Insider Trading March 13, 2026

Warby Parker Director Sells $635,750 in Stock Amid Mixed Financial Signals

Director Jeffrey Jacob Raider reduces stake with $635.8k sale as the eyewear retailer contends with earnings miss and varied analyst valuations

By Caleb Monroe WRBY
Warby Parker Director Sells $635,750 in Stock Amid Mixed Financial Signals
WRBY

Jeffrey Jacob Raider, a director at Warby Parker Inc. (WRBY), sold 25,000 shares of Class A common stock on March 11, 2026, for roughly $635,750 in multiple trades at prices between $25.17 and $25.69. The transaction leaves Raider with substantial direct and indirect holdings while Warby Parker navigates an earnings shortfall, modest revenue variance and mixed analyst targets.

Key Points

  • Warby Parker director Jeffrey Jacob Raider sold 25,000 Class A shares on March 11, 2026, raising roughly $635,750 through multiple trades priced between $25.17 and $25.69.
  • After the sale, Raider owns 448,697 shares directly and 2,170,571 shares indirectly via AMH WP Holdings LLC; the stock trades at $24.06 with a market cap near $2.88 billion.
  • Company results showed a Q4 2025 EPS of -$0.05 versus a forecast of $0.05 and revenue of $211.97 million versus $213.11 million; analysts’ price targets range from $18 to $35 and Piper Sandler maintains an Overweight rating with a $32 target.

Jeffrey Jacob Raider, a sitting director at Warby Parker Inc. (NASDAQ: WRBY), executed a sale of 25,000 shares of the company’s Class A common stock on March 11, 2026. The disposals were completed across several transactions at prices that ranged from $25.17 to $25.69, totaling approximately $635,750.

Following the sale, Raider maintains direct ownership of 448,697 shares of Warby Parker. He also retains an indirect position of 2,170,571 shares through AMH WP Holdings LLC. As of the latest quoted price, the stock trades at $24.06, valuing the eyewear retailer at about $2.88 billion.


Valuation and analyst context

Market commentary included an InvestingPro analysis that characterizes Warby Parker as appearing overvalued at current levels, with analyst price targets reported in a range from $18 to $35. The note also referenced a Pro Research Report that is available for this company and more than 1,400 other U.S. equities for readers seeking additional detail on WRBY’s valuation and financial position.


Recent financial performance

Warby Parker’s fourth-quarter 2025 results fell short of consensus on several measures. The company reported an earnings per share (EPS) of -$0.05, missing the forecasted $0.05 and representing a negative surprise of 200%. Revenue for the quarter was $211.97 million, slightly below the expected $213.11 million.

Piper Sandler kept an Overweight rating on Warby Parker with a price target of $32 despite the earnings disappointment. The firm noted that sales landed at the low end of the company’s guidance range of 11%-12%, and that an EBITDA shortfall was driven by weaker gross margins. Additionally, Warby Parker’s quarter-to-date revenue outlook of 6.5%-7.5% was cited as falling short of sell-side expectations for double-digit growth.


Raider’s sale, the company’s recent quarterly performance and the spread of analyst price targets together portray a company facing near-term execution and margin pressures while still carrying material insider and institutional ownership. Investors seeking more granular valuation analysis are pointed to the available Pro Research Report for deeper financial metrics and projections.

Risks

  • Earnings shortfall - Q4 2025 EPS missed expectations and was reported at -$0.05, indicating near-term profitability pressure for the consumer retail and eyewear sectors.
  • Revenue guidance below expectations - Quarter-to-date revenue guidance of 6.5%-7.5% is below sell-side expectations for double-digit growth, which could affect investor sentiment and retail multiples.
  • Margin weakness - An EBITDA miss attributed to weaker gross margins signals risk to profitability and cash flow in the branded consumer products and retail segments.

More from Insider Trading

Baker Hughes Chief Legal Officer Disposes $298,919 in Shares Mar 13, 2026 Framework Ventures Increases Stake in Better Home & Finance with $1.006M Purchase Mar 13, 2026 Ligand CFO Sells $687,825 in Stock, Exercises Options as Shares Trade Near Yearly High Mar 13, 2026 Kratos Director Executes $443,000 Stock Sale as Company Advances Multiple Defense Programs Mar 13, 2026 Alignment Healthcare President Executes $507,925 Stock Sale to Cover RSU Taxes Mar 13, 2026