Investors Purchase High Volume of Put Options on Flywire (NASDAQ:FLYW)

Flywire Corporation (NASDAQ:FLYW) was the recipient of some unusual options trading activity on Wednesday. Investors purchased 3,805 put options on the company. This is an increase of approximately 653% compared to the average daily volume of 505 put options.

Analysts Set New Price Targets

A number of brokerages have weighed in on FLYW. Zacks Research upgraded shares of Flywire from a “strong sell” rating to a “hold” rating in a research report on Wednesday, November 19th. Stephens upgraded shares of Flywire from an “equal weight” rating to an “overweight” rating and lifted their target price for the company from $17.00 to $19.00 in a report on Friday, January 16th. Weiss Ratings reissued a “sell (d)” rating on shares of Flywire in a research report on Thursday, January 22nd. UBS Group raised their price target on Flywire from $13.50 to $15.50 and gave the stock a “neutral” rating in a research report on Wednesday, November 5th. Finally, Truist Financial set a $17.00 price objective on Flywire in a research note on Tuesday, January 20th. Six investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $15.73.

Flywire Stock Up 8.9%

Shares of NASDAQ:FLYW traded up $1.00 during trading on Wednesday, hitting $12.24. The company’s stock had a trading volume of 1,877,168 shares, compared to its average volume of 1,408,254. Flywire has a fifty-two week low of $8.20 and a fifty-two week high of $15.25. The business has a 50 day moving average price of $13.09 and a two-hundred day moving average price of $13.23. The company has a debt-to-equity ratio of 0.02, a quick ratio of 1.53 and a current ratio of 1.53. The company has a market capitalization of $1.49 billion, a PE ratio of -613.69, a P/E/G ratio of 1.20 and a beta of 1.28.

Flywire (NASDAQ:FLYW) last released its earnings results on Tuesday, February 24th. The company reported $105.55 EPS for the quarter, topping the consensus estimate of ($0.01) by $105.56. The firm had revenue of $157.54 million during the quarter, compared to analysts’ expectations of $144.96 million. Flywire had a positive return on equity of 0.80% and a negative net margin of 0.42%.Flywire’s revenue for the quarter was up 34.0% on a year-over-year basis. During the same period in the previous year, the firm posted ($0.12) EPS. As a group, research analysts expect that Flywire will post 0.14 EPS for the current fiscal year.

Insider Buying and Selling

In other news, major shareholder Voss Capital, Lp purchased 25,000 shares of the company’s stock in a transaction dated Friday, February 13th. The stock was acquired at an average price of $10.99 per share, with a total value of $274,750.00. Following the purchase, the insider directly owned 2,300,000 shares in the company, valued at approximately $25,277,000. This represents a 1.10% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Also, General Counsel Peter Butterfield sold 13,327 shares of Flywire stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $15.01, for a total value of $200,038.27. Following the completion of the sale, the general counsel owned 374,933 shares in the company, valued at $5,627,744.33. This represents a 3.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders bought 251,112 shares of company stock worth $3,477,834 and sold 38,426 shares worth $567,215. 4.40% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in FLYW. Global Retirement Partners LLC acquired a new position in Flywire during the fourth quarter worth approximately $32,000. Nisa Investment Advisors LLC increased its holdings in shares of Flywire by 194.9% in the 2nd quarter. Nisa Investment Advisors LLC now owns 3,279 shares of the company’s stock valued at $38,000 after acquiring an additional 2,167 shares during the period. Covestor Ltd raised its position in Flywire by 217.9% in the 3rd quarter. Covestor Ltd now owns 3,233 shares of the company’s stock valued at $43,000 after purchasing an additional 2,216 shares during the last quarter. Daiwa Securities Group Inc. boosted its stake in Flywire by 78.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 5,681 shares of the company’s stock worth $66,000 after purchasing an additional 2,497 shares during the period. Finally, State of Alaska Department of Revenue acquired a new stake in Flywire during the 3rd quarter worth $67,000. Hedge funds and other institutional investors own 95.90% of the company’s stock.

Key Stories Impacting Flywire

Here are the key news stories impacting Flywire this week:

• Positive Sentiment: Q4 beat — Flywire reported Q4 revenue of $157.54M, up 34% year-over-year, and reported EPS of $105.55, materially above consensus; revenue topped estimates of $144.96M, signaling strong demand. Flywire Reports Fourth-Quarter and Fiscal-Year 2025 Financial Results
• Positive Sentiment: Guidance raised/above consensus — Management provided Q1 and FY2026 revenue ranges ($162.2M–$167.3M for Q1; roughly $693.6M–$729.8M for FY2026) that sit above consensus, supporting expectations for continued growth and margin expansion. Flywire Q4 press release & guidance
• Positive Sentiment: 2026 growth/EBITDA outlook — Management outlined FX-neutral revenue growth of 15%–21% for 2026 while saying it will scale EBITDA margins, indicating operating leverage as revenue scales. Seeking Alpha: growth & margin outlook
• Neutral Sentiment: Positive market reaction and analyst attention — Multiple outlets noted the beat and moved coverage; press and analysts are updating models which can increase trading volume and volatility. Yahoo Finance: beats & market reaction
• Neutral Sentiment: Investor engagement — Flywire will attend upcoming investor conferences and has posted the earnings slide deck and call transcript for review, improving transparency for investors. Investor conferences announcement
• Negative Sentiment: EPS composition caution — The headline EPS ($105.55) is outsized relative to operating performance (modest net margin), suggesting significant one-time/other accounting items; investors may discount this when modeling recurring earnings. MarketBeat: earnings summary & transcript
• Negative Sentiment: Macro/geopolitical risk to education vertical — Coverage flags geopolitical and foreign-collection risks that could pressure international education payment volumes, a meaningful part of Flywire’s business. Investing.com: risks to education payments
• Negative Sentiment: Profitability still limited — Company reported a slight negative net margin (-0.42%) despite topline growth; runway to consistent GAAP profitability remains a key monitor. Zacks: metric comparison

Flywire Company Profile

Flywire Corp (NASDAQ: FLYW) is a global payments enablement and software company that specializes in facilitating complex cross-border transactions. Its cloud-based platform streamlines receivables and payer workflows across key verticals including education, healthcare, travel and hospitality, and commercial services. Flywire’s technology integrates with institutional systems to automate payment posting, reconciliation and reporting, aiming to improve the payer experience and accelerate cash flow for its clients.

Founded in 2009 by entrepreneur Iker Marcaide as peerTransfer, the company rebranded as Flywire in 2015.