alpha upgraded Etsy to a “Buy”, citing accelerating core marketplace sales, improving margins from opex efficiencies, and the strategic refocus after divestitures. Etsy Marketplace Is Showing Signs Of Life (Upgrade)
• Positive Sentiment: A valuation re‑run after the Depop sale lifted fair‑value estimates (from ~$62 to ~$71.7), signaling analysts are reframing models around stronger margin and cash‑flow potential as Etsy concentrates on its artisan marketplace. How The Investment Story Around Etsy (ETSY) Is Shifting After The Depop Sale
• Positive Sentiment: Multiple firms posted higher price targets this week (examples include raises reported to $75 and $82), reinforcing the upgrade momentum among sell‑side analysts. Etsy (NYSE:ETSY) Price Target Raised to $75.00 Etsy (NYSE:ETSY) Price Target Raised to $82.00
• Positive Sentiment: Etsy is expanding AI seller tools to boost efficiency without eroding creativity—this can lift seller productivity and conversion, supporting GMV and margin improvements. Etsy expands AI tools to boost seller efficiency without losing creativity
• Neutral Sentiment: Market write‑ups and screens (Zacks, Zacks peer comparison, 247WallSt) highlight Etsy as a momentum/sector‑divergent story this month—useful for sentiment but not new fundamental news. What Makes Etsy (ETSY) a Strong Momentum Stock: Buy Now? Is Etsy (ETSY) Stock Outpacing Its Retail‑Wholesale Peers This Year? Etsy, Amazon, eBay, and Shopify in April
• Neutral Sentiment: Several how‑to and seller‑education pieces (SEO, testing, AI tools for sellers) are circulating—these support long‑term seller health but are informational rather than catalysts. Boost your Etsy shop with smart SEO and branding
• Negative Sentiment: Alaska Native artists say Etsy’s new fur ban discriminates against Indigenous sellers—this raises reputational and community‑relations risk and could pressure policy adjustments or create negative PR. Alaska Native artists say Etsy’s new fur ban discriminates against Indigenous sellers

Insiders Place Their Bets

In other Etsy news, CAO Merilee Buckley sold 1,993 shares of the business’s stock in a transaction on Monday, April 6th. The stock was sold at an average price of $52.92, for a total value of $105,469.56. Following the sale, the chief accounting officer directly owned 809 shares of the company’s stock, valued at approximately $42,812.28. The trade was a 71.13% decrease in their ownership of the stock. The transaction 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. Also, Director Charles Andrew Ballard sold 1,790 shares of the business’s stock in a transaction on 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 directly owned 4,006 shares in the company, valued at $223,294.44. This trade represents a 30.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 183,413 shares of company stock valued at $11,614,338. 2.80% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on ETSY. Morgan Stanley set a $64.00 price target on Etsy in a research note on Wednesday, April 29th. JPMorgan Chase & Co. upped 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. Sanford C. Bernstein upped their price target on Etsy from $60.00 to $65.00 and gave the stock a “market perform” rating in a research note on Thursday. Guggenheim upped their price target on Etsy from $75.00 to $85.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Wall Street Zen cut Etsy from a “buy” rating to a “hold” rating in a research note on Saturday. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, nineteen have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $70.09.

Etsy Company 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.