Stocks Consumer discretionary ETSY
NYSE · Consumer discretionaryEtsy Inc (ETSY)
Etsy Inc brought in $3B of revenue over the twelve months to September 30, 2026, up 10.8% from a year earlier. Net income was $987.3M, a net margin of 32.8%. Operating cash flow minus capital spending left $678M of free cash flow in fiscal 2025. At September 30, 2026 it held $2.1B in cash against $1.7B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 28, 2026.
Key facts about Etsy Inc
- Net worth
- Etsy Inc has a market value (market cap) of $8.1B at the latest share price, and shareholders' equity of -$677.8M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $2.9B (+2.7% year on year), with net income of $163M. Over the 12 months to September 30, 2026: revenue $3B, net income $987.3M.
- Cash flow
- In fiscal 2025 operations brought in $693.4M of cash; after $15.4M of capital spending, free cash flow was $678M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 28, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Etsy Inc's next report is expected around February 17, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Etsy Inc does
Etsy Inc is registered with the SEC under industry code SIC 7389 (Services-Business Services, NEC). Its shares trade on NYSE under the ticker ETSY.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $2.9B | $163M | $1.39 | $678M |
| 2024 | $2.8B | $303.3M | $2.35 | $738.3M |
| 2023 | $2.7B | $307.6M | $2.24 | $692.6M |
| 2022 | $2.6B | -$694.3M | -$5.48 | $673.4M |
| 2021 | $2.3B | $493.5M | $3.40 | $640.3M |
| 2020 | $1.7B | $349.2M | $2.69 | $677.5M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where ETSY ranks in Consumer discretionary
Latest SEC filings
What Etsy Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 6, 2026Passive stake changed SCHEDULE 13G/A
- October 30, 2026Passive stake changed SCHEDULE 13G/A
- October 28, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 11% to $692.5M versus the same quarter last year; diluted EPS $7.31 versus $0.63.
- October 28, 2026
- August 10, 2026Passive stake changed SCHEDULE 13G/A
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 6.2% to $668.3M versus the same quarter last year; diluted EPS -$0.36 versus $0.25.
- August 5, 2026
- July 30, 2026
- July 16, 2026
- July 13, 2026Passive stake (5% or more) SCHEDULE 13G
What is ETSY worth? A DCF from its reported cash flow
Insider trades
What the people running Etsy Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $12.3M worth of shares in the last 90 days and bought none on the open market. 36% of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 5, 2026 | Blow Marla JDirector | Gave as a gift | 500 | - |
| November 3, 2026 | Baker CharlesChief Financial Officer | Soldpre-planned (10b5-1) | 800 | $72.8K |
| November 3, 2026 | Baker CharlesChief Financial Officer | Soldpre-planned (10b5-1) | 607 | $55.8K |
| November 2, 2026 | Silverman JoshDirector | Sold | 41,500 | $3.8M |
| November 1, 2026 | Baker CharlesChief Financial Officer | Exercised options | 6,224 | - |
| November 1, 2026 | Baker CharlesChief Financial Officer | Shares withheld for tax | 3,442 | $306.2K |
| October 30, 2026 | Silverman JoshDirector | Exercised options | 1,189 | $12.6K |
| October 30, 2026 | Silverman JoshDirector | Sold | 1,189 | $105.5K |
Who owns ETSY
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Renaissance Technologies LLC13G, passive with 1 related filers | 6.09% | November 13, 2025 |
| Vanguard Portfolio Management13G, passive | 5.75% | April 29, 2026 |
| Jane Street Group, LLC13G, passive with 2 related filers | 5.3% | July 13, 2026 |
| Vanguard Capital Management13G, passive | 5.11% | April 29, 2026 |
| Elliott Investment Management L.P.13G, passive | 5.1% | November 14, 2025 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 554 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 12,615,866 | -571,631 |
| Renaissance Technologies LLC | 5,990,442 | +28,232 |
| Vanguard Portfolio Management LLC | 5,561,096 | +56,439 |
| Elliott Investment Management L.P. | 5,000,000 | 0 |
| Goldman Sachs Group Inc | 4,286,571 | +119,481 |
| Vanguard Capital Management LLC | 4,124,666 | -59,057 |
| Barclays PLC | 3,863,380 | -970,335 |
| Assenagon Asset Management S.A. | 3,226,666 | +2,136,425 |
| State Street Corp | 3,216,992 | -54,575 |
| Aqr Capital Management LLC | 2,793,531 | +164,616 |
| Balyasny Asset Management L.P. | 2,690,173 | -1,868,027 |
| Arrowstreet Capital, Limited Partnership | 2,272,439 | -1,005,684 |
| Holocene Advisors, LP | 2,004,438 | new |
| Morgan Stanley | 1,925,485 | +299,533 |
| Fmr LLC | 1,842,385 | -902,139 |
| Geode Capital Management, LLC | 1,694,457 | -59,969 |
| Point72 Asset Management, L.P. | 1,654,369 | +386,853 |
| Dimensional Fund Advisors LP | 1,627,762 | +54,066 |
| William Blair Investment Management, LLC | 1,598,520 | new |
| Citadel Advisors LLC | 1,256,274 | +1,124,711 |
Insiders
15 insiders reported holding 1,017,550 shares in total, about $90M at the last price.
| Holder | Shares |
|---|---|
| Wilson Frederick RDirector | 400,000 |
| Silverman JoshDirector | 221,117 |
| Patel Goyal KrutiChief Executive Officer, Director | 131,325 |
| Stretch ColinCHIEF LEGAL OFFICER | 64,715 |
| Smyth Margaret MaryDirector | 63,846 |
| Briggs Gary SDirector | 25,168 |
| Burns M MicheleDirector | 24,697 |
| Minor BradleyChief Marketing Officer | 20,051 |
| Reiff MelissaDirector | 16,671 |
| Baker CharlesChief Financial Officer | 15,958 |
Questions about ETSY
What does Etsy Inc do?
Etsy Inc is a company in the Consumer discretionary sector, listed on NYSE as ETSY. Its shares trade on NYSE under the ticker ETSY.
What is Etsy Inc's net worth?
Etsy Inc has a market value (market cap) of $8.1B at the latest share price, and shareholders' equity of -$677.8M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Etsy Inc profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $987.3M on revenue of $3B, a net margin of 32.8%.
How much revenue does Etsy Inc make?
Over the twelve months to September 30, 2026 Etsy Inc reported revenue of $3B. That is 10.8% more than a year earlier.
When did Etsy Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 28, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 9, 2026.
When is Etsy Inc's next earnings report?
Etsy Inc's next report is expected around February 17, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Etsy Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.