Vaughan Nelson Investment Management, L.P. Adds $22M in Warby Parker Inc. ($WRBY)
Vaughan Nelson boosted its Warby Parker holdings by 31.3% in recent SEC filing.
Key Points
- Vaughan Nelson Investment Management increased its stake in Warby Parker by 31.3%, adding 722,627 shares for a total of 3,028,307 shares valued at $91.9 million.
- Warby Parker, trading on the NYSE under WRBY, has a market cap of $3.72 billion and a forward P/E of 45.8, with shares hitting a 52-week high of $31.00.
- Recent insider activity includes buys from CEO Neil Harris Blumenthal and analyst coverage maintaining 'buy' ratings with price targets up to $34.00.
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Vaughan Nelson Investment Management, L.P. has significantly increased its stake in Warby Parker Inc. (NYSE: WRBY). According to its latest SEC filing, the firm boosted its holdings by 31.3%, adding 722,627 shares. This brings its total to 3,028,307 shares, valued at approximately $91.9 million, as of the end of the reporting period.
Vaughan Nelson Investment Management, L.P. vs. the S&P 500
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What Changed in Vaughan Nelson's Warby Parker Position
Vaughan Nelson's recent filing shows a strategic move to increase its investment in Warby Parker. Before the change, the firm held 2,305,680 shares. The additional 722,627 shares represent a 31.3% increase, reflecting confidence in the company's potential. The total value of Vaughan Nelson's position in Warby Parker now stands at about $91.9 million.
Other Institutional Activity in Warby Parker
Several other major funds have also made moves regarding Warby Parker. FMR LLC slightly increased its holdings by 153,996 shares, bringing its total to 15,526,372 shares valued at $327.1 million. JPMorgan Chase & Co added 409,042 shares, a 4.2% increase, for a total of 10,088,109 shares worth $205.2 million. BlackRock, Inc. reduced its position by 721,557 shares, a 9% decrease, leaving it with 7,259,063 shares valued at $152.9 million. Durable Capital Partners LP cut 914,092 shares, a 12.5% reduction, now holding 6,396,513 shares worth $134.8 million. Meanwhile, Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both opened new positions, with holdings of 5,331,553 and 4,403,508 shares, respectively.
Warby Parker Inc. Stock Up 21.4%
Shares of Warby Parker Inc. (NYSE: WRBY) traded near $30.34 on Wednesday. The company, which operates in the healthcare sector, has a market capitalization of approximately $3.72 billion. Its forward P/E ratio stands at 45.8, with a beta of 1.969. The stock has experienced a 52-week range between $14.96 and $31.00. Warby Parker's 50-day moving average is $25.33, while its 200-day moving average is $23.98. The company maintains a current ratio of 2.334 and a quick ratio of 1.892, with a debt-to-equity ratio of 63.233.
$WRBY stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Warby Parker reported revenue of $890.6 million, with a growth rate of 8.3%. Despite a modest net margin of 0.151%, the company's return on equity (ROE) is 0.369%. The next earnings report is expected on August 6, 2026.
Insider Buying and Selling at Warby Parker Inc.
Recent insider activity at Warby Parker includes several transactions. On June 18, 2026, Co-CEO Neil Harris Blumenthal bought 200,000 shares and also sold 200,000 shares on the same day. Teresa Briggs sold 5,000 shares on June 16, 2026, under a pre-planned Rule 10b5-1 trading plan. Youngme Moon sold 10,000 shares on June 12, while Bradley Singer and Andrew Hunt both purchased shares on June 8, 2026.
Analysts Set New Price Targets
Analyst activity has been active around Warby Parker. On June 29, 2026, B of A Securities initiated coverage with a 'buy' rating and a $33.00 price target. UBS maintained its 'hold' rating with a $27.00 target on May 8, 2026, while BTIG kept a 'buy' rating with a $34.00 target on May 7, 2026. The consensus among analysts is a moderate buy, with an average price target of $29.92 based on 12 opinions.
About Warby Parker
Warby Parker Inc., based in New York City, offers a range of eyewear products through its retail and online platforms in the U.S. and Canada. The company provides eyeglasses, sunglasses, and contact lenses, along with various optical accessories. It also offers eye exams and vision tests. Founded in 2009, Warby Parker is led by CEO Neil Harris Blumenthal and employs around 2,275 people.
Bottom Line
Vaughan Nelson's increased stake in Warby Parker suggests confidence in the company's future. As a reminder, 13F filings like these reflect holdings as of the reporting period and may not indicate current positions. Investors often track these filings for insights into institutional sentiment, but they should consider the broader market context and company fundamentals.
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