VCI Wealth Management LLC Purchases 47,508 Shares of Waystar Holding Corp. $WAY

VCI Wealth Management LLC acquired a new position in shares of Waystar Holding Corp. (NASDAQ:WAY) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 47,508 shares of the company’s stock, valued at approximately $1,204,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Smith Group Asset Management LLC raised its position in shares of Waystar by 1.5% in the third quarter. Smith Group Asset Management LLC now owns 29,634 shares of the company’s stock valued at $751,000 after purchasing an additional 433 shares during the period. Nisa Investment Advisors LLC boosted its holdings in shares of Waystar by 18.5% during the 3rd quarter. Nisa Investment Advisors LLC now owns 2,782 shares of the company’s stock worth $70,000 after buying an additional 435 shares during the period. GAMMA Investing LLC grew its stake in Waystar by 20.9% in the 3rd quarter. GAMMA Investing LLC now owns 2,692 shares of the company’s stock valued at $68,000 after buying an additional 465 shares during the last quarter. Salomon & Ludwin LLC grew its stake in Waystar by 310.6% in the 3rd quarter. Salomon & Ludwin LLC now owns 1,010 shares of the company’s stock valued at $26,000 after buying an additional 764 shares during the last quarter. Finally, Yousif Capital Management LLC raised its holdings in Waystar by 2.7% in the 3rd quarter. Yousif Capital Management LLC now owns 32,100 shares of the company’s stock valued at $813,000 after acquiring an additional 855 shares during the period.

Waystar Trading Up 0.5%

Shares of Waystar stock opened at $28.14 on Tuesday. The firm has a 50-day moving average of $26.23 and a 200-day moving average of $23.97. The stock has a market cap of $5.40 billion, a PE ratio of 40.20, a PEG ratio of 1.13 and a beta of 0.18. Waystar Holding Corp. has a 52-week low of $17.26 and a 52-week high of $37.71. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.85 and a current ratio of 1.85.

Waystar (NASDAQ:WAY) last released its quarterly earnings results on Monday, November 2nd. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.03. Waystar had a net margin of 11.18% and a return on equity of 7.03%. The business had revenue of $325.62 million for the quarter, compared to analyst estimates of $323.43 million. During the same period last year, the firm earned $0.37 earnings per share. Waystar’s revenue for the quarter was up 21.2% compared to the same quarter last year. As a group, sell-side analysts forecast that Waystar Holding Corp. will post 1.47 EPS for the current year.

Insider Transactions at Waystar

In other Waystar news, CEO Matthew Hawkins sold 82,500 shares of the business’s stock in a transaction dated Tuesday, October 6th. The shares were sold at an average price of $26.23, for a total value of $2,163,975.00. Following the completion of the sale, the chief executive officer owned 1,804,794 shares of the company’s stock, valued at $47,339,746.62. The trade was a 4.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 247,500 shares of company stock valued at $6,370,499. Insiders own 3.50% of the company’s stock.

Key Stories Impacting Waystar

Here are the key news stories impacting Waystar this week:

• Positive Sentiment: Q3 earnings and revenue exceeded estimates. Waystar reported non-GAAP EPS of $0.44, above the $0.41 consensus estimate, while revenue reached $325.6 million versus expectations of $323.4 million. EPS increased from $0.37 a year earlier. Waystar Holding Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Growth remained robust. Third-quarter revenue rose 21.2% year over year to $325.6 million. Net income was $31.0 million, non-GAAP net income was $87.1 million, and adjusted EBITDA margin was 43%, highlighting continued operating leverage in Waystar’s healthcare payment software business. Waystar Reports Third Quarter 2026 Results
• Positive Sentiment: Full-year profitability guidance was raised. Waystar now expects 2026 adjusted EBITDA of approximately $543 million to $549 million, signaling greater confidence in earnings performance. The company forecast revenue of $1.277 billion to $1.287 billion. Waystar Raises Adjusted EBITDA Outlook
• Neutral Sentiment: Valuation remains a consideration. WAY trades at roughly 40 times earnings, so continued share-price gains may depend on sustaining its elevated growth rate and delivering against the upgraded outlook. The stock is trading above both its 50-day and 200-day moving averages, indicating strong recent momentum but also higher expectations.

Analyst Ratings Changes

Several brokerages have issued reports on WAY. BMO Capital Markets restated an “outperform” rating on shares of Waystar in a research report on Thursday, August 27th. Needham & Company LLC reaffirmed a “buy” rating and issued a $33.00 target price on shares of Waystar in a research report on Wednesday, August 26th. Royal Bank Of Canada reiterated an “outperform” rating on shares of Waystar in a research note on Tuesday, September 15th. Canaccord Genuity Group increased their target price on Waystar from $30.00 to $33.00 and gave the stock a “buy” rating in a research note on Monday, August 31st. Finally, UBS Group dropped their price target on Waystar from $37.00 to $33.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Waystar presently has a consensus rating of “Moderate Buy” and an average price target of $34.90.

About Waystar

Waystar Holding Corp. is a healthcare technology company that provides cloud-based software designed to simplify administrative and financial processes across the healthcare industry. Its platform connects healthcare providers, health plans and patients, helping organizations manage revenue cycle operations and improve the flow of information and payments.

The company’s products and services include electronic claims management, eligibility and benefits verification, prior authorization, payment integrity, denial management, patient estimates and payments, billing automation, and healthcare analytics.